Innovator U.S. Equity BufferBDECETF
13F holders, Q4 2024 (December 31)93holders +8
13new positions
9sold out
1famous investor
$43.11avg. 13F price*
At the end of Q4 2024, 93 institutions reported holding Innovator U.S. Equity Buffer (BDEC) in their 13F filings, up 8 from Q3 2024. 13 opened new positions and 9 sold out. The largest holders were Stuart Chaussee & Associates, Inc. ($113.0M), Brookstone Capital Management ($23.3M) and Penserra Capital Management LLC ($15.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Buffer
- CUSIP
- 45782C557
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $123.5M |
| Exits | 9 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,855,175 shares bought and 232,128 shares sold, net +3,623,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Stuart Chaussee & Associates, Inc. | 28.00% | New | 2,620,110 | $113.0M |
| Brookstone Capital Management | 0.34% | Add +1363.3% | 539,726 | $23.3M |
| Penserra Capital Management LLC | 0.27% | Add +16.3% | 347,207 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +21.8% | 241,099 | $10.4M |
| Osaic Holdings, Inc. | 0.02% | Add +38.0% | 202,345 | $8.7M |
| Cerity Partners LLC | 0.01% | Add +276.4% | 138,692 | $6.0M |
| Cresset Asset Management, LLC | 0.02% | Add +1552.5% | 108,963 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +27.8% | 89,646 | $3.9M |
| Blair William & Co. | 0.01% | New | 79,464 | $3.4M |
| My Personal CFO, LLC | 1.64% | Add +11.0% | 74,336 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +2.7% | 70,747 | $3.0M |
| NovaPoint Capital, LLC | 0.73% | New | 55,175 | $2.4M |
| Bullseye Investment Management, LLC | 1.63% | Reduce -74.4% | 54,510 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.0% | 51,527 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.0% | 50,359 | $2.2M |
| Chris Bulman Inc | 1.30% | Add +8.2% | 47,186 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -11.6% | 43,233 | $1.9M |
| Krilogy Financial LLC | 0.11% | Reduce -0.9% | 38,075 | $1.6M |
| Integral Investment Advisors, Inc. | 0.52% | Add +61.6% | 37,434 | $1.6M |
| Trek Financial, LLC | 0.12% | Add +14.0% | 36,719 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +7.6% | 33,916 | $1.5M |
| BCS Wealth Management | 0.33% | Add +10.9% | 30,796 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +86.1% | 28,357 | $1.2M |
| Raymond James Financial Inc. | 0.00% | — | 25,355 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | No change | 24,762 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +95.3% | 20,902 | $901K |
| Janney Montgomery Scott LLC | 0.00% | Add +37.7% | 20,593 | $888K |
| Vantage Financial Partners, LLC | 0.22% | Add +12.0% | 20,540 | $885K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +50.9% | 20,053 | $864K |
| Wealthquest Corp | 0.07% | No change | 19,548 | $843K |
| Bellwether Advisors, LLC | 0.14% | No change | 17,868 | $770K |
| PCA Investment Advisory Services Inc. | 0.35% | Add +1.2% | 17,467 | $753K |
| FWG Investments, LLC. | 0.58% | New | 17,275 | $745K |
| CreativeOne Wealth, LLC | 0.02% | New | 16,881 | $728K |
| DHJJ Financial Advisors, Ltd. | 0.28% | Add +7.2% | 16,792 | $724K |
| First Commonwealth Financial Corp | 0.17% | New | 16,378 | $706K |
| Beacon Financial Advisory LLC | 0.22% | Add +17.1% | 15,495 | $668K |
| Milestone Asset Management, LLC | 0.15% | Reduce -1.2% | 15,424 | $665K |
| IHT Wealth Management, LLC | 0.02% | New | 15,224 | $656K |
| Three Seasons Wealth, LLC | 0.29% | Add +20.3% | 13,683 | $590K |
| Arax Advisory Partners | 0.04% | Add +10.9% | 13,539 | $584K |
| IMG Wealth Management, Inc. | 0.53% | — | 13,222 | $570K |
| FSA Advisors, Inc. | 0.68% | Reduce -2.8% | 12,967 | $559K |
| RFG Advisory, LLC | 0.02% | Add +1.4% | 12,833 | $553K |
| Strategic Blueprint, LLC | 0.03% | New | 12,704 | $548K |
| Sigma Planning Corp | 0.02% | Reduce -19.7% | 12,242 | $528K |
| Valtinson Bruner Financial Planning LLC | 0.18% | Add +49.6% | 12,146 | $524K |
| GWN Securities Inc. | 0.14% | — | 11,592 | $511K |
| KFG Wealth Management, LLC | 0.09% | No change | 11,715 | $505K |
| Lantz Financial LLC | 0.13% | Add +56.5% | 11,710 | $505K |
| Outlook Wealth Advisors, LLC | 0.14% | No change | 11,223 | $484K |
| Citadel Advisors | 0.00% | New | 10,124 | $436K |
| CoreCap Advisors, LLC | 0.02% | Reduce -45.6% | 10,084 | $435K |
| CRA Financial Services, LLC | 0.07% | Reduce -11.1% | 9,635 | $415K |
| Focus Financial Network, Inc. | 0.02% | Add +5.1% | 9,314 | $402K |
| Weaver Consulting Group | 0.12% | Add +48.2% | 9,238 | $398K |
| Harbour Investments, Inc. | 0.01% | Add +96.3% | 9,142 | $394K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.1% | 9,060 | $391K |
| Lion Street Advisors, LLC | 0.12% | Add +8.4% | 8,893 | $383K |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 8,490 | $366K |
| Archer Investment Corp | 0.09% | Reduce -22.1% | 7,787 | $336K |
| Souders Financial Advisors | 0.05% | No change | 7,525 | $324K |
| Share Andrew L. | 0.16% | No change | 7,500 | $323K |
| Mutual Advisors, LLC | 0.01% | No change | 7,192 | $312K |
| Spire Wealth Management | 0.01% | Add +294.4% | 7,100 | $306K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.7% | 6,875 | $296K |
| Wealthgarden F.S. LLC | 0.27% | New | 6,674 | $288K |
| Secure Asset Management, LLC | 0.04% | New | 6,055 | $261K |
| IFP Advisors, Inc | 0.01% | Add +27.7% | 5,858 | $253K |
| AE Wealth Management LLC | 0.00% | Reduce -48.8% | 5,469 | $236K |
| Waterloo Capital, L.P. | 0.02% | New | 5,203 | $224K |
| Optimist Retirement Group LLC | 0.11% | Reduce -6.9% | 5,171 | $223K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -32.4% | 5,090 | $219K |
| Principal Securities, Inc. | 0.00% | Add +8.4% | 5,001 | $216K |
| Orion Capital Management LLC | 0.09% | No change | 5,000 | $216K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.3% | 4,854 | $209K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 4,774 | $206K |
| WealthShield Partners, LLC | 0.02% | New | 3,799 | $164K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,979 | $129K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +64.6% | 2,495 | $108K |
| Capital Analysts, LLC | 0.00% | Reduce -14.5% | 2,402 | $104K |
| Parallel Advisors, LLC | 0.00% | No change | 2,180 | $94K |
| Wood Tarver Financial Group, LLC | 0.02% | — | 1,591 | $68K |
| Allworth Financial LP | 0.00% | Reduce -30.5% | 1,355 | $60K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,267 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -19.0% | 1,066 | $46K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 673 | $29K |
| Bank of America Corp. | 0.00% | No change | 521 | $22K |
| Noble Wealth Management PBC | 0.01% | — | 500 | $22K |
| Larson Financial Group LLC | 0.00% | No change | 374 | $16K |
| Integrity Financial Corp | 0.01% | No change | 329 | $14K |
| Continuum Advisory, LLC | 0.00% | Reduce -83.5% | 325 | $14K |
| Morgan Stanley | 0.00% | Reduce -99.8% | 2 | $86 |
"% of holder's portfolio" is BDEC's weight in each manager's 13F, not the share of Innovator U.S. Equity Buffer the manager owns.