Skip to content

BDEC INNOVATOR ETFS TRUST

Follow

US EQTY BUF DEC (fund)

112 managers (112 13F filers) reported a position in BDEC shares at 2025-12-31, 3,719,753 shares in all. 15 filers opened a position and 9 filers sold out during the quarter.

Managers
112
13F filers
112
New
15
Added
42
Reduced
24
Sold out
9
Shares held by filers
3,719,753

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Management654,744$32.4M0.37%+562,70113F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…377,526$18.7M0.22%-14,05713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.243,036$12M0.02%+7,29213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC199,910$9.91M0.01%-17,58813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC143,895$7.13M0.01%+20,30013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC124,038$6.15M0.02%new13F-HRTimelineGroup
Cresset Asset Management, LLC95,795$4.75M0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC94,561$4.69M<0.01%+14,14513F-HRTimelineGroup
HighTower Advisors, LLC84,223$4.17M<0.01%+71013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,652$3.9M<0.01%new13F-HRTimelineGroup
My Personal CFO, LLC74,376$3.69M1.54%new13F-HRTimeline
Cetera Investment Advisers69,452$3.44M<0.01%+6,63813F-HRTimeline
MML INVESTORS SERVICES, LLC65,802$3.26M0.01%+15,73113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC63,893$3.17M<0.01%+13,92413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL60,791$3.01M0.01%-5,40913F-HRTimeline
BCS Wealth Management54,668$2.71M0.27%+27,13413F-HRTimeline
Chris Bulman Inc50,608$2.51M1.11%+7,48313F-HRTimeline
TopTier Wealth Management, LLC49,304$2.44M1.66%13F-HRTimeline
NovaPoint Capital, LLC48,389$2.4M0.62%-2,75213F-HRTimeline
LPL Financial LLC44,687$2.21M<0.01%+2,16413F-HRTimeline
Strategic Blueprint, LLC41,118$2.04M0.12%+3,60013F-HRTimeline
Trek Financial, LLC39,125$1.94M0.11%+2,66613F-HRTimeline
Cambridge Investment Research Advisors,…36,249$1.8M<0.01%+1,65713F-HRTimeline
Krilogy Financial LLC33,515$1.68M0.06%-50013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC33,322$1.65M0.01%+3,59013F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.32,384$1.6M0.4%013F-HRTimeline
WealthPlan Investment Management, LLC32,035$1.59M0.1%-204,10913F-HRTimeline
Bullseye Investment Management, LLC28,307$1.4M0.73%-29,59413F-HRTimeline
Snowden Capital Advisors LLC27,601$1.37M0.04%+11,53513F-HRTimeline
Global Assets Advisory, LLC25,864$1.28M0.37%+37713F-HRTimeline
FSA Advisors, Inc.25,727$1.28M0.89%+9013F-HRTimeline
Beacon Pointe Advisors, LLC25,281$1.25M0.01%+2,45213F-HRTimeline
Arkadios Wealth Advisors23,658$1.17M0.02%+18,06713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC23,132$1.15M0.07%+1,79113F-HRTimeline
WealthPLAN Partners, LLC22,533$1.12M0.17%-38,48113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC22,332$1.11M0.02%new13F-HRTimeline
Vantage Financial Partners, LLC20,431$1.01M0.21%+3,33713F-HRTimeline
CoreCap Advisors, LLC18,443$914K0.03%+9,15913F-HRTimeline
Bellwether Advisors, LLC17,868$886K0.14%013F-HRTimeline
Lantz Financial LLC16,528$819K0.17%+5,29213F-HRTimeline
Janney Montgomery Scott LLC15,297$758K<0.01%-16413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,725$730K0.12%-3,41613F-HRTimelineGroup
PCA Investment Advisory Services Inc.14,627$725K0.25%-3,13013F-HRTimeline
DHJJ Financial Advisors, Ltd.14,000$694K0.23%-2,78213F-HRTimeline
Three Seasons Wealth, LLC13,683$678K0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,624$675K0.02%-3,79213F-HRTimelineGroup
Outlook Wealth Advisors, LLC13,457$667K0.15%+62313F-HRTimeline
IMG Wealth Management, Inc.13,199$654K0.42%+32713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC12,873$638K0.12%-44613F-HRTimeline
FWG Investments, LLC.12,737$631K0.4%+46813F-HRTimeline
Arax Advisory Partners12,328$611K0.02%new13F-HRTimeline
Mutual Advisors, LLC12,130$601K0.01%+1,01413F-HRTimeline
AE Wealth Management LLC11,768$583K<0.01%+5,98313F-HRTimeline
Beacon Financial Advisory LLC11,435$567K0.13%-3,74313F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,262$558K0.02%new13F-HRTimeline
GTS SECURITIES LLC11,032$547K0.02%new13F-HRTimeline
Sigma Planning Corp10,665$529K0.01%+24313F-HRTimeline
Archer Investment Corp10,572$524K0.12%+2,78513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,544$523K0.02%+3,44413F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.10,499$520K0.03%+5,64513F-HRTimelineGroup
OLD MISSION CAPITAL LLC10,344$513K0.02%-34,21713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,304$511K<0.01%-38,19113F-HRTimelineGroup
GWN SECURITIES INC.10,170$504K0.1%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,560$478K<0.01%+1,49513F-HRTimeline
Valtinson Bruner Financial Planning LLC9,539$473K0.14%-97813F-HRTimeline
Weaver Consulting Group9,535$473K0.12%+85013F-HRTimeline
Focus Financial Network, Inc.9,302$461K0.02%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.9,000$446K0.22%+1,70013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8,514$422K0.01%new13F-HRTimeline
CRA Financial Services, LLC8,420$417K0.05%013F-HRTimeline
Souders Financial Advisors7,525$373K0.04%013F-HRTimeline
Fragasso Financial Advisors Inc7,171$355K0.02%+55913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,075$351K<0.01%+45013F-HRTimelineGroup
D.B. Root & Company, LLC6,992$347K0.08%new13F-HRTimeline
Wealthquest Corp6,836$339K0.03%-9,80413F-HRTimeline
WEALTHGARDEN F.S. LLC6,674$334K0.22%013F-HRTimeline
IFP Advisors, Inc6,581$326K0.01%+1,10713F-HRTimeline
RFG Advisory, LLC6,573$326K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,525$323K<0.01%-3413F-HRTimelineGroup
COFG Advisors, LLC6,423$318K0.08%13F-HRTimeline
Grantvest Financial Group LLC6,015$298K0.19%+1,69613F-HRTimeline
SageView Advisory Group, LLC5,555$275K0.01%013F-HRTimeline
Waterloo Capital, L.P.5,203$258K0.02%013F-HRTimeline
Optimist Retirement Group LLC5,171$256K0.12%013F-HRTimeline
Private Advisor Group, LLC5,100$253K<0.01%new13F-HRTimeline
Orion Capital Management LLC4,700$233K0.08%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,659$231K<0.01%new13F-HR/ATimelineGroup
Seros Financial, LLC4,577$227K0.13%013F-HRTimeline
Kathmere Capital Management, LLC4,544$225K0.02%-7213F-HRTimeline
Share Andrew L.4,500$223K0.11%-3,00013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,405$218K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC3,617$179K0.02%+1,31713F-HRTimeline
HARBOUR INVESTMENTS, INC.3,051$151K<0.01%-3,20013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,732$135K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,724$135K0.02%-7613F-HRTimeline
Steward Partners Investment Advisory, L…2,590$128K<0.01%+32413F-HRTimeline
Farther Finance Advisors, LLC2,415$120K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,402$119K<0.01%013F-HR/ATimelineGroup
Parallel Advisors, LLC2,180$108K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,464$72.6K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,441$71.4K0.07%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,020$50.6K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA797$39K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.379$18.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc300$14.9K<0.01%013F-HRTimeline
Integrity Financial Corp /WA250$12.4K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…150$7.43K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY141$6.99K<0.01%013F-HR/ATimelineGroup
Larson Financial Group LLC140$6.94K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…138$6.84K<0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…56$2.77K<0.01%13F-HRTimeline
Jessup Wealth Management, Inc14$706<0.01%new13F-HRTimeline