Skip to content
Disclosery

BDEC INNOVATOR ETFS TRUST

Follow

US EQTY BUF DEC (fund)

112 managers (112 13F filers) reported a position in BDEC shares at 2026-03-31, 3,675,730 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
112
13F filers
112
New
10
Added
19
Reduced
35
Sold out
12
Shares held by filers
3,675,730

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Management703,370$33.8M0.39%+48,62613F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…419,457$20.1M0.24%+41,93113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC196,819$9.45M0.01%-3,09113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.189,556$9.1M0.01%-53,48013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC181,414$8.71M0.01%+37,51913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC123,138$5.91M0.02%-90013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC103,412$4.96M<0.01%+8,85113F-HRTimelineGroup
Cresset Asset Management, LLC95,795$4.6M0.02%013F-HRTimeline
HighTower Advisors, LLC83,763$4.02M<0.01%-46013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC73,643$3.53M<0.01%+9,75013F-HRTimelineGroup
My Personal CFO, LLC66,181$3.18M1.39%-8,19513F-HRTimeline
GTS FINANCIAL, LLC69,114$2.89M2.29%13F-HRTimeline
Cetera Investment Advisers57,387$2.75M<0.01%-12,06513F-HRTimeline
BLAIR WILLIAM & CO/IL55,931$2.68M0.01%-4,86013F-HRTimeline
Chris Bulman Inc51,423$2.47M1.08%+81513F-HRTimeline
TopTier Wealth Management, LLC49,002$2.35M1.45%-30213F-HRTimeline
NovaPoint Capital, LLC48,529$2.33M0.58%+14013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,183$2.07M0.01%+9,86113F-HRTimelineGroup
Strategic Blueprint, LLC41,798$2.01M0.12%+68013F-HRTimeline
LPL Financial LLC39,601$1.9M<0.01%-5,08613F-HRTimeline
MML INVESTORS SERVICES, LLC38,070$1.83M0.01%-27,73213F-HRTimeline
Snowden Capital Advisors LLC34,179$1.64M0.04%+6,57813F-HRTimeline
Cambridge Investment Research Advisors,…33,938$1.63M<0.01%-2,31113F-HRTimeline
Krilogy Financial LLC31,495$1.6M0.05%-2,02013F-HRTimeline
Trek Financial, LLC33,014$1.58M0.08%-6,11113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.32,384$1.55M0.39%013F-HRTimeline
WealthPlan Investment Management, LLC29,508$1.42M0.08%-2,52713F-HRTimeline
Beacon Pointe Advisors, LLC27,863$1.34M0.01%+2,58213F-HRTimeline
BCS Wealth Management26,666$1.28M0.26%-28,00213F-HRTimeline
FSA Advisors, Inc.25,900$1.24M0.82%+17313F-HRTimeline
Bullseye Investment Management, LLC25,697$1.23M0.66%-2,61013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC23,132$1.11M0.07%013F-HRTimeline
Arkadios Wealth Advisors22,906$1.1M0.02%-75213F-HRTimeline
Lantz Financial LLC22,725$1.09M0.23%+6,19713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC22,332$1.07M0.02%013F-HRTimeline
Bellwether Advisors, LLC17,868$858K0.15%013F-HRTimeline
OLD MISSION CAPITAL LLC16,359$785K0.02%+6,01513F-HRTimeline
WealthPLAN Partners, LLC16,021$769K0.15%-6,51213F-HRTimeline
Janney Montgomery Scott LLC15,097$725K<0.01%-20013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,725$707K0.11%013F-HRTimelineGroup
PCA Investment Advisory Services Inc.14,628$702K0.23%+113F-HRTimeline
Outlook Wealth Advisors, LLC13,457$646K0.16%013F-HRTimeline
Three Seasons Wealth, LLC13,275$637K0.24%-40813F-HRTimeline
DHJJ Financial Advisors, Ltd.12,995$624K0.21%-1,00513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC12,873$618K0.11%013F-HRTimeline
IMG Wealth Management, Inc.12,697$609K0.39%-50213F-HRTimeline
Mutual Advisors, LLC12,536$602K0.01%+40613F-HRTimeline
Dynamic Advisor Solutions LLC12,129$582K0.02%new13F-HRTimeline
Arax Advisory Partners11,928$573K0.02%-40013F-HRTimeline
AE Wealth Management LLC11,858$569K<0.01%+9013F-HRTimeline
FWG Investments, LLC.11,695$561K0.36%-1,04213F-HRTimeline
Beacon Financial Advisory LLC11,435$549K0.12%013F-HRTimeline
Sigma Planning Corp10,623$510K0.01%-4213F-HRTimeline
Archer Investment Corp10,572$507K0.11%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,544$506K0.02%013F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.10,499$504K0.03%013F-HRTimelineGroup
GWN SECURITIES INC.10,170$488K0.09%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,762$469K0.02%-1,50013F-HRTimeline
Valtinson Bruner Financial Planning LLC9,539$458K0.13%013F-HRTimeline
Weaver Consulting Group9,535$458K0.11%013F-HRTimeline
CoreCap Advisors, LLC9,476$455K0.02%-8,96713F-HRTimeline
Focus Financial Network, Inc.9,302$447K0.02%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.9,000$432K0.21%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,955$430K0.01%-4,66913F-HRTimelineGroup
RESOLUTE WEALTH ADVISOR, INC.8,555$411K0.23%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8,514$409K0.02%013F-HRTimeline
CRA Financial Services, LLC8,145$391K0.05%-27513F-HRTimeline
AlphaStar Capital Management, LLC7,970$383K0.03%new13F-HRTimeline
Souders Financial Advisors7,525$361K0.04%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7,188$345K0.05%+4,46413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,075$340K<0.01%013F-HRTimelineGroup
Fragasso Financial Advisors Inc6,612$321K0.02%-55913F-HRTimeline
WEALTHGARDEN F.S. LLC6,674$320K0.22%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,554$317K<0.01%-3,00613F-HRTimeline
RFG Advisory, LLC6,573$316K0.01%013F-HRTimeline
COFG Advisors, LLC6,423$308K0.08%013F-HRTimeline
IFP Advisors, Inc6,381$306K0.01%-20013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,316$303K<0.01%-20913F-HRTimelineGroup
Wheelhouse Advisory Group LLC6,020$289K0.1%new13F-HRTimeline
Grantvest Financial Group LLC6,015$289K0.19%013F-HRTimeline
SageView Advisory Group, LLC5,555$267K0.01%013F-HRTimeline
Creative Planningin group Creative Planning5,555$267K<0.01%new13F-HRTimelineGroup
Waterloo Capital, L.P.5,203$250K0.02%013F-HRTimeline
Optimist Retirement Group LLC5,171$248K0.11%013F-HRTimeline
Private Advisor Group, LLC5,100$245K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,858$228K<0.01%new13F-HR/ATimelineGroup
Orion Capital Management LLC4,700$226K0.08%013F-HRTimeline
Commerce Advisors, LLC4,650$223K0.19%13F-HRTimeline
Foundations Investment Advisors, LLC4,617$222K<0.01%new13F-HRTimeline
Seros Financial, LLC4,577$220K0.14%013F-HRTimeline
Kathmere Capital Management, LLC4,544$218K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,405$211K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC3,617$174K0.02%013F-HRTimeline
Sunbelt Securities, Inc.3,513$169K0.01%+3,13413F-HRTimeline
Advisory Services Network, LLC3,140$151K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,998$144K<0.01%-5313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,732$131K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,489$119K<0.01%-10113F-HRTimeline
Farther Finance Advisors, LLC2,415$117K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,402$115K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC2,180$105K<0.01%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,712$82.2K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,441$69.2K0.07%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,020$49K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA797$38K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.576$27.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG449$21.6K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc300$14.4K<0.01%013F-HRTimeline
Integrity Financial Corp /WA250$12K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…150$7.2K<0.01%013F-HR/ATimelineGroup
Larson Financial Group LLC140$6.72K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…56$2.69K<0.01%013F-HRTimeline