BDEC institutional holders

Innovator U.S. Equity Buffer ETF - December · 123 reporting institutions · $136.3M reported value

Funds that can replace BDEC · BDEC return decomposition

Institutional holdings

Institutions reporting BDEC, largest first
InstitutionReported positionAdvisors at firmReport period
Osaic Holdings, Inc.$12.2M02026-06-30
Commonwealth Equity Services, LLC$10.1M2,8632026-06-30
Cerity Partners LLC$9.9M7772026-06-30
Raymond James Financial Inc$5.5M02026-06-30
Cresset Asset Management, LLC$5.1M2122026-06-30
Lido Advisors, LLC$5M3202026-06-30
Brookstone Capital Management$4.6M3372026-06-30
Hightower Advisors, LLC$4.2M1,0462026-06-30
Envestnet Pmc$3.8M602026-06-30
My Personal Cfo, LLC$3.4M22026-06-30
Cetera Investment Advisers$3.1M10,3702026-06-30
Blair William & Co/il$3M3292026-06-30
Toptier Wealth Management, LLC$2.6M22026-06-30
MML Investors Services, LLC$2.5M5,1202026-06-30
Bullseye Investment Management, LLC$2.4M42025-09-30
Chris Bulman Inc$2.4M72026-06-30
Novapoint Capital LLC$2.3M42026-06-30
Strategic Blueprint, LLC$2.2M552026-06-30
Lpl Financial LLC$2.1M23,4582026-06-30
Kestra Advisory Services, LLC$1.9M1,4792026-06-30
Snowden Capital Advisors LLC$1.8M1222026-06-30
Trek Financial, LLC$1.8M632026-06-30
Integral Wealth Management$1.7M52026-06-30
Krilogy$1.7M642026-06-30
Wealthplan Investment Management, LLC$1.5M292026-06-30
Global Assets Advisory, LLC$1.4M302026-06-30
Bcs Wealth Management, LLC$1.4M82026-06-30
Fsa Advisors, Inc.$1.4M02026-06-30
Old Mission Capital LLC$1.3M02026-06-30
Beacon Pointe Advisors, LLC$1.2M4662026-06-30
Sagespring Wealth Partners$1.2M1262026-06-30
Lantz Financial LLC$1.2M72026-06-30
Archer Investment Corp$1.1M782026-06-30
Vantage Financial Partners, LLC$1M02025-12-31
Bellwether Advisors, LLC$950.6K82026-06-30
Susquehanna International Group, LLP$741.5K02026-06-30
First Commonwealth Financial Corp /PA$740.8K02026-06-30
Wealthplan Partners, LLC$717K262026-06-30
Three Seasons Wealth$706.3K72026-06-30
Arax Advisory Partners$701.3K2322026-06-30
Outlook Wealth Advisors, LLC$697.2K62026-06-30
Dhjj Financial Advisors, Ltd.$691.4K72026-06-30
Milestone Asset Management, LLC$678.2K112026-06-30
Mutual Advisors, LLC$666.9K1532026-06-30
Pca Investment Advisory Services, Inc.$660.5K112026-06-30
Img Wealth Management, Inc.$650.5K72026-06-30
Ae Wealth Management LLC$630.8K4712026-06-30
Dynamic$590.2K752026-06-30
Stratos Wealth Advisors, LLC$558.6K712026-06-30
Spire Wealth Management$548.2K32026-06-30
Gwn Securities Inc.$541.1K4492026-06-30
Beacon Financial Advisory LLC$535.4K132026-06-30
Sigma Planning Corp$525.1K4742026-06-30
Weaver Consulting Group, LLC$507.3K42026-06-30
Integrity Alliance, Llc.$507K3532026-06-30
Corecap Advisors, LLC$503.1K1182026-06-30
Creativeone Wealth, LLC$486.1K2212026-06-30
Pinnacle Wealth Management Group, Inc.$478.8K32026-06-30
Jpmorgan Chase & Co$472K02026-06-30
Hollencrest Capital Management$453K152026-06-30
Citadel Advisors LLC$448.6K02026-06-30
Cra Financial Services, LLC$433.3K122026-06-30
Valtinson Bruner Financial Planning LLC$416.4K72026-06-30
Resolute Wealth Advisor, Inc.$410.6K32026-06-30
Souders Financial Advisors, LLC$400.3K142026-06-30
Blue Bell Private Wealth Management, LLC$380.6K112026-06-30
Alphastar Capital Management, LLC$380.5K1572026-06-30
Benjamin Edwards Inc$376.4K02026-06-30
Wealthgarden F.S. LLC$355.1K52026-06-30
Wealth Enhancement Advisory Services, LLC$351.4K1,0262026-06-30
Rfg Advisory, LLC$349.7K1912026-06-30
Chicago Oakbrook Financial Group$341.7K102026-06-30
Principal Securities, Inc.$336K1,4632026-06-30
Ifp Advisors, Inc$334.2K3182026-06-30
Fragasso Financial Advisors Inc$325.9K252026-06-30
Wheelhouse Advisory Group LLC$320.3K122026-06-30
Grantvest Financial Group LLC$320K52026-06-30
Creative Planning$296.9K1,1712026-06-30
Sageview Advisory Group, LLC$295.5K942026-06-30
Dana Investment Advisors, Inc.$295.2K262026-06-30
Focus Financial$278.6K1212026-06-30
Waterloo Capital, LP$276.8K572026-06-30
Optimist Retirement Group LLC$275.1K22026-06-30
Private Advisor Group, LLC$271.3K9272026-06-30
Fwg Investments, Llc.$258.9K92026-06-30
Orion Capital Management LLC$250.1K42026-06-30
Commerce Advisors, LLC$247.4K52026-06-30
Kathmere Capital Management, LLC$241.8K172026-06-30
Focus Partners Wealth$234.4K1,0482026-06-30
Foundations Investment Advisors, LLC$226.2K3022026-06-30
Colton Groome Financial Advisors, LLC$220.6K92026-06-30
Seros Financial, LLC$216.4K82026-06-30
Share Andrew L.$212.8K02026-06-30
Merit Financial Group, LLC$208.1K2952026-06-30
Main Street Financial Solutions, LLC$205.6K412026-06-30
Blue Water Asset Management$201.7K72026-06-30
Wealthshield Partners, LLC$192.4K02026-06-30
Ifg Advisory, LLC$190.2K1102026-06-30
Sunbelt Securities, Inc.$168.6K632026-03-31
Harbour Investments, Inc.$152.5K2472026-06-30
Pinnacle Wealth Planning Services, Inc.$136.8K202026-06-30
Steward Partners Investment Advisory, LLC$132.4K4812026-06-30
Farther Finance Advisors, LLC$128.5K3342026-06-30
Parallel Advisors, LLC$116K752026-06-30
Fifth Third Bancorp$91.1K02026-06-30
Financial Network Wealth Advisors LLC$76.7K72026-06-30
Creative Financial Designs Inc /adv$54.3K02026-06-30
Royal Bank of Canada$42K02026-06-30
Penserra Capital Management LLC$26.5K92026-06-30
Continuum Advisory, LLC$17.3K402026-06-30
Advisornet Wealth Partners$16K582026-06-30
Lanark Financial, Inc.$15.3K692026-06-30
Integrity Financial Corp /wa$13.3K142026-06-30
Eversource Wealth Advisors, LLC$8K772026-06-30
Larson Financial Group LLC$5.2K672026-06-30
Country Trust Bank$3.9K02026-06-30
Keating Financial Advisory Services, Inc.$3K252026-06-30
Cambridge Investment Research Advisors, Inc.$1.6K3,9402026-03-31
Highland Investment Advisors LLC$1.4K102026-06-30
Thoroughbred Financial Services, LLC$1.2K342026-06-30
Janney Montgomery Scott LLC$7561,3422026-06-30
Wood Tarver Financial$24352026-06-30
Capital Analysts, LLC$1286082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30