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 (Q4 2025). 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., Commonwealth Equity Services, Llc, Cresset Asset Management, Llc, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Sunbelt Securities, Inc.Buy+379—379$18.78KQ4 2025Feb 20, 2026
Raymond James Financial IncBuy+94,561—94,561$4.69MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+25,281—25,281$1.25MQ4 2025Feb 18, 2026
First Commonwealth Financial CorpBuy+14,725—14,725$729.77KQ4 2025Feb 18, 2026
Osaic Holdings, Inc.Buy+243,036—243,036$12.04MQ4 2025Feb 17, 2026
Cresset Asset Management, LlcBuy+95,795—95,795$4.75MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+69,452—69,452$3.44MQ4 2025Feb 17, 2026
Blair William & Co/IlBuy+60,791—60,791$3.01MQ4 2025Feb 17, 2026
Snowden Capital Advisors LlcBuy+27,601—27,601$1.37MQ4 2025Feb 17, 2026
Beacon Financial Advisory LlcBuy+11,435—11,435$566.72KQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+10,344—10,344$512.65KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+10,304—10,304$510.67KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+5,100—5,100$252.76KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+797—797$39.00KQ4 2025Feb 17, 2026
Mml Investors Services, LlcBuy+65,802—65,802$3.26MQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+33,322—33,322$1.65MQ4 2025Feb 13, 2026
Arkadios Wealth AdvisorsBuy+23,658—23,658$1.17MQ4 2025Feb 13, 2026
Creativeone Wealth, LlcBuy+13,624—13,624$675.21KQ4 2025Feb 13, 2026
Arax Advisory PartnersBuy+12,328—12,328$610.98KQ4 2025Feb 13, 2026
Gts Securities LlcBuy+11,032—11,032$546.75KQ4 2025Feb 13, 2026
Share Andrew L.Buy+4,500—4,500$223.02KQ4 2025Feb 13, 2026
Focus Partners WealthBuy+4,405—4,405$218.31KQ4 2025Feb 13, 2026
Pinnacle Wealth Planning Services, Inc.Buy+2,732—2,732$135.40KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+1,464—1,464$72.56KQ4 2025Feb 13, 2026
Financial Network Wealth Advisors LlcBuy+1,441—1,441$71.42KQ4 2025Feb 13, 2026
Integrity Financial CorpBuy+250—250$12.39KQ4 2025Feb 13, 2026
Morgan StanleyBuy+141—141$6.99KQ4 2025Feb 13, 2026
Penserra Capital Management LlcBuy+377,526—377,526$18.71MQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+199,910—199,910$9.91MQ4 2025Feb 12, 2026
Jane Street Group, LlcBuy+78,652—78,652$3.90MQ4 2025Feb 12, 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.