INNOVATOR U.S. EQUITY POWER PDEC
$45.89
+0.0% 52w: $39.09 – $45.95
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data39.0942.5245.95
Jun 20, 2025 Jul 2, 2026
Institutional holders
229
-2 QoQ
13F value
$769.2M
-6.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PDEC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Long only active | 3.2M | $140.9M | 0.0% | -0.8% |
| Penserra Capital Management LLC | Diversified mechanical | 1.5M | $65.3M | 0.8% | +6.0% |
| Focus Partners Wealth | Wealth advisor | 1.1M | $47.2M | 0.1% | -0.3% |
| Brookstone Capital Management | Wealth advisor | 830.5K | $35.3M | 0.4% | -1.2% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 735.0K | $31.2M | 0.1% | -2.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 662.0K | $28.1M | 0.0% | 0.0% |
| LPL Financial LLC | Bank broker | 603.2K | $25.6M | 0.0% | -4.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 598.8K | $25.5M | 0.0% | -23.9% |
| HighTower Advisors, LLC | Diversified mechanical | 471.5K | $20.0M | 0.0% | -9.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 315.3K | $13.4M | 0.1% | +19.3% |
| Cetera Investment Advisers | Wealth advisor | 295.8K | $12.6M | 0.0% | -15.1% |
| Caprock Group, LLC | Other | 259.8K | $11.0M | 0.3% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 257.9K | $11.0M | 0.0% | +12.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 249.6K | $10.6M | 0.0% | -3.4% |
| Bellwether Advisors, LLC | Wealth advisor | 240.9K | $10.2M | 1.7% | -3.2% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 211.9K | $9.0M | 0.0% | +19.7% |
| MBL Wealth, LLC | Wealth advisor | 168.6K | $7.2M | 0.5% | +29.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 156.0K | $6.6M | 0.0% | +1.9% |
| Belpointe Asset Management LLC | Wealth advisor | 148.4K | $6.3M | 0.2% | -4.2% |
| CRA Financial Services, LLC | Wealth advisor | 131.8K | $5.6M | 0.7% | -2.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 130.4K | $5.5M | 0.0% | +4.7% |
| Catalina Capital Group, LLC | Wealth advisor | 126.1K | $5.4M | 3.3% | +7.2% |
| CoreCap Advisors, LLC | Wealth advisor | 125.5K | $5.3M | 0.2% | -4.7% |
| GILL CAPITAL PARTNERS, LLC | Wealth advisor | 116.7K | $5.0M | 1.4% | +0.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 116.2K | $4.9M | 0.0% | -15.3% |
| Global Strategic Investment Solutions, LLC | Wealth advisor | 115.5K | $4.9M | 0.5% | -24.7% |
| GTS FINANCIAL, LLC | Wealth advisor | 127.2K | $4.8M | 3.8% | — |
| Pathstone Holdings, LLC | Diversified mechanical | 109.2K | $4.6M | 0.0% | -48.3% |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 99.8K | $4.2M | 0.7% | -6.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 96.7K | $4.1M | 0.0% | -31.0% |
| Trek Financial, LLC | Wealth advisor | 86.6K | $3.7M | 0.2% | -6.9% |
| Capital Analysts, LLC | Wealth advisor | 84.9K | $3.6M | 0.1% | Held |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 84.1K | $3.6M | 0.5% | +6.8% |
| Castle Rock Wealth Management, LLC | Other | 82.7K | $3.5M | 0.8% | -1.4% |
| Cassady Wealth & Retirement Planning, LLC | Wealth advisor | 77.9K | $3.5M | 1.8% | 0.0% |
| OneDigital Investment Advisors LLC | Wealth advisor | 81.8K | $3.5M | 0.0% | -3.0% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 78.2K | $3.3M | 0.5% | -3.0% |
| CORRADO ADVISORS, LLC | Wealth advisor | 77.9K | $3.3M | 1.7% | -1.5% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 76.1K | $3.2M | 0.1% | -0.3% |
| Compass Advisory Group LLC | Wealth advisor | 72.8K | $3.1M | 0.8% | +0.2% |
| Pinnacle Wealth Management Group, Inc. | Wealth advisor | 71.6K | $3.0M | 1.5% | -0.9% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 69.6K | $3.0M | 0.7% | -37.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 69.5K | $3.0M | 0.0% | -0.4% |
| YARGER WEALTH STRATEGIES, LLC | Wealth advisor | 69.1K | $2.9M | 1.2% | -6.9% |
| Weaver Capital Management LLC | Other | 67.7K | $2.9M | 0.6% | -1.4% |
| MAI Capital Management | Wealth advisor | 66.7K | $2.8M | 0.0% | -3.3% |
| Mariner, LLC | Diversified mechanical | 66.0K | $2.8M | 0.0% | -46.3% |
| Cerity Partners LLC | Diversified mechanical | 65.5K | $2.8M | 0.0% | -1.2% |
| AlphaCore Capital LLC | Wealth advisor | 64.8K | $2.8M | 0.1% | -1.5% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 64.5K | $2.7M | 0.2% | +108.6% |
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.