Who Owns Innovator U.S. Equity Buffer ETF (BDEC)?Hedge Fund & Institutional Holders

$48.64-0.13 (-0.26%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+15 / -6

Price History

$38.31$41.31$44.30$47.30$50.30Sep 24Jun 25Mar 26

BDEC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+200K+$9.0B
My Personal CFO, LLCNew Position+74K+$3.7B
Chris Bulman IncNew Position+51K+$2.5B
Bullseye Investment Management, LLCNew Position+58K+$2.4B
NovaPoint Capital, LLCNew Position+48K+$2.4B
Strategic Blueprint, LLCNew Position+41K+$2.0B
Trek Financial, LLCNew Position+39K+$1.9B
Krilogy Financial LLCNew Position+34K+$1.7B
INTEGRAL INVESTMENT ADVISORS, INC.New Position+32K+$1.6B
WealthPlan Investment Management, LLCNew Position+32K+$1.6B
SAGESPRING WEALTH PARTNERS, LLCNew Position+22K+$1.1B
Vantage Financial Partners, LLCNew Position+20K+$1.0B
Arkadios Wealth AdvisorsNew Position+24K+$1.0B
Global Assets Advisory, LLCNew Position+26K+$1.0B
CoreCap Advisors, LLCNew Position+18K+$914.0M

BDEC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-38K-$2.3B
OLD MISSION CAPITAL LLCDecreased-34K-$1.6B
CreativeOne Wealth, LLCDecreased-4K-$834.7M
KFG WEALTH MANAGEMENT, LLCClosed Position-12K-$561.5M
CITADEL ADVISORS LLCClosed Position-9K-$447.8M
HARBOUR INVESTMENTS, INC.Decreased-3K-$299.5M
BLAIR WILLIAM & CO/ILDecreased-5K-$173.0M
Advisory Services Network, LLCClosed Position-3K-$150.5M
BARCLAYS PLCClosed Position-2K-$112.0M
JPMORGAN CHASE & COClosed Position-586-$28.0M
UBS Group AGClosed Position-43-$2.1M
MILESTONE ASSET MANAGEMENT, LLCDecreased-446-$1.4M
PRINCIPAL SECURITIES, INC.Decreased-34-$314K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.240,622$11.0B16.07%Share
2COMMONWEALTH EQUITY SERVICES, LLC199,910$9.0B12.00%Share
3Cresset Asset Management, LLC95,795$4.0B16.85%Share
4My Personal CFO, LLC74,376$3.7B1.54%Share
5BLAIR WILLIAM & CO/IL60,791$3.0B8.05%Share
6Chris Bulman Inc50,608$2.5B1.11%Share
7Bullseye Investment Management, LLC57,901$2.4B1.47%Share
8NovaPoint Capital, LLC48,389$2.4B0.62%Share
9Strategic Blueprint, LLC41,118$2.0B0.12%Share
10RAYMOND JAMES FINANCIAL INC45,965$2.0B0.62%Share
11RAYMOND JAMES FINANCIAL INC48,596$2.0B0.62%Share
12Trek Financial, LLC39,125$1.9B0.11%Share
13Krilogy Financial LLC33,515$1.7B0.06%Share
14INTEGRAL INVESTMENT ADVISORS, INC.32,384$1.6B0.40%Share
15WealthPlan Investment Management, LLC32,035$1.6B0.10%Share
16FSA Advisors, Inc.25,727$1.3B0.89%Share
17SAGESPRING WEALTH PARTNERS, LLC22,332$1.1B20.09%Share
18Vantage Financial Partners, LLC20,431$1.0B0.21%Share
19Global Assets Advisory, LLC25,864$1.0B0.29%Share
20Snowden Capital Advisors LLC27,601$1.0B0.03%Share
21Arkadios Wealth Advisors20,200$1.0B19.39%Share
22CoreCap Advisors, LLC18,443$914.0M0.03%Share
23Bellwether Advisors, LLC17,868$885.0M0.14%Share
24Lantz Financial LLC16,528$819.0M0.17%Share
25PCA Investment Advisory Services Inc.14,627$724.0M0.25%Share
26DHJJ Financial Advisors, Ltd.14,000$693.0M0.23%Share
27Outlook Wealth Advisors, LLC13,457$666.0M0.15%Share
28IMG Wealth Management, Inc.13,199$654.0M0.42%Share
29MILESTONE ASSET MANAGEMENT, LLC12,873$637.0M0.12%Share
30FWG Investments, LLC.12,737$631.0M0.40%Share
31Mutual Advisors, LLC12,130$601.0M0.01%Share
32Beacon Financial Advisory LLC11,435$566.0M0.13%Share
33INTEGRITY ALLIANCE, LLC.11,262$558.0M0.02%Share
34Sigma Planning Corp10,665$528.0M0.01%Share
35Archer Investment Corp10,572$523.0M0.12%Share
36Spire Wealth Management10,544$522.0M0.02%Share
37Stratos Wealth Advisors, LLC10,499$520.0M0.03%Share
38OLD MISSION CAPITAL LLC10,344$512.0M0.01%Share
39GWN SECURITIES INC.10,170$504.0M0.10%Share
40Weaver Consulting Group9,535$472.0M0.12%Share
41Valtinson Bruner Financial Planning LLC9,539$472.0M0.14%Share
42Pinnacle Wealth Management Group, Inc.9,000$446.0M0.22%Share
43Souders Financial Advisors7,525$372.0M0.04%Share
44Fragasso Financial Advisors Inc7,171$355.0M0.02%Share
45D.B. Root & Company, LLC6,992$346.0M0.08%Share
46Wealthquest Corp6,836$338.0M0.03%Share
47WEALTHGARDEN F.S. LLC6,674$334.0M0.22%Share
48Grantvest Financial Group LLC6,015$298.0M0.19%Share
49Optimist Retirement Group LLC5,171$256.0M0.12%Share
50Orion Capital Management LLC4,700$232.0M0.08%Share

BDEC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025113$73.6B+64
Q3 202549$53.2B-39
Q2 202588$96.6B-8
Q1 202596$113.3B+18
Q4 202478$1.4T+21
Q3 202457$6.1T+1
Q2 202456$3.6T+4
Q1 202452$4.3T—

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As of Q4 2025, 50 institutional investors hold BDEC (Innovator U.S. Equity Buffer ETF). The largest holder is OSAIC HOLDINGS, INC. with $11.0B in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own BDEC?

As of Q4 2025, 50 institutional investors report holding BDEC (Innovator U.S. Equity Buffer ETF) in their 13F filings.

Who is the largest institutional holder of BDEC?

The largest institutional holder of BDEC is OSAIC HOLDINGS, INC. with $11.0B in shares.

Is institutional ownership of BDEC increasing or decreasing?

This quarter, 15 institutions opened new positions in BDEC and 6 closed their positions.