INNOVATOR U.S. EQUITY POWER (PDEC) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY POWER (PDEC). 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 Alliancebernstein L.P., Osaic Holdings, Inc., Blair William & Co/Il, Cetera Investment Advisers, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Dakota Wealth ManagementBuy+5,795+112.6%10,942$474.66KQ4 2025Aug 26, 2026
Independent Financial Group, LlcBuy+6,273+9.0%76,357$3.31MQ4 2025May 15, 2026
Advisory Advocates, LlcBuy+18,981—18,981$823.40KQ4 2025May 05, 2026
Red Reef Advisors LlcBuy+43,093—43,093$1.87MQ4 2025Apr 08, 2026
Cassady Wealth & Retirement Planning, LlcBuy+77,972—77,972$3.38MQ4 2025Apr 02, 2026
Forty-Three Eighteen Advisors, LlcBuy+29,324—29,324$1.27MQ4 2025Mar 17, 2026
Compass Financial Services IncBuy+1,968—1,968$85.37KQ4 2025Feb 27, 2026
Sunbelt Securities, Inc.Buy+27—27$1.17KQ4 2025Feb 20, 2026
Bfi Wealth Solutions, LlcBuy+15,456—15,456$670.48KQ4 2025Feb 19, 2026
Atx Financial Planning, LlcBuy+6,959—6,959$301.88KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+258,350—258,350$11.21MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+176,952—176,952$7.68MQ4 2025Feb 18, 2026
First Commonwealth Financial CorpBuy+106,359—106,359$4.61MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+57,254—57,254$2.48MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+25,547—25,547$1.11MQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+5,969—5,969$258.94KQ4 2025Feb 18, 2026
Garton & Associates Financial Advisors LlcBuy+800—800$34.70KQ4 2025Feb 18, 2026
Alliancebernstein L.P.Buy+3,273,654—3,273,654$142.01MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+786,638—786,638$34.12MQ4 2025Feb 17, 2026
Blair William & Co/IlBuy+755,492—755,492$32.77MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+348,330—348,330$15.11MQ4 2025Feb 17, 2026
Cresset Asset Management, LlcBuy+51,902—51,902$2.25MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+44,543—44,543$1.93MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+41,811—41,811$1.81MQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+36,992—36,992$1.60MQ4 2025Feb 17, 2026
Tsg Advice Partners, LlcBuy+13,906—13,906$603.24KQ4 2025Feb 17, 2026
Beacon Financial Advisory LlcBuy+13,212—13,212$573.14KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+11,555—11,555$501.26KQ4 2025Feb 17, 2026
Garden State Investment Advisory Services LlcBuy+11,404—11,404$494.71KQ4 2025Feb 17, 2026
Clay Northam Wealth Management, LlcBuy+11,200—11,200$485.86KQ4 2025Feb 17, 2026
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Frequently asked questions about PDEC activity

  • Which institutional owners are buying PDEC?

    Institutional owners buying PDEC 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 PDEC activity?

    "Buy" means an investor increased their reported position in PDEC compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY POWER (PDEC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PDEC increasing?

    Institutional interest in PDEC 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.