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

$40.11 -4.26 (-9.60%)
Closing price 04/17/2025 03:56 PM Eastern
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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)
59
Total
Institutional Inflows
(last 12 months)
$176.65M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$31.14M
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BDEC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025 CRA Financial Services LLC8,870$371K0.1%-7.9%0.178%
4/16/2025 Wealth Enhancement Advisory Services LLC8,560$358K0.0%-5.5%0.172%
4/16/2025 Krilogy Financial LLC36,330$1.52M0.1%-4.6%0.730%
4/15/2025 Chris Bulman Inc45,848$1.92M1.2%-2.8%0.921%
4/15/2025 Integral Investment Advisors Inc.30,234$1.27M0.4%-19.2%0.607%
4/14/2025 Farther Finance Advisors LLC2,415$101K0.0%N/A0.048%
4/14/2025 Outlook Wealth Advisors LLC12,834$537K0.1%+14.4%0.258%
4/14/2025 BCS Wealth Management29,987$1.26M0.3%-2.6%0.602%
4/11/2025 Pinnacle Wealth Management Group Inc.7,630$319K0.2%N/A0.153%
4/9/2025 RFG Advisory LLC9,165$384K0.0%-28.6%0.184%
4/9/2025 Milestone Asset Management LLC13,859$580K0.1%-10.1%0.278%
4/9/2025 Fragasso Financial Advisors Inc6,612$277K0.0%+29.9%0.133%
4/7/2025 AdvisorNet Financial Inc667$28K0.0%-47.4%0.013%
3/17/2025 Wealth Enhancement Advisory Services LLC9,060$391K0.0%+7.1%0.181%
3/6/2025Wood Tarver Financial Group LLC1,591$68K0.0%N/A0.023%
2/17/2025Stuart Chaussee & Associates Inc.2,620,110$112.95M28.0%N/A70.814%
2/17/2025Snowden Capital Advisors LLC20,902$901K0.0%+95.3%0.565%
2/17/2025CoreCap Advisors LLC10,084$435K0.0%-45.6%0.273%
2/17/2025Cresset Asset Management LLC108,963$4.70M0.0%+1,552.5%2.945%
2/17/2025Cetera Investment Advisers70,747$3.05M0.0%+2.7%1.912%
2/17/2025Citadel Advisors LLC10,124$436K0.0%N/A0.274%
2/14/2025Beacon Pointe Advisors LLC20,053$864K0.0%+50.9%0.542%
2/14/2025Capital Analysts LLC2,402$104K0.0%-14.5%0.065%
2/14/2025Three Seasons Wealth LLC13,683$590K0.3%N/A0.370%
2/14/2025IHT Wealth Management LLC15,224$656K0.0%N/A0.411%
2/14/2025MML Investors Services LLC33,916$1.46M0.0%+7.6%0.917%
2/13/2025First Commonwealth Financial Corp PA16,378$706K0.2%N/A0.443%
2/13/2025CreativeOne Wealth LLC16,881$728K0.0%N/A0.456%
2/13/2025Raymond James Financial Inc.25,355$1.09M0.0%N/A0.685%
2/13/2025Cerity Partners LLC138,692$5.98M0.0%+276.4%3.748%
2/13/2025Trek Financial LLC36,719$1.58M0.1%+14.0%0.992%
2/13/2025Waterloo Capital L.P.5,203$224K0.0%N/A0.141%
2/13/2025Envestnet Asset Management Inc.50,359$2.17M0.0%+20.0%1.361%
2/12/2025Bullseye Investment Management LLC54,510$2.35M1.6%-74.4%1.473%
2/12/2025Blair William & Co. IL79,464$3.43M0.0%N/A2.148%
2/11/2025LPL Financial LLC43,233$1.86M0.0%-11.6%1.168%
2/10/2025IMG Wealth Management Inc.13,222$570K0.5%N/A0.357%
2/10/2025GWN Securities Inc.11,592$511K0.1%N/A0.313%
2/10/2025Harbour Investments Inc.9,142$394K0.0%+96.3%0.247%
2/10/2025Valtinson Bruner Financial Planning LLC12,146$524K0.2%+49.6%0.328%
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2/10/2025Commonwealth Equity Services LLC241,099$10.39M0.0%+21.8%6.516%
2/10/2025EverSource Wealth Advisors LLC1,066$46K0.0%-19.0%0.029%
2/7/2025HighTower Advisors LLC89,646$3.87M0.0%+27.8%2.423%
2/6/2025Raymond James Financial Inc.25,355$1.09M0.0%N/A0.685%
2/6/2025Vantage Financial Partners LLC20,540$885K0.2%+12.0%0.555%
2/6/2025Steward Partners Investment Advisory LLC2,495$108K0.0%+64.6%0.067%
2/5/2025SRS Capital Advisors Inc.13,539$584K0.0%+10.9%0.366%
2/4/2025IFP Advisors Inc5,858$253K0.0%+27.7%0.158%
2/4/2025WealthShield Partners LLC3,799$164K0.0%N/A0.103%
2/4/2025Wealthgarden F.S. LLC6,674$288K0.3%N/A0.180%
2/4/2025 Integral Investment Advisors Inc.37,434$1.61M0.5%+61.6%1.012%
2/3/2025Sigma Planning Corp12,242$528K0.0%-19.7%0.331%
1/30/2025Allworth Financial LP1,355$60K0.0%-30.5%0.037%
1/30/2025Principal Securities Inc.5,001$216K0.0%+8.4%0.135%
1/30/2025 DHJJ Financial Advisors Ltd.16,792$724K0.3%+7.2%0.454%
1/29/2025 Focus Financial Network Inc.9,314$402K0.0%+5.1%0.252%
1/28/2025Archer Investment Corp7,787$336K0.1%-22.1%0.210%
1/27/2025Beacon Financial Advisory LLC15,495$668K0.2%+17.1%0.419%
1/27/2025NovaPoint Capital LLC55,175$2.38M0.7%N/A1.491%
1/27/2025Optimist Retirement Group LLC5,171$223K0.1%-6.9%0.140%
1/27/2025 Lion Street Advisors LLC8,893$383K0.1%+8.4%0.240%
1/24/2025Spire Wealth Management7,100$306K0.0%+294.4%0.192%
1/24/2025My Personal CFO LLC74,336$3.21M1.6%+11.0%2.009%
1/23/2025FSA Advisors Inc.12,967$559K0.7%-2.8%0.350%
1/23/2025Strategic Blueprint LLC12,704$548K0.0%N/A0.343%
1/21/2025 Lantz 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%
1/13/2025Brookstone Capital Management539,726$23.27M0.3%+1,363.3%14.587%
1/8/2025Weaver 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%
10/22/2024 DHJJ Financial Advisors Ltd.15,670$675K0.3%-7.3%0.424%
10/22/2024 Chris 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%
10/10/2024 CRA Financial Services LLC10,835$467K0.1%-17.3%0.293%
10/8/2024Brookstone Capital Management36,884$1.59M0.0%+112.0%0.997%
8/26/2024Wealthquest Corp19,548$819K0.1%-1.8%0.528%
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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%
8/6/2024 Chris Bulman Inc45,217$1.90M1.3%N/A1.222%
7/31/2024Commonwealth Equity Services LLC205,055$8.59M0.0%-2.6%5.542%
7/30/2024 Integral 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%
(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, 100 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - December. The most heavily invested institutionals were Stuart Chaussee & Associates Inc. ($112.95M), Brookstone Capital Management ($23.27M), Penserra Capital Management LLC ($12.87M), Commonwealth Equity Services LLC ($10.39M), Cerity Partners LLC ($5.98M), Cresset Asset Management LLC ($4.70M), and Osaic Holdings Inc. ($4.19M).Learn more on BDEC's institutional investors.

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

Of the 85 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: Stuart Chaussee & Associates Inc. ($2.62M), Brookstone Capital Management ($757.84K), Cerity Partners LLC ($145.27K), Cetera Investment Advisers ($117.87K), Penserra Capital Management LLC ($107.45K), Cresset Asset Management LLC ($102.37K), and Blair William & Co. IL ($79.46K).

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

Institutional investors have bought a total of 4,836,734 shares in the last 24 months. This purchase volume represents approximately $204.14M in transactions.

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

Of the 55 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: Wealthquest Corp ($267.55K), Brookstone Capital Management ($218.11K), Bullseye Investment Management LLC ($158.29K), Krilogy Financial LLC ($90.27K), Commonwealth Equity Services LLC ($33.37K), Cetera Investment Advisers ($32.46K), and Bellwether Advisors LLC ($29.59K).

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

Institutional investors have sold a total of 1,078,359 shares in the last 24 months. This volume of shares sold represents approximately $43.22M in transactions.



This page (BATS:BDEC) was last updated on 4/20/2025 by MarketBeat.com Staff
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