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Innovator U.S. Equity Power Buffer ETF - December (PDEC) Institutional Ownership

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$36.19
-0.10 (-0.28%)
(As of 04/25/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - December (BATS:PDEC)

Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$167.27M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$104.95M
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PDEC Institutional Buying and Selling by Quarter

Innovator U.S. Equity Power Buffer ETF - December Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.159,293$5.83M0.0%-4.9%0.693%
4/23/2024 Nations Financial Group Inc. IA ADV25,821$945K0.1%-19.8%0.112%
4/23/2024 Raymond James Financial Services Advisors Inc.282,601$10.34M0.0%+0.7%1.229%
4/22/2024 Outlook Wealth Advisors LLC51,818$1.90M0.6%-1.8%0.225%
4/22/2024 MBL Wealth LLC360,679$13.20M1.5%-3.1%1.568%
4/19/2024 FORVIS Wealth Advisors LLC119,397$4.37M0.1%-4.8%0.519%
4/19/2024 KFG Wealth Management LLC78,388$2.87M1.2%+1.3%0.341%
4/17/2024 Cornerstone Wealth Group LLC15,985$585K0.1%N/A0.070%
4/17/2024 CRA Financial Services LLC51,086$1.87M0.4%-5.5%0.222%
4/16/2024 Wealth Enhancement Advisory Services LLC89,732$3.28M0.0%-2.8%0.390%
4/15/2024 Brookstone Capital Management1,030,365$37.71M0.7%-20.1%4.480%
4/11/2024 City Holding Co.34,128$1.25M0.2%-6.8%0.148%
4/11/2024 RFG Advisory LLC56,901$2.08M0.1%N/A0.283%
4/10/2024 BCS Wealth Management55,000$2.01M0.6%-1.7%0.274%
3/15/2024B. Riley Wealth Advisors Inc.10,551$370K0.0%+27.3%0.052%
3/6/2024SageView Advisory Group LLC42,435$1.49M0.1%N/A0.211%
2/23/2024Chicago Partners Investment Group LLC8,001$284K0.0%-24.7%0.040%
2/16/2024PCA Investment Advisory Services Inc.6,755$237K0.2%N/A0.034%
2/14/2024Brown Wealth Management LLC33,748$1.19M0.5%+37.6%0.168%
2/14/2024Visionary Wealth Advisors20,145$707K0.1%+16.1%0.100%
2/14/2024Personal CFO Solutions LLC25,965$911K0.2%N/A0.129%
2/14/2024Waterloo Capital L.P.13,479$473K0.1%+5.0%0.067%
2/13/2024Stephens Inc. AR386,108$13.55M0.2%-1.6%1.921%
2/13/2024Cetera Advisor Networks LLC120,025$4.21M0.0%+37.8%0.597%
2/12/2024Tradition Wealth Management LLC71,686$2.51M0.3%+0.9%0.357%
2/12/2024Focus Financial Network Inc. ADV11,414$401K0.0%N/A0.057%
2/9/2024 Nations Financial Group Inc. IA ADV32,208$1.13M0.1%+79.0%0.160%
2/9/2024Advisory Services Network LLC33,981$1.19M0.0%-7.5%0.169%
2/9/2024SageView Advisory Group LLC42,435$1.49M0.0%N/A0.211%
2/9/2024 Cambridge Investment Research Advisors Inc.167,454$5.88M0.0%+24.3%0.833%
2/9/2024InterOcean Capital Group LLC15,580$547K0.0%+63.5%0.078%
2/9/2024Certified Advisory Corp9,249$325K0.0%N/A0.046%
2/9/2024CreativeOne Wealth LLC21,903$769K0.0%N/A0.109%
2/9/2024Coldstream Capital Management Inc.16,860$592K0.0%+3.1%0.084%
2/8/2024BCGM Wealth Management LLC6,628$233K0.1%-51.9%0.033%
2/8/2024Beacon Pointe Advisors LLC207,025$7.27M0.1%+42.2%1.030%
2/8/2024Foundations Investment Advisors LLC68,083$2.42M0.1%-3.5%0.339%
2/8/2024Janney Montgomery Scott LLC127,196$4.47M0.0%+17.6%0.633%
2/7/2024Avantax Advisory Services Inc.22,216$780K0.0%-7.0%0.111%
2/7/2024Principal Securities Inc.3,247$114K0.0%N/A0.016%
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2/6/2024Valtinson Bruner Financial Planning LLC13,686$480K0.2%-2.8%0.068%
2/6/2024Lincoln National Corp265,879$9.33M0.2%+20.2%1.323%
2/6/2024 Spire Wealth Management13,360$473K0.0%+251.6%0.066%
2/6/2024ARS Wealth Advisors Group LLC23,275$817K0.1%N/A0.116%
2/6/2024Axxcess Wealth Management LLC7,550$265K0.0%N/A0.038%
2/6/2024Horan Capital Advisors LLC.59,327$2.08M0.8%-1.3%0.295%
2/6/2024Benjamin F. Edwards & Company Inc.6,680$234K0.0%+183.4%0.033%
2/6/2024SRS Capital Advisors Inc.14,132$496K0.1%+10.0%0.070%
2/5/2024Firestone Capital Management16,301$572K0.2%-29.1%0.081%
2/2/2024Valmark Advisers Inc.29,257$1.03M0.0%+207.4%0.146%
2/2/2024Truist Financial Corp285,560$10.02M0.0%+11.2%1.421%
2/2/2024Atria Wealth Solutions Inc.51,937$1.82M0.0%+640.7%0.258%
2/1/2024Corrado Advisors LLC51,423$1.81M1.5%-39.2%0.256%
2/1/2024 Nikulski Financial Inc.5,700$200K0.1%N/A0.028%
2/1/2024Sigma Planning Corp60,644$2.13M0.2%-11.4%0.302%
2/1/2024 CRA Financial Services LLC54,086$1.90M0.5%-6.7%0.269%
1/31/2024 KFG Wealth Management LLC77,410$2.72M1.2%+6.8%0.385%
1/30/2024Phoenix Wealth Advisors9,560$334K0.2%N/A0.048%
1/30/2024 DHJJ Financial Advisors Ltd.13,592$477K0.2%+22.4%0.068%
1/29/2024Koshinski Asset Management Inc.8,666$304K0.0%N/A0.043%
1/29/2024Compass Advisory Group LLC74,472$2.61M1.3%-53.6%0.371%
1/26/2024Soltis Investment Advisors LLC12,380$435K0.0%-88.3%0.062%
1/25/2024 Strategic Blueprint LLC21,017$738K0.1%-12.9%0.105%
1/25/2024 Blue Bell Private Wealth Management LLC2,360$83K0.0%-17.5%0.012%
1/23/2024Advisory Alpha LLC27,695$972K0.0%-10.3%0.138%
1/23/2024Crown Wealth Group LLC21,682$761K0.5%-93.5%0.108%
1/23/2024 Milestone Asset Management LLC73,006$2.56M0.8%-4.4%0.363%
1/23/2024WealthShield Partners LLC1,416$50K0.0%N/A0.007%
1/23/2024 Clay Northam Wealth Management LLC7,050$247K0.2%+13.7%0.035%
1/23/2024Beacon Financial Advisory LLC6,324$222K0.1%N/A0.031%
1/22/2024 Weaver Consulting Group43,466$1.53M0.6%+14.6%0.216%
1/19/2024 AdvisorNet Financial Inc19,998$702K0.1%+458.3%0.099%
1/19/2024 Wagner Wealth Management LLC1,980$69K0.0%N/A0.010%
1/19/2024Patriot Financial Group Insurance Agency LLC24,487$859K0.2%+77.6%0.122%
1/18/2024 MBL Wealth LLC372,159$13.06M1.6%+0.8%1.852%
1/18/2024Yarger Wealth Strategies LLC87,354$3.07M2.5%+15.6%0.435%
1/17/2024 Pinnacle Wealth Management Group Inc.33,570$1.18M1.0%+33.9%0.167%
1/17/2024 Keystone Wealth Services LLC26,505$930K0.3%+17.7%0.132%
1/17/2024 Atticus Wealth Management LLC47,728$1.68M0.6%+55.2%0.237%
1/16/2024 Raymond James Financial Services Advisors Inc.280,672$9.85M0.0%+69.9%1.396%
1/16/2024 Raymond James & Associates47,419$1.66M0.0%+122.3%0.236%
1/16/2024CoreCap Advisors LLC101,334$3.56M0.2%+92.6%0.504%
1/12/2024Mutual Advisors LLC8,110$285K0.0%-5.7%0.040%
1/12/2024Global Strategic Investment Solutions LLC343,585$12.06M1.5%-13.8%1.709%
1/12/2024 Cedar Brook Financial Partners LLC11,555$406K0.1%N/A0.057%
1/12/2024Bellwether Advisors LLC65,938$2.31M0.6%-10.3%0.328%
1/11/2024 Brookstone Capital Management1,290,289$45.29M0.9%+128.7%6.419%
1/11/2024 FORVIS Wealth Advisors LLC125,356$4.40M0.1%-1.3%0.624%
1/11/2024 Ausdal Financial Partners Inc.8,327$292K0.0%N/A0.041%
1/11/2024 BCS Wealth Management55,946$1.96M0.7%+25.1%0.278%
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1/11/2024 City Holding Co.36,608$1.29M0.2%+46.6%0.182%
1/11/2024Diligent Investors LLC51,232$1.80M0.5%+448.1%0.255%
1/10/2024 Range Financial Group LLC11,481$403K0.2%N/A0.057%
1/10/2024 Sugarloaf Wealth Management LLC18,283$642K0.1%+56.2%0.091%
1/10/2024 Cypress Financial Planning LLC6,132$213K0.2%-49.1%0.031%
1/9/2024 Southland Equity Partners LLC26,321$924K0.3%+17.5%0.131%
1/9/2024Castle Rock Wealth Management LLC95,905$3.34M1.0%+349.4%0.477%
1/8/2024Gill Capital Partners LLC120,310$4.22M1.8%+100.0%0.599%
1/5/2024WealthPLAN Partners LLC59,129$2.08M0.2%N/A0.294%
1/5/2024WealthPlan Investment Management LLC59,692$2.10M0.3%N/A0.297%
(Data available from 1/1/2016 forward)

PDEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDEC shares?

During the previous two years, 153 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - December. The most heavily invested institutionals were Brookstone Capital Management ($37.71M), Strategic Wealth Partners Group LLC ($36.02M), Penserra Capital Management LLC ($22.17M), HighTower Advisors LLC ($18.70M), Osaic Holdings Inc. ($14.86M), Advisor Group Holdings Inc. ($14.21M), and Cetera Investment Advisers ($13.59M).Learn more on PDEC's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Power Buffer ETF - December stock?

Of the 143 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.71M), Strategic Wealth Partners Group LLC ($1.15M), Gradient Investments LLC ($848.13K), Global Strategic Investment Solutions LLC ($652.68K), Compass Advisory Group LLC ($541.14K), HighTower Advisors LLC ($499.39K), and Stephens Inc. AR ($471.82K).

How much institutional buying is happening at Innovator U.S. Equity Power Buffer ETF - December?

Institutional investors have bought a total of 12,503,894 shares in the last 24 months. This purchase volume represents approximately $392.29M in transactions.

Which Innovator U.S. Equity Power Buffer ETF - December major shareholders have been selling company stock?

Of the 72 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($845.60K), Brookstone Capital Management ($683.15K), Compass Advisory Group LLC ($514.66K), Crown Wealth Group LLC ($311.34K), Commonwealth Equity Services LLC ($203.23K), Global Strategic Investment Solutions LLC ($198.03K), and Janney Montgomery Scott LLC ($197.25K).

How much institutional selling is happening at Innovator U.S. Equity Power Buffer ETF - December?

Institutional investors have sold a total of 4,247,820 shares in the last 24 months. This volume of shares sold represents approximately $139.77M in transactions.


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This page (BATS:PDEC) was last updated on 4/26/2024 by MarketBeat.com Staff

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