INNOVATOR ETFS TRUST (PDEC)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
220
Reporting holders
$673.8M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $135.6M | 3,189,654 | 0.04% | 23q | -1.8%-$2.5M |
| Focus Partners Wealth | $49.7M | 1,082,442 | 0.05% | 9q | -2.5%-$1.2M |
| BLAIR WILLIAM & CO/IL | $32.6M | 709,499 | 0.08% | 11q | -3.5%-$1.2M |
| OSAIC HOLDINGS, INC. | $32.1M | 700,486 | 0.04% | 26q | +17.0%+$4.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $28.3M | 616,836 | 0.04% | 27q | -6.8%-$2.1M |
| LPL Financial LLC | $27.9M | 608,245 | 0.01% | 18q | +0.8%+$232.6K |
| HighTower Advisors, LLC | $21.0M | 457,989 | 0.02% | 27q | -2.9%-$620.4K |
| Cetera Investment Advisers | $12.9M | 280,031 | 0.01% | 23q | -5.3%-$725.8K |
| Kestra Advisory Services, LLC | $11.5M | 250,338 | 0.04% | 24q | -20.6%-$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $11.4M | 248,963 | 0.00% | 19q | -3.5%-$410.4K |
| RAYMOND JAMES FINANCIAL INC | $11.2M | 243,140 | 0.00% | 7q | -2.6%-$296.9K |
| Bellwether Advisors, LLC | $10.8M | 235,490 | 1.60% | 23q | -2.2%-$246.1K |
| Beacon Pointe Advisors, LLC | $9.4M | 204,353 | 0.04% | 23q | -3.5%-$344.7K |
| MBL Wealth, LLC | $7.9M | 171,359 | 0.54% | 13q | +1.6%+$126.6K |
| TRUIST FINANCIAL CORP | $7.2M | 155,922 | 0.01% | 18q | HELD |
| Belpointe Asset Management LLC | $6.8M | 147,549 | 0.22% | 15q | -0.6%-$39.9K |
| Caprock Group, LLC | $6.5M | 142,709 | 0.13% | 3q | -45.1%-$5.4M |
| Brookstone Capital Management | $6.4M | 139,796 | 0.06% | 15q | -83.2%-$31.7M |
| CRA Financial Services, LLC | $6.0M | 130,442 | 0.69% | 19q | -1.0%-$62.0K |
| CoreCap Advisors, LLC | $5.7M | 124,245 | 0.17% | 18q | -1.0%-$57.6K |
| MML INVESTORS SERVICES, LLC | $5.4M | 117,857 | 0.01% | 15q | +21.9%+$971.4K |
| GILL CAPITAL PARTNERS, LLC | $5.2M | 112,864 | 1.37% | 27q | -3.3%-$176.9K |
| Global Strategic Investment Solutions, LLC | $5.1M | 111,207 | 0.45% | 18q | -3.7%-$196.1K |
| Pathstone Holdings, LLC | $5.0M | 0 | 0.01% | 11q | -100.0% |
| Atria Investments, Inc | $4.8M | 104,353 | 0.05% | 6q | +91.4%+$2.3M |
| Mariner, LLC | $4.8M | 103,679 | 0.00% | 7q | +57.0%+$1.7M |
| First Commonwealth Financial Corp /PA/ | $4.6M | 99,648 | 0.64% | 7q | HELD |
| Trek Financial, LLC | $4.0M | 86,581 | 0.20% | 11q | HELD |
| Castle Rock Wealth Management, LLC | $3.8M | 82,532 | 0.74% | 19q | HELD |
| KFG WEALTH MANAGEMENT, LLC | $3.7M | 80,604 | 0.42% | 15q | -4.1%-$160.0K |
| Cassady Wealth & Retirement Planning, LLC | $3.6M | 77,697 | 1.66% | 3q | HELD |
| Keating Financial Advisory Services, Inc. | $3.6M | 77,652 | 0.47% | 3q | -0.7%-$26.7K |
| OneDigital Investment Advisors LLC | $3.6M | 77,439 | 0.03% | 23q | -5.3%-$199.5K |
| CORRADO ADVISORS, LLC | $3.5M | 76,809 | 1.62% | 7q | -1.4%-$49.9K |
| Outlook Wealth Advisors, LLC | $3.5M | 76,508 | 0.76% | 14q | +9.9%+$315.3K |
| Compass Advisory Group LLC | $3.3M | 72,451 | 0.79% | 23q | -0.5%-$18.0K |
| Pinnacle Wealth Management Group, Inc. | $3.3M | 71,470 | 1.53% | 21q | HELD |
| YARGER WEALTH STRATEGIES, LLC | $3.2M | 69,115 | 1.15% | 15q | HELD |
| Steward Partners Investment Advisory, LLC | $3.2M | 69,528 | 0.02% | 15q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.0M | 66,032 | 0.06% | 6q | -13.3%-$463.0K |
| NewEdge Advisors, LLC | $2.9M | 63,237 | 0.01% | 15q | +21.1%+$505.1K |
| Diligent Investors, LLC | $2.9M | 63,036 | 0.64% | 14q | -1.9%-$55.1K |
| Weaver Capital Management LLC | $2.9M | 67,710 | 0.63% | 11q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 62,268 | 0.00% | 8q | +83.4%+$1.3M |
| AlphaCore Capital LLC | $2.8M | 60,800 | 0.05% | 13q | -6.2%-$183.6K |
| Southland Equity Partners LLC | $2.7M | 59,748 | 0.48% | 19q | -0.6%-$17.2K |
| Fortune Financial Group, Inc. | $2.7M | 59,335 | 2.13% | 3q | -0.6%-$16.0K |
| Forvis Mazars Wealth Advisors, LLC | $2.7M | 58,272 | 0.04% | 17q | -5.1%-$144.0K |
| Weaver Consulting Group | $2.7M | 58,066 | 0.55% | 14q | HELD |
| FSA Advisors, Inc. | $2.7M | 57,988 | 0.61% | 11q | +97.9%+$1.3M |
| SIGNATUREFD, LLC | $2.5M | 54,072 | 0.03% | 7q | HELD |
| Cresset Asset Management, LLC | $2.4M | 53,204 | 0.01% | 11q | +2.5%+$59.7K |
| Jacobi Capital Management LLC | $2.4M | 52,956 | 0.12% | 9q | -2.1%-$50.9K |
| BCS Wealth Management | $2.4M | 51,745 | 0.43% | 19q | -0.6%-$13.8K |
| MILESTONE ASSET MANAGEMENT, LLC | $2.3M | 50,632 | 0.37% | 15q | -3.5%-$84.8K |
| Chris Bulman Inc | $2.3M | 50,400 | 0.84% | 9q | -11.6%-$302.2K |
| MTM FINANCIAL GROUP, LLC | $2.3M | 49,939 | 0.98% | new | FIRST |
| Cerity Partners LLC | $2.2M | 48,150 | 0.00% | 15q | -26.5%-$794.7K |
| HARBOUR INVESTMENTS, INC. | $2.2M | 47,276 | 0.03% | 21q | +1.4%+$30.6K |
| Noble Wealth Management PBC | $2.2M | 47,155 | 0.97% | 6q | -10.9%-$265.6K |
| Concurrent Investment Advisors, LLC | $2.1M | 46,034 | 0.02% | 7q | HELD |
| ATTICUS WEALTH MANAGEMENT, LLC | $2.1M | 45,848 | 0.50% | 15q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $2.0M | 44,543 | 0.00% | 19q | HELD |
| Tradition Wealth Management, LLC | $2.0M | 44,055 | 0.12% | 21q | -4.3%-$91.8K |
| Foundations Investment Advisors, LLC | $2.0M | 43,545 | 0.02% | 12q | -6.1%-$130.1K |
| RETIREMENT GUYS FORMULA LLC | $2.0M | 43,030 | 0.74% | 3q | +4.1%+$77.0K |
| RED REEF ADVISORS LLC | $2.0M | 42,630 | 1.80% | 3q | HELD |
| Farther Finance Advisors, LLC | $1.9M | 41,801 | 0.01% | 7q | -1.8%-$35.3K |
| OLD MISSION CAPITAL LLC | $1.8M | 40,164 | 0.03% | 2q | +179.9%+$1.2M |
| Liberty Atlantic Advisors LLC | $1.8M | 39,665 | 1.31% | 3q | HELD |
| WEALTH ALLIANCE, LLC | $1.7M | 37,391 | 0.14% | 22q | HELD |
| Advisory Services Network, LLC | $1.7M | 36,777 | 0.02% | 15q | HELD |
| NORTHERN TRUST CORP | $1.6M | 35,000 | 0.00% | 2q | HELD |
| MAI Capital Management | $1.6M | 34,367 | 0.01% | 19q | -48.5%-$1.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 33,367 | 0.00% | 12q | -23.2%-$464.6K |
| SAGESPRING WEALTH PARTNERS, LLC | $1.5M | 33,497 | 0.02% | 7q | -13.2%-$234.7K |
| Dakota Wealth Management | $1.5M | 33,399 | 0.03% | 5q | +189.8%+$1.0M |
| AE Wealth Management LLC | $1.5M | 33,217 | 0.01% | 23q | -18.8%-$353.9K |
| Ascent Wealth Partners, LLC | $1.5M | 31,751 | 0.15% | 7q | HELD |
| Patriot Financial Group Insurance Agency, LLC | $1.5M | 31,610 | 0.15% | 23q | -51.0%-$1.5M |
| Integrity Advisory Solutions, LLC | $1.4M | 30,776 | 0.15% | 3q | HELD |
| Forty-three Eighteen Advisors, LLC | $1.3M | 29,324 | 0.91% | 3q | HELD |
| IFP Advisors, Inc | $1.3M | 27,358 | 0.02% | 27q | -0.9%-$11.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 26,736 | 0.00% | 11q | +100.0%+$613.5K |
| RETIREMENT INCOME SOLUTIONS, INC | $1.2M | 28,059 | 0.21% | 23q | -5.6%-$70.1K |
| Long Island Wealth Management, Inc. | $1.2M | 25,724 | 0.49% | 11q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $1.2M | 25,194 | 0.07% | 7q | -2.0%-$24.1K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.1M | 24,966 | 0.05% | 23q | -1.9%-$22.3K |
| Arax Advisory Partners | $1.1M | 24,313 | 0.01% | 3q | +192.4%+$734.1K |
| MGO ONE SEVEN LLC | $1.1M | 24,208 | 0.02% | 5q | -13.8%-$177.2K |
| Financial Solutions Advisory Group, Inc. | $1.1M | 23,678 | 0.14% | new | FIRST |
| Three Seasons Wealth, LLC | $1.1M | 22,950 | 0.10% | 11q | HELD |
| Merit Financial Group, LLC | $1.0M | 22,732 | 0.00% | 4q | +98.4%+$517.4K |
| CreativeOne Wealth, LLC | $1.0M | 21,972 | 0.02% | 11q | HELD |
| HB Wealth Management, LLC | $995.9K | 21,701 | 0.01% | 9q | HELD |
| First City Capital Management, Inc. | $976.8K | 21,285 | 0.48% | 4q | -2.4%-$24.1K |
| BFI Wealth Solutions, LLC | $971.3K | 21,165 | 0.72% | 3q | -2.4%-$23.6K |
| Orion Capital Management LLC | $963.0K | 20,984 | 0.30% | 15q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $960.1K | 20,922 | 0.02% | new | NEW |
| Spire Wealth Management | $956.7K | 20,849 | 0.03% | 14q | -3.6%-$35.5K |
Showing the largest 100 of 227 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 220 | $673.8M | 14,816,808 | 20 | 25 | 84 | 0.0% |
| Q1 2026 | 219 | $683.6M | 16,023,695 | 11 | 24 | 94 | 0.0% |
| Q4 2025 | 222 | $737.2M | 16,982,979 | 25 | 80 | 50 | 0.0% |
| Q3 2025 | 196 | $722.5M | 17,203,154 | 12 | 24 | 76 | 0.0% |
| Q2 2025 | 202 | $737.5M | 18,207,934 | 18 | 44 | 63 | 0.0% |
| Q1 2025 | 196 | $708.9M | 18,844,808 | 21 | 54 | 59 | 0.0% |
| Q4 2024 | 194 | $697.9M | 18,153,108 | 37 | 68 | 40 | 0.0% |
| Q3 2024 | 150 | $512.7M | 13,376,180 | 9 | 14 | 65 | 0.0% |
| Q2 2024 | 156 | $555.2M | 14,840,389 | 15 | 17 | 54 | 0.0% |
| Q1 2024 | 154 | $610.6M | 16,688,011 | 14 | 26 | 49 | 0.0% |
| Q4 2023 | 152 | $602.6M | 17,164,859 | 30 | 58 | 30 | 0.0% |
| Q3 2023 | 124 | $397.7M | 12,290,909 | 7 | 16 | 52 | 0.0% |
| Q2 2023 | 131 | $411.0M | 12,359,944 | 10 | 14 | 53 | 0.0% |
| Q1 2023 | 129 | $413.0M | 13,132,801 | 19 | 47 | 24 | 0.0% |
| Q4 2022 | 116 | $377.6M | 12,614,489 | 49 | 43 | 9 | 0.0% |
| Q3 2022 | 83 | $141.0M | 4,956,592 | 4 | 12 | 29 | 0.0% |
| Q2 2022 | 87 | $144.4M | 5,022,947 | 8 | 14 | 30 | 0.0% |
| Q1 2022 | 86 | $158.2M | 5,116,816 | 14 | 20 | 24 | 0.0% |
| Q4 2021 | 83 | $146.2M | 4,603,276 | 26 | 27 | 11 | 0.0% |
| Q3 2021 | 56 | $63.6M | 2,074,355 | 4 | 10 | 18 | 0.0% |
| Q2 2021 | 66 | $81.4M | 2,661,661 | 6 | 7 | 21 | 0.0% |
| Q1 2021 | 68 | $112.6M | 3,783,426 | 7 | 15 | 20 | 0.0% |
| Q4 2020 | 68 | $120.0M | 4,137,929 | 35 | 13 | 5 | 0.0% |
| Q3 2020 | 36 | $40.7M | 1,470,556 | 8 | 10 | 6 | 0.0% |
| Q2 2020 | 31 | $21.0M | 789,192 | 9 | 4 | 6 | 0.0% |
| Q1 2020 | 29 | $16.1M | 674,349 | 5 | 9 | 3 | 0.0% |
| Q4 2019 | 32 | $54.0M | 2,020,444 | 30 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $253.0K | 9,426 | 0 | 0 | 0 | 0.0% |