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Disclosery

BDEC INNOVATOR ETFS TRUST

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US EQTY BUF DEC (fund)

101 managers (101 13F filers) reported a position in BDEC shares at 2025-06-30, 3,310,286 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
101
13F filers
101
New
7
Added
22
Reduced
36
Sold out
4
Shares held by filers
3,310,286

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Management631,930$28.5M0.37%+36,48213F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…386,903$17.5M0.24%-19,93513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC235,518$10.6M0.01%-14,95313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.232,536$10.5M0.02%+42,24613F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC138,395$6.25M0.01%-9,34813F-HRTimelineGroup
Cresset Asset Management, LLC95,795$4.33M0.02%-23,91513F-HR/ATimeline
HighTower Advisors, LLC86,803$3.92M<0.01%-79513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,309$3.81M<0.01%+55,58113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL74,480$3.36M0.01%-4,21013F-HRTimeline
My Personal CFO, LLC74,373$3.36M1.53%+4213F-HRTimeline
Cetera Investment Advisers67,163$3.03M0.01%+65813F-HRTimeline
Bullseye Investment Management, LLC57,901$2.42M1.47%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,147$2.35M<0.01%-1,46213F-HRTimelineGroup
Chris Bulman Inc50,458$2.28M1.3%+4,61013F-HRTimeline
NovaPoint Capital, LLC50,261$2.27M0.7%-45513F-HRTimeline
Cambridge Investment Research Advisors,…46,244$2.09M0.01%-3,41813F-HRTimeline
LPL Financial LLC39,118$1.77M<0.01%-4,66113F-HRTimeline
Strategic Blueprint, LLC37,662$1.7M0.08%-19013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC37,004$1.67M0.01%+4,36013F-HRTimelineGroup
Trek Financial, LLC36,719$1.66M0.11%013F-HRTimeline
Krilogy Financial LLC35,015$1.58M0.09%-1,31513F-HRTimeline
MML INVESTORS SERVICES, LLC32,509$1.47M<0.01%-38113F-HRTimeline
BCS Wealth Management30,544$1.38M0.3%+55713F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.30,234$1.37M0.39%013F-HRTimeline
FSA Advisors, Inc.26,382$1.19M0.97%+3613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC23,841$1.08M0.08%-1,50013F-HRTimeline
Arkadios Wealth Advisors22,907$1.03M0.03%+22613F-HRTimeline
Snowden Capital Advisors LLC22,442$1.01M0.03%+1,54013F-HRTimeline
Beacon Pointe Advisors, LLC22,034$995K0.01%+53313F-HRTimeline
Janney Montgomery Scott LLC18,279$825K<0.01%-2,55413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …18,163$820K0.18%013F-HRTimelineGroup
Bellwether Advisors, LLC17,868$807K0.14%013F-HRTimeline
PCA Investment Advisory Services Inc.17,857$806K0.34%+19013F-HRTimeline
Vantage Financial Partners, LLC17,818$805K0.19%-1,79713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,938$765K0.02%-56913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.16,887$763K0.28%013F-HRTimeline
Wealthquest Corp16,640$751K0.06%-23413F-HRTimeline
Beacon Financial Advisory LLC15,635$706K0.18%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC13,739$620K0.13%-12013F-HRTimeline
Three Seasons Wealth, LLC13,683$618K0.07%013F-HRTimeline
IMG Wealth Management, Inc.13,309$601K0.47%-5,50313F-HRTimeline
Arax Advisory Partners12,999$587K0.03%-35113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,876$581K<0.01%new13F-HRTimelineGroup
Outlook Wealth Advisors, LLC12,834$580K0.15%013F-HRTimeline
FWG Investments, LLC.12,687$573K0.44%-92213F-HRTimeline
Sigma Planning Corp12,163$549K0.02%-31613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC11,715$529K0.09%013F-HRTimeline
Lantz Financial LLC11,640$526K0.13%-7013F-HRTimeline
Valtinson Bruner Financial Planning LLC10,682$482K0.15%-1,43913F-HRTimeline
GWN SECURITIES INC.10,285$464K0.09%-102,37313F-HRTimeline
Foundations Investment Advisors, LLC9,922$448K0.01%new13F-HRTimeline
Weaver Consulting Group9,347$422K0.12%+1,44813F-HRTimeline
Focus Financial Network, Inc.9,302$420K0.02%013F-HRTimeline
CoreCap Advisors, LLC9,202$416K0.02%-1,53413F-HRTimeline
HARBOUR INVESTMENTS, INC.9,142$413K0.01%013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.8,555$411K0.23%13F-HRTimeline
Mutual Advisors, LLC8,444$389K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,560$389K<0.01%013F-HRTimeline
CRA Financial Services, LLC8,420$380K0.06%-45013F-HRTimeline
Archer Investment Corp7,787$352K0.08%013F-HRTimeline
Souders Financial Advisors7,525$340K0.04%013F-HRTimeline
Share Andrew L.7,500$339K0.23%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.7,300$330K0.19%-33013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,100$321K0.01%+113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,875$310K<0.01%013F-HRTimelineGroup
WEALTHGARDEN F.S. LLC6,674$306K0.25%013F-HRTimeline
Fragasso Financial Advisors Inc6,612$299K0.02%013F-HRTimeline
RFG Advisory, LLC6,573$297K0.01%-2,59213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,559$296K0.01%+1,55813F-HRTimelineGroup
IFP Advisors, Inc6,474$292K0.01%+6113F-HRTimeline
AE Wealth Management LLC5,785$261K<0.01%-22713F-HRTimeline
SageView Advisory Group, LLC5,555$256K0.01%new13F-HRTimeline
Waterloo Capital, L.P.5,203$235K0.02%013F-HRTimeline
Optimist Retirement Group LLC5,171$234K0.11%013F-HRTimeline
Orion Capital Management LLC5,000$226K0.09%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding4,854$219K-8,490Timeline
Atria Wealth Solutions, Inc.4,774$216K<0.01%new13F-HRTimeline
Kathmere Capital Management, LLC4,616$208K0.02%new13F-HRTimeline
Seros Financial, LLC4,577$207K0.13%new13F-HRTimeline
Lion Street Advisors, LLC4,498$203K0.06%-4,39513F-HRTimeline
Wood Tarver Financial Group, LLC3,854$174K0.05%013F-HRTimeline
UBS Group AGin group UBS Group AG3,832$173K<0.01%+1,80013F-HRTimelineGroup
Stuart Chaussee & Associates, Inc.3,008$136K0.03%+2,70813F-HRTimeline
Sunbelt Securities, Inc.2,979$128K0.01%+2,60013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,800$126K0.02%+2,10013F-HRTimeline
Farther Finance Advisors, LLC2,415$109K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,402$108K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,351$106K<0.01%+35113F-HRTimelineGroup
WealthShield Partners, LLC2,300$104K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,266$102K<0.01%013F-HRTimeline
Parallel Advisors, LLC2,180$98.4K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC1,441$65.1K0.08%013F-HRTimeline
Berkshire Money Management, Inc.1,232$55.6K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,020$46.1K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC761$34.4K<0.01%-33113F-HR/ATimelineGroup
Larson Financial Group LLC374$16.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc300$13.5K<0.01%-36713F-HRTimeline
Integrity Financial Corp /WA250$11.3K0.01%-7913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…150$6.77K<0.01%-91613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY141$6.37K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.