INNOVATOR U.S. EQUITY POWER (PDEC) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY POWER (PDEC). 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 Osaic Holdings, Inc., Penserra Capital Management Llc, Alliancebernstein L.P., Hrt Financial Lp, and Mariner, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+10,009+93.3%20,736$951.58KQ2 2026Sep 02, 2026
Gill Capital Partners, LlcSell-3,855-3.3%112,864$5.18MQ2 2026Aug 20, 2026
Beacon Pointe Advisors, LlcSell-7,511-3.5%204,353$9.38MQ2 2026Aug 18, 2026
Triton Financial Group IncSell-16,205-50.0%16,205$743.65KQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Sell-312-1.1%28,994$1.33MQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+101,651+17.0%700,486$32.15MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Sell-58,599-1.8%3,189,654$135.56MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+43,567+821.2%48,872$2.24MQ2 2026Aug 14, 2026
Mai Capital ManagementSell-32,309-48.5%34,367$1.58MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+28,322+83.4%62,268$2.86MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+25,816+179.9%40,164$1.84MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-17,317-26.5%48,150$2.21MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-6,470-2.6%243,140$11.16MQ2 2026Aug 14, 2026
Bellwether Advisors, LlcSell-5,362-2.2%235,490$10.81MQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+4,6194,619$211.97KQ2 2026Aug 14, 2026
Hirtle & Co., LlcBuy+4,5274,527$207.74KQ2 2026Aug 14, 2026
Barclays PlcBuy+3,2533,253$149.28KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-2,835-6.1%43,545$2.00MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+2,083+11.9%19,526$853.05KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,506+301.2%2,006$92.06KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+1,302+2.5%53,204$2.44MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+926926$42.49KQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-358-2.6%13,622$625.12KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+314+4.0%8,165$374.69KQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-156-2.6%5,851$268.50KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-111-2.3%4,746$217.79KQ2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+74,431+4.8%1,611,487$73.95MQ2 2026Aug 13, 2026
Mariner, LlcBuy+37,660+57.0%103,679$4.76MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+1,4491,449$66.50KQ2 2026Aug 13, 2026
Delta Investment Management, LlcSell-522-9.0%5,296$243.03KQ2 2026Aug 13, 2026
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Frequently asked questions about PDEC activity

  • Which institutional owners are buying PDEC?

    Institutional owners buying PDEC 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 PDEC activity?

    "Buy" means an investor increased their reported position in PDEC compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY POWER (PDEC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PDEC increasing?

    Institutional interest in PDEC 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.