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

Innovator U.S. Equity Power Buffer ETF - December logo
$36.69 -1.59 (-4.16%)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - December (BATS:PDEC)

Number of
Institutional Buyers
(last 12 months)
133
Total
Institutional Inflows
(last 12 months)
$222.61M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$95.81M
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PDEC Institutional Buying and Selling by Quarter

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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
4/16/2025Southland Equity Partners LLC67,764$2.55M0.6%+13.8%0.256%
4/16/2025Wealth Enhancement Advisory Services LLC143,650$5.40M0.0%-7.5%0.543%
4/15/2025 Yarger Wealth Strategies LLC81,895$3.08M1.8%-0.6%0.310%
4/15/2025 Noble Wealth Management PBC82,895$3.12M2.1%+18,321.1%0.313%
4/15/2025 Chris Bulman Inc51,654$1.94M1.2%-4.9%0.195%
4/15/2025 Focus Financial Network Inc.8,951$337K0.0%-11.2%0.034%
4/14/2025 Farther Finance Advisors LLC59,561$2.24M0.1%-7.7%0.225%
4/14/2025 City Holding Co.24,748$930K0.1%-5.1%0.094%
4/14/2025 Outlook Wealth Advisors LLC110,814$4.17M1.2%+111.9%0.415%
4/14/2025 BCS Wealth Management51,449$1.93M0.5%-16.3%0.193%
4/14/2025 Miracle Mile Advisors LLC19,754$743K0.0%+40.6%0.074%
4/14/2025 ARS Wealth Advisors Group LLC13,272$499K0.1%-34.6%0.050%
4/11/2025 KFG Wealth Management LLC95,867$3.61M0.7%+10.3%0.359%
4/11/2025 Pinnacle Wealth Management Group Inc.66,540$2.50M1.7%+21.7%0.249%
4/10/2025 Diligent Investors LLC63,962$2.41M0.6%-20.7%0.240%
4/9/2025 RFG Advisory LLC21,114$794K0.0%-28.8%0.079%
4/9/2025 Milestone Asset Management LLC61,079$2.30M0.5%-7.1%0.229%
4/9/2025 Cypress Financial Planning LLC14,294$537K0.2%+3.7%0.054%
4/7/2025 AdvisorNet Financial Inc18,789$706K0.1%-2.0%0.070%
3/17/2025Wealth Enhancement Advisory Services LLC155,232$5.96M0.0%+109.8%0.580%
3/10/2025Capstone Triton Financial Group LLC16,205$623K0.4%N/A0.061%
3/6/2025Wood Tarver Financial Group LLC12,759$490K0.2%N/A0.048%
3/5/2025 Castle Rock Wealth Management LLC91,860$3.62M0.9%-2.6%0.346%
2/27/2025Bernard Wealth Management Corp.3,037$117K0.1%N/A0.011%
2/25/2025Leigh Baldwin & CO. LLC6,200$238K0.1%N/A0.023%
2/25/2025B. Riley Wealth Advisors Inc.37,913$1.46M0.0%+113.0%0.143%
2/18/2025Helium Advisors LLC16,890$649K0.5%N/A0.077%
2/18/2025Continuum Advisory LLC18,031$693K0.1%-13.1%0.082%
2/17/2025Visionary Wealth Advisors26,462$1.02M0.1%+24.7%0.121%
2/17/2025Snowden Capital Advisors LLC9,442$363K0.0%N/A0.043%
2/17/2025Focus Partners Wealth32,778$1.26M0.0%+155.3%0.150%
2/17/2025 Diligent Investors LLC80,656$3.10M0.7%+58.4%0.368%
2/17/2025CoreCap Advisors LLC117,998$4.53M0.2%+81.6%0.539%
2/17/2025Cresset Asset Management LLC193,415$7.43M0.0%+305.1%0.883%
2/17/2025Cetera Investment Advisers215,831$8.29M0.0%+19.5%0.986%
2/17/2025Captrust Financial Advisors23,593$906K0.0%+21.3%0.108%
2/17/2025Brown Wealth Management LLC33,586$1.29M0.5%+19.2%0.153%
2/14/2025Mercer Global Advisors Inc. ADV11,711$450K0.0%-5.4%0.053%
2/14/2025Firestone Capital Management15,310$588K0.1%-17.2%0.070%
2/14/2025Bellwether Advisors LLC40,895$1.57M0.3%+157.9%0.187%
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2/14/2025Beacon Pointe Advisors LLC185,283$7.12M0.1%-0.7%0.846%
2/14/2025Coldstream Capital Management Inc.11,863$456K0.0%+27.6%0.054%
2/14/2025Capital Analysts LLC125,058$4.81M0.2%+958.7%0.571%
2/14/2025Three Seasons Wealth LLC22,950$882K0.4%N/A0.105%
2/14/2025Kovitz Investment Group Partners LLC1,069,890$41.11M0.1%+9.5%4.885%
2/14/2025Susquehanna International Group LLP79,919$3.07M0.0%+417.8%0.365%
2/14/2025IHT Wealth Management LLC6,048$232K0.0%N/A0.028%
2/14/2025OneDigital Investment Advisors LLC27,041$1.04M0.0%-39.6%0.123%
2/14/2025WPWealth LLP15,320$589K0.1%+36.9%0.070%
2/14/2025Tradition Wealth Management LLC38,317$1.47M0.1%+88.7%0.175%
2/14/2025MML Investors Services LLC83,840$3.22M0.0%-2.6%0.383%
2/13/2025First Commonwealth Financial Corp PA 37,006$1.42M0.3%N/A0.169%
2/13/2025Garden State Investment Advisory Services LLC17,210$661K0.2%N/A0.079%
2/13/2025NewEdge Advisors LLC78,015$3.00M0.0%+71.6%0.356%
2/13/2025Belpointe Asset Management LLC11,403$435K0.0%+37.0%0.052%
2/13/2025CreativeOne Wealth LLC20,624$792K0.0%-3.0%0.094%
2/13/2025Mariner LLC14,055$540K0.0%N/A0.064%
2/13/2025SageView Advisory Group LLC43,260$1.66M0.1%N/A0.198%
2/13/2025Sagespring Wealth Partners LLC19,323$742K0.0%N/A0.088%
2/13/2025Townsquare Capital LLC92,155$3.54M0.0%-26.7%0.421%
2/13/2025Phoenix Financial Ltd.23,035$884K0.0%N/A0.105%
2/13/2025Advisory Services Network LLC35,939$1.38M0.0%+15.4%0.164%
2/13/2025Bernard Wealth Management Corp.3,037$109K0.1%N/A0.014%
2/13/2025Cerity Partners LLC29,500$1.13M0.0%+122.6%0.135%
2/13/2025Trek Financial LLC54,365$2.09M0.2%+67.2%0.248%
2/13/2025Waterloo Capital L.P.15,160$582K0.1%+18.1%0.069%
2/13/2025Envestnet Asset Management Inc.345,947$13.29M0.0%-8.2%1.580%
2/12/2025World Investment Advisors20,100$772K0.0%+8.8%0.092%
2/12/2025Alliancebernstein L.P.5,297,627$203.54M0.1%+7.4%24.190%
2/12/2025Blair William & Co. IL634,747$24.39M0.1%+67.6%2.898%
2/11/2025WorthPointe LLC5,557$214K0.1%N/A0.025%
2/11/2025LPL Financial LLC237,357$9.12M0.0%-26.5%1.084%
2/10/2025Signaturefd LLC54,072$2.08M0.0%N/A0.247%
2/10/2025Creative Financial Designs Inc. ADV2,250$86K0.0%+80.0%0.010%
2/10/2025Harbour Investments Inc.97,825$3.76M0.1%+861.0%0.447%
2/10/2025Corient Private Wealth LLC7,236$278K0.0%-10.2%0.033%
2/10/2025Commonwealth Equity Services LLC617,262$23.72M0.0%+23.8%2.819%
2/10/2025Madison Wealth Partners Inc5,268$202K0.1%N/A0.024%
2/10/2025Avantax 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%
2/7/2025HighTower Advisors LLC576,057$22.13M0.0%+10.5%2.630%
2/7/2025Sound View Wealth Advisors Group LLC7,368$283K0.0%+3.6%0.034%
2/6/2025Raymond James Financial Inc.265,734$10.21M0.0%N/A1.213%
2/6/2025Horan Capital Advisors LLC.14,351$551K0.2%-5.5%0.066%
2/6/2025Global Strategic Investment Solutions LLC224,723$8.63M1.0%-2.3%1.026%
2/6/2025Keystone Wealth Services LLC9,623$370K0.1%-8.4%0.044%
2/5/2025SRS Capital Advisors Inc.15,187$583K0.0%+10.5%0.069%
2/5/2025West Michigan Advisors LLC224,612$8.63M2.6%N/A1.026%
2/5/2025Allegiance Financial Group Advisory Services LLC10,316$396K0.1%N/A0.047%
2/5/2025 Whipplewood Advisors LLC870$33K0.0%N/A0.004%
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2/5/2025Corrado Advisors LLC72,460$2.78M1.8%N/A0.331%
2/5/2025Siligmueller & Norvid Wealth Advisors LLC67,262$2.58M1.1%N/A0.307%
2/4/2025IFP Advisors Inc38,253$1.47M0.0%+112.3%0.175%
2/4/2025WealthShield Partners LLC3,500$134K0.0%N/A0.016%
2/4/2025Ascent Wealth Partners LLC20,805$799K0.1%N/A0.095%
2/4/2025Forvis Mazars Wealth Advisors LLC98,820$3.80M0.1%-9.4%0.451%
2/3/2025Sigma Planning Corp12,471$479K0.0%-29.7%0.057%
2/3/2025Concurrent Investment Advisors LLC37,651$1.45M0.0%N/A0.172%
2/3/2025Wealth Alliance36,985$1.42M0.2%+25.4%0.169%
2/3/2025Jessup Wealth Management Inc6,327$243K0.1%N/A0.029%
(Data available from 1/1/2016 forward)

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PDEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDEC shares?

During the previous two years, 212 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 183 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 11,614,204 shares in the last 24 months. This purchase volume represents approximately $413.26M in transactions.

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

Of the 111 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 6,592,176 shares in the last 24 months. This volume of shares sold represents approximately $229.41M in transactions.



This page (BATS:PDEC) was last updated on 4/16/2025 by MarketBeat.com Staff
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