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 $656.57M 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 $140.91M in its March 31, 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 $150.17M, representing an estimated gain of +6.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed PDEC value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Focus Partners Wealth, Blair William & Co/Il, 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
224
Total Reported Value
$656.57M
Largest Holder
Alliancebernstein L.P.
Largest Position
$140.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.05% | 3,248,253 | $140,909,215 | $150,166,736 | +$9,257,521 | +6.57% | |
| Focus Partners Wealth | 0.05% | 1,109,644 | $47,159,874 | $51,298,842 | +$4,138,968 | +8.78% | |
| Blair William & Co/Il | 0.09% | 734,990 | $31,237,075 | $33,978,588 | +$2,741,513 | +8.78% | |
| Commonwealth Equity Services, Llc | 0.04% | 616,836 | $28,306,579 | $28,516,328 | +$209,749 | +0.74% | |
| Lpl Financial Llc | 0.01% | 603,176 | $25,634,980 | $27,884,826 | +$2,249,846 | +8.78% | |
| Osaic Holdings, Inc. | 0.04% | 598,835 | $25,450,621 | $27,684,142 | +$2,233,521 | +8.78% | |
| Hightower Advisors, Llc | 0.02% | 471,508 | $20,039,063 | $21,797,815 | +$1,758,752 | +8.78% | |
| Cetera Investment Advisers | 0.01% | 295,846 | $12,573,455 | $13,676,961 | +$1,103,506 | +8.78% | |
| Kestra Advisory Services, Llc | 0.04% | 250,338 | $11,487,999 | $11,573,126 | +$85,127 | +0.74% | |
| Envestnet Asset Management Inc | 0.00% | 257,907 | $10,961,065 | $11,923,041 | +$961,976 | +8.78% | |
| Raymond James Financial Inc | 0.00% | 249,610 | $10,608,425 | $11,539,470 | +$931,045 | +8.78% | |
| Bellwether Advisors, Llc | 1.73% | 240,852 | $10,236,210 | $11,134,588 | +$898,378 | +8.78% | |
| Beacon Pointe Advisors, Llc | 0.05% | 211,864 | $9,004,212 | $9,794,473 | +$790,261 | +8.78% | |
| Mbl Wealth, Llc | 0.54% | 171,359 | $7,863,665 | $7,921,927 | +$58,262 | +0.74% | |
| Truist Financial Corp | 0.01% | 155,922 | $7,155,276 | $7,208,274 | +$52,998 | +0.74% | |
| Belpointe Asset Management Llc | 0.22% | 147,549 | $6,771,024 | $6,821,190 | +$50,166 | +0.74% | |
| Caprock Group, Llc | 0.13% | 142,709 | $6,548,916 | $6,597,437 | +$48,521 | +0.74% | |
| Brookstone Capital Management | 0.06% | 139,796 | $6,415,216 | $6,462,769 | +$47,553 | +0.74% | |
| Cra Financial Services, Llc | 0.69% | 130,442 | $5,985,995 | $6,030,334 | +$44,339 | +0.74% | |
| Corecap Advisors, Llc | 0.17% | 124,245 | $5,701,603 | $5,743,846 | +$42,243 | +0.74% | |
| Catalina Capital Group, Llc | 3.29% | 126,094 | $5,358,995 | $5,829,326 | +$470,331 | +8.78% | |
| Gill Capital Partners, Llc | 1.43% | 116,719 | $4,960,558 | $5,395,919 | +$435,361 | +8.78% | |
| Global Strategic Investment Solutions, Llc | 0.48% | 115,481 | $4,907,943 | $5,338,687 | +$430,744 | +8.78% | |
| Atria Investments, Inc | 0.05% | 104,353 | $4,788,759 | $4,824,239 | +$35,480 | +0.74% | |
| Gts Financial, Llc | 3.79% | 127,194 | $4,782,494 | $5,880,179 | +$1,097,685 | +22.95% | |
| Pathstone Holdings, Llc | 0.02% | 109,233 | $4,642,403 | $5,049,842 | +$407,439 | +8.78% | |
| First Commonwealth Financial Corp | 0.67% | 99,774 | $4,240,395 | $4,612,552 | +$372,157 | +8.78% | |
| Mml Investors Services, Llc | 0.01% | 96,690 | $4,109,304 | $4,469,979 | +$360,675 | +8.78% | |
| Castle Rock Wealth Management, Llc | 0.74% | 82,532 | $3,787,402 | $3,815,454 | +$28,052 | +0.74% | |
| Kfg Wealth Management, Llc | 0.42% | 80,604 | $3,698,923 | $3,726,323 | +$27,400 | +0.74% | |
| Trek Financial, Llc | 0.20% | 86,581 | $3,679,693 | $4,002,640 | +$322,947 | +8.78% | |
| Cassady Wealth & Retirement Planning, Llc | 1.66% | 77,697 | $3,565,515 | $3,591,932 | +$26,417 | +0.74% | |
| Corrado Advisors, Llc | 1.62% | 76,809 | $3,524,766 | $3,550,880 | +$26,114 | +0.74% | |
| Onedigital Investment Advisors Llc | 0.03% | 81,787 | $3,475,940 | $3,781,013 | +$305,073 | +8.78% | |
| Keating Financial Advisory Services, Inc. | 0.54% | 78,233 | $3,324,903 | $3,616,712 | +$291,809 | +8.78% | |
| Pinnacle Wealth Management Group, Inc. | 1.53% | 71,470 | $3,279,758 | $3,304,058 | +$24,300 | +0.74% | |
| Yarger Wealth Strategies, Llc | 1.15% | 69,115 | $3,193,108 | $3,195,186 | +$2,078 | +0.07% | |
| Compass Advisory Group Llc | 0.83% | 72,844 | $3,095,870 | $3,367,578 | +$271,708 | +8.78% | |
| Independent Financial Group, Llc | 0.06% | 66,032 | $3,030,208 | $3,052,659 | +$22,451 | +0.74% | |
| Outlook Wealth Advisors, Llc | 0.72% | 69,623 | $2,958,978 | $3,218,671 | +$259,693 | +8.78% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 69,528 | $2,954,940 | $3,214,279 | +$259,339 | +8.78% | |
| Diligent Investors, Llc | 0.64% | 63,036 | $2,892,722 | $2,914,154 | +$21,432 | +0.74% | |
| Weaver Capital Management Llc | 0.63% | 67,710 | $2,877,675 | $3,130,233 | +$252,558 | +8.78% | |
| Mai Capital Management | 0.02% | 66,676 | $2,833,730 | $3,082,431 | +$248,701 | +8.78% | |
| Mariner, Llc | 0.00% | 66,019 | $2,805,808 | $3,052,058 | +$246,250 | +8.78% | |
| Cerity Partners Llc | 0.00% | 65,467 | $2,782,366 | $3,026,539 | +$244,173 | +8.78% | |
| Alphacore Capital Llc | 0.07% | 64,800 | $2,754,000 | $2,995,704 | +$241,704 | +8.78% | |
| Southland Equity Partners Llc | 0.48% | 59,748 | $2,741,836 | $2,762,150 | +$20,314 | +0.74% | |
| Fortune Financial Group, Inc. | 2.13% | 59,335 | $2,722,883 | $2,743,057 | +$20,174 | +0.74% | |
| Weaver Consulting Group | 0.55% | 58,066 | $2,664,632 | $2,684,391 | +$19,759 | +0.74% |
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.