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Disclosery

PDEC INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

210 managers (210 13F filers) reported a position in PDEC shares at 2025-03-31, 21,460,671 shares in all. 23 filers opened a position and 18 filers sold out during the quarter.

Managers
210
13F filers
210
New
23
Added
63
Reduced
70
Sold out
18
Shares held by filers
21,460,671

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ALLIANCEBERNSTEIN L.P.4,650,427$175M0.06%-647,20013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,261,089$47.4M0.11%-100,87413F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,247,345$46.9M0.84%+43,17313F-HRTimelineGroup
NorthCoast Asset Management LLC1,043,210$39.2M0.2%-26,68013F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management999,404$37.6M0.54%+48,82513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL850,373$32M0.1%+215,62613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC643,762$24.2M0.03%+26,50013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…614,711$23.1M0.34%-3,75213F-HRTimelineGroup
HighTower Advisors, LLC575,797$21.6M0.03%-26013F-HRTimeline
LPL Financial LLC473,453$17.8M0.01%+236,09613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC374,801$14.1M<0.01%+28,85413F-HRTimelineGroup
Cetera Investment Advisers273,827$10.3M0.02%+57,99613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC267,679$10.1M<0.01%+1,94513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC257,248$9.67M0.05%-12,60613F-HRTimelineGroup
Foundations Investment Advisors, LLC244,567$9.2M0.17%+2,55013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC223,765$8.41M2.79%-84713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC211,511$8.35M0.04%-7813F-HRTimelineGroup
Global Strategic Investment Solutions, …209,033$7.86M0.91%-15,69013F-HRTimeline
Cambridge Investment Research Advisors,…206,252$7.75M0.03%+15,48313F-HRTimeline
Beacon Pointe Advisors, LLC202,824$7.63M0.09%+17,54113F-HRTimeline
Bellwether Advisors, LLC201,633$7.58M1.58%+160,73813F-HRTimeline
Cresset Asset Management, LLC191,897$7.22M0.04%-1,51813F-HRTimeline
CRA Financial Services, LLC168,433$6.33M1.08%+68,31813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP149,922$5.64M0.01%+1,20313F-HRTimelineGroup
Belpointe Asset Management LLC149,262$5.61M0.29%+137,85913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…143,650$5.4M0.01%-11,58213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC125,058$4.7M0.18%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC121,466$4.57M0.01%+107,41113F-HRTimelineGroup
HB Wealth Management, LLC118,907$4.47M0.04%+49613F-HRTimeline
Janney Montgomery Scott LLC117,883$4.43M0.01%-8,59913F-HRTimeline
TOWNSQUARE CAPITAL LLC115,796$4.35M0.05%+23,64113F-HRTimeline
GILL CAPITAL PARTNERS, LLC115,576$4.35M1.51%+33,91313F-HRTimeline
Outlook Wealth Advisors, LLC110,814$4.17M1.16%+58,51413F-HRTimeline
CoreCap Advisors, LLC110,318$4.15M0.18%-7,68013F-HRTimeline
Atria Investments, Inc109,176$4.11M0.05%new13F-HRTimeline
Catalina Capital Group, LLC106,897$4.02M2.68%+37,13913F-HRTimeline
MBL Wealth, LLC103,240$3.88M0.39%+2,37013F-HRTimeline
HARBOUR INVESTMENTS, INC.99,735$3.75M0.11%+1,91013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC95,867$3.6M0.66%+8,93413F-HRTimeline
MAI Capital Management94,951$3.57M0.03%+25,33313F-HRTimeline
Weaver Capital Management LLC94,804$3.56M0.95%-90,20713F-HRTimeline
Castle Rock Wealth Management, LLC91,815$3.46M0.93%-4513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …89,772$3.38M0.8%+52,76613F-HRTimelineGroup
Trek Financial, LLC87,054$3.27M0.24%+32,68913F-HRTimeline
MML INVESTORS SERVICES, LLC86,962$3.27M0.01%+3,12213F-HRTimeline
Noble Wealth Management PBC82,895$3.12M2.13%+82,44513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC81,895$3.08M1.8%-45413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC79,155$2.98M0.07%-19,66513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…78,001$2.93M1.24%+10,73913F-HRTimeline
Compass Advisory Group LLC74,414$2.8M0.97%+85013F-HRTimeline
Atria Wealth Solutions, Inc.73,565$2.77M0.03%+5,55613F-HRTimeline
SageView Advisory Group, LLC72,040$2.71M0.12%+28,78013F-HRTimeline
CORRADO ADVISORS, LLC71,903$2.7M1.81%-55713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC71,378$2.68M0.09%+31613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC70,762$2.66M0.91%+37,17613F-HRTimeline
Steward Partners Investment Advisory, L…68,651$2.58M0.02%013F-HRTimeline
Southland Equity Partners LLC67,764$2.55M0.59%+8,20413F-HRTimeline
Pinnacle Wealth Management Group, Inc.66,540$2.5M1.74%+11,88513F-HRTimeline
AlphaCore Capital LLC65,800$2.47M0.21%013F-HRTimeline
Jacobi Capital Management LLC64,116$2.41M0.18%013F-HRTimeline
Diligent Investors, LLC63,962$2.4M0.59%-16,69413F-HRTimeline
NewEdge Advisors, LLC62,834$2.36M0.01%-15,18113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC61,079$2.3M0.49%-4,66313F-HRTimeline
Farther Finance Advisors, LLC59,561$2.24M0.06%-4,94013F-HRTimeline
SIGNATUREFD, LLC54,072$2.03M0.04%013F-HRTimeline
Weaver Consulting Group52,832$1.99M0.6%-14613F-HRTimeline
Talon Private Wealth, LLC52,306$1.97M0.26%+9,78913F-HRTimeline
Chris Bulman Inc51,654$1.94M1.23%-2,68613F-HRTimeline
BCS Wealth Management51,449$1.93M0.5%-10,05213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,900$1.91M<0.01%-29,01913F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC49,827$1.87M1.1%+57513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC47,728$1.79M0.59%013F-HRTimeline
Tradition Wealth Management, LLC46,917$1.76M0.16%+8,60013F-HRTimeline
AE Wealth Management LLC45,272$1.7M0.01%-44313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,045$1.62M0.04%+5,39413F-HRTimelineGroup
IFP Advisors, Inc42,537$1.6M0.05%+4,28413F-HRTimeline
Frisch Financial Group, Inc.39,351$1.48M0.42%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC38,677$1.45M0.3%+2,61713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV37,090$1.39M0.11%+2,35013F-HRTimeline
WEALTH ALLIANCE, LLC36,985$1.39M0.17%013F-HRTimeline
Advisory Services Network, LLC35,939$1.35M0.03%013F-HRTimeline
PTM WEALTH MANAGEMENT, LLC37,167$1.31M1.38%13F-HRTimeline
B. Riley Wealth Advisors, Inc.34,045$1.28M0.04%-3,86813F-HRTimeline
OneDigital Investment Advisors LLC33,586$1.26M0.01%+6,54513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth32,088$1.21M<0.01%-69013F-HR/ATimelineGroup
FSA Advisors, Inc.30,433$1.14M0.91%+11,51713F-HRTimeline
Certified Advisory Corp30,382$1.14M0.13%-21413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,500$1.11M<0.01%013F-HRTimelineGroup
Advisory Alpha, LLC29,166$1.1M0.04%-8513F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,961$1.09M<0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…28,670$1.08M0.14%+1513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.27,901$1.05M0.01%+21513F-HRTimeline
Long Island Wealth Management, Inc.26,524$997K0.61%+77013F-HRTimeline
Visionary Wealth Advisors25,809$970K0.06%-65313F-HRTimeline
Ascent Wealth Partners, LLC25,036$941K0.13%+4,23113F-HRTimeline
CITY HOLDING CO24,748$930K0.13%-1,33013F-HRTimeline
Three Seasons Wealth, LLC22,950$863K0.43%013F-HRTimeline
Valmark Advisers, Inc.22,823$858K0.01%-2,45013F-HRTimeline
RFG Advisory, LLC21,114$794K0.02%-8,52613F-HRTimeline
Continuum Advisory, LLC21,103$793K0.1%+3,07213F-HRTimeline
Mutual Advisors, LLC20,786$778K0.02%+5,77713F-HRTimeline
Orion Capital Management LLC20,300$763K0.32%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,196$759K0.02%-42813F-HRTimelineGroup
World Investment Advisors20,100$756K0.02%013F-HRTimeline
Composition Wealth, LLC19,754$743K0.01%+5,70113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,310$726K0.02%013F-HRTimelineGroup
GTS SECURITIES LLC19,185$721K0.03%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC18,822$708K0.02%+8,04613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC18,803$707K0.02%-52013F-HRTimeline
AdvisorNet Financial, Inc18,789$706K0.05%-38113F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.18,640$703K0.01%-4,39513F-HRTimelineGroup
Castellan Group17,661$664K0.19%013F-HRTimeline
Arkadios Wealth Advisors17,436$656K0.02%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.17,030$648K0.69%-3713F-HRTimeline
Garden State Investment Advisory Servic…17,155$645K0.21%-5513F-HRTimeline
Helium Advisors LLC16,890$635K0.46%013F-HRTimeline
Csenge Advisory Group16,750$611K0.03%-1,30013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,240$611K<0.01%-7,35313F-HRTimeline
Ausdal Financial Partners, Inc.15,653$589K0.04%+7,18813F-HRTimeline
WPWealth LLP15,320$576K0.11%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,200$572K<0.01%+52513F-HRTimelineGroup
HBW ADVISORY SERVICES LLC14,403$542K0.08%013F-HRTimeline
Evolution Wealth Advisors, LLC14,305$538K0.09%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC14,294$537K0.19%+51513F-HRTimeline
Waterloo Capital, L.P.13,707$515K0.05%-1,45313F-HRTimeline
ARS Wealth Advisors Group, LLC13,272$499K0.07%-7,01913F-HRTimeline
Cornerstone Wealth Group, LLC13,137$494K0.04%-98113F-HRTimeline
Wood Tarver Financial Group, LLC12,542$472K0.15%-21713F-HRTimeline
Firestone Capital Management12,474$469K0.12%-2,83613F-HRTimeline
Horan Capital Advisors, LLC.12,374$465K0.16%-1,97713F-HRTimeline
Sigma Planning Corp11,975$450K0.01%-49613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,990$450K0.04%-1,37913F-HR/ATimeline
DHJJ Financial Advisors, Ltd.11,628$437K0.18%+4013F-HRTimeline
Beacon Financial Advisory LLC11,624$437K0.13%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,599$436K0.01%-26413F-HRTimeline
Modera Wealth Management, LLC11,531$434K0.01%013F-HRTimeline
Keystone Financial Group, Inc.10,738$404K0.28%+4,42813F-HRTimeline
Old Port Advisors10,650$400K0.12%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,625$398K0.02%-4,80013F-HRTimelineGroup
Lakeridge Wealth Management LLC10,567$397K0.2%-5513F-HRTimeline
Allegiance Financial Group Advisory Ser…10,475$394K0.12%+15913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,426$392K<0.01%+7,62613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,179$383K<0.01%-1,53213F-HRTimeline
Integrated Wealth Concepts LLC10,125$381K<0.01%013F-HRTimeline
Keystone Wealth Services, LLC9,623$362K0.1%013F-HRTimeline
Phoenix Wealth Advisors9,560$359K0.16%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,515$358K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC9,509$358K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC9,442$355K0.01%013F-HRTimeline
Focus Financial Network, Inc.8,951$337K0.01%-1,13013F-HRTimeline
Cypress Wealth Services, LLC8,859$333K0.07%013F-HRTimeline
Valtinson Bruner Financial Planning LLC8,850$333K0.11%-10013F-HRTimeline
TFO Wealth Partners, LLC8,710$327K0.06%new13F-HRTimeline
WEDBUSH SECURITIES INC8,547$321K0.01%-84013F-HRTimeline
Vestmark Advisory Solutions, Inc.8,350$314K0.01%new13F-HRTimeline
Arax Advisory Partners8,248$310K0.02%-6,93913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…8,119$305K0.13%013F-HRTimeline
Soltis Investment Advisors LLC8,005$301K0.03%-4,91013F-HRTimeline
Sound View Wealth Advisors Group, LLC7,368$277K0.02%013F-HRTimeline
MMA ASSET MANAGEMENT LLC7,315$275K0.12%new13F-HRTimeline
Grantvest Financial Group LLC7,228$272K0.22%new13F-HRTimeline
Clay Northam Wealth Management, LLC7,050$265K0.19%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC6,993$263K0.05%013F-HRTimeline
Leading Edge Financial Planning LLC6,915$260K0.08%013F-HRTimeline
O'Connor Financial Group LLC6,875$258K0.13%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC6,825$257K0.1%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC6,224$234K0.16%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC6,200$233K0.19%013F-HRTimeline
Jessup Wealth Management, Inc6,189$233K0.1%-13813F-HRTimeline
Crown Wealth Group, LLC6,175$232K0.12%-5,67013F-HRTimeline
CALTON & ASSOCIATES, INC.6,012$226K0.05%new13F-HR/ATimeline
Gladstone Institutional Advisory LLC6,000$226K0.01%-1,00013F-HRTimeline
Bedel Financial Consulting, Inc.5,908$222K0.03%013F-HRTimeline
Strategic Blueprint, LLC5,880$221K0.01%-7,02113F-HRTimeline
Nikulski Financial, Inc.5,800$218K0.07%-20013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,766$217K<0.01%013F-HRTimelineGroup
BCGM Wealth Management, LLC5,752$216K0.07%013F-HRTimeline
OPTIMA CAPITAL LLC5,679$214K0.14%-79113F-HRTimeline
GWN SECURITIES INC.5,636$212K0.01%new13F-HRTimeline
WorthPointe, LLC5,557$209K0.1%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,489$206K<0.01%-1,74713F-HRTimelineGroup
Vantage Point Financial LLC5,396$203K0.1%new13F-HRTimeline
Cape Investment Advisory, Inc.5,200$196K0.08%013F-HRTimeline
CWM, LLCin group CWM, LLC5,090$191K<0.01%013F-HRTimelineGroup
Archer Investment Corp4,100$154K0.04%013F-HRTimeline
WealthShield Partners, LLC3,500$132K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC3,103$117K0.01%+12713F-HRTimeline
Bernard Wealth Management Corp.3,037$114K0.06%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,932$113K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,969$112K0.01%+71913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,780$105K<0.01%new13F-HRTimelineGroup
ORG Partners LLC2,500$94.2K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,360$88.7K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC2,206$82.9K0.11%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,985$74.6K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC1,980$74.4K0.02%013F-HRTimeline
Compass Financial Services Inc1,968$74K0.04%new13F-HRTimeline
Allworth Financial LP1,805$67.1K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC1,767$66.4K0.03%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,500$56.4K<0.01%013F-HRTimelineGroup