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Disclosery

PDEC INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

207 managers (207 13F filers) reported a position in PDEC shares at 2024-12-31, 20,673,927 shares in all. 37 filers opened a position and 8 filers sold out during the quarter.

Managers
207
13F filers
207
New
37
Added
78
Reduced
45
Sold out
8
Shares held by filers
20,673,927

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ALLIANCEBERNSTEIN L.P.5,297,627$204M0.07%+362,85113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,361,963$52.3M0.12%+748,26913F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,204,172$46.3M0.85%+179,14513F-HRTimelineGroup
NorthCoast Asset Management LLC1,069,890$41.1M0.2%+93,07413F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management950,579$36.5M0.53%+697,53113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL634,747$24.4M0.07%+256,04913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…618,463$23.8M0.33%+235,48013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC617,262$23.7M0.03%+118,65813F-HRTimeline
HighTower Advisors, LLC576,057$22.1M0.03%+54,66413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC345,947$13.3M<0.01%-30,73913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC269,854$10.4M0.06%+32,11113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC265,734$10.2M<0.01%13F-HR/ATimelineGroup
Foundations Investment Advisors, LLC242,017$9.3M0.18%-1,40713F-HRTimeline
LPL Financial LLC237,357$9.12M<0.01%-85,78113F-HRTimeline
Global Strategic Investment Solutions, …224,723$8.63M1.01%-5,25513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC224,612$8.63M2.61%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC211,589$8.52M0.04%-8113F-HRTimelineGroup
Cetera Investment Advisers215,831$8.29M0.02%+35,19913F-HRTimeline
Cresset Asset Management, LLC193,415$7.43M0.04%+145,67013F-HRTimeline
Cambridge Investment Research Advisors,…190,769$7.33M0.02%+40,19113F-HRTimeline
Beacon Pointe Advisors, LLC185,283$7.12M0.08%-1,38113F-HRTimeline
Weaver Capital Management LLC185,011$7.11M2%-4,21613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…155,232$5.96M0.01%+81,22913F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP148,719$5.71M0.01%-171,62013F-HRTimelineGroup
Janney Montgomery Scott LLC126,482$4.86M0.01%+37,42713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC125,058$4.8M0.19%+113,24613F-HRTimelineGroup
HB Wealth Management, LLC118,411$4.55M0.05%+95413F-HRTimeline
CoreCap Advisors, LLC117,998$4.53M0.21%+53,00413F-HRTimeline
MBL Wealth, LLC100,870$3.88M0.39%-4,55013F-HRTimeline
CRA Financial Services, LLC100,115$3.85M0.66%+57,79813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC98,820$3.8M0.09%-10,26613F-HRTimeline
HARBOUR INVESTMENTS, INC.97,825$3.76M0.11%+87,64513F-HRTimeline
Castle Rock Wealth Management, LLC91,860$3.62M0.86%-2,42313F-HRTimeline
TOWNSQUARE CAPITAL LLC92,155$3.54M0.04%-33,57613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC86,933$3.34M0.62%+14,75313F-HRTimeline
MML INVESTORS SERVICES, LLC83,840$3.22M0.01%-2,26313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC82,349$3.16M1.82%+4,66713F-HRTimeline
GILL CAPITAL PARTNERS, LLC81,663$3.14M1.12%-30,62713F-HRTimeline
Diligent Investors, LLC80,656$3.1M0.71%+29,73213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…79,919$3.07M<0.01%+64,48413F-HRTimelineGroup
NewEdge Advisors, LLC78,015$3M0.02%+32,56313F-HRTimeline
Compass Advisory Group LLC73,564$2.83M1.01%+2,09213F-HRTimeline
CORRADO ADVISORS, LLC72,460$2.78M1.81%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC71,062$2.73M0.09%+8,95113F-HRTimeline
Catalina Capital Group, LLC69,758$2.68M0.88%new13F-HRTimeline
MAI Capital Management69,618$2.67M0.02%+31,17913F-HRTimeline
Steward Partners Investment Advisory, L…68,651$2.64M0.02%013F-HRTimeline
Atria Wealth Solutions, Inc.68,009$2.61M0.03%+18,75613F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…67,262$2.58M1.1%13F-HRTimeline
AlphaCore Capital LLC65,800$2.53M0.55%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC65,742$2.53M0.56%-22713F-HRTimeline
Farther Finance Advisors, LLC64,501$2.48M0.09%new13F-HRTimeline
Jacobi Capital Management LLC64,116$2.46M0.18%013F-HRTimeline
BCS Wealth Management61,501$2.36M0.59%+7,87013F-HRTimeline
Southland Equity Partners LLC59,560$2.29M0.53%+33,54213F-HRTimeline
Pinnacle Wealth Management Group, Inc.54,655$2.1M1.31%+23,28513F-HRTimeline
Trek Financial, LLC54,365$2.09M0.16%+21,85113F-HRTimeline
Chris Bulman Inc54,340$2.09M1.33%+22,23613F-HRTimeline
SIGNATUREFD, LLC54,072$2.08M0.04%new13F-HRTimeline
Heritage Wealth Partners, LLC53,447$2.05M2.58%new13F-HRTimeline
Weaver Consulting Group52,978$2.04M0.63%+10,51413F-HRTimeline
Outlook Wealth Advisors, LLC52,300$2.01M0.58%+12913F-HRTimeline
MTM FINANCIAL GROUP, LLC49,252$1.89M1.13%+1,81613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC47,728$1.83M0.57%013F-HRTimeline
AE Wealth Management LLC45,715$1.76M0.01%-63,93113F-HRTimeline
SageView Advisory Group, LLC43,260$1.66M0.07%new13F-HRTimeline
Talon Private Wealth, LLC42,517$1.63M0.34%new13F-HR/ATimeline
Bellwether Advisors, LLC40,895$1.57M0.28%+25,03913F-HRTimeline
Tradition Wealth Management, LLC38,317$1.47M0.13%+18,01213F-HRTimeline
IFP Advisors, Inc38,253$1.47M0.05%+20,23713F-HRTimeline
B. Riley Wealth Advisors, Inc.37,913$1.46M0.05%+20,11013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…37,651$1.45M0.04%new13F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …37,006$1.42M0.34%new13F-HRTimelineGroup
WEALTH ALLIANCE, LLC36,985$1.42M0.17%+7,48613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC36,060$1.39M0.28%-1,32213F-HRTimeline
Advisory Services Network, LLC35,939$1.38M0.03%+4,78313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV34,740$1.33M0.1%+6,61413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC33,586$1.29M0.46%+5,41613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth32,778$1.26M<0.01%+19,93813F-HR/ATimelineGroup
Certified Advisory Corp30,596$1.18M0.13%+21,48213F-HRTimeline
RFG Advisory, LLC29,640$1.14M0.03%-44,46813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,500$1.13M<0.01%+16,25013F-HRTimelineGroup
Advisory Alpha, LLC29,251$1.12M0.04%+1,79613F-HRTimeline
Patriot Financial Group Insurance Agenc…28,655$1.1M0.15%+3,12013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.27,686$1.06M0.01%+6,77513F-HRTimeline
OneDigital Investment Advisors LLC27,041$1.04M0.01%-17,73613F-HRTimeline
Visionary Wealth Advisors26,462$1.02M0.06%+5,24313F-HRTimeline
CITY HOLDING CO26,078$1M0.14%-70013F-HRTimeline
Long Island Wealth Management, Inc.25,754$989K0.62%+21013F-HRTimeline
Valmark Advisers, Inc.25,273$971K0.02%-3,51613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,593$906K<0.01%+4,14313F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.23,035$884K0.01%new13F-HRTimelineGroup
Three Seasons Wealth, LLC22,950$882K0.43%+1,05013F-HRTimeline
Ascent Wealth Partners, LLC20,805$799K0.11%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,624$792K0.02%-62713F-HRTimelineGroup
Sugarloaf Wealth Management, LLC20,305$780K0.15%+4,03713F-HRTimeline
Orion Capital Management LLC20,300$780K0.34%-20013F-HRTimeline
ARS Wealth Advisors Group, LLC20,291$780K0.11%-94913F-HRTimeline
World Investment Advisors20,100$772K0.02%+1,62513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC19,323$742K0.02%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,310$742K0.02%+5,95013F-HRTimelineGroup
AdvisorNet Financial, Inc19,170$737K0.06%-82813F-HRTimeline
FSA Advisors, Inc.18,916$725K0.89%-30313F-HRTimeline
Csenge Advisory Group18,050$693K0.04%013F-HRTimeline
Continuum Advisory, LLC18,031$693K0.09%-2,71513F-HRTimeline
Castellan Group17,661$679K0.29%new13F-HRTimeline
Garden State Investment Advisory Servic…17,210$661K0.2%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.17,067$656K0.65%13F-HRTimeline
Helium Advisors LLC16,890$649K0.51%13F-HRTimeline
Triton Financial Group Inc16,205$623K0.39%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …15,425$589K0.03%-2,02513F-HRTimelineGroup
WPWealth LLP15,320$589K0.12%+4,12713F-HRTimeline
Firestone Capital Management15,310$588K0.15%-3,18913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,248$586K0.02%new13F-HRTimelineGroup
Arax Advisory Partners15,187$583K0.04%+1,44713F-HRTimeline
Waterloo Capital, L.P.15,160$582K0.06%+2,32113F-HRTimeline
Mutual Advisors, LLC15,009$580K0.02%+7,78613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,675$564K<0.01%013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC14,403$553K0.06%new13F-HRTimeline
Horan Capital Advisors, LLC.14,351$551K0.19%-83513F-HRTimeline
Evolution Wealth Advisors, LLC14,305$550K0.09%013F-HRTimeline
Cornerstone Wealth Group, LLC14,118$542K0.04%-1,41113F-HRTimeline
Mariner, LLCin group Mariner, LLC14,055$540K<0.01%new13F-HRTimelineGroup
Composition Wealth, LLC14,053$540K0.01%new13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC13,779$529K0.19%+2,45813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,369$514K0.05%new13F-HRTimeline
Soltis Investment Advisors LLC12,915$496K0.05%+3,21813F-HRTimeline
Strategic Blueprint, LLC12,901$496K0.03%-3,04113F-HRTimeline
Wood Tarver Financial Group, LLC12,759$490K0.16%13F-HRTimeline
Sigma Planning Corp12,471$479K0.02%-5,27413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,863$456K0.01%+2,56813F-HRTimeline
Crown Wealth Group, LLC11,845$455K0.19%-6113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,711$450K<0.01%-66913F-HRTimeline
Beacon Financial Advisory LLC11,624$447K0.15%+5,60013F-HRTimeline
DHJJ Financial Advisors, Ltd.11,588$445K0.17%+26113F-HRTimeline
Modera Wealth Management, LLC11,531$443K0.01%013F-HRTimeline
Belpointe Asset Management LLC11,403$435K0.03%+3,07913F-HRTimeline
ACT Advisors, LLC.10,782$414K0.22%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,776$414K0.01%+3,99913F-HRTimeline
Lakeridge Wealth Management LLC10,622$408K0.21%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…10,316$396K0.13%new13F-HRTimeline
Integrated Wealth Concepts LLC10,125$389K<0.01%-3513F-HRTimeline
Focus Financial Network, Inc.10,081$387K0.02%+2,65213F-HRTimeline
Keystone Wealth Services, LLC9,623$370K0.1%-88213F-HRTimeline
Phoenix Wealth Advisors9,560$367K0.16%013F-HRTimeline
Snowden Capital Advisors LLC9,442$363K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC9,387$361K0.01%-7,03713F-HRTimeline
Valtinson Bruner Financial Planning LLC8,950$344K0.12%013F-HRTimeline
Cypress Wealth Services, LLC8,859$340K0.07%-99513F-HRTimeline
Ausdal Financial Partners, Inc.8,465$325K0.03%+13813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…8,119$312K0.09%013F-HRTimeline
Sound View Wealth Advisors Group, LLC7,368$283K0.02%+25713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC7,283$280K0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP7,236$278K<0.01%-82213F-HRTimelineGroup
Chicago Partners Investment Group LLC7,103$273K0.01%013F-HRTimeline
Clay Northam Wealth Management, LLC7,050$271K0.17%-2513F-HRTimeline
Gladstone Institutional Advisory LLC7,000$269K0.01%-20013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC6,993$269K0.05%013F-HRTimeline
Leading Edge Financial Planning LLC6,915$266K0.09%new13F-HRTimeline
O'Connor Financial Group LLC6,875$264K0.14%new13F-HRTimeline
OPTIMA CAPITAL LLC6,470$249K0.17%13F-HRTimeline
Sunbelt Securities, Inc.6,422$247K0.02%013F-HRTimeline
Jessup Wealth Management, Inc6,327$243K0.1%new13F-HRTimeline
Keystone Financial Group, Inc.6,310$242K0.2%13F-HRTimeline
LEIGH BALDWIN & CO., LLC6,200$238K0.2%13F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,084$234K<0.01%+5,35513F-HRTimelineGroup
IHT Wealth Management, LLC6,048$232K0.01%new13F-HRTimeline
Bedel Financial Consulting, Inc.5,908$231K0.03%013F-HRTimeline
Nikulski Financial, Inc.6,000$231K0.07%+45013F-HRTimeline
XML Financial, LLC5,973$229K0.02%-1,98413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,766$222K<0.01%013F-HRTimelineGroup
BCGM Wealth Management, LLC5,752$221K0.07%013F-HRTimeline
PCA Investment Advisory Services Inc.5,666$218K0.1%-1,14213F-HRTimeline
WorthPointe, LLC5,557$214K0.09%new13F-HRTimeline
McAdam, LLC5,313$204K0.01%new13F-HRTimeline
Madison Wealth Partners, Inc5,268$202K0.06%new13F-HRTimeline
Hubbell Strickland Wealth Management, L…5,231$201K0.1%013F-HRTimeline
Cape Investment Advisory, Inc.5,200$200K0.08%013F-HRTimeline
CWM, LLCin group CWM, LLC5,090$196K<0.01%013F-HRTimelineGroup
Archer Investment Corp4,100$158K0.04%013F-HRTimeline
WealthShield Partners, LLC3,500$134K0.02%new13F-HRTimeline
Bernard Wealth Management Corp.3,037$117K0.05%13F-HR/ATimeline
Stonebridge Financial Group, LLC2,976$114K0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,932$113K<0.01%+44513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,800$108K<0.01%+19613F-HRTimelineGroup
ORG Partners LLC2,500$96K0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC2,403$92.3K0.07%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,360$90.7K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,250$86.4K0.01%+1,00013F-HRTimeline
Financial Network Wealth Advisors LLC2,206$84.8K0.16%-1,90513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,985$76.3K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC1,980$76.1K0.02%013F-HRTimeline
Allworth Financial LP1,805$70.7K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC1,767$67.9K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,595$61K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,500$57.6K<0.01%new13F-HR/ATimelineGroup
Stuart Chaussee & Associates, Inc.1,100$42.3K0.01%013F-HRTimeline
Whipplewood Advisors, LLC870$33.4K0.02%13F-HRTimeline
Capital Investment Advisory Services, L…563$21.6K<0.01%+51313F-HRTimeline
Noble Wealth Management PBC450$17.3K0.01%13F-HRTimeline