NDEC Institutional Ownership & Shareholders

IN GRO-100 PWR BUF ETF - DEC (NDEC) is currently held by 39 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $52.13M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Raymond James Financial Inc is currently the largest disclosed institutional shareholder of NDEC tracked by InsiderSet, reporting ownership valued at approximately $13.63M 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 $13.78M, representing an estimated gain of +1.12% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed NDEC value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Smi Advisory Services, Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in IN GRO-100 PWR BUF ETF - DEC (NDEC).

This page ranks the largest institutional NDEC 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

39

Total Reported Value

$52.13M

Largest Holder

Raymond James Financial Inc

Largest Position

$13.63M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

57

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Raymond James Financial Inc0.00%453,757$13,630,860$13,783,504+$152,644+1.12%
Smi Advisory Services, Llc2.00%401,280$12,515,921$12,189,442-$326,479-2.61%
Commonwealth Equity Services, Llc0.01%149,343$4,486,260$4,536,503+$50,243+1.12%
Cetera Investment Advisers0.00%86,535$2,599,511$2,628,622+$29,111+1.12%
Osaic Holdings, Inc.0.00%55,206$1,658,380$1,676,960+$18,580+1.12%
Corrado Advisors, Llc0.73%47,704$1,479,779$1,449,076-$30,703-2.07%
Susquehanna International Group, Llp0.00%45,162$1,356,666$1,371,859+$15,193+1.12%
Lpl Financial Llc0.00%41,242$1,238,910$1,252,783+$13,873+1.12%
Citadel Advisors Llc0.00%40,122$1,205,265$1,218,762+$13,497+1.12%
Liberty Atlantic Advisors Llc0.62%31,530$978,061$957,768-$20,293-2.07%
Phoenix Financial Ltd.0.01%30,975$929,439$940,909+$11,470+1.23%
Kestra Advisory Services, Llc0.00%25,143$755,296$763,754+$8,458+1.12%
Secured Retirement Advisors, Llc0.39%25,136$755,085$763,541+$8,456+1.12%
Mai Capital Management0.00%24,969$750,069$758,468+$8,399+1.12%
Diligent Investors, Llc0.16%22,750$705,705$691,063-$14,642-2.07%
Blair William & Co/Il0.00%22,196$666,768$674,235+$7,467+1.12%
Trustbank0.20%20,100$623,502$610,566-$12,936-2.07%
Beacon Financial Advisory Llc0.11%19,234$596,639$584,260-$12,379-2.07%
Envestnet Asset Management Inc0.00%18,762$563,610$569,922+$6,312+1.12%
Old Mission Capital Llc0.01%18,185$546,277$552,395+$6,118+1.12%
Fsa Advisors, Inc.0.23%16,742$502,930$508,562+$5,632+1.12%
Truist Financial Corp0.00%14,870$461,267$451,697-$9,570-2.07%
Mml Investors Services, Llc0.00%13,669$410,617$415,215+$4,598+1.12%
Gill Capital Partners, Llc0.10%11,270$349,595$342,342-$7,253-2.07%
Calton & Associates, Inc.0.05%11,458$344,198$348,053+$3,855+1.12%
Fortune Financial Group, Inc.0.28%10,000$310,200$303,764-$6,436-2.07%
Independent Financial Group, Llc0.01%9,500$294,690$288,576-$6,114-2.07%
Mutual Advisors, Llc0.01%9,370$281,475$284,627+$3,152+1.12%
Dynamic Advisor Solutions Llc0.01%6,856$212,673$208,261-$4,412-2.07%
Founders Financial Securities Llc0.01%6,540$202,871$198,662-$4,209-2.07%
Creative Financial Designs Inc0.01%5,950$178,738$180,740+$2,002+1.12%
Harbour Investments, Inc.0.00%5,934$178,257$180,254+$1,997+1.12%
Dhjj Financial Advisors, Ltd.0.04%4,762$147,718$144,652-$3,066-2.08%
Farther Finance Advisors, Llc0.00%1,941$60,210$58,961-$1,249-2.08%
Keating Financial Advisory Services, Inc.0.01%1,762$52,930$53,523+$593+1.12%
Nbc Securities, Inc.0.00%1,334$41,381$40,522-$859-2.08%
Noble Wealth Management Pbc0.02%1,260$39,085$38,274-$811-2.07%
Capital Analysts, Llc0.00%719$22,000$21,841-$159-0.72%
Cambridge Investment Research Advisors, Inc.0.00%18,325$550$556,648+$556,098+101108.64%
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Frequently asked questions about NDEC

  • Who are the largest institutional holders of NDEC?

    The largest institutional holders of NDEC reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Smi Advisory Services, Llc, Commonwealth Equity Services, Llc, Cetera Investment Advisers, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported NDEC position.

  • What is NDEC institutional ownership?

    This page tracks NDEC positions reported by institutional investment managers through SEC Form 13F. IN GRO-100 PWR BUF ETF - DEC (NDEC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own NDEC?

    InsiderSet currently tracks 39 institutional managers reporting NDEC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NDEC shareholders.

  • How much NDEC stock do institutions own?

    Institutional investment managers disclosed approximately $52.13M in NDEC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was NDEC institutional ownership last updated?

    The latest NDEC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional NDEC holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NDEC position after the reporting date.

  • Are institutions buying or selling NDEC?

    Institutional buying and selling can be analyzed by comparing NDEC positions across consecutive 13F reporting periods. InsiderSet's NDEC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NDEC ownership changes.

  • How has NDEC institutional ownership changed over time?

    InsiderSet tracks NDEC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.