INNOVATOR U.S. EQUITY BUFFER BDEC
$53.14
+0.0% 52w: $43.81 – $53.40
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data43.8148.6153.40
Jun 20, 2025 Jul 2, 2026
Institutional holders
111
+0 QoQ
13F value
$174.9M
-4.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BDEC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Brookstone Capital Management | Wealth advisor | 703.4K | $33.8M | 0.4% | +7.4% |
| Penserra Capital Management LLC | Diversified mechanical | 419.5K | $20.1M | 0.2% | +11.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 196.8K | $9.4M | 0.0% | -1.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 189.6K | $9.1M | 0.0% | -22.0% |
| Cerity Partners LLC | Diversified mechanical | 181.4K | $8.7M | 0.0% | +26.1% |
| Lido Advisors, LLC | Wealth advisor | 123.1K | $5.9M | 0.0% | -0.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 103.4K | $5.0M | 0.0% | +9.4% |
| Cresset Asset Management, LLC | Wealth advisor | 95.8K | $4.6M | 0.0% | Held |
| HighTower Advisors, LLC | Diversified mechanical | 83.8K | $4.0M | 0.0% | -0.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 73.6K | $3.5M | 0.0% | +15.3% |
| My Personal CFO, LLC | Wealth advisor | 66.2K | $3.2M | 1.4% | -11.0% |
| GTS FINANCIAL, LLC | Wealth advisor | 69.1K | $2.9M | 2.3% | — |
| Cetera Investment Advisers | Wealth advisor | 57.4K | $2.8M | 0.0% | -17.4% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 55.9K | $2.7M | 0.0% | -8.0% |
| Chris Bulman Inc | Wealth advisor | 51.4K | $2.5M | 1.1% | +1.6% |
| TopTier Wealth Management, LLC | Wealth advisor | 49.0K | $2.4M | 1.4% | -0.6% |
| NovaPoint Capital, LLC | Other | 48.5K | $2.3M | 0.6% | +0.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 43.2K | $2.1M | 0.0% | +29.6% |
| Strategic Blueprint, LLC | Wealth advisor | 41.8K | $2.0M | 0.1% | +1.7% |
| LPL Financial LLC | Bank broker | 39.6K | $1.9M | 0.0% | -11.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 38.1K | $1.8M | 0.0% | -42.1% |
| Snowden Capital Advisors LLC | Diversified mechanical | 34.2K | $1.6M | 0.0% | +23.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 33.9K | $1.6M | 0.0% | -6.4% |
| Krilogy Financial LLC | Wealth advisor | 31.5K | $1.6M | 0.1% | -6.0% |
| Trek Financial, LLC | Wealth advisor | 33.0K | $1.6M | 0.1% | -15.6% |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 32.4K | $1.6M | 0.4% | Held |
| WealthPlan Investment Management, LLC | Wealth advisor | 29.5K | $1.4M | 0.1% | -7.9% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 27.9K | $1.3M | 0.0% | +10.2% |
| BCS Wealth Management | Wealth advisor | 26.7K | $1.3M | 0.3% | -51.2% |
| FSA Advisors, Inc. | Wealth advisor | 25.9K | $1.2M | 0.8% | +0.7% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 23.1K | $1.1M | 0.1% | Held |
| Arkadios Wealth Advisors | Wealth advisor | 22.9K | $1.1M | 0.0% | -3.2% |
| Lantz Financial LLC | Wealth advisor | 22.7K | $1.1M | 0.2% | +37.5% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 22.3K | $1.1M | 0.0% | Held |
| Bellwether Advisors, LLC | Wealth advisor | 17.9K | $858K | 0.1% | Held |
| OLD MISSION CAPITAL LLC | Wealth advisor | 16.4K | $785K | 0.0% | +58.1% |
| WealthPLAN Partners, LLC | Wealth advisor | 16.0K | $769K | 0.1% | -28.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 15.1K | $725K | 0.0% | -1.3% |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 14.7K | $707K | 0.1% | Held |
| PCA Investment Advisory Services Inc. | Wealth advisor | 14.6K | $702K | 0.2% | 0.0% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 13.5K | $646K | 0.2% | Held |
| Three Seasons Wealth, LLC | Wealth advisor | 13.3K | $637K | 0.2% | -3.0% |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 13.0K | $624K | 0.2% | -7.2% |
| MILESTONE ASSET MANAGEMENT, LLC | Wealth advisor | 12.9K | $618K | 0.1% | Held |
| IMG Wealth Management, Inc. | Wealth advisor | 12.7K | $609K | 0.4% | -3.8% |
| Mutual Advisors, LLC | Wealth advisor | 12.5K | $602K | 0.0% | +3.3% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 12.1K | $582K | 0.0% | New |
| Arax Advisory Partners | Wealth advisor | 11.9K | $573K | 0.0% | -3.2% |
| AE Wealth Management LLC | Wealth advisor | 11.9K | $569K | 0.0% | +0.8% |
| FWG Investments, LLC. | Wealth advisor | 11.7K | $561K | 0.4% | -8.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.