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S&P 500 BUFFER (fund)

12 managers (12 13F filers) reported a position in DECP shares at 2025-12-31, 436,498 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.

Managers
12
13F filers
12
New
4
Added
4
Reduced
2
Sold out
0
Shares held by filers
436,498

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
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC274,369$8.36M0.01%+88,45013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC56,299$1.72M<0.01%+30,58613F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC31,671$969K0.27%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,909$728K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,320$406K<0.01%+3,00013F-HRTimelineGroup
Cetera Investment Advisers13,182$402K<0.01%-12,69313F-HRTimeline
Steward Partners Investment Advisory, L…7,426$226K<0.01%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,700$204K<0.01%13F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,359$102K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,028$92K<0.01%-8,11513F-HRTimelineGroup
Parallel Advisors, LLC1,856$56.6K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,379$42K0.01%+1,15413F-HRTimeline