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Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) Institutional Ownership

$24.58 -0.03 (-0.13%)
As of 08/20/2025

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$41.75M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$16.52M
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KDEC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 Raymond James Financial Inc.46,588$1.12M0.0%+7.4%2.187%
8/13/2025 SageView Advisory Group LLC69,817$1.71M0.1%+11.6%3.278%
8/12/2025 Miller Financial Services LLC13,841$333K0.4%N/A0.650%
8/12/2025 Weaver Consulting Group14,936$359K0.1%-8.8%0.701%
8/11/2025 Outlook Wealth Advisors LLC27,583$663K0.2%-2.7%1.295%
8/8/2025 Cetera Investment Advisers88,173$2.12M0.0%-1.3%4.140%
8/1/2025 Corrado Advisors LLC42,770$1.03M0.6%-1.5%2.008%
7/31/2025 Focus Partners Advisor Solutions LLC11,141$268K0.0%N/A0.523%
7/30/2025 Phoenix Financial Ltd.10,678$256K0.0%-18.3%0.501%
7/24/2025 Vantage Point Financial LLC8,453$203K0.1%N/A0.397%
7/24/2025 IFP Advisors Inc2,320$56K0.0%+27.6%0.109%
7/24/2025 Blair William & Co. IL167,601$4.03M0.0%-0.3%7.869%
7/22/2025 Belpointe Asset Management LLC8,633$207K0.0%N/A0.405%
7/22/2025 Berkshire Money Management Inc.40,549$974K0.1%-90.8%1.904%
7/21/2025 Catalina Capital Group LLC22,562$542K0.4%-75.9%1.059%
7/10/2025 Oliver Lagore Vanvalin Investment Group119,559$2.74M1.0%N/A5.613%
5/19/2025 Jane Street Group LLC11,319$259K0.0%-90.3%0.531%
5/19/2025 SageView Advisory Group LLC62,588$1.43M0.1%+75.7%2.938%
5/16/2025 Stuart Chaussee & Associates Inc.1,120$26K0.0%-99.0%0.053%
5/16/2025 NewEdge Advisors LLC20,070$460K0.0%N/A0.942%
5/15/2025 OLD Mission Capital LLC21,430$491K0.0%+91.0%1.006%
5/13/2025 HighTower Advisors LLC14,332$328K0.0%+40.2%0.673%
5/12/2025 Berger Financial Group Inc14,479$332K0.0%N/A0.635%
5/9/2025 Blair William & Co. IL168,051$3.85M0.0%+34.6%7.371%
5/8/2025 Grantvest Financial Group LLC11,688$268K0.2%+33.7%0.513%
5/8/2025 FSA Advisors Inc.13,855$317K0.3%N/A0.608%
5/7/2025 Phoenix Financial Ltd.13,068$299K0.0%-9.4%0.573%
5/6/2025 Cetera Investment Advisers89,347$2.05M0.0%+99.4%3.919%
5/6/2025 AE Wealth Management LLC4,827$111K0.0%+19.9%0.212%
4/28/2025 Weaver Consulting Group16,375$375K0.1%N/A0.718%
4/23/2025 Berkshire Money Management Inc.442,026$10.13M1.1%+15.3%19.387%
4/22/2025 Cambridge Investment Research Advisors Inc.91,756$2.10M0.0%+122.9%4.024%
4/21/2025 Catalina Capital Group LLC93,515$2.14M1.4%N/A4.102%
4/15/2025Noble Wealth Management PBC1,550$36K0.0%N/A0.055%
4/14/2025 Outlook Wealth Advisors LLC28,339$649K0.2%N/A1.001%
4/10/2025 Diligent Investors LLC9,500$218K0.1%N/A0.336%
3/6/2025 Wood Tarver Financial Group LLC4,296$103K0.0%N/A0.141%
2/17/2025 Stuart Chaussee & Associates Inc.113,459$2.72M0.7%N/A0.000%
2/17/2025 Cetera Investment Advisers44,809$1.08M0.0%N/A0.000%
2/14/2025 Jane Street Group LLC116,293$2.79M0.0%N/A0.000%
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2/13/2025 First Commonwealth Financial Corp PA20,909$501K0.1%N/A0.000%
2/13/2025 SageView Advisory Group LLC35,623$854K0.0%N/A0.000%
2/13/2025 Phoenix Financial Ltd.14,429$346K0.0%N/A0.000%
2/12/2025 OLD Mission Capital LLC11,218$269K0.0%N/A0.000%
2/12/2025Riggs Capital Management LLC41,393$993K1.0%N/A0.000%
2/12/2025 Blair William & Co. IL124,860$2.99M0.0%N/A0.000%
2/12/2025 JPMorgan Chase & Co.1,124$27K0.0%N/A0.000%
2/11/2025 Grantvest Financial Group LLC8,743$210K0.2%N/A0.000%
2/10/2025 Signaturefd LLC17,998$432K0.0%N/A0.000%
2/10/2025 Creative Financial Designs Inc. ADV1,800$43K0.0%N/A0.000%
2/10/2025 Harbour Investments Inc.6,324$152K0.0%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC42,483$1.02M0.0%N/A0.000%
2/7/2025 HighTower Advisors LLC10,226$245K0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC1,511$36K0.0%N/A0.000%
2/5/2025 Allegiance Financial Group Advisory Services LLC11,141$267K0.1%N/A0.000%
2/5/2025 Corrado Advisors LLC43,828$1.05M0.7%N/A0.000%
2/4/2025 IFP Advisors Inc1,613$39K0.0%N/A0.000%
2/4/2025 WealthShield Partners LLC4,000$96K0.0%N/A0.000%
1/30/2025 DHJJ Financial Advisors Ltd.3,207$77K0.0%N/A0.000%
1/29/2025 Stonebridge Financial Group LLC2,525$61K0.0%N/A0.000%
1/28/2025 Stephens Inc. AR74,885$1.80M0.0%N/A0.000%
1/27/2025 Berkshire Money Management Inc.383,532$9.20M1.0%N/A0.000%
1/27/2025 PFS Partners LLC5,976$143K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

KDEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KDEC shares?

During the previous two years, 43 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - December. The most heavily invested institutionals were Blair William & Co. IL ($4.03M), Oliver Lagore Vanvalin Investment Group ($2.74M), Cetera Investment Advisers ($2.12M), Cambridge Investment Research Advisors Inc. ($2.10M), Stephens Inc. AR ($1.80M), SageView Advisory Group LLC ($1.71M), and Raymond James Financial Inc. ($1.12M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - December's institutional investors.

Which institutional investors have been buying Innovator U.S. Small Cap Power Buffer ETF - December's stock?

Of the 43 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - December's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Berkshire Money Management Inc. ($442.03K), Blair William & Co. IL ($168.05K), Oliver Lagore Vanvalin Investment Group ($119.56K), Jane Street Group LLC ($116.29K), Stuart Chaussee & Associates Inc. ($113.46K), Catalina Capital Group LLC ($93.52K), and Cetera Investment Advisers ($89.35K).

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

Institutional investors have bought a total of 1,760,287 shares in the last 24 months. This purchase volume represents approximately $41.75M in transactions.

Which of Innovator U.S. Small Cap Power Buffer ETF - December's major shareholders have been selling company stock?

Of the 10 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - December's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Money Management Inc. ($401.48K), Stuart Chaussee & Associates Inc. ($112.34K), Jane Street Group LLC ($104.97K), Catalina Capital Group LLC ($70.95K), Phoenix Financial Ltd. ($3.75K), Weaver Consulting Group ($1.44K), and Cetera Investment Advisers ($1.17K).

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

Institutional investors have sold a total of 697,954 shares in the last 24 months. This volume of shares sold represents approximately $16.52M in transactions.



This page (BATS:KDEC) was last updated on 8/21/2025 by MarketBeat.com Staff
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