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

Innovator U.S. Equity Power Buffer ETF - December logo
$46.92 0.00 (0.00%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - December (BATS:PDEC)

Number of
Institutional Buyers
(last 12 months)
130
Total
Institutional Inflows
(last 12 months)
$201.65M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$130.17M
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PDEC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2026 Capital Square LLC7,336$339K0.1%N/A0.028%
7/10/2026 William Mack & Associates Inc.4,416$203K0.1%N/A0.017%
7/10/2026 City Holding Co.13,430$616K0.1%-25.2%0.050%
7/9/2026 Focus Financial Network Inc.8,080$371K0.0%-6.8%0.030%
7/7/2026 Dynamic Advisor Solutions LLC17,535$805K0.0%-1.3%0.066%
7/7/2026 CoreCap Advisors LLC124,245$5.70M0.2%-1.0%0.467%
7/1/2026 Noble Wealth Management PBC47,155$2.16M1.0%-10.9%0.177%
6/23/2026 MTM Financial Group LLC50,204$2.13M1.0%+0.8%0.189%
6/3/2026 NewEdge Advisors LLC52,231$2.22M0.0%-8.8%0.196%
6/1/2026 Financial Solutions Advisory Group Inc.23,794$1.01M0.1%N/A0.089%
5/19/2026GTS Financial LLC127,194$5.41M3.9%N/A0.478%
5/19/2026 Cornerstone Wealth LLC TN6,722$300K0.2%N/A0.025%
5/19/2026 NewEdge Advisors LLC52,231$2.22M0.0%-8.8%0.196%
5/19/2026 Arkadios Wealth Advisors28,614$1.22M0.0%+7.6%0.107%
5/18/2026Talon Private Wealth LLC27,560$1.17M0.2%N/A0.103%
5/15/2026 Wealth Alliance LLC37,391$1.59M0.2%-3.4%0.140%
5/13/2026 Cetera Investment Advisers295,846$12.57M0.0%-15.1%1.111%
5/12/2026Bellwether Advisors LLC240,852$10.24M1.7%-3.2%0.904%
5/8/2026 Atlantic Private Wealth LLC15,451$657K0.4%+1,661.8%0.058%
5/7/2026 Ascent Wealth Partners LLC31,751$1.35M0.2%-3.5%0.119%
5/6/2026 Independent Financial Group LLC65,205$2.77M0.1%N/A0.245%
5/5/2026 Sigma Planning Corp9,925$422K0.0%-3.9%0.037%
5/2/2026 Global Assets Advisory LLC2,197$93K0.0%N/A0.008%
5/2/2026 Diversify Wealth Management LLC9,026$403K0.0%N/A0.034%
5/2/2026 Valmark Advisers Inc.20,738$881K0.0%-19.9%0.078%
5/1/2026 Corrado Advisors LLC77,896$3.31M1.7%-1.5%0.293%
4/30/2026ATX Financial Planning LLC5,603$238K0.2%-19.5%0.021%
4/30/2026 Kestra Advisory Services LLC315,262$13.40M0.1%+19.3%1.184%
4/29/2026 Global Strategic Investment Solutions LLC115,481$4.91M0.5%-24.7%0.434%
4/27/2026World Investment Advisors17,443$741K0.0%+24.8%0.066%
4/23/2026Catalina Capital Group LLC126,094$5.36M3.2%+7.2%0.474%
4/22/2026 Patriot Financial Group Insurance Agency LLC64,464$2.74M0.2%+108.6%0.242%
4/22/2026 Janney Montgomery Scott LLC130,409$5.54M0.0%+4.7%0.490%
4/22/2026 Cornerstone Wealth Group LLC10,708$475K0.0%-2.3%0.040%
4/22/2026 Keystone Financial Group Inc.1,826$78K0.0%-81.4%0.007%
4/21/2026 Long Island Wealth Management Inc.25,724$1.09M0.5%-3.0%0.097%
4/21/2026 KFG Wealth Management LLC84,091$3.57M0.5%+6.8%0.316%
4/18/2026 Weaver Capital Management LLC67,710$2.88M0.6%-1.4%0.254%
4/18/2026 BCS Wealth Management52,045$2.21M0.5%-50.4%0.195%
4/17/2026 First City Capital Management Inc.21,810$927K0.5%-3.0%0.082%
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4/17/2026 Outlook Wealth Advisors LLC69,623$2.96M0.7%-37.2%0.261%
4/17/2026 Brookstone Capital Management830,456$35.29M0.4%-1.2%3.118%
3/17/2026 Forty three Eighteen Advisors LLC29,324$1.27M1.0%N/A0.110%
3/13/2026World Investment Advisors13,982$607K0.0%+6.4%0.053%
2/19/2026 BFI Wealth Solutions LLC15,456$670K0.6%N/A0.058%
2/19/2026ATX Financial Planning LLC6,959$302K0.2%N/A0.026%
2/18/2026Ameriflex Group Inc.5,969$259K0.1%-50.0%0.022%
2/18/2026 First Commonwealth Financial Corp PA 106,359$4.61M0.8%+14.1%0.399%
2/18/2026Beacon Pointe Advisors LLC176,952$7.68M0.1%+10.3%0.664%
2/18/2026 Garton & Associates Financial Advisors LLC800$35K0.0%N/A0.003%
2/18/2026IHT Wealth Management LLC4,769$208K0.0%N/A0.018%
2/18/2026 Clay Northam Wealth Management LLC11,200$486K0.3%+58.9%0.042%
2/17/2026AQR Capital Management LLC9,479$411K0.0%+75.2%0.036%
2/17/2026 Cetera Investment Advisers348,330$15.11M0.0%+19.3%1.308%
2/17/2026Osaic Holdings Inc.786,638$34.12M0.0%-38.3%2.954%
2/17/2026 Advisory Services Network LLC36,992$1.61M0.0%+3.5%0.139%
2/17/2026 Captrust Financial Advisors44,543$1.93M0.0%+174.3%0.167%
2/17/2026 Blair William & Co. IL755,492$32.77M0.1%+1.5%2.837%
2/17/2026 Beacon Financial Advisory LLC13,212$573K0.1%+3.3%0.050%
2/16/2026 MML Investors Services LLC140,124$6.08M0.0%+65.7%0.526%
2/16/2026 Mariner LLC123,009$5.34M0.0%-20.7%0.462%
2/16/2026 Focus Partners Wealth1,112,771$48.27M0.1%+4,413.2%4.179%
2/16/2026 Financial Network Wealth Advisors LLC2,437$106K0.1%+10.5%0.009%
2/16/2026 Arax Advisory Partners8,077$350K0.0%N/A0.030%
2/13/2026 CreativeOne Wealth LLC23,382$1.01M0.0%+21.7%0.088%
2/13/2026 Kestra Advisory Services LLC264,368$11.47M0.0%+11.8%0.993%
2/13/2026 Visionary Wealth Advisors23,435$1.02M0.0%-2.0%0.088%
2/13/2026 Arkadios Wealth Advisors26,595$1.15M0.0%+354.1%0.100%
2/13/2026Ausdal Financial Partners Inc.5,068$220K0.0%-35.6%0.019%
2/12/2026Jane Street Group LLC46,437$2.01M0.0%+605.3%0.174%
2/12/2026 TopTier Wealth Management LLC19,310$838K0.6%N/A0.073%
2/12/2026 Commonwealth Equity Services LLC661,697$28.70M0.0%+12.0%2.485%
2/12/2026 Steward Partners Investment Advisory LLC69,833$3.03M0.0%+1.7%0.262%
2/11/2026 Jessup Wealth Management Inc3,870$168K0.1%-37.5%0.015%
2/11/2026 Janney Montgomery Scott LLC124,609$5.41M0.0%+24.5%0.468%
2/11/2026 Fortune Financial Group Inc.56,677$2.47M2.5%N/A0.213%
2/11/2026 Capital Analysts LLC84,937$3.68M0.1%-32.1%0.319%
2/11/2026 Outlook Wealth Advisors LLC110,881$4.81M1.1%+0.3%0.416%
2/11/2026Cerity Partners LLC66,269$2.88M0.0%+2.7%0.249%
2/11/2026 LPL Financial LLC628,763$27.28M0.0%+17.4%2.361%
2/11/2026 Tradition Wealth Management LLC48,580$2.11M0.2%+6.5%0.182%
2/11/2026 Atlantic Private Wealth LLC877$38K0.0%N/A0.003%
2/11/2026 XML Financial LLC5,810$252K0.0%N/A0.022%
2/10/2026 Evolution Wealth Management Inc.4,309$187K0.2%N/A0.016%
2/10/2026 Goldstein Advisors LLC4,679$203K0.0%N/A0.018%
2/10/2026 Calton & Associates Inc.7,738$336K0.0%+28.7%0.029%
2/10/2026COFG Advisors LLC5,268$229K0.1%N/A0.020%
2/10/2026Gill Capital Partners LLC116,124$5.04M1.5%+7.8%0.436%
2/10/2026 NewCorp Financial Services Inc.15,538$674K0.6%N/A0.058%
2/10/2026 Weaver Consulting Group55,106$2.39M0.6%+0.9%0.207%
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2/10/2026 Corrado Advisors LLC79,075$3.43M1.7%+10.9%0.297%
2/10/2026Foundations Investment Advisors LLC46,156$2.00M0.0%-77.8%0.173%
2/9/2026 TrustBank17,346$752K0.3%N/A0.065%
2/9/2026 Valtinson Bruner Financial Planning LLC9,038$392K0.1%+3.3%0.034%
2/9/2026 Integrity Alliance LLC.4,698$204K0.0%N/A0.018%
2/9/2026 Integrity Advisory Solutions LLC13,195$572K0.1%N/A0.050%
2/9/2026Bellwether Advisors LLC248,755$10.79M1.7%+25.0%0.934%
2/9/2026 Blue Bell Private Wealth Management LLC2,018$88K0.0%-12.4%0.008%
2/9/2026 Harbour Investments Inc.50,123$2.17M0.0%-9.6%0.188%
2/9/2026 William Mack & Associates Inc.4,760$206K0.1%N/A0.018%


PDEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 250 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - December. The most heavily invested institutionals were Alliancebernstein L.P. ($186.50M), Penserra Capital Management LLC ($62.62M), Focus Partners Wealth ($48.27M), Kovitz Investment Group Partners LLC ($45.02M), Brookstone Capital Management ($35.29M), Osaic Holdings Inc. ($34.12M), and Blair William & Co. IL ($32.77M).Learn more on Innovator U.S. Equity Power Buffer ETF - December's institutional investors.

Of the 220 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - December's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.42M), Focus Partners Wealth ($1.11M), Cerity Partners LLC ($625.97K), Blair William & Co. IL ($482.61K), Susquehanna International Group LLP ($457.86K), Alliancebernstein L.P. ($362.85K), and Penserra Capital Management LLC ($343.10K).

Institutional investors have bought a total of 4,676,448 shares in the last 24 months. This purchase volume represents approximately $201.65M in transactions.

Of the 94 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - December's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($775.72K), Osaic Holdings Inc. ($541.18K), Foundations Investment Advisors LLC ($213.08K), Alliancebernstein L.P. ($156.78K), Envestnet Asset Management Inc. ($153.78K), Cresset Asset Management LLC ($128.70K), and Raymond James Financial Inc. ($99.35K).

Institutional investors have sold a total of 3,061,876 shares in the last 24 months. This volume of shares sold represents approximately $130.17M in transactions.



Institutional ownership data for BATS:PDEC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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