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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

210 hedge funds and large institutions have $843M invested in Innovator US Equity Power Buffer ETF December in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 71 reducing their positions, and 13 closing their positions.

Holders
210
Holders Change
+4
Holders Change %
+1.94%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
21
Increased
56
Reduced
71
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$25.5M
2
PCM
2
Penserra Capital Management
California
$58.7M
3
HI
3
Harbour Investments
Wisconsin
$12.4M
4
SAG
4
SageView Advisory Group
California
$5.42M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$43.5M

Top Sellers

1
SI
1
Stephens Inc
Arkansas
$0
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$8.87M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$40.6M
4
TC
4
TownSquare Capital
Utah
$655K
5
HWM
5
HB Wealth Management
Georgia
$868K
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
26
Belpointe Asset Management
Nevada
$5.96M 148,919 -343 -0.2%
Truist Financial
27
Truist Financial
North Carolina
$5.8M 144,891 -5,031 -3%
AI
28
Atria Investments
North Carolina
$5.62M 140,382 +31,206 +29%
SAG
29
SageView Advisory Group
California
$5.42M 133,170 +61,130 +85%
CAL
30
Capital Analysts LLC
Pennsylvania
$5M 125,058 – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$4.86M 121,509 +3,626 +3%
MW
32
MBL Wealth
North Carolina
$4.65M 116,235 +12,995 +13%
GCP
33
Gill Capital Partners
Colorado
$4.57M 114,226 -1,350 -1%
OWA
34
Outlook Wealth Advisors
Texas
$4.45M 111,183 +369 +0.3%
CA
35
CoreCap Advisors
Michigan
$4.42M 110,493 +175 +0.2%
TF
36
Trek Financial
Arizona
$4.05M 101,271 +14,217 +16%
KWM
37
KFG Wealth Management
Indiana
$3.95M 98,690 +2,823 +3%
FCFC
38
First Commonwealth Financial Corp
Pennsylvania
$3.74M 93,555 +3,783 +4%
CRWM
39
Castle Rock Wealth Management
California
$3.53M 87,192 -4,623 -5%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.49M 87,178 +216 +0.2%
WCM
41
Weaver Capital Management
Georgia
$3.31M 82,623 -12,181 -13%
YWS
42
Yarger Wealth Strategies
Ohio
$3.26M 81,461 -434 -0.5%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$3.18M 79,146 -64,504 -45%
OIA
44
OneDigital Investment Advisors
Kansas
$3.1M 77,603 +44,017 +131%
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$2.87M 71,608 -7,547 -10%
CA
46
Corrado Advisors
New Jersey
$2.86M 71,430 -473 -0.7%
BWM
47
Brown Wealth Management
Illinois
$2.83M 70,735 -27 -0%
SPIA
48
Steward Partners Investment Advisory
New York
$2.75M 68,651 – –
CAG
49
Compass Advisory Group
New York
$2.73M 68,314 -6,100 -8%
SEP
50
Southland Equity Partners
Missouri
$2.71M 67,694 -70 -0.1%
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