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

$43.94 +1.09 (+2.54%)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - December (BATS:BDEC)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$42.19M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$25.17M
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BDEC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Lantz Financial LLC11,710$505K0.1%+56.5%0.316%
1/17/2025 Secure Asset Management LLC6,055$261K0.0%N/A0.164%
1/17/2025 Janney Montgomery Scott LLC20,593$888K0.0%+37.7%0.557%
1/15/2025 Krilogy Financial LLC38,075$1.64M0.1%-0.9%1.029%
1/13/2025 BCS Wealth Management30,796$1.33M0.3%+10.9%0.832%
1/13/2025 Fragasso Financial Advisors Inc5,090$219K0.0%-32.4%0.138%
1/13/2025 Brookstone Capital Management539,726$23.27M0.3%+1,363.3%14.587%
1/8/2025 Weaver Consulting Group9,238$398K0.1%+48.2%0.250%
11/15/2024MML Investors Services LLC31,517$1.36M0.0%-18.1%0.852%
11/15/2024HighTower Advisors LLC70,150$3.02M0.0%-1.2%1.896%
11/15/2024Benjamin Edwards Inc.6,925$298K0.0%N/A0.187%
11/12/2024Penserra Capital Management LLC298,639$12.87M0.3%+26.1%8.071%
11/12/2024Cerity Partners LLC36,846$1.59M0.0%+7.9%0.996%
11/8/2024Bellwether Advisors LLC17,868$770K0.1%-20.2%0.483%
11/4/2024Sigma Planning Corp15,253$657K0.0%-4.8%0.412%
10/30/2024Beacon Financial Advisory LLC13,233$570K0.2%-10.6%0.358%
10/24/2024 Wealth Enhancement Advisory Services LLC8,462$365K0.0%-6.5%0.229%
10/23/2024Allworth Financial LP1,949$84K0.0%-30.8%0.053%
10/22/2024DHJJ Financial Advisors Ltd.15,670$675K0.3%-7.3%0.424%
10/22/2024Chris Bulman Inc43,632$1.88M1.3%-3.5%1.179%
10/22/2024My Personal CFO LLC66,980$2.89M1.6%-2.2%1.810%
10/17/2024 BCS Wealth Management27,772$1.20M0.5%-2.1%0.751%
10/10/2024CRA Financial Services LLC10,835$467K0.1%-17.3%0.293%
10/8/2024 Brookstone Capital Management36,884$1.59M0.0%+112.0%0.997%
8/26/2024 Wealthquest Corp19,548$819K0.1%-1.8%0.528%
8/22/2024Cetera Investment Advisers83,551$3.50M0.0%-28.0%2.258%
8/8/2024Envestnet Asset Management Inc.46,023$1.93M0.0%-7.7%1.244%
8/8/2024Thoroughbred Financial Services LLC25,361$1.06M0.1%+6.3%0.685%
8/8/2024CoreCap Advisors LLC20,168$845K0.1%N/A0.545%
8/7/2024Vantage Financial Partners LLC20,897$876K0.2%-29.9%0.565%
8/6/2024Chris Bulman Inc45,217$1.90M1.3%N/A1.222%
7/31/2024Commonwealth Equity Services LLC205,055$8.59M0.0%-2.6%5.542%
7/30/2024Integral Investment Advisors Inc.23,159$971K0.4%-4.1%0.626%
7/26/2024Cambridge Investment Research Advisors Inc.55,756$2.34M0.0%-17.1%1.507%
7/26/2024My Personal CFO LLC68,480$2.87M1.5%-1.7%1.851%
7/22/2024 Krilogy Financial LLC39,340$1.65M0.1%-9.8%1.063%
7/20/2024Milestone Asset Management LLC15,706$658K0.2%-10.3%0.424%
7/18/2024 Brookstone Capital Management17,395$735K0.0%-92.6%0.470%
7/16/2024 Wealth Enhancement Advisory Services LLC9,048$379K0.0%+6.2%0.245%
7/12/2024DHJJ Financial Advisors Ltd.16,913$709K0.3%-1.6%0.457%
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7/10/2024Lantz Financial LLC7,483$314K0.1%-5.0%0.202%
7/9/2024 Fragasso Financial Advisors Inc7,818$328K0.0%-27.6%0.211%
7/1/2024 Kathmere Capital Management LLC7,627$292K0.0%+24.2%0.206%
5/24/2024Cetera Advisors LLC80,033$3.25M0.0%-6.1%2.163%
5/24/2024Cetera Investment Advisers116,011$4.71M0.0%N/A3.135%
5/23/2024FSA Advisors Inc.13,345$542K0.6%+2.9%0.361%
5/20/2024Bullseye Investment Management LLC313,665$12.73M7.4%+1.2%8.477%
5/9/2024 Wealthquest Corp19,903$808K0.1%-90.3%0.538%
5/8/2024Thoroughbred Financial Services LLC23,861$968K0.1%-5.9%0.645%
5/2/2024Vantage Financial Partners LLC29,796$1.21M0.3%-3.6%0.805%
5/1/2024 Janney Montgomery Scott LLC33,098$1.34M0.0%-5.2%0.895%
4/30/2024Valtinson Bruner Financial Planning LLC8,121$330K0.1%-43.7%0.219%
4/29/2024Commonwealth Equity Services LLC210,603$8.55M0.0%-0.3%5.692%
4/25/2024Cambridge Investment Research Advisors Inc.67,261$2.73M0.0%-3.6%1.818%
4/24/2024 Krilogy Financial LLC43,620$1.77M0.1%-27.7%1.179%
4/23/2024Nations Financial Group Inc. IA ADV5,493$223K0.0%-45.6%0.148%
4/22/2024 Outlook Wealth Advisors LLC11,260$457K0.1%-11.3%0.304%
4/19/2024KFG Wealth Management LLC11,715$476K0.2%-30.6%0.317%
4/17/2024CRA Financial Services LLC13,100$532K0.1%-7.1%0.354%
4/16/2024 Kathmere Capital Management LLC6,142$249K0.0%-19.5%0.166%
4/15/2024Sunbelt Securities Inc.2,979$121K0.0%-55.4%0.099%
4/15/2024 Brookstone Capital Management235,504$9.56M0.2%+16.2%7.850%
4/11/2024RFG Advisory LLC16,241$659K0.0%+85.8%0.541%
4/10/2024 BCS Wealth Management28,543$1.16M0.4%-3.6%0.951%
2/16/2024 Wealthquest Corp205,186$7.85M0.9%-16.5%6.840%
2/16/2024 PCA Investment Advisory Services Inc.17,618$674K0.4%+45.5%0.587%
2/16/2024Optimist Retirement Group LLC5,554$212K0.1%N/A0.185%
2/14/2024Personal CFO Solutions LLC12,366$473K0.1%N/A0.412%
2/12/2024Focus Financial Network Inc. ADV8,872$339K0.0%N/A0.296%
2/9/2024Nations Financial Group Inc. IA ADV10,100$386K0.0%+4.2%0.337%
2/9/2024Cambridge Investment Research Advisors Inc.69,788$2.67M0.0%+14.1%2.326%
2/8/2024Foundations Investment Advisors LLC15,885$622K0.0%-11.8%0.530%
2/8/2024 Janney Montgomery Scott LLC34,926$1.34M0.0%+6.4%1.164%
2/7/2024Principal Securities Inc.4,614$176K0.0%N/A0.154%
2/6/2024Valtinson Bruner Financial Planning LLC14,434$552K0.3%+3.4%0.481%
2/6/2024Lincoln National Corp55,391$2.12M0.0%+45.5%1.846%
2/6/2024SRS Capital Advisors Inc.12,436$476K0.1%-3.4%0.415%
2/5/2024Vantage Financial Partners LLC30,893$1.18M0.3%+11.5%1.030%
2/1/2024Capital Investment Advisory Services LLC700$27K0.0%N/A0.023%
2/1/2024Sigma Planning Corp9,498$363K0.0%-29.8%0.317%
2/1/2024CRA Financial Services LLC14,100$539K0.1%-15.1%0.470%
1/31/2024KFG Wealth Management LLC16,883$646K0.3%-2.7%0.563%
1/30/2024Capital Analysts LLC2,808$107K0.0%+16.9%0.094%
1/30/2024DHJJ Financial Advisors Ltd.17,188$657K0.3%+27.8%0.573%
1/29/2024 Outlook Wealth Advisors LLC12,701$486K0.2%+77.6%0.423%
1/26/2024Cerity Partners LLC40,726$1.56M0.0%N/A1.358%
1/26/2024 Krilogy Financial LLC60,370$2.31M0.2%-1.7%2.012%
1/25/2024RFG Advisory LLC8,741$334K0.0%+13.1%0.291%
1/24/2024Stratos Wealth Partners LTD.8,490$325K0.0%N/A0.283%
1/23/2024Milestone Asset Management LLC17,558$672K0.2%-10.8%0.585%
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1/23/2024Beacon Financial Advisory LLC15,297$585K0.3%N/A0.510%
1/23/2024My Personal CFO LLC69,680$2.67M1.7%+32.4%2.323%
1/22/2024 Weaver Consulting Group6,234$238K0.1%-5.3%0.208%
1/19/2024 AdvisorNet Financial Inc1,867$71K0.0%-39.1%0.062%
1/18/2024John W. Brooker & Co. CPAs7,950$304K0.2%N/A0.265%
1/16/2024Raymond James Financial Services Advisors Inc.17,740$679K0.0%+53.1%0.591%
1/16/2024CoreCap Advisors LLC19,429$743K0.0%+15.3%0.648%
1/12/2024 Mutual Advisors LLC46,290$1.77M0.1%N/A1.543%
1/12/2024Lantz Financial LLC7,882$301K0.1%+3.5%0.263%
1/12/2024Bellwether Advisors LLC25,017$957K0.2%-50.1%0.834%
(Data available from 1/1/2016 forward)

BDEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BDEC shares?

During the previous two years, 80 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - December. The most heavily invested institutionals were Brookstone Capital Management ($23.27M), Penserra Capital Management LLC ($12.87M), Bullseye Investment Management LLC ($12.73M), Commonwealth Equity Services LLC ($8.59M), Osaic Holdings Inc. ($4.19M), Advisor Group Holdings Inc. ($4.14M), and Cetera Investment Advisers ($3.50M).Learn more on BDEC's institutional investors.

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

Of the 67 institutional investors that purchased Innovator U.S. Equity 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 ($757.84K), Penserra Capital Management LLC ($148.34K), Cetera Investment Advisers ($116.01K), Wealthquest Corp ($99.12K), Commonwealth Equity Services LLC ($91.56K), HighTower Advisors LLC ($78.79K), and My Personal CFO LLC ($50.06K).

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

Institutional investors have bought a total of 2,100,939 shares in the last 24 months. This purchase volume represents approximately $79.68M in transactions.

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

Of the 48 institutional investors that sold Innovator U.S. Equity Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bellwether Advisors LLC ($1.32M), Wealthquest Corp ($267.55K), Brookstone Capital Management ($218.11K), Krilogy Financial LLC ($88.53K), BCS Wealth Management ($47.38K), Commonwealth Equity Services LLC ($33.37K), and Cetera Investment Advisers ($32.46K).

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

Institutional investors have sold a total of 2,223,900 shares in the last 24 months. This volume of shares sold represents approximately $77.65M in transactions.


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This page (BATS:BDEC) was last updated on 1/21/2025 by MarketBeat.com Staff
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