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

Innovator U.S. Equity Power Buffer ETF - December logo
$38.99 +0.72 (+1.87%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$214.26M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$102.83M
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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
2/18/2025 Helium Advisors LLC16,890$649K0.5%N/A0.077%
2/18/2025 Continuum Advisory LLC18,031$693K0.1%-13.1%0.082%
2/17/2025 Visionary Wealth Advisors26,462$1.02M0.1%+24.7%0.121%
2/17/2025 Snowden Capital Advisors LLC9,442$363K0.0%N/A0.043%
2/17/2025 Focus Partners Wealth32,778$1.26M0.0%+155.3%0.150%
2/17/2025 Diligent Investors LLC80,656$3.10M0.7%+58.4%0.368%
2/17/2025 CoreCap Advisors LLC117,998$4.53M0.2%+81.6%0.539%
2/17/2025 Cresset Asset Management LLC193,415$7.43M0.0%+305.1%0.883%
2/17/2025 Cetera Investment Advisers215,831$8.29M0.0%+19.5%0.986%
2/17/2025 Captrust Financial Advisors23,593$906K0.0%+21.3%0.108%
2/17/2025 Brown Wealth Management LLC33,586$1.29M0.5%+19.2%0.153%
2/14/2025 Mercer Global Advisors Inc. ADV11,711$450K0.0%-5.4%0.053%
2/14/2025 Firestone Capital Management15,310$588K0.1%-17.2%0.070%
2/14/2025 Bellwether Advisors LLC40,895$1.57M0.3%+157.9%0.187%
2/14/2025 Beacon Pointe Advisors LLC185,283$7.12M0.1%-0.7%0.846%
2/14/2025 Coldstream Capital Management Inc.11,863$456K0.0%+27.6%0.054%
2/14/2025 Capital Analysts LLC125,058$4.81M0.2%+958.7%0.571%
2/14/2025 Three Seasons Wealth LLC22,950$882K0.4%N/A0.105%
2/14/2025 Kovitz Investment Group Partners LLC1,069,890$41.11M0.1%+9.5%4.885%
2/14/2025 Susquehanna International Group LLP79,919$3.07M0.0%+417.8%0.365%
2/14/2025 IHT Wealth Management LLC6,048$232K0.0%N/A0.028%
2/14/2025 OneDigital Investment Advisors LLC27,041$1.04M0.0%-39.6%0.123%
2/14/2025 WPWealth LLP15,320$589K0.1%+36.9%0.070%
2/14/2025 Tradition Wealth Management LLC38,317$1.47M0.1%+88.7%0.175%
2/14/2025 MML Investors Services LLC83,840$3.22M0.0%-2.6%0.383%
2/13/2025 First Commonwealth Financial Corp PA 37,006$1.42M0.3%N/A0.169%
2/13/2025 Garden State Investment Advisory Services LLC17,210$661K0.2%N/A0.079%
2/13/2025 NewEdge Advisors LLC78,015$3.00M0.0%+71.6%0.356%
2/13/2025 Belpointe Asset Management LLC11,403$435K0.0%+37.0%0.052%
2/13/2025 CreativeOne Wealth LLC20,624$792K0.0%-3.0%0.094%
2/13/2025 Mariner LLC14,055$540K0.0%N/A0.064%
2/13/2025 SageView Advisory Group LLC43,260$1.66M0.1%N/A0.198%
2/13/2025 Sagespring Wealth Partners LLC19,323$742K0.0%N/A0.088%
2/13/2025 Townsquare Capital LLC92,155$3.54M0.0%-26.7%0.421%
2/13/2025 Phoenix Financial Ltd.23,035$884K0.0%N/A0.105%
2/13/2025 Advisory Services Network LLC35,939$1.38M0.0%+15.4%0.164%
2/13/2025 Bernard Wealth Management Corp.3,037$109K0.1%N/A0.014%
2/13/2025 Cerity Partners LLC29,500$1.13M0.0%+122.6%0.135%
2/13/2025 Trek Financial LLC54,365$2.09M0.2%+67.2%0.248%
2/13/2025 Waterloo Capital L.P.15,160$582K0.1%+18.1%0.069%
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2/13/2025 Envestnet Asset Management Inc.345,947$13.29M0.0%-8.2%1.580%
2/12/2025 World Investment Advisors20,100$772K0.0%+8.8%0.092%
2/12/2025 Alliancebernstein L.P.5,297,627$203.54M0.1%+7.4%24.190%
2/12/2025 Blair William & Co. IL634,747$24.39M0.1%+67.6%2.898%
2/11/2025 WorthPointe LLC5,557$214K0.1%N/A0.025%
2/11/2025 LPL Financial LLC237,357$9.12M0.0%-26.5%1.084%
2/10/2025 Signaturefd LLC54,072$2.08M0.0%N/A0.247%
2/10/2025 Creative Financial Designs Inc. ADV2,250$86K0.0%+80.0%0.010%
2/10/2025 Harbour Investments Inc.97,825$3.76M0.1%+861.0%0.447%
2/10/2025 Corient Private Wealth LLC7,236$278K0.0%-10.2%0.033%
2/10/2025 Commonwealth Equity Services LLC617,262$23.72M0.0%+23.8%2.819%
2/10/2025 Madison Wealth Partners Inc5,268$202K0.1%N/A0.024%
2/10/2025 Avantax Advisory Services Inc.27,686$1.06M0.0%+32.4%0.126%
2/10/2025 Farther Finance Advisors LLC64,501$2.48M0.1%N/A0.295%
2/7/2025 HighTower Advisors LLC576,057$22.13M0.0%+10.5%2.630%
2/7/2025 Sound View Wealth Advisors Group LLC7,368$283K0.0%+3.6%0.034%
2/6/2025 Raymond James Financial Inc.265,734$10.21M0.0%N/A1.213%
2/6/2025 Horan Capital Advisors LLC.14,351$551K0.2%-5.5%0.066%
2/6/2025 Global Strategic Investment Solutions LLC224,723$8.63M1.0%-2.3%1.026%
2/6/2025 Keystone Wealth Services LLC9,623$370K0.1%-8.4%0.044%
2/5/2025 SRS Capital Advisors Inc.15,187$583K0.0%+10.5%0.069%
2/5/2025 West Michigan Advisors LLC224,612$8.63M2.6%N/A1.026%
2/5/2025 Allegiance Financial Group Advisory Services LLC10,316$396K0.1%N/A0.047%
2/5/2025 Whipplewood Advisors LLC870$33K0.0%N/A0.004%
2/5/2025 Corrado Advisors LLC72,460$2.78M1.8%N/A0.331%
2/5/2025 Siligmueller & Norvid Wealth Advisors LLC67,262$2.58M1.1%N/A0.307%
2/4/2025 IFP Advisors Inc38,253$1.47M0.0%+112.3%0.175%
2/4/2025 WealthShield Partners LLC3,500$134K0.0%N/A0.016%
2/4/2025 Ascent Wealth Partners LLC20,805$799K0.1%N/A0.095%
2/4/2025 Forvis Mazars Wealth Advisors LLC98,820$3.80M0.1%-9.4%0.451%
2/3/2025 Sigma Planning Corp12,471$479K0.0%-29.7%0.057%
2/3/2025 Concurrent Investment Advisors LLC37,651$1.45M0.0%N/A0.172%
2/3/2025 Wealth Alliance36,985$1.42M0.2%+25.4%0.169%
2/3/2025 Jessup Wealth Management Inc6,327$243K0.1%N/A0.029%
1/31/2025 Atria Wealth Solutions Inc.68,009$2.61M0.0%+38.1%0.311%
1/31/2025 Truist Financial Corp148,719$5.71M0.0%-53.6%0.679%
1/31/2025 Retirement Income Solutions Inc36,060$1.39M0.3%-3.5%0.165%
1/30/2025 Valmark Advisers Inc.25,273$971K0.0%-12.2%0.115%
1/30/2025 Principal Securities Inc.2,932$113K0.0%+17.9%0.013%
1/30/2025 Lakeridge Wealth Management LLC10,622$408K0.2%N/A0.049%
1/30/2025 Nations Financial Group Inc. IA ADV34,740$1.34M0.1%+23.5%0.159%
1/30/2025 DHJJ Financial Advisors Ltd.11,588$445K0.2%+2.3%0.053%
1/29/2025 Castellan Group17,661$679K0.3%N/A0.081%
1/29/2025 Stonebridge Financial Group LLC2,976$114K0.0%N/A0.014%
1/29/2025 Focus Financial Network Inc.10,081$387K0.0%+35.7%0.046%
1/29/2025 Soltis Investment Advisors LLC12,915$496K0.0%+33.2%0.059%
1/28/2025 Stephens Inc. AR618,463$23.76M0.3%+61.5%2.824%
1/28/2025 Keystone Financial Group Inc.6,310$242K0.2%N/A0.029%
1/27/2025 Silver Oak Securities Incorporated13,369$514K0.0%N/A0.061%
1/27/2025 Beacon Financial Advisory LLC11,624$447K0.1%+93.0%0.053%
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1/27/2025 Weaver Capital Management LLC185,011$7.11M2.0%-2.2%0.845%
1/24/2025 Leading Edge Financial Planning LLC6,915$266K0.1%N/A0.032%
1/24/2025 Catalina Capital Group LLC69,758$2.68M0.9%N/A0.319%
1/24/2025 McAdam LLC5,313$204K0.0%N/A0.024%
1/24/2025 U.S. Capital Wealth Advisors LLC10,776$414K0.0%+59.0%0.049%
1/24/2025 Spire Wealth Management19,310$742K0.0%+44.5%0.088%
1/24/2025 Compass Advisory Group LLC73,564$2.83M1.0%+2.9%0.336%
1/23/2025 FSA Advisors Inc.18,916$725K0.9%-1.6%0.086%
1/23/2025 Strategic Blueprint LLC12,901$496K0.0%-19.1%0.059%
1/22/2025 Patriot Financial Group Insurance Agency LLC28,655$1.10M0.1%+12.2%0.131%
(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, 209 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. ($203.54M), Kovitz Investment Group Partners LLC ($41.11M), Strategic Wealth Partners Group LLC ($39.64M), Penserra Capital Management LLC ($39.27M), Brookstone Capital Management ($36.52M), Blair William & Co. IL ($24.39M), and Stephens Inc. AR ($23.76M).Learn more on PDEC's institutional investors.

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

Of the 182 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 ($1.42M), Strategic Wealth Partners Group LLC ($1.15M), Cetera Investment Advisers ($569.99K), Compass Advisory Group LLC ($543.23K), Cetera Advisors LLC ($402.00K), MBL Wealth LLC ($394.41K), and Alliancebernstein L.P. ($362.85K).

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

Institutional investors have bought a total of 11,605,674 shares in the last 24 months. This purchase volume represents approximately $410.92M in transactions.

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

Of the 109 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 ($509.86K), Cetera Investment Advisers ($320.97K), Crown Wealth Group LLC ($320.95K), Global Strategic Investment Solutions LLC ($302.66K), 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 6,548,421 shares in the last 24 months. This volume of shares sold represents approximately $227.59M in transactions.



This page (BATS:PDEC) was last updated on 2/22/2025 by MarketBeat.com Staff
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