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Innovator U.S. Equity Buffer (BDEC)

CUSIP: 45782C557 | NYSE | 213 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC151,576
0.0% of portfolio›$8.3M
Brookstone Capital Management83,581
0.0% of portfolio›$4.6M
My Personal CFO, LLC63,385
1.2% of portfolio›$3.5M
TopTier Wealth Management, LLC48,309
1.5% of portfolio›$2.6M
Chris Bulman Inc43,068
0.8% of portfolio›$2.4M
NovaPoint Capital, LLC42,288
0.5% of portfolio›$2.3M
LPL Financial LLC39,308
0.0% of portfolio›$2.1M
Strategic Blueprint, LLC37,285
0.1% of portfolio›$2.0M
Kestra Advisory Services, LLC35,460
0.0% of portfolio›$1.9M
Integral Investment Advisors, Inc.32,384
0.4% of portfolio›$1.8M
Trek Financial, LLC32,181
0.1% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.29,876
0.0% of portfolio›$1.6M
Krilogy Financial LLC27,670
0.0% of portfolio›$1.5M
BCS Wealth Management25,314
0.2% of portfolio›$1.4M
Global Assets Advisory, LLC25,164
0.3% of portfolio›$1.4M
WealthPlan Investment Management, LLC24,683
0.1% of portfolio›$1.3M
Bullseye Investment Management, LLC24,521
0.7% of portfolio›$1.3M
Lantz Financial LLC22,032
0.2% of portfolio›$1.2M
Three Seasons Wealth, LLC13,275
0.1% of portfolio›$725.4K
Outlook Wealth Advisors, LLC13,069
0.2% of portfolio›$714.2K
WealthPLAN Partners, LLC13,052
0.1% of portfolio›$713.2K
Milestone Asset Management, LLC12,748
0.1% of portfolio›$696.6K
Concurrent Investment Advisors, LLC12,539
0.0% of portfolio›$685.2K
Dhjj Financial Advisors, Ltd.12,445
0.2% of portfolio›$680.1K
PCA Investment Advisory Services Inc.11,939
0.2% of portfolio›$652.4K
IMG Wealth Management, Inc.11,751
0.3% of portfolio›$642.1K
Dynamic Advisor Solutions LLC10,956
0.0% of portfolio›$598.7K
Spire Wealth Management10,305
0.0% of portfolio›$563.0K
Archer Investment Corp10,287
0.1% of portfolio›$562.1K
Wealth Enhancement Advisory Services, LLC10,171
0.0% of portfolio›$561.6K
Beacon Financial Advisory LLC10,064
0.1% of portfolio›$549.9K
Sigma Planning Corp9,719
0.0% of portfolio›$531.1K
Integrity Alliance, Llc.9,530
0.0% of portfolio›$520.8K
CoreCap Advisors, LLC9,436
0.0% of portfolio›$515.6K
Weaver Consulting Group9,373
0.1% of portfolio›$512.2K
Pinnacle Wealth Management Group, Inc.9,000
0.2% of portfolio›$491.8K
CRA Financial Services, LLC8,145
0.0% of portfolio›$445.1K
Valtinson Bruner Financial Planning LLC7,827
0.1% of portfolio›$427.7K
Souders Financial Advisors7,525
0.0% of portfolio›$411.2K
Blue Bell Private Wealth Management, LLC6,898
0.0% of portfolio›$376.9K
Merit Financial Group, LLC6,689
0.0% of portfolio›$365.5K
IFP Advisors, Inc6,596
0.0% of portfolio›$360.4K
RFG Advisory, LLC6,526
0.0% of portfolio›$356.6K
Fragasso Financial Advisors Inc6,070
0.0% of portfolio›$336.9K
Wheelhouse Advisory Group LLC6,020
0.1% of portfolio›$329.0K
Grantvest Financial Group LLC5,998
0.2% of portfolio›$327.8K
Creative Planning5,570
0.0% of portfolio›$304.4K
Focus Financial Network, Inc.5,228
0.0% of portfolio›$285.7K
Optimist Retirement Group LLC5,171
0.1% of portfolio›$282.6K
FWG Investments, Llc.4,749
0.1% of portfolio›$259.5K
Kathmere Capital Management, LLC4,540
0.0% of portfolio›$248.1K
Commerce Advisors, LLC4,425
0.1% of portfolio›$241.8K
Colton Groome Financial Advisors, LLC4,147
0.1% of portfolio›$226.6K
Seros Financial, LLC4,067
0.1% of portfolio›$222.2K
Blue Water Asset Management3,773
0.1% of portfolio›$206.2K
Firestone Capital Management3,759
0.0% of portfolio›$205.4K
Pinnacle Wealth Planning Services, Inc.2,572
0.0% of portfolio›$140.5K
Farther Finance Advisors, LLC2,415
0.0% of portfolio›$132.0K
Parallel Advisors, LLC2,180
0.0% of portfolio›$119.1K
Fifth Third Bancorp1,712
0.0% of portfolio›$93.6K
Financial Network Wealth Advisors LLC1,441
0.1% of portfolio›$78.7K
Creative Financial Designs Inc1,020
0.0% of portfolio›$55.7K
IFS Advisors, LLC600
0.0% of portfolio›$32.8K
EverSource Wealth Advisors, LLC150
0.0% of portfolio›$8.2K
Larson Financial Group LLC97
0.0% of portfolio›$5.3K
Country Trust Bank73
0.0% of portfolio›$4.0K
Latitude Advisors, LLC41
0.0% of portfolio›$2.2K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
151,576$8.3M0.0%ETFLowWaltham, MA2026-11-02
Brookstone Capital Management
83,581$4.6M0.0%ETFMediumWheaton, IL2026-10-22
My Personal CFO, LLC
63,385$3.5M1.2%ETFHighVancouver, WA2026-10-14
TopTier Wealth Management, LLC
48,309$2.6M1.5%ETFVery LowMuskego, WI2026-10-16
Chris Bulman Inc
43,068$2.4M0.8%ETFLowRoseville, CA2026-10-20
NovaPoint Capital, LLC
42,288$2.3M0.5%CoreLowAtlanta, GA2026-10-22
LPL Financial LLC
39,308$2.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Strategic Blueprint, LLC
37,285$2.0M0.1%ETFLowAtlanta, GA2026-10-22
Kestra Advisory Services, LLC
35,460$1.9M0.0%CoreLowAustin, TX2026-11-02
Integral Investment Advisors, Inc.
32,384$1.8M0.4%ETFVery LowTurlock, CA2026-11-03
Trek Financial, LLC
32,181$1.8M0.1%ETFHighScottsdale, AZ2026-10-29
Cambridge Investment Research Advisors, Inc.
29,876$1.6M0.0%ETFLowFairfield, IA2026-11-02
Krilogy Financial LLC
27,670$1.5M0.0%GrowthLowSt. Louis, MO2026-10-13
BCS Wealth Management
25,314$1.4M0.2%ETFVery LowJohnson City, TN2026-11-03
Global Assets Advisory, LLC
25,164$1.4M0.3%GrowthHighOrlando, FL2026-10-28
WealthPlan Investment Management, LLC
24,683$1.3M0.1%GrowthMediumOmaha, NE2026-10-15
Bullseye Investment Management, LLC
24,521$1.3M0.7%ETFVery HighCincinnati, OH2026-10-29
Lantz Financial LLC
22,032$1.2M0.2%ETFLowNaperville, IL2026-10-15
Three Seasons Wealth, LLC
13,275$725.4K0.1%GrowthMediumSalt Lake City, UT2026-11-03
Outlook Wealth Advisors, LLC
13,069$714.2K0.2%ETFMediumShenandoah, TX2026-10-28
WealthPLAN Partners, LLC
13,052$713.2K0.1%CoreMediumOmaha, NE2026-10-15
Milestone Asset Management, LLC
12,748$696.6K0.1%GrowthHighPittsburgh, PA2026-10-15
Concurrent Investment Advisors, LLC
12,539$685.2K0.0%GrowthMediumTampa, FL2026-10-16
Dhjj Financial Advisors, Ltd.
12,445$680.1K0.2%ETFVery LowNaperville, IL2026-10-23
PCA Investment Advisory Services Inc.
11,939$652.4K0.2%ETFVery LowCincinnati, OH2026-10-13
IMG Wealth Management, Inc.
11,751$642.1K0.3%ETFMediumJacksonville, FL2026-10-27
Dynamic Advisor Solutions LLC
10,956$598.7K0.0%ETFLowPhoenix, AZ2026-10-13
Spire Wealth Management
10,305$563.0K0.0%GrowthMediumMclean, VA2026-10-30
Archer Investment Corp
10,287$562.1K0.1%CoreMediumCarmel, IN2026-11-05
Wealth Enhancement Advisory Services, LLC
10,171$561.6K0.0%CoreLowPlymouth, MN2026-10-13
Beacon Financial Advisory LLC
10,064$549.9K0.1%ETFLowCleveland, OH2026-10-16
Sigma Planning Corp
9,719$531.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Integrity Alliance, Llc.
9,530$520.8K0.0%ETFMediumUrbandale, IA2026-10-29
CoreCap Advisors, LLC
9,436$515.6K0.0%ETFMediumSouthfield, MI2026-10-08
Weaver Consulting Group
9,373$512.2K0.1%ETFLowHuntington Beach, CA2026-10-07
Pinnacle Wealth Management Group, Inc.
9,000$491.8K0.2%ETFMediumPlymouth, MI2026-10-15
CRA Financial Services, LLC
8,145$445.1K0.0%ETFVery LowNorthfield, NJ2026-10-16
Valtinson Bruner Financial Planning LLC
7,827$427.7K0.1%ETFLowNew Brighton, MN2026-11-02
Souders Financial Advisors
7,525$411.2K0.0%ETFLowCincinnati, OH2026-11-03
Blue Bell Private Wealth Management, LLC
6,898$376.9K0.0%YieldVery LowBlue Bell, PA2026-10-29
Merit Financial Group, LLC
6,689$365.5K0.0%ETFLowAlpharetta, GA2026-11-06
IFP Advisors, Inc
6,596$360.4K0.0%GrowthLowTampa, FL2026-10-16
RFG Advisory, LLC
6,526$356.6K0.0%ETFMediumBirmingham, AL2026-11-03
Fragasso Financial Advisors Inc
6,070$336.9K0.0%ETFLowSewickley, PA2026-10-13
Wheelhouse Advisory Group LLC
6,020$329.0K0.1%ETFVery LowSt. Louis, MO2026-10-20
Grantvest Financial Group LLC
5,998$327.8K0.2%ETFLowMatawan, NJ2026-10-21
Creative Planning
5,570$304.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Focus Financial Network, Inc.
5,228$285.7K0.0%ETFLowMinneapolis, MN2026-10-14
Optimist Retirement Group LLC
5,171$282.6K0.1%ValueLowBellevue, WA2026-10-30
FWG Investments, Llc.
4,749$259.5K0.1%ETFMediumLexington, KY2026-11-03
Kathmere Capital Management, LLC
4,540$248.1K0.0%ETFLowWayne, PA2026-10-20
Commerce Advisors, LLC
4,425$241.8K0.1%ETFLowMemphis, TN2026-10-19
Colton Groome Financial Advisors, LLC
4,147$226.6K0.1%ETFLowAsheville, NC2026-10-06
Seros Financial, LLC
4,067$222.2K0.1%ETFMediumGilbert, AZ2026-10-21
Blue Water Asset Management
3,773$206.2K0.1%ETFLowGrand Rapids, MI2026-11-04
Firestone Capital Management
3,759$205.4K0.0%ETFVery LowSouth Miami, FL2026-11-03
Pinnacle Wealth Planning Services, Inc.
2,572$140.5K0.0%GARPLowMansfield, OH2026-10-27
Farther Finance Advisors, LLC
2,415$132.0K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
2,180$119.1K0.0%IndexLowSan Francisco, CA2026-11-03
Fifth Third Bancorp
1,712$93.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Financial Network Wealth Advisors LLC
1,441$78.7K0.1%ETFLowMurray, UT2026-10-28
Creative Financial Designs Inc
1,020$55.7K0.0%ETFMediumKokomo, IN2026-11-04
IFS Advisors, LLC
600$32.8K0.0%ETFLowOverland Park, KS2026-10-14
EverSource Wealth Advisors, LLC
150$8.2K0.0%CoreMediumBirmingham, AL2026-11-04
Larson Financial Group LLC
97$5.3K0.0%GrowthLowSt Louis, MO2026-11-05
Country Trust Bank
73$4.0K0.0%GrowthLowBloomington, IL2026-10-30
Latitude Advisors, LLC
41$2.2K0.0%ETFLowYorkville, IL2026-10-27