PDEC Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY POWER (PDEC) is currently held by 227 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $727.93M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $149.72M, representing an estimated gain of +10.45% 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
227
Total Reported Value
$727.93M
Largest Holder
Alliancebernstein L.P.
Largest Position
$135.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
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 | $149,722,359 | +$14,162,064 | +10.45% | |
| Penserra Capital Management Llc | 0.57% | 1,611,487 | $73,951,000 | $75,643,200 | +$1,692,200 | +2.29% | |
| Focus Partners Wealth | 0.05% | 1,082,442 | $49,673,286 | $50,809,827 | +$1,136,541 | +2.29% | |
| Blair William & Co/Il | 0.08% | 709,499 | $32,558,909 | $33,303,883 | +$744,974 | +2.29% | |
| Osaic Holdings, Inc. | 0.04% | 700,486 | $32,145,201 | $32,880,813 | +$735,612 | +2.29% | |
| Lpl Financial Llc | 0.01% | 608,245 | $27,912,380 | $28,551,020 | +$638,640 | +2.29% | |
| Commonwealth Equity Services, Llc | 0.02% | 383,970 | $18,089,186 | $18,023,552 | -$65,634 | -0.36% | |
| Cetera Investment Advisers | 0.01% | 280,031 | $12,850,623 | $13,144,655 | +$294,032 | +2.29% | |
| Kestra Advisory Services, Llc | 0.04% | 261,050 | $12,298,315 | $12,253,687 | -$44,628 | -0.36% | |
| Envestnet Asset Management Inc | 0.00% | 248,963 | $11,424,908 | $11,686,323 | +$261,415 | +2.29% | |
| Raymond James Financial Inc | 0.00% | 243,140 | $11,157,695 | $11,412,992 | +$255,297 | +2.29% | |
| Bellwether Advisors, Llc | 1.60% | 235,490 | $10,806,636 | $11,053,901 | +$247,265 | +2.29% | |
| Beacon Pointe Advisors, Llc | 0.04% | 204,353 | $9,377,751 | $9,592,330 | +$214,579 | +2.29% | |
| Mbl Wealth, Llc | 0.45% | 159,019 | $7,491,545 | $7,464,352 | -$27,193 | -0.36% | |
| Belpointe Asset Management Llc | 0.22% | 147,549 | $6,771,024 | $6,925,950 | +$154,926 | +2.29% | |
| Caprock Group, Llc | 0.13% | 142,709 | $6,548,916 | $6,698,760 | +$149,844 | +2.29% | |
| Brookstone Capital Management | 0.06% | 130,855 | $6,164,710 | $6,142,334 | -$22,376 | -0.36% | |
| Janney Montgomery Scott Llc | 0.01% | 134,093 | $6,154,000 | $6,294,325 | +$140,325 | +2.28% | |
| Cra Financial Services, Llc | 0.68% | 130,148 | $6,131,414 | $6,109,147 | -$22,267 | -0.36% | |
| Truist Financial Corp | 0.01% | 126,328 | $5,951,438 | $5,929,836 | -$21,602 | -0.36% | |
| Corecap Advisors, Llc | 0.16% | 119,116 | $5,611,674 | $5,591,305 | -$20,369 | -0.36% | |
| Mml Investors Services, Llc | 0.01% | 117,857 | $5,408,458 | $5,532,208 | +$123,750 | +2.29% | |
| Catalina Capital Group, Llc | 3.29% | 126,094 | $5,358,995 | $5,918,852 | +$559,857 | +10.45% | |
| Global Strategic Investment Solutions, Llc | 0.46% | 109,927 | $5,178,771 | $5,159,973 | -$18,798 | -0.36% | |
| Gill Capital Partners, Llc | 1.36% | 105,701 | $4,979,663 | $4,961,605 | -$18,058 | -0.36% | |
| Atria Investments, Inc | 0.05% | 102,038 | $4,807,113 | $4,789,664 | -$17,449 | -0.36% | |
| Mariner, Llc | 0.00% | 103,679 | $4,757,829 | $4,866,692 | +$108,863 | +2.29% | |
| Pathstone Holdings, Llc | 0.02% | 109,233 | $4,642,403 | $5,127,397 | +$484,994 | +10.45% | |
| First Commonwealth Financial Corp | 0.64% | 99,648 | $4,572,847 | $4,677,477 | +$104,630 | +2.29% | |
| Trek Financial, Llc | 0.18% | 84,582 | $3,984,743 | $3,970,279 | -$14,464 | -0.36% | |
| Castle Rock Wealth Management, Llc | 0.73% | 82,114 | $3,903,700 | $3,854,431 | -$49,269 | -1.26% | |
| Capital Analysts, Llc | 0.09% | 84,937 | $3,898,000 | $3,986,943 | +$88,943 | +2.28% | |
| Outlook Wealth Advisors, Llc | 0.82% | 82,225 | $3,873,702 | $3,859,642 | -$14,061 | -0.36% | |
| Kfg Wealth Management, Llc | 0.40% | 77,586 | $3,655,160 | $3,641,887 | -$13,273 | -0.36% | |
| Corrado Advisors, Llc | 1.76% | 75,927 | $3,576,998 | $3,564,013 | -$12,985 | -0.36% | |
| Cassady Wealth & Retirement Planning, Llc | 1.66% | 77,697 | $3,565,515 | $3,647,097 | +$81,582 | +2.29% | |
| Keating Financial Advisory Services, Inc. | 0.47% | 77,652 | $3,563,450 | $3,644,985 | +$81,535 | +2.29% | |
| Onedigital Investment Advisors Llc | 0.03% | 77,439 | $3,553,692 | $3,634,987 | +$81,295 | +2.29% | |
| Pinnacle Wealth Management Group, Inc. | 1.54% | 71,470 | $3,367,023 | $3,354,802 | -$12,221 | -0.36% | |
| Compass Advisory Group Llc | 0.79% | 72,451 | $3,324,776 | $3,400,850 | +$76,074 | +2.29% | |
| Yarger Wealth Strategies, Llc | 1.15% | 69,115 | $3,193,108 | $3,244,258 | +$51,150 | +1.60% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 69,528 | $3,190,640 | $3,263,644 | +$73,004 | +2.29% | |
| Concurrent Investment Advisors, Llc | 0.02% | 67,068 | $3,159,625 | $3,148,172 | -$11,453 | -0.36% | |
| Independent Financial Group, Llc | 0.06% | 64,625 | $3,044,548 | $3,033,498 | -$11,051 | -0.36% | |
| Diligent Investors, Llc | 0.64% | 62,036 | $2,922,578 | $2,911,970 | -$10,608 | -0.36% | |
| Newedge Advisors, Llc | 0.01% | 63,237 | $2,901,946 | $2,968,345 | +$66,399 | +2.29% | |
| Susquehanna International Group, Llp | 0.00% | 62,268 | $2,857,479 | $2,922,860 | +$65,381 | +2.29% | |
| Southland Equity Partners Llc | 0.48% | 59,748 | $2,814,788 | $2,804,571 | -$10,217 | -0.36% | |
| Alphacore Capital Llc | 0.05% | 60,800 | $2,790,112 | $2,853,952 | +$63,840 | +2.29% | |
| Fortune Financial Group, Inc. | 2.48% | 59,014 | $2,780,209 | $2,770,117 | -$10,092 | -0.36% |
Frequently asked questions about PDEC
Who are the largest institutional holders of PDEC?
The largest institutional holders of PDEC reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Penserra Capital Management Llc, Focus Partners Wealth, Blair William & Co/Il, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported PDEC position.
What is PDEC institutional ownership?
This page tracks PDEC positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY POWER (PDEC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PDEC?
InsiderSet currently tracks 227 institutional managers reporting PDEC 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 PDEC shareholders.
How much PDEC stock do institutions own?
Institutional investment managers disclosed approximately $727.93M in PDEC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PDEC institutional ownership last updated?
The latest PDEC 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 PDEC 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 PDEC position after the reporting date.
Are institutions buying or selling PDEC?
Institutional buying and selling can be analyzed by comparing PDEC positions across consecutive 13F reporting periods. InsiderSet's PDEC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PDEC ownership changes.
How has PDEC institutional ownership changed over time?
InsiderSet tracks PDEC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.