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

Innovator U.S. Equity Power Buffer ETF - December logo
$38.76 +0.02 (+0.05%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$122.25M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$107.24M
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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
11/15/2024Continuum Advisory LLC20,746$804K0.1%-1.5%0.095%
11/15/2024MML Investors Services LLC86,103$3.30M0.0%-9.3%0.393%
11/15/2024Jane Street Group LLC159,790$6.12M0.0%+539.8%0.730%
11/15/2024Kovitz Investment Group Partners LLC976,816$37K0.0%-2.8%4.460%
11/15/2024 HighTower Advisors LLC521,393$19.97M0.0%-3.8%2.381%
11/14/2024 Tradition Wealth Management LLC20,305$778K0.1%-7.9%0.093%
11/13/2024 Townsquare Capital LLC125,731$4.82M0.1%-13.7%0.574%
11/12/2024 Penserra Capital Management LLC1,025,027$39.27M0.9%+5.9%4.680%
11/8/2024 Bellwether Advisors LLC15,856$607K0.1%-75.9%0.072%
11/8/2024 Horan Capital Advisors LLC.15,186$582K0.2%-21.2%0.069%
11/7/2024 Pathstone Holdings LLC211,670$8.42M0.0%+93.3%0.967%
11/7/2024 MAI Capital Management38,439$1.47M0.0%-2.0%0.176%
11/6/2024 BCGM Wealth Management LLC5,752$220K0.1%-13.2%0.026%
11/6/2024 OneDigital Investment Advisors LLC44,777$1.72M0.0%-0.9%0.204%
11/5/2024 Nations Financial Group Inc. IA ADV28,126$1.08M0.1%+18.9%0.128%
11/4/2024 Sigma Planning Corp17,745$680K0.0%-41.3%0.081%
11/2/2024 XML Financial LLC7,957$305K0.0%-14.5%0.036%
11/1/2024 TCTC Holdings LLC7,283$279K0.0%N/A0.033%
10/31/2024 Global Strategic Investment Solutions LLC229,978$8.81M1.0%-30.2%1.050%
10/29/2024 Janney Montgomery Scott LLC89,055$3.41M0.0%-16.6%0.407%
10/28/2024 Gladstone Institutional Advisory LLC7,200$276K0.0%N/A0.033%
10/28/2024 Focus Financial Network Inc.7,429$285K0.0%-32.6%0.034%
10/25/2024 Valmark Advisers Inc.28,789$1.10M0.0%-1.6%0.131%
10/25/2024 Strategic Blueprint LLC15,942$611K0.0%-21.4%0.073%
10/24/2024 Patriot Financial Group Insurance Agency LLC25,535$978K0.1%-3.2%0.117%
10/24/2024 FSA Advisors Inc.19,219$736K0.7%-1.5%0.088%
10/24/2024 Wealth Enhancement Advisory Services LLC74,003$2.84M0.0%-20.3%0.338%
10/23/2024 Outlook Wealth Advisors LLC52,171$2.00M0.6%+1.0%0.238%
10/22/2024 DHJJ Financial Advisors Ltd.11,327$434K0.2%-15.0%0.052%
10/22/2024 Chris Bulman Inc32,104$1.23M0.8%+4.9%0.147%
10/22/2024 Weaver Capital Management LLC189,227$7.25M2.2%-0.1%0.864%
10/21/2024 Foundations Investment Advisors LLC243,424$9.33M0.2%-0.3%1.112%
10/17/2024BCS Wealth Management53,631$2.06M0.9%-1.6%0.245%
10/16/2024 Greenup Street Wealth Management LLC6,993$268K0.1%N/A0.032%
10/15/2024 Keystone Wealth Services LLC10,505$402K0.1%-60.4%0.048%
10/10/2024 CRA Financial Services LLC42,317$1.62M0.3%-10.8%0.193%
10/10/2024 Pinnacle Wealth Management Group Inc.31,370$1.20M0.8%-6.6%0.143%
10/9/2024 Castle Rock Wealth Management LLC94,283$3.62M0.9%-0.7%0.431%
10/8/2024 Gill Capital Partners LLC112,290$4.30M1.5%-4.6%0.513%
10/8/2024 Brookstone Capital Management253,048$9.69M0.1%-5.8%1.155%
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10/8/2024 Sugarloaf Wealth Management LLC16,268$623K0.1%-11.0%0.074%
10/7/2024 Cypress Financial Planning LLC11,321$434K0.2%-10.2%0.052%
8/22/2024 Cetera Investment Advisers322,425$12.09M0.0%-49.9%1.472%
8/21/2024 Truist Financial Corp288,728$10.83M0.0%-2.0%1.318%
8/19/2024B. Riley Wealth Advisors Inc.18,304$687K0.0%+120.8%0.084%
8/14/2024 Bank of Montreal Can14,018$526K0.0%N/A0.064%
8/13/2024 AE Wealth Management LLC114,598$4.30M0.0%+3.0%0.523%
8/12/2024 Mercer Global Advisors Inc. ADV12,563$471K0.0%-62.0%0.057%
8/10/2024 Firestone Capital Management18,499$694K0.2%+15.9%0.084%
8/10/2024 Yarger Wealth Strategies LLC77,682$2.91M1.8%-4.2%0.355%
8/9/2024 WealthPLAN Partners LLC5,414$203K0.0%-93.4%0.025%
8/8/2024 Envestnet Asset Management Inc.349,223$13.10M0.0%+3.7%1.595%
8/8/2024 CoreCap Advisors LLC65,393$2.45M0.3%N/A0.299%
8/8/2024 WPWealth LLP14,107$529K0.1%-26.2%0.064%
8/6/2024 Horan Capital Advisors LLC.19,271$723K0.3%-6.6%0.088%
8/6/2024 Chris Bulman Inc30,616$1.15M0.8%N/A0.140%
8/2/2024 Foundations Investment Advisors LLC244,259$9.16M0.2%+17.7%1.115%
8/2/2024 Weaver Capital Management LLC189,491$7.11M2.3%-2.3%0.865%
8/1/2024 Retirement Income Solutions Inc46,263$1.74M0.4%-9.8%0.211%
7/31/2024Commonwealth Equity Services LLC535,093$20.07M0.0%-4.0%2.443%
7/29/2024 Nations Financial Group Inc. IA ADV23,664$888K0.1%-8.4%0.108%
7/27/2024 HB Wealth Management LLC117,457$4.41M0.1%N/A0.536%
7/27/2024 Strategic Blueprint LLC20,282$761K0.1%-3.3%0.093%
7/26/2024 Crown Wealth Group LLC12,077$453K0.2%-8.0%0.055%
7/26/2024 Cambridge Investment Research Advisors Inc.157,618$5.91M0.0%-1.1%0.720%
7/26/2024 Signature Estate & Investment Advisors LLC8,265$310K0.0%N/A0.038%
7/24/2024 Cornerstone Wealth Group LLC15,535$583K0.1%-2.8%0.071%
7/22/2024 Focus Financial Network Inc.11,018$416K0.0%-3.5%0.050%
7/20/2024Raymond James Financial Services Advisors Inc.280,085$10.51M0.0%-0.9%1.279%
7/20/2024 Milestone Asset Management LLC66,706$2.50M0.6%-8.3%0.305%
7/19/2024 KFG Wealth Management LLC76,990$2.89M1.1%-1.8%0.352%
7/19/2024Raymond James & Associates33,509$1.26M0.0%-20.6%0.153%
7/19/2024MBL Wealth LLC232,042$8.70M1.0%-35.7%1.060%
7/19/2024 ARS Wealth Advisors Group LLC22,672$850K0.1%-2.6%0.104%
7/18/2024 Brookstone Capital Management268,547$10.13M0.2%-73.9%1.226%
7/16/2024 Wealth Enhancement Advisory Services LLC92,844$3.48M0.0%+3.5%0.424%
7/16/2024BCS Wealth Management54,518$2.05M1.0%-0.9%0.249%
7/15/2024RFG Advisory LLC61,073$2.29M0.1%+7.3%0.279%
7/12/2024 Cypress Wealth Services LLC9,854$370K0.1%-14.2%0.045%
7/12/2024 Diversify Advisory Services LLC17,450$658K0.0%N/A0.080%
7/12/2024 Cardinal Point Capital Management ULC5,405$203K0.0%N/A0.025%
7/12/2024 City Holding Co.26,778$1.00M0.1%-21.5%0.122%
7/12/2024 CRA Financial Services LLC47,464$1.78M0.4%-7.1%0.217%
7/11/2024 U.S. Capital Wealth Advisors LLC6,451$242K0.0%+15.5%0.029%
7/10/2024 Gill Capital Partners LLC117,696$4.42M1.7%-0.8%0.537%
6/21/2024 Cape Investment Advisory Inc.5,200$190K0.1%-16.1%0.024%
5/24/2024Cetera Advisors LLC515,762$18.88M0.1%+353.4%2.355%
5/24/2024 Cetera Investment Advisers643,391$23.55M0.1%+48.8%2.938%
5/23/2024 FSA Advisors Inc.19,475$713K0.8%+2.0%0.089%
5/20/2024 Bullseye Investment Management LLC5,666$207K0.1%N/A0.026%
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5/17/2024 WealthPlan Investment Management LLC151,140$5.53M0.8%+153.2%0.690%
5/16/2024B. Riley Wealth Advisors Inc.8,289$303K0.0%-21.4%0.038%
5/16/2024 WPWealth LLP19,109$699K0.2%-23.5%0.087%
5/14/2024 CreativeOne Wealth LLC21,377$782K0.0%-2.4%0.094%
5/14/2024InterOcean Capital Group LLC14,450$529K0.0%-7.3%0.063%
5/10/2024 Osaic Holdings Inc.532,753$19.50M0.0%-5.0%2.339%
5/9/2024 Blair William & Co. IL378,698$13.86M0.0%-0.1%1.662%
5/9/2024 SageView Advisory Group LLC16,831$631K0.0%-60.3%0.074%
5/8/2024 Avantax Advisory Services Inc.20,911$765K0.0%-5.9%0.092%
5/7/2024 WealthPLAN Partners LLC81,693$2.99M0.3%+38.2%0.359%
(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, 174 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - December. The most heavily invested institutionals were Strategic Wealth Partners Group LLC ($39.64M), Penserra Capital Management LLC ($39.27M), Commonwealth Equity Services LLC ($20.07M), HighTower Advisors LLC ($19.97M), Osaic Holdings Inc. ($19.50M), Cetera Advisors LLC ($18.88M), and Advisor Group Holdings Inc. ($14.21M).Learn more on PDEC's institutional investors.

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

Of the 158 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), Cetera Investment Advisers ($534.79K), and HighTower Advisors LLC ($499.39K).

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

Institutional investors have bought a total of 13,898,637 shares in the last 24 months. This purchase volume represents approximately $444.18M in transactions.

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

Of the 101 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: Brookstone Capital Management ($1.46M), Gradient Investments LLC ($845.60K), Compass Advisory Group LLC ($514.66K), Cetera Investment Advisers ($320.97K), Crown Wealth Group LLC ($320.95K), Global Strategic Investment Solutions LLC ($297.40K), and Commonwealth Equity Services LLC ($240.34K).

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

Institutional investors have sold a total of 6,204,206 shares in the last 24 months. This volume of shares sold represents approximately $213.23M in transactions.



This page (BATS:PDEC) was last updated on 11/17/2024 by MarketBeat.com Staff
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