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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

211 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, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
2.83%
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
72
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
SI
Stephens Inc
Arkansas
$0
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$8.87M
3
Osaic Holdings
Osaic Holdings
Arizona
$40.6M
4
TC
TownSquare Capital
Utah
$655K
5
HWM
HB Wealth Management
Georgia
$868K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
51
Pinnacle Wealth Management Group
Michigan
$2.71M +$44K +1,100 +2%
AWS
52
Atria Wealth Solutions
New York
$2.64M -$306K -7,640 -10%
AC
53
AlphaCore Capital
California
$2.63M – – –
DI
54
Diligent Investors
California
$2.52M -$39.4K -984 -2%
JCM
55
Jacobi Capital Management
Pennsylvania
$2.52M -$48K -1,200 -2%
MCM
56
MAI Capital Management
Ohio
$2.39M -$1.41M -35,179 -37%
NA
57
NewEdge Advisors
Louisiana
$2.36M -$150K -3,758 -6%
MAM
58
Milestone Asset Management
Pennsylvania
$2.35M -$97.9K -2,447 -4%
BWM
59
BCS Wealth Management
Tennessee
$2.21M +$151K +3,764 +7%
WCG
60
Weaver Consulting Group
California
$2.18M +$70.3K +1,758 +3%
FFA
61
Farther Finance Advisors
California
$2.18M -$199K -4,984 -8%
S
62
SignatureFD
Georgia
$2.16M – – –
CB
63
Chris Bulman
California
$2.01M -$61.3K -1,531 -3%
TPW
64
Talon Private Wealth
Florida
$1.94M -$155K -3,871 -7%
AWM
65
Atticus Wealth Management
Florida
$1.91M – – –
TWM
66
Tradition Wealth Management
Minnesota
$1.87M -$9.24K -231 -0.5%
AWM
67
AE Wealth Management
Kansas
$1.78M -$32.4K -810 -2%
CWG
68
Crown Wealth Group
North Carolina
$1.77M +$1.52M +37,994 +615%
CIA
69
Concurrent Investment Advisors
Florida
$1.73M +$10K +250 +0.6%
IA
70
IFP Advisors
Florida
$1.72M +$21.6K +539 +1%
NFG
71
Nations Financial Group
Iowa
$1.61M +$126K +3,139 +8%
FFG
72
Frisch Financial Group
New York
$1.55M -$22K -549 -1%
RIS
73
Retirement Income Solutions
Michigan
$1.55M – – –
WA
74
Wealth Alliance
New York
$1.48M – – –
ASN
75
Advisory Services Network
Georgia
$1.46M +$6.45K +159 +0.4%
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3
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