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PDEC INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

226 managers (227 13F filers) reported a position in PDEC shares at 2026-06-30, 16,758,823 shares in all. 19 filers opened a position and 16 filers sold out during the quarter.

Managers
226
13F filers
227
New
19
Added
27
Reduced
99
Sold out
16
Shares held by filers
16,758,823

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
EVOLUTION WEALTH MANAGEMENT INC.4,309$198K0.12%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,253$149K<0.01%new13F-HRTimelineGroup
PFS Partners, LLC3,200$147K0.06%013F-HRTimeline
Bernard Wealth Management Corp.3,015$138K0.05%013F-HRTimeline
Integrated Wealth Concepts LLC2,830$130K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,680$123K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC2,437$112K0.11%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,310$106K0.02%-12513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,235$103K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,006$92.1K<0.01%+1,50613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,000$91.8K<0.01%+50013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,985$91.1K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,728$79.3K0.01%-29013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,449$66.5K<0.01%new13F-HRTimelineGroup
Regatta Research & Money Management1,250$57.4K0.05%13F-HRTimeline
IFG Advisory, LLC926$42.5K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO874$40K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.484$22.2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC330$15.1K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC300$13.8K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.236$10.8K<0.01%013F-HRTimeline
REICON WEALTH ADVISORS, LLC236$10.8K0.01%new13F-HRTimeline
Oakmont Advisory Group, LLC204$9.36K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…190$8.72K<0.01%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC176$8.08K<0.01%013F-HRTimeline
COUNTRY TRUST BANK40$1.84K<0.01%new13F-HRTimeline