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 $155.45M in BDEC holdings during the latest filing period.
Penserra Capital Management Llc is currently the largest disclosed institutional shareholder of BDEC tracked by InsiderSet, reporting ownership valued at approximately $26.46M 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 $27.11M, representing an estimated gain of +2.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed BDEC value among the investors covered in this analysis. Major shareholders include Penserra Capital Management Llc, Osaic Holdings, Inc., Commonwealth Equity Services, 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
114
Total Reported Value
$155.45M
Largest Holder
Penserra Capital Management Llc
Largest Position
$26.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
132
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Penserra Capital Management Llc | 0.20% | 497,431 | $26,464,000 | $27,114,815 | +$650,815 | +2.46% | |
| Osaic Holdings, Inc. | 0.01% | 228,855 | $12,175,291 | $12,474,817 | +$299,526 | +2.46% | |
| Commonwealth Equity Services, Llc | 0.01% | 189,736 | $10,094,400 | $10,342,452 | +$248,052 | +2.46% | |
| Cerity Partners Llc | 0.01% | 186,007 | $9,896,005 | $10,139,186 | +$243,181 | +2.46% | |
| Raymond James Financial Inc | 0.00% | 102,775 | $5,467,887 | $5,602,234 | +$134,347 | +2.46% | |
| Cresset Asset Management, Llc | 0.02% | 95,795 | $5,096,531 | $5,221,757 | +$125,226 | +2.46% | |
| Lido Advisors, Llc | 0.02% | 93,163 | $4,956,551 | $5,078,287 | +$121,736 | +2.46% | |
| Brookstone Capital Management | 0.05% | 86,848 | $4,620,531 | $4,734,058 | +$113,527 | +2.46% | |
| Envestnet Asset Management Inc | 0.00% | 72,147 | $3,838,381 | $3,932,711 | +$94,330 | +2.46% | |
| My Personal Cfo, Llc | 1.33% | 63,841 | $3,396,501 | $3,479,954 | +$83,453 | +2.46% | |
| Cetera Investment Advisers | 0.00% | 58,407 | $3,107,398 | $3,183,748 | +$76,350 | +2.46% | |
| Blair William & Co/Il | 0.01% | 55,742 | $2,965,614 | $3,038,480 | +$72,866 | +2.46% | |
| Toptier Wealth Management, Llc | 1.55% | 48,311 | $2,570,266 | $2,633,418 | +$63,152 | +2.46% | |
| Mml Investors Services, Llc | 0.01% | 47,694 | $2,537,440 | $2,599,786 | +$62,346 | +2.46% | |
| Chris Bulman Inc | 0.87% | 44,641 | $2,375,014 | $2,433,368 | +$58,354 | +2.46% | |
| Novapoint Capital, Llc | 0.48% | 43,128 | $2,294,518 | $2,350,894 | +$56,376 | +2.46% | |
| Strategic Blueprint, Llc | 0.11% | 41,280 | $2,196,199 | $2,250,160 | +$53,961 | +2.46% | |
| Lpl Financial Llc | 0.00% | 38,711 | $2,059,522 | $2,110,125 | +$50,603 | +2.46% | |
| Kestra Advisory Services, Llc | 0.01% | 36,028 | $1,916,780 | $1,963,875 | +$47,095 | +2.46% | |
| Snowden Capital Advisors Llc | 0.04% | 34,118 | $1,815,163 | $1,859,762 | +$44,599 | +2.46% | |
| Trek Financial, Llc | 0.09% | 33,014 | $1,756,427 | $1,799,583 | +$43,156 | +2.46% | |
| Integral Investment Advisors, Inc. | 0.38% | 32,384 | $1,722,910 | $1,765,242 | +$42,332 | +2.46% | |
| Krilogy Financial Llc | 0.05% | 31,495 | $1,675,613 | $1,716,783 | +$41,170 | +2.46% | |
| Wealthplan Investment Management, Llc | 0.08% | 28,498 | $1,516,165 | $1,553,417 | +$37,252 | +2.46% | |
| Global Assets Advisory, Llc | 0.30% | 25,864 | $1,375,965 | $1,409,839 | +$33,874 | +2.46% | |
| Bcs Wealth Management | 0.25% | 25,576 | $1,360,706 | $1,394,140 | +$33,434 | +2.46% | |
| Fsa Advisors, Inc. | 0.62% | 25,561 | $1,359,909 | $1,393,322 | +$33,413 | +2.46% | |
| Old Mission Capital Llc | 0.03% | 24,227 | $1,288,936 | $1,320,607 | +$31,671 | +2.46% | |
| Thoroughbred Financial Services, Llc | 0.06% | 23,132 | $1,230,000 | $1,260,918 | +$30,918 | +2.51% | |
| Beacon Pointe Advisors, Llc | 0.01% | 22,689 | $1,207,112 | $1,236,771 | +$29,659 | +2.46% | |
| Sagespring Wealth Partners, Llc | 0.02% | 22,332 | $1,188,097 | $1,217,311 | +$29,214 | +2.46% | |
| Lantz Financial Llc | 0.21% | 22,044 | $1,172,796 | $1,201,612 | +$28,816 | +2.46% | |
| Bellwether Advisors, Llc | 0.14% | 17,868 | $950,622 | $973,979 | +$23,357 | +2.46% | |
| Janney Montgomery Scott Llc | 0.00% | 14,219 | $756,000 | $775,073 | +$19,073 | +2.52% | |
| Susquehanna International Group, Llp | 0.00% | 13,937 | $741,483 | $759,702 | +$18,219 | +2.46% | |
| First Commonwealth Financial Corp | 0.10% | 13,925 | $740,845 | $759,048 | +$18,203 | +2.46% | |
| Wealthplan Partners, Llc | 0.14% | 13,477 | $717,010 | $734,627 | +$17,617 | +2.46% | |
| Three Seasons Wealth, Llc | 0.06% | 13,275 | $706,263 | $723,616 | +$17,353 | +2.46% | |
| Arax Advisory Partners | 0.00% | 13,182 | $701,316 | $718,547 | +$17,231 | +2.46% | |
| Outlook Wealth Advisors, Llc | 0.15% | 13,105 | $697,217 | $714,350 | +$17,133 | +2.46% | |
| Dhjj Financial Advisors, Ltd. | 0.20% | 12,995 | $691,367 | $708,354 | +$16,987 | +2.46% | |
| Milestone Asset Management, Llc | 0.11% | 12,748 | $678,226 | $694,890 | +$16,664 | +2.46% | |
| Mutual Advisors, Llc | 0.01% | 12,536 | $666,947 | $683,334 | +$16,387 | +2.46% | |
| Pca Investment Advisory Services Inc. | 0.18% | 12,414 | $660,456 | $676,683 | +$16,227 | +2.46% | |
| Img Wealth Management, Inc. | 0.36% | 12,226 | $650,454 | $666,436 | +$15,982 | +2.46% | |
| Dynamic Advisor Solutions Llc | 0.02% | 11,093 | $590,175 | $604,676 | +$14,501 | +2.46% | |
| Archer Investment Corp | 0.11% | 10,572 | $562,457 | $576,277 | +$13,820 | +2.46% | |
| Stratos Wealth Advisors, Llc | 0.03% | 10,499 | $558,573 | $572,297 | +$13,724 | +2.46% | |
| Spire Wealth Management | 0.02% | 10,304 | $548,182 | $561,668 | +$13,486 | +2.46% | |
| Gwn Securities Inc. | 0.09% | 10,170 | $541,069 | $554,364 | +$13,295 | +2.46% |
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.