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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+8,4318,431$448.55KQ2 2026Sep 02, 2026
Beacon Pointe Advisors, LlcSell-5,174-18.6%22,689$1.21MQ2 2026Aug 18, 2026
Fsa Advisors, Inc.Sell-339-1.3%25,561$1.36MQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+39,299+20.7%228,855$12.18MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+13,93713,937$741.48KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+7,868+48.1%24,227$1.29MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+4,593+2.5%186,007$9.90MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+3,5753,575$190.20KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-637-0.6%102,775$5.47MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-365-7.9%4,252$226.22KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-43-30.7%97$5.16KQ2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+77,974+18.6%497,431$26.46MQ2 2026Aug 13, 2026
Dana Investment Advisors, Inc.Buy+5,5485,548$295.17KQ2 2026Aug 13, 2026
Wood Tarver Financial Group, LlcBuy+4,5714,571$243.00KQ2 2026Aug 13, 2026
Seros Financial, LlcSell-510-11.1%4,067$216.38KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+182+2.0%9,137$486.11KQ2 2026Aug 13, 2026
Snowden Capital Advisors LlcSell-61-0.2%34,118$1.82MQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+8,9238,923$472.03KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+1,020+1.8%58,407$3.11MQ2 2026Aug 12, 2026
First Commonwealth Financial CorpSell-800-5.4%13,925$740.85KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-132-4.4%2,866$152.48KQ2 2026Aug 12, 2026
Blair William & Co/IlSell-189-0.3%55,742$2.97MQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+1,254+10.5%13,182$701.32KQ2 2026Aug 10, 2026
Lido Advisors, LlcSell-29,975-24.3%93,163$4.96MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+9,624+25.3%47,694$2.54MQ2 2026Aug 07, 2026
Lpl Financial LlcSell-890-2.2%38,711$2.06MQ2 2026Aug 07, 2026
Sigma Planning CorpSell-754-7.1%9,869$525.08KQ2 2026Aug 07, 2026
Img Wealth Management, Inc.Sell-471-3.7%12,226$650.45KQ2 2026Aug 07, 2026
Pinnacle Wealth Planning Services, Inc.Sell-160-5.9%2,572$136.84KQ2 2026Aug 07, 2026
Novapoint Capital, LlcSell-5,401-11.1%43,128$2.29MQ2 2026Aug 06, 2026
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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.