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Disclosery

BDEC INNOVATOR ETFS TRUST

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US EQTY BUF DEC (fund)

97 managers (98 13F filers) reported a position in BDEC shares at 2025-03-31, 3,346,316 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
97
13F filers
98
New
10
Added
32
Reduced
29
Sold out
5
Shares held by filers
3,346,316

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Brookstone Capital Managementin group Brookstone Capital Management595,448$24.9M0.36%+55,72213F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…406,838$17M0.3%+59,63113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC250,471$10.5M0.01%+9,37213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.190,290$7.97M0.02%-12,05513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC147,743$6.18M0.01%+9,05113F-HRTimelineGroup
Cresset Asset Management, LLC119,710$5.01M0.03%+10,74713F-HRTimeline
GWN SECURITIES INC.112,658$4.89M0.28%+101,06613F-HRTimeline
HighTower Advisors, LLC87,598$3.67M<0.01%-2,04813F-HRTimeline
BLAIR WILLIAM & CO/IL78,690$3.29M0.01%-77413F-HRTimeline
My Personal CFO, LLC74,331$3.11M1.57%-513F-HRTimeline
Cetera Investment Advisers66,505$2.78M0.01%-4,24213F-HRTimeline
Bullseye Investment Management, LLC57,901$2.42M1.47%+3,39113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,609$2.24M<0.01%+3,25013F-HRTimelineGroup
NovaPoint Capital, LLC50,716$2.12M0.65%-4,45913F-HRTimeline
Cambridge Investment Research Advisors,…49,662$2.08M0.01%-1,86513F-HRTimeline
Chris Bulman Inc45,848$1.92M1.21%-1,33813F-HRTimeline
LPL Financial LLC43,779$1.83M<0.01%+54613F-HRTimeline
Strategic Blueprint, LLC37,852$1.58M0.09%+25,14813F-HRTimeline
Trek Financial, LLC36,719$1.54M0.11%013F-HRTimeline
Krilogy Financial LLC36,330$1.52M0.1%-1,74513F-HRTimeline
MML INVESTORS SERVICES, LLC32,890$1.38M<0.01%-1,02613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,644$1.37M0.01%+4,28713F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.30,234$1.27M0.4%-7,20013F-HRTimeline
BCS Wealth Management29,987$1.25M0.32%-80913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,728$1.2M<0.01%+3,37313F-HRTimelineGroup
FSA Advisors, Inc.26,346$1.1M0.87%+13,37913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC25,341$1.06M0.07%+57913F-HRTimeline
OLD MISSION CAPITAL LLC23,566$986K0.02%new13F-HRTimeline
Arkadios Wealth Advisors22,681$949K0.04%new13F-HRTimeline
Beacon Pointe Advisors, LLC21,501$900K0.01%+1,44813F-HRTimeline
Snowden Capital Advisors LLC20,902$875K0.03%013F-HRTimeline
Janney Montgomery Scott LLC20,833$872K<0.01%+24013F-HRTimeline
Vantage Financial Partners, LLC19,615$821K0.2%-92513F-HRTimeline
IMG Wealth Management, Inc.18,812$787K0.71%+5,59013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …18,163$760K0.18%+1,78513F-HRTimelineGroup
Bellwether Advisors, LLC17,868$748K0.16%013F-HRTimeline
PCA Investment Advisory Services Inc.17,667$739K0.39%+20013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,507$733K0.02%+62613F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.16,887$707K0.28%+9513F-HRTimeline
Wealthquest Corp16,874$706K0.06%-2,67413F-HR/ATimeline
Beacon Financial Advisory LLC15,635$654K0.2%+14013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC13,859$580K0.12%-1,56513F-HRTimeline
Three Seasons Wealth, LLC13,683$573K0.28%013F-HRTimeline
FWG Investments, LLC.13,609$570K0.67%-3,66613F-HRTimeline
Arax Advisory Partners13,350$559K0.04%-18913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding13,344$559K0Timeline
Outlook Wealth Advisors, LLC12,834$537K0.15%+1,61113F-HRTimeline
Sigma Planning Corp12,479$522K0.02%+23713F-HRTimeline
Valtinson Bruner Financial Planning LLC12,121$507K0.17%-2513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC11,715$490K0.09%013F-HRTimeline
Lantz Financial LLC11,710$490K0.13%013F-HRTimeline
CoreCap Advisors, LLC10,736$449K0.02%+65213F-HRTimeline
Focus Financial Network, Inc.9,302$389K0.02%-1213F-HRTimeline
RFG Advisory, LLC9,165$384K0.01%-3,66813F-HRTimeline
HARBOUR INVESTMENTS, INC.9,142$383K0.01%013F-HRTimeline
Lion Street Advisors, LLC8,893$372K0.12%013F-HRTimeline
CRA Financial Services, LLC8,870$371K0.06%-76513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,560$358K<0.01%-50013F-HRTimeline
Mutual Advisors, LLC8,444$350K0.01%+1,25213F-HRTimeline
Weaver Consulting Group7,899$331K0.1%-1,33913F-HRTimeline
Archer Investment Corp7,787$326K0.08%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.7,630$319K0.22%new13F-HRTimeline
Souders Financial Advisors7,525$315K0.04%013F-HRTimeline
Share Andrew L.7,500$314K0.23%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,099$297K0.01%-113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,875$288K<0.01%013F-HRTimelineGroup
WEALTHGARDEN F.S. LLC6,674$279K0.27%013F-HRTimeline
Fragasso Financial Advisors Inc6,612$277K0.02%+1,52213F-HRTimeline
IFP Advisors, Inc6,413$268K0.01%+55513F-HRTimeline
AE Wealth Management LLC6,012$252K<0.01%+54313F-HRTimeline
Waterloo Capital, L.P.5,203$218K0.02%013F-HRTimeline
Optimist Retirement Group LLC5,171$216K0.11%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,001$216K<0.01%013F-HRTimelineGroup
Orion Capital Management LLC5,000$209K0.09%013F-HRTimeline
Wood Tarver Financial Group, LLC3,854$161K0.05%+2,26313F-HRTimeline
Farther Finance Advisors, LLC2,415$101K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,402$101K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC2,300$96.3K0.01%-1,49913F-HRTimeline
Steward Partners Investment Advisory, L…2,266$94.8K<0.01%-22913F-HRTimeline
Parallel Advisors, LLC2,180$91.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,032$85.1K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,000$83.7K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,441$60.3K0.08%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,092$45.7K<0.01%new13F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,066$44.6K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,020$42.7K<0.01%new13F-HRTimeline
Continuum Advisory, LLC741$31K<0.01%+41613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC700$29.3K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc667$27.9K<0.01%-60013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/521$21.8K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC500$20.9K0.01%013F-HRTimeline
Sunbelt Securities, Inc.379$15.9K<0.01%-2,60013F-HRTimeline
Larson Financial Group LLC374$15.7K<0.01%013F-HRTimeline
Integrity Financial Corp /WA329$13.8K0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.300$12.6K<0.01%-2,619,81013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY141$5.9K<0.01%+13913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.