INNOVATOR U.S. EQUITY BUFFER (BDEC) Institutional Shareholders
INNOVATOR U.S. EQUITY BUFFER (BDEC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $125.34M in BDEC holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of BDEC tracked by InsiderSet, reporting ownership valued at approximately $10.09M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.23M, representing an estimated gain of +1.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed BDEC value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Cerity Partners Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY BUFFER (BDEC).
This page ranks the largest institutional BDEC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
113
Total Reported Value
$125.34M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$10.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.01% | 189,736 | $10,094,400 | $10,226,770 | +$132,370 | +1.31% | |
| Osaic Holdings, Inc. | 0.01% | 189,556 | $9,098,719 | $10,217,068 | +$1,118,349 | +12.29% | |
| Cerity Partners Llc | 0.01% | 181,414 | $8,707,987 | $9,778,215 | +$1,070,228 | +12.29% | |
| Lido Advisors, Llc | 0.02% | 123,138 | $5,910,747 | $6,637,138 | +$726,391 | +12.29% | |
| Raymond James Financial Inc | 0.00% | 103,412 | $4,963,859 | $5,573,907 | +$610,048 | +12.29% | |
| Brookstone Capital Management | 0.05% | 86,848 | $4,620,531 | $4,681,107 | +$60,576 | +1.31% | |
| Cresset Asset Management, Llc | 0.02% | 95,795 | $4,598,234 | $5,163,351 | +$565,117 | +12.29% | |
| Hightower Advisors, Llc | 0.00% | 83,763 | $4,020,691 | $4,514,826 | +$494,135 | +12.29% | |
| Envestnet Asset Management Inc | 0.00% | 72,147 | $3,838,381 | $3,888,723 | +$50,342 | +1.31% | |
| My Personal Cfo, Llc | 1.33% | 63,841 | $3,396,501 | $3,441,030 | +$44,529 | +1.31% | |
| Gts Financial, Llc | 2.29% | 69,114 | $2,892,822 | $3,725,245 | +$832,423 | +28.78% | |
| Cetera Investment Advisers | 0.00% | 57,387 | $2,754,622 | $3,093,159 | +$338,537 | +12.29% | |
| Blair William & Co/Il | 0.01% | 55,931 | $2,684,733 | $3,014,681 | +$329,948 | +12.29% | |
| Toptier Wealth Management, Llc | 1.55% | 48,311 | $2,570,266 | $2,603,963 | +$33,697 | +1.31% | |
| Chris Bulman Inc | 0.87% | 44,641 | $2,375,014 | $2,406,150 | +$31,136 | +1.31% | |
| Novapoint Capital, Llc | 0.58% | 48,529 | $2,329,431 | $2,615,713 | +$286,282 | +12.29% | |
| Strategic Blueprint, Llc | 0.11% | 41,280 | $2,196,199 | $2,224,992 | +$28,793 | +1.31% | |
| Kestra Advisory Services, Llc | 0.01% | 36,028 | $1,916,780 | $1,941,909 | +$25,129 | +1.31% | |
| Lpl Financial Llc | 0.00% | 39,601 | $1,900,879 | $2,134,494 | +$233,615 | +12.29% | |
| Mml Investors Services, Llc | 0.01% | 38,070 | $1,827,390 | $2,051,973 | +$224,583 | +12.29% | |
| Integral Investment Advisors, Inc. | 0.38% | 32,384 | $1,722,910 | $1,745,498 | +$22,588 | +1.31% | |
| Krilogy Financial Llc | 0.05% | 31,495 | $1,675,613 | $1,697,581 | +$21,968 | +1.31% | |
| Snowden Capital Advisors Llc | 0.04% | 34,179 | $1,640,619 | $1,842,248 | +$201,629 | +12.29% | |
| Trek Financial, Llc | 0.08% | 33,014 | $1,584,698 | $1,779,455 | +$194,757 | +12.29% | |
| Wealthplan Investment Management, Llc | 0.08% | 28,498 | $1,516,165 | $1,536,042 | +$19,877 | +1.31% | |
| Global Assets Advisory, Llc | 0.30% | 25,864 | $1,375,965 | $1,394,070 | +$18,105 | +1.32% | |
| Bcs Wealth Management | 0.25% | 25,576 | $1,360,706 | $1,378,546 | +$17,840 | +1.31% | |
| Beacon Pointe Advisors, Llc | 0.01% | 27,863 | $1,337,447 | $1,501,816 | +$164,369 | +12.29% | |
| Fsa Advisors, Inc. | 0.82% | 25,900 | $1,243,221 | $1,396,010 | +$152,789 | +12.29% | |
| Sagespring Wealth Partners, Llc | 0.02% | 22,332 | $1,188,097 | $1,203,695 | +$15,598 | +1.31% | |
| Lantz Financial Llc | 0.21% | 22,044 | $1,172,796 | $1,188,172 | +$15,376 | +1.31% | |
| Arkadios Wealth Advisors | 0.02% | 22,906 | $1,099,507 | $1,234,633 | +$135,126 | +12.29% | |
| Bellwether Advisors, Llc | 0.15% | 17,868 | $857,678 | $963,085 | +$105,407 | +12.29% | |
| Old Mission Capital Llc | 0.02% | 16,359 | $785,245 | $881,750 | +$96,505 | +12.29% | |
| Wealthplan Partners, Llc | 0.14% | 13,477 | $717,010 | $726,410 | +$9,400 | +1.31% | |
| First Commonwealth Financial Corp | 0.11% | 14,725 | $706,812 | $793,678 | +$86,866 | +12.29% | |
| Outlook Wealth Advisors, Llc | 0.15% | 13,105 | $697,217 | $706,360 | +$9,143 | +1.31% | |
| Dhjj Financial Advisors, Ltd. | 0.20% | 12,995 | $691,367 | $700,431 | +$9,064 | +1.31% | |
| Milestone Asset Management, Llc | 0.11% | 12,748 | $678,226 | $687,117 | +$8,891 | +1.31% | |
| Pca Investment Advisory Services Inc. | 0.18% | 12,414 | $660,456 | $669,115 | +$8,659 | +1.31% | |
| Three Seasons Wealth, Llc | 0.24% | 13,275 | $637,211 | $715,523 | +$78,312 | +12.29% | |
| Img Wealth Management, Inc. | 0.39% | 12,697 | $609,466 | $684,368 | +$74,902 | +12.29% | |
| Mutual Advisors, Llc | 0.01% | 12,536 | $601,738 | $675,690 | +$73,952 | +12.29% | |
| Dynamic Advisor Solutions Llc | 0.02% | 11,093 | $590,175 | $597,913 | +$7,738 | +1.31% | |
| Arax Advisory Partners | 0.02% | 11,928 | $572,554 | $642,919 | +$70,365 | +12.29% | |
| Archer Investment Corp | 0.11% | 10,572 | $562,457 | $569,831 | +$7,374 | +1.31% | |
| Beacon Financial Advisory Llc | 0.12% | 11,435 | $548,889 | $616,347 | +$67,458 | +12.29% | |
| Spire Wealth Management | 0.02% | 10,304 | $548,182 | $555,386 | +$7,204 | +1.31% | |
| Sigma Planning Corp | 0.01% | 10,623 | $509,931 | $572,580 | +$62,649 | +12.29% | |
| Weaver Consulting Group | 0.10% | 9,535 | $507,286 | $513,937 | +$6,651 | +1.31% |
Frequently asked questions about BDEC
Who owns the most BDEC stock?
The largest holders of BDEC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY BUFFER (BDEC).
Is BDEC widely held by superinvestors?
Many widely followed stocks like BDEC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BDEC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.