INNOVATOR U.S. EQUITY POWER (PDEC) Institutional Shareholders
INNOVATOR U.S. EQUITY POWER (PDEC) 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 $737.90M in PDEC holdings during the latest filing period.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of PDEC tracked by InsiderSet, reporting ownership valued at approximately $135.56M 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 $149.91M, representing an estimated gain of +10.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed PDEC value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Penserra Capital Management Llc, Focus Partners Wealth, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY POWER (PDEC).
This page ranks the largest institutional PDEC 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
226
Total Reported Value
$737.90M
Largest Holder
Alliancebernstein L.P.
Largest Position
$135.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.04% | 3,189,654 | $135,560,295 | $149,913,738 | +$14,353,443 | +10.59% | |
| Penserra Capital Management Llc | 0.57% | 1,611,487 | $73,951,000 | $75,739,889 | +$1,788,889 | +2.42% | |
| Focus Partners Wealth | 0.05% | 1,082,442 | $49,673,286 | $50,874,774 | +$1,201,488 | +2.42% | |
| Blair William & Co/Il | 0.08% | 709,499 | $32,558,909 | $33,346,453 | +$787,544 | +2.42% | |
| Osaic Holdings, Inc. | 0.04% | 700,486 | $32,145,201 | $32,922,842 | +$777,641 | +2.42% | |
| Commonwealth Equity Services, Llc | 0.04% | 616,836 | $28,306,579 | $28,991,292 | +$684,713 | +2.42% | |
| Lpl Financial Llc | 0.01% | 608,245 | $27,912,380 | $28,587,515 | +$675,135 | +2.42% | |
| Cetera Investment Advisers | 0.01% | 280,031 | $12,850,623 | $13,161,457 | +$310,834 | +2.42% | |
| Kestra Advisory Services, Llc | 0.04% | 250,338 | $11,487,999 | $11,765,886 | +$277,887 | +2.42% | |
| Envestnet Asset Management Inc | 0.00% | 248,963 | $11,424,908 | $11,701,261 | +$276,353 | +2.42% | |
| Raymond James Financial Inc | 0.00% | 243,140 | $11,157,695 | $11,427,580 | +$269,885 | +2.42% | |
| Bellwether Advisors, Llc | 1.60% | 235,490 | $10,806,636 | $11,068,030 | +$261,394 | +2.42% | |
| Beacon Pointe Advisors, Llc | 0.04% | 204,353 | $9,377,751 | $9,604,591 | +$226,840 | +2.42% | |
| Mbl Wealth, Llc | 0.54% | 171,359 | $7,863,665 | $8,053,873 | +$190,208 | +2.42% | |
| Truist Financial Corp | 0.01% | 155,922 | $7,155,276 | $7,328,334 | +$173,058 | +2.42% | |
| Belpointe Asset Management Llc | 0.22% | 147,549 | $6,771,024 | $6,934,803 | +$163,779 | +2.42% | |
| Caprock Group, Llc | 0.13% | 142,709 | $6,548,916 | $6,707,323 | +$158,407 | +2.42% | |
| Brookstone Capital Management | 0.06% | 139,796 | $6,415,216 | $6,570,412 | +$155,196 | +2.42% | |
| Janney Montgomery Scott Llc | 0.01% | 134,093 | $6,154,000 | $6,302,371 | +$148,371 | +2.41% | |
| Cra Financial Services, Llc | 0.69% | 130,442 | $5,985,995 | $6,130,774 | +$144,779 | +2.42% | |
| Corecap Advisors, Llc | 0.17% | 124,245 | $5,701,603 | $5,839,515 | +$137,912 | +2.42% | |
| Mml Investors Services, Llc | 0.01% | 117,857 | $5,408,458 | $5,539,279 | +$130,821 | +2.42% | |
| Catalina Capital Group, Llc | 3.29% | 126,094 | $5,358,995 | $5,926,418 | +$567,423 | +10.59% | |
| Gill Capital Partners, Llc | 1.37% | 112,864 | $5,179,329 | $5,304,608 | +$125,279 | +2.42% | |
| Global Strategic Investment Solutions, Llc | 0.46% | 111,207 | $5,103,289 | $5,226,729 | +$123,440 | +2.42% | |
| Atria Investments, Inc | 0.05% | 104,353 | $4,788,759 | $4,904,591 | +$115,832 | +2.42% | |
| Mariner, Llc | 0.00% | 103,679 | $4,757,829 | $4,872,913 | +$115,084 | +2.42% | |
| Pathstone Holdings, Llc | 0.02% | 109,233 | $4,642,403 | $5,133,951 | +$491,548 | +10.59% | |
| First Commonwealth Financial Corp | 0.64% | 99,648 | $4,572,847 | $4,683,456 | +$110,609 | +2.42% | |
| Trek Financial, Llc | 0.20% | 86,581 | $3,973,202 | $4,069,307 | +$96,105 | +2.42% | |
| Capital Analysts, Llc | 0.09% | 84,937 | $3,898,000 | $3,992,039 | +$94,039 | +2.41% | |
| Castle Rock Wealth Management, Llc | 0.74% | 82,532 | $3,787,402 | $3,879,004 | +$91,602 | +2.42% | |
| Kfg Wealth Management, Llc | 0.42% | 80,604 | $3,698,923 | $3,788,388 | +$89,465 | +2.42% | |
| Cassady Wealth & Retirement Planning, Llc | 1.66% | 77,697 | $3,565,515 | $3,651,759 | +$86,244 | +2.42% | |
| Keating Financial Advisory Services, Inc. | 0.47% | 77,652 | $3,563,450 | $3,649,644 | +$86,194 | +2.42% | |
| Onedigital Investment Advisors Llc | 0.03% | 77,439 | $3,553,692 | $3,639,633 | +$85,941 | +2.42% | |
| Corrado Advisors, Llc | 1.62% | 76,809 | $3,524,766 | $3,610,023 | +$85,257 | +2.42% | |
| Outlook Wealth Advisors, Llc | 0.76% | 76,508 | $3,503,198 | $3,595,876 | +$92,678 | +2.65% | |
| Compass Advisory Group Llc | 0.79% | 72,451 | $3,324,776 | $3,405,197 | +$80,421 | +2.42% | |
| Pinnacle Wealth Management Group, Inc. | 1.53% | 71,470 | $3,279,758 | $3,359,090 | +$79,332 | +2.42% | |
| Yarger Wealth Strategies, Llc | 1.15% | 69,115 | $3,193,108 | $3,248,405 | +$55,297 | +1.73% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 69,528 | $3,190,640 | $3,267,816 | +$77,176 | +2.42% | |
| Independent Financial Group, Llc | 0.06% | 66,032 | $3,030,208 | $3,103,504 | +$73,296 | +2.42% | |
| Newedge Advisors, Llc | 0.01% | 63,237 | $2,901,946 | $2,972,139 | +$70,193 | +2.42% | |
| Diligent Investors, Llc | 0.64% | 63,036 | $2,892,722 | $2,962,692 | +$69,970 | +2.42% | |
| Weaver Capital Management Llc | 0.63% | 67,710 | $2,877,675 | $3,182,370 | +$304,695 | +10.59% | |
| Susquehanna International Group, Llp | 0.00% | 62,268 | $2,857,479 | $2,926,596 | +$69,117 | +2.42% | |
| Alphacore Capital Llc | 0.05% | 60,800 | $2,790,112 | $2,857,600 | +$67,488 | +2.42% | |
| Southland Equity Partners Llc | 0.48% | 59,748 | $2,741,836 | $2,808,156 | +$66,320 | +2.42% | |
| Fortune Financial Group, Inc. | 2.13% | 59,335 | $2,722,883 | $2,788,745 | +$65,862 | +2.42% |
Frequently asked questions about PDEC
Who owns the most PDEC stock?
The largest holders of PDEC 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 POWER (PDEC).
Is PDEC widely held by superinvestors?
Many widely followed stocks like PDEC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PDEC 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.