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

Innovator U.S. Equity Power Buffer ETF - December logo
$38.86 +0.59 (+1.53%)
As of 01/17/2025 03:57 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)
88
Total
Institutional Inflows
(last 12 months)
$113.63M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$106.31M
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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
1/17/2025Mutual Advisors LLC15,009$580K0.0%+107.8%0.069%
1/17/2025Janney Montgomery Scott LLC126,482$4.86M0.0%+42.0%0.578%
1/17/2025Advisory Alpha LLC29,251$1.12M0.0%+6.5%0.134%
1/17/2025XML Financial LLC5,973$229K0.0%-24.9%0.027%
1/16/2025Sugar Maple Asset Management LLC2,403$92K0.1%N/A0.011%
1/16/2025Diversify Advisory Services LLC15,425$589K0.0%-11.6%0.070%
1/16/2025City Holding Co.26,078$1.00M0.1%-2.6%0.119%
1/15/2025 Ameritas Advisory Services LLC15,248$586K0.0%N/A0.070%
1/15/2025 HB Wealth Management LLC118,411$4.55M0.0%+0.8%0.541%
1/15/2025 Gill Capital Partners LLC81,663$3.14M1.1%-27.3%0.373%
1/15/2025 Yarger Wealth Strategies LLC82,349$3.16M1.8%+6.0%0.376%
1/15/2025 Certified Advisory Corp30,596$1.18M0.1%+235.7%0.140%
1/15/2025 Cypress Wealth Services LLC8,859$340K0.1%-10.1%0.040%
1/14/2025 ARS Wealth Advisors Group LLC20,291$780K0.1%-4.5%0.093%
1/14/2025 Cypress Financial Planning LLC13,779$529K0.2%+21.7%0.063%
1/14/2025 PCA Investment Advisory Services Inc.5,666$218K0.1%-16.8%0.026%
1/13/2025 Pinnacle Wealth Management Group Inc.54,655$2.10M1.3%+74.2%0.250%
1/13/2025 BCS Wealth Management61,501$2.36M0.6%+14.7%0.281%
1/13/2025 AdvisorNet Financial Inc19,170$737K0.1%-4.1%0.088%
1/13/2025 Miracle Mile Advisors LLC14,053$540K0.0%N/A0.064%
1/13/2025 Heritage Wealth Partners LLC53,447$2.05M2.6%N/A0.244%
1/13/2025 ACT Advisors LLC.10,782$414K0.2%N/A0.049%
1/13/2025 Brookstone Capital Management950,579$36.52M0.5%+275.7%4.341%
1/10/2025 Sugarloaf Wealth Management LLC20,305$780K0.1%+24.8%0.093%
1/10/2025 HBW Advisory Services LLC14,403$553K0.1%N/A0.066%
1/10/2025 ORG Partners LLC2,500$96K0.0%N/A0.011%
1/8/2025 Weaver Consulting Group52,978$2.04M0.6%+24.8%0.242%
1/6/2025 O Connor Financial Group LLC6,875$264K0.1%N/A0.031%
12/26/2024JPMorgan Chase & Co.2,604$100K0.0%-18.5%0.012%
12/13/2024B. Riley Wealth Advisors Inc.17,803$682K0.0%-2.7%0.081%
11/25/2024World Investment Advisors LLC18,475$708K0.0%N/A0.084%
11/18/2024Coldstream Capital Management Inc.9,295$356K0.0%N/A0.042%
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%
11/15/2024HighTower Advisors LLC521,393$19.97M0.0%-3.8%2.381%
11/14/2024Tradition Wealth Management LLC20,305$778K0.1%-7.9%0.093%
11/13/2024Townsquare Capital LLC125,731$4.82M0.1%-13.7%0.574%
11/12/2024Penserra Capital Management LLC1,025,027$39.27M0.9%+5.9%4.680%
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11/8/2024Bellwether Advisors LLC15,856$607K0.1%-75.9%0.072%
11/8/2024Horan Capital Advisors LLC.15,186$582K0.2%-21.2%0.069%
11/7/2024Pathstone Holdings LLC211,670$8.42M0.0%+93.3%0.967%
11/7/2024MAI Capital Management38,439$1.47M0.0%-2.0%0.176%
11/6/2024BCGM Wealth Management LLC5,752$220K0.1%-13.2%0.026%
11/6/2024OneDigital Investment Advisors LLC44,777$1.72M0.0%-0.9%0.204%
11/5/2024Nations Financial Group Inc. IA ADV28,126$1.08M0.1%+18.9%0.128%
11/4/2024Sigma Planning Corp17,745$680K0.0%-41.3%0.081%
11/2/2024XML Financial LLC7,957$305K0.0%-14.5%0.036%
11/1/2024TCTC Holdings LLC7,283$279K0.0%N/A0.033%
10/31/2024Global Strategic Investment Solutions LLC229,978$8.81M1.0%-30.2%1.050%
10/29/2024Janney Montgomery Scott LLC89,055$3.41M0.0%-16.6%0.407%
10/28/2024Gladstone Institutional Advisory LLC7,200$276K0.0%N/A0.033%
10/28/2024Focus Financial Network Inc.7,429$285K0.0%-32.6%0.034%
10/25/2024Valmark Advisers Inc.28,789$1.10M0.0%-1.6%0.131%
10/25/2024Strategic Blueprint LLC15,942$611K0.0%-21.4%0.073%
10/24/2024Patriot Financial Group Insurance Agency LLC25,535$978K0.1%-3.2%0.117%
10/24/2024FSA 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%
10/22/2024DHJJ Financial Advisors Ltd.11,327$434K0.2%-15.0%0.052%
10/22/2024Chris Bulman Inc32,104$1.23M0.8%+4.9%0.147%
10/22/2024Weaver Capital Management LLC189,227$7.25M2.2%-0.1%0.864%
10/21/2024Foundations Investment Advisors LLC243,424$9.33M0.2%-0.3%1.112%
10/17/2024 BCS Wealth Management53,631$2.06M0.9%-1.6%0.245%
10/16/2024Greenup Street Wealth Management LLC6,993$268K0.1%N/A0.032%
10/15/2024Keystone Wealth Services LLC10,505$402K0.1%-60.4%0.048%
10/10/2024CRA 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%
10/9/2024Castle 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%
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%
8/22/2024Cetera Investment Advisers322,425$12.09M0.0%-49.9%1.472%
8/21/2024Truist 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%
8/14/2024Bank of Montreal Can14,018$526K0.0%N/A0.064%
8/13/2024AE Wealth Management LLC114,598$4.30M0.0%+3.0%0.523%
8/12/2024Mercer Global Advisors Inc. ADV12,563$471K0.0%-62.0%0.057%
8/10/2024Firestone Capital Management18,499$694K0.2%+15.9%0.084%
8/10/2024 Yarger Wealth Strategies LLC77,682$2.91M1.8%-4.2%0.355%
8/9/2024WealthPLAN Partners LLC5,414$203K0.0%-93.4%0.025%
8/8/2024Envestnet Asset Management Inc.349,223$13.10M0.0%+3.7%1.595%
8/8/2024CoreCap Advisors LLC65,393$2.45M0.3%N/A0.299%
8/8/2024WPWealth LLP14,107$529K0.1%-26.2%0.064%
8/6/2024Horan Capital Advisors LLC.19,271$723K0.3%-6.6%0.088%
8/6/2024Chris Bulman Inc30,616$1.15M0.8%N/A0.140%
8/2/2024Foundations Investment Advisors LLC244,259$9.16M0.2%+17.7%1.115%
8/2/2024Weaver Capital Management LLC189,491$7.11M2.3%-2.3%0.865%
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This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

8/1/2024Retirement 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%
7/29/2024Nations 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%
7/27/2024Strategic Blueprint LLC20,282$761K0.1%-3.3%0.093%
7/26/2024Crown Wealth Group LLC12,077$453K0.2%-8.0%0.055%
7/26/2024Cambridge Investment Research Advisors Inc.157,618$5.91M0.0%-1.1%0.720%
7/26/2024Signature Estate & Investment Advisors LLC8,265$310K0.0%N/A0.038%
7/24/2024Cornerstone Wealth Group LLC15,535$583K0.1%-2.8%0.071%
7/22/2024Focus Financial Network Inc.11,018$416K0.0%-3.5%0.050%
(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, 180 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), Brookstone Capital Management ($36.52M), Commonwealth Equity Services LLC ($20.07M), HighTower Advisors LLC ($19.97M), Osaic Holdings Inc. ($19.50M), and Cetera Advisors LLC ($18.88M).Learn more on PDEC's institutional investors.

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

Of the 162 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), Global Strategic Investment Solutions LLC ($652.68K), Compass Advisory Group LLC ($541.14K), Cetera Investment Advisers ($534.79K), HighTower Advisors LLC ($499.39K), and Stephens Inc. AR ($471.82K).

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

Institutional investors have bought a total of 12,636,898 shares in the last 24 months. This purchase volume represents approximately $414.77M in transactions.

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

Of the 105 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 6,244,548 shares in the last 24 months. This volume of shares sold represents approximately $214.79M in transactions.



This page (BATS:PDEC) was last updated on 1/18/2025 by MarketBeat.com Staff
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