Who Owns INNOVATOR ETFS TRUST (IDEC)?Hedge Fund & Institutional Holders

$32.33-0.22 (-0.69%)NYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.000255218881638e+114T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$26.12$28.12$30.12$32.12$34.13Sep 24Jun 25Mar 26

IDEC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SYON CAPITAL LLCNew Position+96K+$3.0M
CORRADO ADVISORS, LLCNew Position+79K+$2.6M
Americana Partners, LLCNew Position+58K+$1.9M
Belpointe Asset Management LLCNew Position+50K+$1.6M
SIGNATUREFD, LLCNew Position+37K+$1.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+43K+$1.0M
TRUIST FINANCIAL CORPNew Position+27K+$865K
GILL CAPITAL PARTNERS, LLCNew Position+25K+$805K
Worth Financial Advisory Group, LLCNew Position+19K+$600K
FIRST COMMONWEALTH FINANCIAL CORP /PA/New Position+17K+$558K
WEALTH ALLIANCE, LLCNew Position+15K+$472K
ACCESS FINANCIAL SERVICES, INC.New Position+11K+$357K
First City Capital Management, Inc.New Position+10K+$329K
Liberty Atlantic Advisors LLCNew Position+10K+$312K
Allie Family Office LLCNew Position+9K+$305K

IDEC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Berger Financial Group, IncDecreased-3K-$1.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-40K-$1.2B
OLD MISSION CAPITAL LLCClosed Position-35K-$1.1B
UBS Group AGClosed Position-4K-$123.3M
JPMORGAN CHASE & CODecreased-2K-$57.9M
PRINCIPAL SECURITIES, INC.Closed Position-327-$10.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SYON CAPITAL LLC95,640$3.0M0.15%Share
2CORRADO ADVISORS, LLC79,042$2.6M1.28%Share
3Americana Partners, LLC58,471$1.9M0.05%Share
4Berger Financial Group, Inc50,745$1.6M0.09%Share
5Belpointe Asset Management LLC49,855$1.6M0.06%Share
6SIGNATUREFD, LLC36,920$1.2M0.02%Share
7COMMONWEALTH EQUITY SERVICES, LLC43,089$1.0M0.00%Share
8TRUIST FINANCIAL CORP26,790$865K0.00%Share
9GILL CAPITAL PARTNERS, LLC24,955$805K0.24%Share
10FIDUCIARY FINANCIAL GROUP, LLC20,526$662K0.09%Share
11Worth Financial Advisory Group, LLC18,590$600K0.29%Share
12FIRST COMMONWEALTH FINANCIAL CORP /PA/17,296$558K0.09%Share
13WEALTH ALLIANCE, LLC14,641$472K0.05%Share
14CYPRESS FINANCIAL PLANNING LLC14,219$460K0.13%Share
15KFG WEALTH MANAGEMENT, LLC13,360$431K0.06%Share
16Diligent Investors, LLC11,640$375K0.09%Share
17ACCESS FINANCIAL SERVICES, INC.11,080$357K0.13%Share
18First City Capital Management, Inc.10,211$329K0.17%Share
19HARBOUR INVESTMENTS, INC.9,726$314K0.01%Share
20Liberty Atlantic Advisors LLC9,678$312K0.31%Share
21Allie Family Office LLC9,450$305K0.14%Share
22PFS Partners, LLC8,334$269K0.12%Share
23Lantz Financial LLC7,413$239K0.05%Share
24D.B. Root & Company, LLC7,349$237K0.06%Share
25DHJJ Financial Advisors, Ltd.7,128$230K0.08%Share
26NorthCrest Asset Manangement, LLC6,984$228K0.01%Share
27Opus Financial Solutions LLC6,975$225K0.21%Share
28Occidental Asset Management, LLC6,650$214K0.03%Share
29Ballast Rock Private Wealth LLC6,419$207K0.13%Share
30Alaska Permanent Capital Management, LLC5,418$174K0.01%Share
31AE Wealth Management LLC4,878$157K0.00%Share
32AdvisorNet Financial, Inc2,171$70K0.00%Share
33WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,092$68K0.00%Share
34NBC SECURITIES, INC.2,030$65K0.00%Share
35CoreCap Advisors, LLC522$16K0.00%Share
36Atlantic Private Wealth, LLC492$15K0.01%Share
37Sunbelt Securities, Inc.120$3K0.00%Share
38JPMORGAN CHASE & CO149$00.00%Share
39Cetera Investment Advisers28,580$00.00%Share
40OSAIC HOLDINGS, INC.3,276$00.00%Share
41OSAIC HOLDINGS, INC.28,316$00.00%Share
42OSAIC HOLDINGS, INC.12,275$00.00%Share
43HighTower Advisors, LLC7,181$00.00%Share
44IFP Advisors, Inc3,668$00.00%Share
45Steward Partners Investment Advisory, LLC2,491$00.00%Share
46CAPTRUST FINANCIAL ADVISORS17,892$00.00%Share
47Private Advisor Group, LLC13,145$00.00%Share
48Kestra Advisory Services, LLC26,037$00.00%Share
49LPL Financial LLC21,938$00.00%Share
50Beacon Pointe Advisors, LLC8,865$00.00%Share

IDEC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202548$22.1M+33
Q3 202515$6.7B-7
Q2 202522$9.3B+1
Q1 202521$10.0B+3
Q4 202418$281.3B+7
Q3 202411$2.2T+0
Q2 202411$2.8T+2
Q1 20249$3.1T—

As of Q4 2025, 50 institutional investors hold IDEC (INNOVATOR ETFS TRUST). The largest holder is SYON CAPITAL LLC with $3.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own IDEC?

As of Q4 2025, 50 institutional investors report holding IDEC (INNOVATOR ETFS TRUST) in their 13F filings.

Who is the largest institutional holder of IDEC?

The largest institutional holder of IDEC is SYON CAPITAL LLC with $3.0M in shares.

Is institutional ownership of IDEC increasing or decreasing?

This quarter, 15 institutions opened new positions in IDEC and 4 closed their positions.