
Innovator U.S. Equity Power Buffer ETF is an exchange-traded fund on BATS. As of Q3 2025, 203 institutional investors hold shares in this ETF, with total holdings valued at $821.6M. ALLIANCEBERNSTEIN L.P. is the largest holder with a position valued at $186.5M.
Overview of institutional ownership in PDEC as of Q3 2025
Institutions with the largest positions in PDEC as of Q3 2025
| Institution | Position Value |
|---|---|
ALLIANCEBERNSTEIN L.P. Long Only Manager | $186.5M 0.06% of portfolio |
Penserra Capital Management LLC ETF Provider | $62.6M 0.85% of portfolio |
A Advisor Group Holdings, Inc. Institution | $52.8M 0.07% of portfolio |
Kovitz Investment Group Partners, LLC RIA/Wealth | $45.0M 0.18% of portfolio |
B BLAIR WILLIAM & CO/IL Institution | $31.3M 0.08% of portfolio |
O OLD MISSION CAPITAL LLC Institution | $26.6M 1.12% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $24.8M 0.03% of portfolio |
L LPL Financial LLC Institution | $22.5M 0.01% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $21.1M 0.02% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $17.0M 0.03% of portfolio |
Institutional buying and selling activity for PDEC in Q3 2025
| Institution | Net Bought |
|---|---|
O OLD MISSION CAPITAL LLC Institution | +$25.4M +605.6K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$16.5M +393.4K shares |
Soltis Investment Advisors LLC RIA/Wealth | +$10.3M +244.1K shares |
A Advisor Group Holdings, Inc. Institution | +$2.8M +66.7K shares |
L LPL Financial LLC Institution | +$2.3M +55.4K shares |
S SageView Advisory Group, LLC RIA/Wealth | +$2.2M +51.3K shares |
Penserra Capital Management LLC ETF Provider | +$1.0M +24.4K shares |
H HRT FINANCIAL LLC Institution | +$865.2K +20.6K shares |
G GTS SECURITIES LLC Institution | +$705.5K +16.8K shares |
Cetera Investment Advisers RIA/Wealth | +$678.7K +16.2K shares |
| Institution | Net Sold |
|---|---|
Brookstone Capital Management RIA/Wealth | −$32.2M −765.3K shares |
HPM Partners LLC RIA/Wealth | −$24.1M −573.0K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$10.7M −253.9K shares |
WEST MICHIGAN ADVISORS, LLC RIA/Wealth | −$9.0M −225.8K shares |
ALLIANCEBERNSTEIN L.P. Long Only Manager | −$6.6M −156.8K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$6.5M −153.8K shares |
Cresset Asset Management, LLC RIA/Wealth | −$5.4M −128.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$4.2M −99.3K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$3.7M −87.8K shares |
Foundations Investment Advisors, LLC RIA/Wealth | −$2.2M −51.5K shares |
Institutions that initiated new positions or completely exited PDEC in Q3 2025
| Institution | Position Value |
|---|---|
Sowell Financial Services LLC RIA/Wealth | $207.6K 4.9K shares |
F First City Capital Management, Inc. RIA/Wealth | $206.9K 4.9K shares |
Merit Financial Group, LLC RIA/Wealth | $206.3K 4.9K shares |
Maia Wealth LLC RIA/Wealth | $203.3K 4.8K shares |
G Global Wealth Strategies & Associates Institution | $100.0K 2.4K shares |
A Atlantic Trust Group, LLC Institution | $22.6K 539.0 shares |
| Institution | Previous Position |
|---|---|
WEST MICHIGAN ADVISORS, LLC RIA/Wealth | $9.0M 225.8K shares |
Frisch Financial Group, Inc. RIA/Wealth | $1.6M 38.8K shares |
UBS Group AG Institution | $1.5M 36.6K shares |
$968.1K 24.1K shares | |
Catalina Capital Group, LLC RIA/Wealth | $832.0K 20.8K shares |
HBW Advisory Services LLC RIA/Wealth | $565.3K 14.1K shares |
Keystone Wealth Services, LLC RIA/Wealth | $385.0K 9.6K shares |
Phoenix Wealth Advisors RIA/Wealth | $382.5K 9.6K shares |
Snowden Capital Advisors LLC RIA/Wealth | $377.8K 9.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $351.7K 8.8K shares |
Institutions with the largest Call and Put options positions in PDEC as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with PDEC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
1.79% $3.0M | |
YARGER WEALTH STRATEGIES, LLC RIA/Wealth | 1.46% $3.1M |
Pinnacle Wealth Management Group, Inc. RIA/Wealth | 1.46% $2.8M |
GILL CAPITAL PARTNERS, LLC RIA/Wealth | 1.40% $4.5M |
Bellwether Advisors, LLC RIA/Wealth | 1.38% $8.4M |
Outlook Wealth Advisors, LLC RIA/Wealth | 1.19% $4.6M |
O OLD MISSION CAPITAL LLC Institution | 1.12% $26.6M |
F FSA Advisors, Inc. Institution | 1.05% $1.2M |
CRA Financial Services, LLC RIA/Wealth | 0.95% $6.9M |
C Chris Bulman Inc Institution | 0.88% $1.7M |
Discover hedge funds investing in PDEC


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
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