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Disclosery

PDEC INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

215 managers (216 13F filers) reported a position in PDEC shares at 2025-06-30, 21,047,873 shares in all. 18 filers opened a position and 13 filers sold out during the quarter.

Managers
215
13F filers
216
New
18
Added
56
Reduced
75
Sold out
13
Shares held by filers
21,047,873

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
ALLIANCEBERNSTEIN L.P.4,595,108$184M0.06%-55,31913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,465,981$58.7M0.82%+218,63613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,207,997$48.3M0.09%-53,09213F-HR/ATimelineGroup
NorthCoast Asset Management LLC1,087,402$43.5M0.19%+44,19213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management929,495$37.2M0.49%-69,90913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL766,577$30.7M0.09%-83,79613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC678,655$27.2M0.04%+34,89313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC637,470$25.5M0.05%+607,97013F-HRTimelineGroup
HighTower Advisors, LLC543,141$21.7M0.03%-32,65613F-HRTimeline
LPL Financial LLC480,225$19.2M0.01%+6,77213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC416,731$16.6M<0.01%+41,93013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.309,329$12.4M0.31%+209,59413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC297,797$11.9M<0.01%+30,11813F-HRTimelineGroup
Cetera Investment Advisers275,901$11M0.02%+2,07413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC272,664$10.9M0.05%+15,41613F-HRTimelineGroup
Foundations Investment Advisors, LLC259,232$10.4M0.16%+14,66513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC225,796$9.03M2.55%+2,03113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC0$8.87M0.04%-211,51113F-HRTimelineGroupAmount filed as zero, left out of ratios.
Bellwether Advisors, LLC204,711$8.19M1.4%+3,07813F-HRTimeline
Cambridge Investment Research Advisors,…196,398$7.86M0.02%-9,85413F-HRTimeline
Global Strategic Investment Solutions, …194,661$7.79M0.83%-14,37213F-HRTimeline
Beacon Pointe Advisors, LLC194,440$7.78M0.08%-8,38413F-HRTimeline
CRA Financial Services, LLC168,383$6.74M1.03%-5013F-HRTimeline
Mariner, LLCin group Mariner, LLC152,400$6.1M0.01%+30,93413F-HRTimelineGroup
Belpointe Asset Management LLC148,919$5.96M0.25%-34313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP144,891$5.8M0.01%-5,03113F-HRTimelineGroup
Atria Investments, Inc140,382$5.62M0.07%+31,20613F-HRTimeline
SageView Advisory Group, LLC133,170$5.42M0.21%+61,13013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC125,058$5M0.17%013F-HRTimelineGroup
Janney Montgomery Scott LLC121,509$4.86M0.01%+3,62613F-HRTimeline
MBL Wealth, LLC116,235$4.65M0.45%+12,99513F-HRTimeline
GILL CAPITAL PARTNERS, LLC114,226$4.57M1.47%-1,35013F-HRTimeline
Outlook Wealth Advisors, LLC111,183$4.45M1.14%+36913F-HRTimeline
CoreCap Advisors, LLC110,493$4.42M0.18%+17513F-HRTimeline
Trek Financial, LLC101,271$4.05M0.27%+14,21713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC98,690$3.95M0.63%+2,82313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …93,555$3.74M0.81%+3,78313F-HRTimelineGroup
Castle Rock Wealth Management, LLC87,192$3.53M0.82%-4,62313F-HRTimeline
MML INVESTORS SERVICES, LLC87,178$3.49M0.01%+21613F-HRTimeline
Weaver Capital Management LLC82,623$3.31M0.81%-12,18113F-HRTimeline
YARGER WEALTH STRATEGIES, LLC81,461$3.26M1.7%-43413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…79,146$3.18M0.01%-64,50413F-HRTimeline
OneDigital Investment Advisors LLC77,603$3.1M0.03%+44,01713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC71,608$2.87M0.06%-7,54713F-HRTimeline
CORRADO ADVISORS, LLC71,430$2.86M1.75%-47313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC71,078$2.84M0.08%-30013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC70,735$2.83M0.88%-2713F-HRTimeline
Steward Partners Investment Advisory, L…68,651$2.75M0.02%013F-HRTimeline
Compass Advisory Group LLC68,314$2.73M0.86%-6,10013F-HRTimeline
Southland Equity Partners LLC67,694$2.71M0.59%-7013F-HRTimeline
Pinnacle Wealth Management Group, Inc.67,640$2.71M1.55%+1,10013F-HRTimeline
Atria Wealth Solutions, Inc.65,925$2.64M0.06%-7,64013F-HRTimeline
AlphaCore Capital LLC65,800$2.63M0.1%013F-HRTimeline
Diligent Investors, LLC62,978$2.52M0.6%-98413F-HRTimeline
Jacobi Capital Management LLC62,916$2.52M0.17%-1,20013F-HRTimeline
MAI Capital Management59,772$2.39M0.02%-35,17913F-HRTimeline
NewEdge Advisors, LLC59,076$2.36M0.01%-3,75813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC58,632$2.35M0.5%-2,44713F-HRTimeline
BCS Wealth Management55,213$2.21M0.48%+3,76413F-HRTimeline
Weaver Consulting Group54,590$2.18M0.6%+1,75813F-HRTimeline
Farther Finance Advisors, LLC54,577$2.18M0.04%-4,98413F-HRTimeline
SIGNATUREFD, LLC54,072$2.16M0.04%013F-HRTimeline
Chris Bulman Inc50,123$2.01M1.14%-1,53113F-HRTimeline
MTM FINANCIAL GROUP, LLC49,736$1.99M1.08%-9113F-HRTimeline
Cresset Asset Management, LLC49,241$1.97M0.01%-142,65613F-HR/ATimeline
Talon Private Wealth, LLC48,435$1.94M0.27%-3,87113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC47,728$1.91M0.52%013F-HRTimeline
Tradition Wealth Management, LLC46,686$1.87M0.15%-23113F-HRTimeline
AE Wealth Management LLC44,462$1.78M0.01%-81013F-HRTimeline
Crown Wealth Group, LLC44,169$1.77M0.66%+37,99413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,295$1.73M0.03%+25013F-HRTimelineGroup
IFP Advisors, Inc43,076$1.72M0.05%+53913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV40,229$1.61M0.11%+3,13913F-HRTimeline
Frisch Financial Group, Inc.38,802$1.55M0.38%-54913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC38,677$1.55M0.28%013F-HRTimeline
WEALTH ALLIANCE, LLC36,985$1.48M0.17%013F-HRTimeline
Advisory Services Network, LLC36,098$1.46M0.02%+15913F-HRTimeline
UBS Group AGin group UBS Group AG36,556$1.46M<0.01%+36,23013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding35,381$1.42M+3,293Timeline
MGO ONE SEVEN LLC33,745$1.35M0.04%new13F-HRTimeline
PTM WEALTH MANAGEMENT, LLC32,618$1.31M0.87%-4,54913F-HRTimeline
FSA Advisors, Inc.30,454$1.22M0.99%+2113F-HRTimeline
Advisory Alpha, LLC29,676$1.19M0.04%+51013F-HRTimeline
Patriot Financial Group Insurance Agenc…29,410$1.18M0.14%+74013F-HRTimeline
Ascent Wealth Partners, LLC29,001$1.16M0.14%+3,96513F-HRTimeline
Certified Advisory Corp28,895$1.16M0.12%-1,48713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.28,356$1.13M0.01%+45513F-HRTimeline
Long Island Wealth Management, Inc.26,524$1.06M0.55%013F-HRTimeline
OLD MISSION CAPITAL LLC26,422$1.06M0.03%new13F-HRTimeline
Visionary Wealth Advisors25,195$1.01M0.05%-61413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…24,067$968K0.38%-53,93413F-HRTimeline
Three Seasons Wealth, LLC22,950$918K0.11%013F-HRTimeline
Valmark Advisers, Inc.22,823$913K0.01%013F-HRTimeline
CITY HOLDING CO22,250$890K0.12%-2,49813F-HRTimeline
HB Wealth Management, LLC21,701$868K0.01%-97,20613F-HRTimeline
Catalina Capital Group, LLC20,794$832K0.56%-86,10313F-HRTimeline
Orion Capital Management LLC20,295$812K0.31%-513F-HRTimeline
Continuum Advisory, LLC20,204$808K0.1%-89913F-HRTimeline
Arkadios Wealth Advisors19,862$795K0.02%+2,42613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,819$793K0.02%-37713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management19,310$773K0.03%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,053$762K<0.01%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC18,905$756K0.02%+10213F-HRTimeline
AdvisorNet Financial, Inc18,789$752K0.05%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.18,640$744K0.01%013F-HRTimelineGroup
Castellan Group17,661$707K0.13%013F-HR/ATimeline
Quest 10 Wealth Builders, Inc.17,030$681K0.66%013F-HRTimeline
Helium Advisors LLC16,890$676K0.43%013F-HRTimeline
TOWNSQUARE CAPITAL LLC16,360$655K0.06%-99,43613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,240$650K<0.01%013F-HRTimeline
Csenge Advisory Group16,750$650K0.03%013F-HRTimeline
Triton Financial Group Inc16,205$648K0.47%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…16,164$647K0.22%+8,04513F-HRTimeline
Ausdal Financial Partners, Inc.15,653$626K0.04%013F-HRTimeline
WPWealth LLP15,320$613K0.11%013F-HRTimeline
Evolution Wealth Advisors, LLC14,305$572K0.08%013F-HRTimeline
HBW ADVISORY SERVICES LLC14,129$565K0.07%-27413F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC14,126$565K0.19%-16813F-HRTimeline
MMA ASSET MANAGEMENT LLC13,774$551K0.21%+6,45913F-HRTimeline
Waterloo Capital, L.P.13,707$548K0.04%013F-HRTimeline
Dynamic Advisor Solutions LLC13,505$540K0.02%new13F-HRTimeline
Cornerstone Wealth Group, LLC13,137$526K0.04%013F-HRTimeline
World Investment Advisors13,135$526K0.01%-6,96513F-HRTimeline
Beacon Financial Advisory LLC12,787$512K0.13%+1,16313F-HRTimeline
Sigma Planning Corp12,757$510K0.02%+78213F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,750$510K0.01%-6,07213F-HRTimeline
Firestone Capital Management12,474$499K0.12%013F-HRTimeline
RFG Advisory, LLC12,362$495K0.01%-8,75213F-HRTimeline
HORAN Wealth, LLC11,838$474K0.14%13F-HRTimeline
DHJJ Financial Advisors, Ltd.11,628$465K0.17%013F-HRTimeline
ARS Wealth Advisors Group, LLC11,601$464K0.05%-1,67113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,599$464K0.01%013F-HRTimeline
Modera Wealth Management, LLC11,531$461K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,192$448K<0.01%-39,70813F-HRTimelineGroup
Garden State Investment Advisory Servic…11,080$443K0.12%-6,07513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,625$436K0.02%013F-HRTimelineGroup
Old Port Advisors10,650$426K0.12%013F-HRTimeline
Lakeridge Wealth Management LLC10,567$423K0.19%013F-HRTimeline
Allegiance Financial Group Advisory Ser…10,475$419K0.11%013F-HRTimeline
Keystone Financial Group, Inc.10,369$418K0.27%-36913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,446$418K0.03%-1,54413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,179$407K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC10,125$405K<0.01%013F-HRTimeline
Keystone Wealth Services, LLC9,623$385K0.09%013F-HRTimeline
Phoenix Wealth Advisors9,560$382K0.16%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,515$381K0.01%013F-HRTimeline
Snowden Capital Advisors LLC9,442$378K0.01%013F-HRTimeline
Cypress Wealth Services, LLC8,859$354K0.06%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,791$352K<0.01%-20,17013F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC8,750$350K0.11%-10013F-HRTimeline
ORBA Wealth Advisors, L.L.C.8,500$340K0.31%new13F-HRTimeline
Composition Wealth, LLC8,352$334K0.01%-11,40213F-HRTimeline
Vestmark Advisory Solutions, Inc.8,350$334K<0.01%013F-HRTimeline
Arax Advisory Partners8,249$330K0.02%+113F-HRTimeline
WEDBUSH SECURITIES INC8,248$330K0.01%-29913F-HRTimeline
Focus Financial Network, Inc.8,190$328K0.01%-76113F-HRTimeline
Capital Investment Advisory Services, L…8,178$327K0.03%+7,66513F-HRTimeline
Wood Tarver Financial Group, LLC7,687$307K0.09%-4,85513F-HRTimeline
Soltis Investment Advisors LLC7,652$306K0.02%-35313F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC7,639$306K0.05%+64613F-HRTimeline
Blue Sky Capital Consultants Group, Inc.7,632$305K0.16%new13F-HRTimeline
Clay Northam Wealth Management, LLC7,050$282K0.18%013F-HRTimeline
O'Connor Financial Group LLC6,893$277K0.12%+1813F-HRTimeline
Grantvest Financial Group LLC6,891$276K0.2%-33713F-HRTimeline
Vantage Point Financial LLC6,731$269K0.12%+1,33513F-HRTimeline
Sound View Wealth Advisors Group, LLC6,603$264K0.02%-76513F-HRTimeline
Jessup Wealth Management, Inc6,189$248K0.1%013F-HRTimeline
Sunbelt Securities, Inc.6,422$247K0.02%+6,39513F-HRTimeline
CALTON & ASSOCIATES, INC.6,012$241K0.04%013F-HRTimeline
Gladstone Institutional Advisory LLC6,000$240K0.01%013F-HRTimeline
Mutual Advisors, LLC5,876$239K0.01%-14,91013F-HRTimeline
Bedel Financial Consulting, Inc.5,908$236K0.03%013F-HRTimeline
Kingsview Wealth Management, LLC5,815$233K<0.01%-3,69413F-HRTimeline
Nikulski Financial, Inc.5,800$232K0.06%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,766$231K<0.01%013F-HRTimelineGroup
BCGM Wealth Management, LLC5,752$230K0.06%013F-HRTimeline
GWN SECURITIES INC.5,562$223K0.04%-7413F-HRTimeline
WorthPointe, LLC5,557$222K0.09%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,489$220K<0.01%013F-HR/ATimelineGroup
Strategic Blueprint, LLC5,357$214K0.01%-52313F-HRTimeline
McAdam, LLC5,313$213K0.01%new13F-HRTimeline
Hubbell Strickland Wealth Management, L…5,231$209K0.09%new13F-HRTimeline
Cape Investment Advisory, Inc.5,200$208K0.08%013F-HRTimeline
CWM, LLCin group CWM, LLC5,182$207K<0.01%+9213F-HRTimelineGroup
Capital Square, LLC5,131$206K0.11%new13F-HRTimeline
Dakota Wealth Management5,147$206K<0.01%new13F-HRTimeline
WealthPlan Investment Management, LLC5,136$205K0.01%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC5,030$201K0.02%new13F-HRTimeline
SANDERS MORRIS HARRIS LLC5,000$200K0.05%new13F-HRTimeline
Archer Investment Corp4,100$164K0.04%013F-HRTimeline
WealthShield Partners, LLC3,500$140K0.02%013F-HRTimeline
PFS Partners, LLC3,200$128K0.06%new13F-HRTimeline
Bernard Wealth Management Corp.3,037$122K0.06%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,932$117K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,930$117K0.01%-3913F-HRTimeline
Allworth Financial LP2,805$112K<0.01%+1,00013F-HRTimeline
ORG Partners LLC2,500$100K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,360$94.4K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC2,206$88.3K0.11%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,985$79.4K<0.01%013F-HRTimelineGroup