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Disclosery

KDEC INNOVATOR ETFS TRUST

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ETF (fund)

47 managers (47 13F filers) reported a position in KDEC shares at 2025-06-30, 1,217,091 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
47
13F filers
47
New
10
Added
8
Reduced
14
Sold out
9
Shares held by filers
1,217,091

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
BLAIR WILLIAM & CO/IL167,601$4.03M0.01%-45013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP119,559$2.74M1.08%13F-HRTimeline
Cetera Investment Advisers88,173$2.12M<0.01%-1,17413F-HRTimeline
Cambridge Investment Research Advisors,…87,559$2.1M0.01%-4,19713F-HRTimeline
SageView Advisory Group, LLC69,817$1.71M0.06%+7,22913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,588$1.12M<0.01%+3,20213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC46,339$1.11M<0.01%-2,49613F-HRTimeline
CORRADO ADVISORS, LLC42,770$1.03M0.63%-64113F-HRTimeline
Berkshire Money Management, Inc.40,549$974K0.1%-401,47713F-HRTimeline
Merit Financial Group, LLC34,772$836K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC34,724$834K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,552$806K<0.01%+6,31513F-HR/ATimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …33,095$795K0.17%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,856$669K<0.01%-5,99013F-HRTimelineGroup
Outlook Wealth Advisors, LLC27,583$663K0.17%-75613F-HRTimeline
Catalina Capital Group, LLC22,562$542K0.37%-70,95313F-HRTimeline
OLD MISSION CAPITAL LLC22,057$530K0.01%+62713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,771$499K<0.01%+5,79013F-HRTimelineGroup
NewEdge Advisors, LLC20,070$482K<0.01%013F-HRTimeline
CoreCap Advisors, LLC19,599$471K0.02%-1,96513F-HRTimeline
SIGNATUREFD, LLC17,998$432K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…15,525$373K0.13%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,235$366K<0.01%new13F-HRTimelineGroup
Weaver Consulting Group14,936$359K0.1%-1,43913F-HRTimeline
HighTower Advisors, LLC14,427$347K<0.01%+9513F-HRTimeline
FSA Advisors, Inc.13,855$333K0.27%013F-HRTimeline
Miller Financial Services LLC13,841$333K0.42%new13F-HRTimeline
Grantvest Financial Group LLC11,688$281K0.21%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth11,141$268K<0.01%new13F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…11,141$268K0.07%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.10,678$256K<0.01%-2,39013F-HRTimelineGroup
Diligent Investors, LLC9,500$228K0.05%013F-HRTimeline
Belpointe Asset Management LLC8,633$207K0.01%new13F-HRTimeline
Vantage Point Financial LLC8,453$203K0.09%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,239$150K<0.01%-8513F-HRTimeline
AE Wealth Management LLC4,827$116K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG4,611$111K<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC4,296$103K0.03%013F-HRTimeline
WealthShield Partners, LLC4,000$96.1K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3,177$76.3K0.03%-23013F-HRTimeline
IFP Advisors, Inc2,320$55.7K<0.01%+50213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,800$43.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,511$36.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,000$24K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC500$12K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC163$4K<0.01%+413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.