INNOVATOR U.S. EQUITY BUFFER (BDEC) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY BUFFER (BDEC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Penserra Capital Management Llc, Osaic Holdings, Inc., Lido Advisors, Llc, Susquehanna International Group, Llp, and Mml Investors Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +8,431 | — | 8,431 | $448.55K | Q2 2026 | Sep 02, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -5,174 | -18.6% | 22,689 | $1.21M | Q2 2026 | Aug 18, 2026 |
| Fsa Advisors, Inc. | Sell | -339 | -1.3% | 25,561 | $1.36M | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +39,299 | +20.7% | 228,855 | $12.18M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +13,937 | — | 13,937 | $741.48K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +7,868 | +48.1% | 24,227 | $1.29M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +4,593 | +2.5% | 186,007 | $9.90M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +3,575 | — | 3,575 | $190.20K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -637 | -0.6% | 102,775 | $5.47M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -365 | -7.9% | 4,252 | $226.22K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -43 | -30.7% | 97 | $5.16K | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management Llc | Buy | +77,974 | +18.6% | 497,431 | $26.46M | Q2 2026 | Aug 13, 2026 |
| Dana Investment Advisors, Inc. | Buy | +5,548 | — | 5,548 | $295.17K | Q2 2026 | Aug 13, 2026 |
| Wood Tarver Financial Group, Llc | Buy | +4,571 | — | 4,571 | $243.00K | Q2 2026 | Aug 13, 2026 |
| Seros Financial, Llc | Sell | -510 | -11.1% | 4,067 | $216.38K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +182 | +2.0% | 9,137 | $486.11K | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Sell | -61 | -0.2% | 34,118 | $1.82M | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +8,923 | — | 8,923 | $472.03K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +1,020 | +1.8% | 58,407 | $3.11M | Q2 2026 | Aug 12, 2026 |
| First Commonwealth Financial Corp | Sell | -800 | -5.4% | 13,925 | $740.85K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -132 | -4.4% | 2,866 | $152.48K | Q2 2026 | Aug 12, 2026 |
| Blair William & Co/Il | Sell | -189 | -0.3% | 55,742 | $2.97M | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +1,254 | +10.5% | 13,182 | $701.32K | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, Llc | Sell | -29,975 | -24.3% | 93,163 | $4.96M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +9,624 | +25.3% | 47,694 | $2.54M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -890 | -2.2% | 38,711 | $2.06M | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Sell | -754 | -7.1% | 9,869 | $525.08K | Q2 2026 | Aug 07, 2026 |
| Img Wealth Management, Inc. | Sell | -471 | -3.7% | 12,226 | $650.45K | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Sell | -160 | -5.9% | 2,572 | $136.84K | Q2 2026 | Aug 07, 2026 |
| Novapoint Capital, Llc | Sell | -5,401 | -11.1% | 43,128 | $2.29M | Q2 2026 | Aug 06, 2026 |
Frequently asked questions about BDEC activity
Which institutional owners are buying BDEC?
Institutional owners buying BDEC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BDEC activity?
"Buy" means an investor increased their reported position in BDEC compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY BUFFER (BDEC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BDEC increasing?
Institutional interest in BDEC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.