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Disclosery

PDEC INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

233 managers (233 13F filers) reported a position in PDEC shares at 2025-12-31, 18,916,395 shares in all. 26 filers opened a position and 18 filers sold out during the quarter.

Managers
233
13F filers
233
New
26
Added
86
Reduced
59
Sold out
18
Shares held by filers
18,916,395

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.3,273,654$142M0.04%-1,164,67913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,450,062$62.9M0.75%-40,26913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,112,771$48.3M+1,068,643Timeline
Brookstone Capital Managementin group Brookstone Capital Management840,921$36.5M0.42%+676,67713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.786,638$34.1M0.05%-488,09013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL755,492$32.8M0.09%+10,93513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC661,697$28.7M0.04%+70,85713F-HRTimeline
LPL Financial LLC628,763$27.3M0.01%+93,14013F-HRTimeline
HighTower Advisors, LLC520,988$22.6M0.02%+18,36513F-HRTimeline
Cetera Investment Advisers348,330$15.1M0.02%+56,27613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC264,368$11.5M0.05%+27,86713F-HRTimelineGroup
Soltis Investment Advisors LLC264,142$11.5M0.76%+12,36213F-HR/ATimeline
Caprock Group, LLC259,763$11.3M0.24%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC258,350$11.2M<0.01%+59,90013F-HRTimelineGroup
Bellwether Advisors, LLC248,755$10.8M1.72%+49,73013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC229,687$9.96M<0.01%-33,26313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC211,271$9.54M0.04%-8013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…202,000$8.81M0.01%+130,53813F-HRTimeline
Beacon Pointe Advisors, LLC176,952$7.68M0.05%+16,53813F-HRTimeline
Belpointe Asset Management LLC154,903$6.72M0.24%+15,09813F-HRTimeline
Global Strategic Investment Solutions, …153,303$6.65M0.65%-7,83513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP153,094$6.64M0.01%+4,14713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC140,124$6.08M0.01%+55,58213F-HRTimeline
Cambridge Investment Research Advisors,…137,174$5.95M0.02%-31,75613F-HRTimeline
CRA Financial Services, LLC135,214$5.87M0.77%-28,40913F-HRTimeline
CoreCap Advisors, LLC131,734$5.71M0.2%+22,49513F-HRTimeline
MBL Wealth, LLC130,205$5.65M0.45%+9,73213F-HRTimeline
Janney Montgomery Scott LLC124,609$5.41M0.01%+24,51913F-HRTimeline
Mariner, LLCin group Mariner, LLC123,009$5.34M0.01%-32,10313F-HRTimelineGroup
Catalina Capital Group, LLC117,640$5.1M3.13%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC116,124$5.04M1.53%+8,36913F-HRTimeline
Outlook Wealth Advisors, LLC110,881$4.81M1.09%+36813F-HRTimeline
Atria Investments, Inc107,551$4.67M0.05%-36,18613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …106,359$4.61M0.76%+13,16913F-HRTimelineGroup
BCS Wealth Management105,022$4.56M0.46%+55,78813F-HRTimeline
Trek Financial, LLC93,007$4.03M0.23%-7,04013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC84,937$3.68M0.1%-40,12113F-HR/ATimelineGroup
OneDigital Investment Advisors LLC84,355$3.66M0.04%+3,00113F-HRTimeline
Castle Rock Wealth Management, LLC83,898$3.65M0.79%-3,07513F-HRTimeline
Keating Financial Advisory Services, In…80,678$3.5M0.47%13F-HRTimeline
CORRADO ADVISORS, LLC79,075$3.43M1.72%+7,79213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC78,722$3.41M0.46%-18,85613F-HRTimeline
Cassady Wealth & Retirement Planning, L…77,972$3.38M2.21%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC76,357$3.31M0.07%+6,27313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC74,230$3.22M1.38%-72613F-HRTimeline
Compass Advisory Group LLC72,674$3.15M0.85%+4,16013F-HRTimeline
Pinnacle Wealth Management Group, Inc.72,255$3.13M1.57%+5,01513F-HRTimeline
Steward Partners Investment Advisory, L…69,833$3.03M0.02%+1,18313F-HRTimeline
MAI Capital Management68,927$2.99M0.02%+24,47213F-HRTimeline
Weaver Capital Management LLC68,667$2.98M0.63%-9,96713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC66,269$2.87M<0.01%+1,75113F-HRTimelineGroup
Diligent Investors, LLC66,056$2.87M0.7%+3,12813F-HRTimeline
AlphaCore Capital LLC65,800$2.85M0.06%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC64,864$2.81M0.05%-4,29213F-HRTimeline
Jacobi Capital Management LLC62,916$2.73M0.16%013F-HRTimeline
Southland Equity Partners LLC60,874$2.64M0.52%-3,68913F-HRTimeline
Noble Wealth Management PBC58,749$2.55M1.28%-11,30513F-HRTimeline
Chris Bulman Inc57,698$2.5M1.11%+16,36813F-HRTimeline
NewEdge Advisors, LLC57,254$2.48M0.01%+2813F-HRTimeline
Fortune Financial Group, Inc.56,677$2.47M2.43%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC55,852$2.42M0.46%-2,60913F-HRTimeline
Weaver Consulting Group55,106$2.39M0.58%+51613F-HRTimeline
SIGNATUREFD, LLC54,072$2.35M0.04%013F-HRTimeline
Cresset Asset Management, LLC51,902$2.25M0.01%+2,66113F-HRTimeline
HARBOUR INVESTMENTS, INC.50,123$2.17M0.04%-5,30313F-HRTimeline
MTM FINANCIAL GROUP, LLC49,814$2.16M1.03%+14313F-HRTimeline
Tradition Wealth Management, LLC48,580$2.11M0.15%+2,95013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC47,638$2.07M0.51%-9013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,437$2.01M<0.01%+39,85313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…46,259$2.01M0.02%+2,05613F-HRTimelineGroup
Foundations Investment Advisors, LLC46,156$2M0.03%-161,55113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS44,543$1.93M<0.01%+28,30313F-HRTimeline
Farther Finance Advisors, LLC44,248$1.92M0.02%-6,74713F-HRTimeline
RED REEF ADVISORS LLC43,093$1.87M1.9%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,811$1.81M<0.01%-362,75313F-HRTimelineGroup
AE Wealth Management LLC41,599$1.8M0.01%+11,29113F-HRTimeline
RETIREMENT GUYS FORMULA LLC40,103$1.74M0.79%new13F-HRTimeline
Liberty Atlantic Advisors LLC39,693$1.72M1.69%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC39,080$1.7M0.03%+23,16413F-HRTimeline
WEALTH ALLIANCE, LLC38,717$1.68M0.16%+1,73213F-HRTimeline
Advisory Services Network, LLC36,992$1.6M0.02%+1,23913F-HRTimeline
Ascent Wealth Partners, LLC32,911$1.43M0.16%+4,17513F-HRTimeline
PTM WEALTH MANAGEMENT, LLC32,444$1.41M0.8%-3813F-HRTimeline
IFP Advisors, Inc32,413$1.41M0.03%-6,68313F-HRTimeline
Patriot Financial Group Insurance Agenc…30,907$1.34M0.16%+1,51513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC29,708$1.29M0.22%-8,96913F-HRTimeline
FSA Advisors, Inc.29,385$1.27M0.89%+26513F-HRTimeline
MGO ONE SEVEN LLC29,354$1.27M0.03%+80913F-HRTimeline
Forty-three Eighteen Advisors, LLC29,324$1.27M0.99%13F-HRTimeline
Arkadios Wealth Advisors26,595$1.15M0.02%+20,73813F-HRTimeline
Long Island Wealth Management, Inc.26,524$1.15M0.54%013F-HRTimeline
Valmark Advisers, Inc.25,876$1.12M0.01%+3,05313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED25,735$1.12M0.08%+16,80013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,547$1.11M<0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,348$1.1M0.06%-14,83513F-HRTimeline
Visionary Wealth Advisors23,435$1.02M0.05%-47713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,382$1.01M0.02%+4,16413F-HRTimelineGroup
Three Seasons Wealth, LLC22,950$996K0.09%013F-HRTimeline
First City Capital Management, Inc.22,480$975K0.52%+17,55513F-HRTimeline
HB Wealth Management, LLC21,701$941K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21,622$938K0.03%+2,31213F-HRTimelineGroup
AdvisorNet Financial, Inc21,264$922K0.05%+4,06813F-HRTimeline
Orion Capital Management LLC20,988$910K0.31%+1,09313F-HRTimeline
TopTier Wealth Management, LLC19,310$838K0.57%13F-HRTimeline
Advisory Advocates, LLC18,981$823K0.82%13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.18,680$812K0.01%+4013F-HRTimelineGroup
CITY HOLDING CO17,975$780K0.1%-90013F-HRTimeline
TrustBankin group TrustBank17,346$752K0.31%13F-HRTimelineGroup
Continuum Advisory, LLC17,266$749K0.08%+313F-HRTimeline
Blue Sky Capital Consultants Group, Inc.17,049$740K0.32%+12,17313F-HRTimeline
Quest 10 Wealth Builders, Inc.17,030$739K0.66%013F-HRTimeline
Csenge Advisory Group16,250$705K0.03%013F-HRTimeline
Triton Financial Group Inc16,205$703K0.47%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…16,164$701K0.13%013F-HRTimeline
Mutual Advisors, LLC15,720$682K0.01%+5,21013F-HRTimeline
NewCorp Financial Services, Inc.15,538$674K0.6%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,480$672K0.02%+2,53113F-HRTimeline
BFI Wealth Solutions, LLC15,456$670K0.64%13F-HRTimeline
WPWealth LLP15,320$665K0.1%013F-HRTimeline
Lakeridge Wealth Management LLC14,729$639K0.29%+4,16213F-HRTimeline
Evolution Wealth Advisors, LLC14,305$621K0.06%013F-HRTimeline
World Investment Advisors13,982$607K0.01%+84713F-HR/ATimeline
TSG Advice Partners, LLC13,906$603K0.09%13F-HRTimeline
Waterloo Capital, L.P.13,582$589K0.04%-12513F-HRTimeline
Dynamic Advisor Solutions LLC13,472$584K0.02%+34713F-HRTimeline
Beacon Financial Advisory LLC13,212$573K0.13%+42513F-HRTimeline
Integrity Advisory Solutions, LLC13,195$572K0.08%new13F-HRTimeline
Lineweaver Wealth Advisors, LLC12,979$563K0.08%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC12,470$541K0.19%-12,45213F-HRTimeline
Old Port Advisors12,380$537K0.13%+1,73013F-HRTimeline
RFG Advisory, LLC12,324$535K0.01%-3813F-HRTimeline
Castellan Group12,186$529K0.07%-5,47513F-HRTimeline
Advisory Alpha, LLC12,030$522K0.01%-17,26613F-HRTimeline
HORAN Wealth, LLC11,838$514K0.08%013F-HRTimeline
ARS Wealth Advisors Group, LLC11,601$503K0.05%013F-HRTimeline
Private Advisor Group, LLC11,555$501K<0.01%new13F-HRTimeline
Modera Wealth Management, LLC11,531$500K0.01%013F-HRTimeline
Allegiance Financial Group Advisory Ser…11,458$497K0.1%+2,52313F-HRTimeline
Garden State Investment Advisory Servic…11,404$495K0.12%+32413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC11,292$490K0.13%-19,04413F-HRTimeline
Blue Water Asset Management11,262$489K0.18%13F-HRTimeline
Merit Financial Group, LLC11,218$487K<0.01%+6,30913F-HRTimeline
Clay Northam Wealth Management, LLC11,200$486K0.27%+4,15013F-HRTimeline
Cornerstone Wealth Group, LLC10,964$476K0.03%-99913F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.10,948$475K0.02%new13F-HRTimelineGroup
Dakota Wealth Management10,942$475K0.01%+5,79513F-HR/ATimeline
Galvin, Gaustad & Stein, LLC10,371$450K0.04%new13F-HRTimeline
Sigma Planning Corp10,327$448K0.01%-2,11113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,225$447K0.01%-40013F-HRTimelineGroup
Integrated Wealth Concepts LLC10,125$439K0.01%013F-HRTimeline
Keystone Financial Group, Inc.9,826$426K0.22%013F-HRTimeline
Pacific Park Financial, Inc.9,620$417K0.26%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,479$411K<0.01%+4,07013F-HRTimelineGroup
Nikulski Financial, Inc.9,326$405K0.1%+3,52613F-HRTimeline
McAdam, LLC9,314$404K0.02%+2,30613F-HRTimeline
Todd Wealth Management, LLC9,309$404K0.37%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,257$402K0.01%013F-HR/ATimeline
Valtinson Bruner Financial Planning LLC9,038$392K0.11%+28813F-HRTimeline
DHJJ Financial Advisors, Ltd.8,507$369K0.12%-3,11613F-HRTimeline
Composition Wealth, LLC8,352$362K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…8,293$360K0.03%+14513F-HRTimeline
Focus Financial Network, Inc.8,190$355K0.01%013F-HRTimeline
Arax Advisory Partners8,077$350K0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.8,000$347K<0.01%-35013F-HRTimeline
CALTON & ASSOCIATES, INC.7,738$336K0.05%+1,72613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC7,639$331K0.05%013F-HR/ATimeline
WEDBUSH SECURITIES INC7,482$325K0.01%-76613F-HRTimeline
Wood Tarver Financial Group, LLC7,470$324K0.09%-2913F-HRTimeline
Capital Square, LLC7,336$318K0.16%+2,20513F-HRTimeline
Cypress Wealth Services, LLC7,232$314K0.04%013F-HRTimeline
Allworth Financial LP7,208$313K<0.01%+4,40313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC7,096$308K0.1%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC7,008$304K0.02%+40513F-HRTimeline
ATX Financial Planning, LLC6,959$302K0.23%13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC6,837$298K0.08%-6,67813F-HRTimeline
Grantvest Financial Group LLC6,837$297K0.19%-5413F-HRTimeline
Vantage Point Financial LLC6,777$294K0.11%+4613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,162$267K<0.01%-4,47813F-HRTimeline
AMERIFLEX GROUP, INC.5,969$259K0.13%-5,96913F-HRTimeline
AssuredPartners Investment Advisors, LLC5,966$259K0.04%new13F-HRTimeline
Bedel Financial Consulting, Inc.5,908$256K0.03%013F-HRTimeline
Delta Investment Management, LLC5,818$252K0.04%new13F-HRTimeline
XML Financial, LLC5,810$252K0.02%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,766$250K<0.01%013F-HRTimelineGroup
BCGM Wealth Management, LLC5,752$250K0.06%013F-HRTimeline
WealthShield Partners, LLC5,582$242K0.03%+2,08213F-HRTimeline
COFG Advisors, LLC5,268$229K0.06%13F-HRTimeline
Sowell Financial Services LLC5,240$227K0.01%+30013F-HRTimeline
Hubbell Strickland Wealth Management, L…5,231$227K0.09%013F-HRTimeline
Crown Wealth Group, LLC5,224$227K0.06%-47,27013F-HRTimeline
Cape Investment Advisory, Inc.5,200$226K0.07%new13F-HRTimeline
Firestone Capital Management5,164$224K0.05%-4,95513F-HRTimeline
WealthPlan Investment Management, LLC5,136$223K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC5,082$220K<0.01%-32213F-HRTimelineGroup
Ausdal Financial Partners, Inc.5,068$220K0.01%-2,80213F-HRTimeline
WADDELL & ASSOCIATES, LLC5,030$218K0.01%013F-HRTimeline
WorthPointe, LLC4,914$213K0.06%013F-HRTimeline
Madison Wealth Partners, Inc4,868$211K0.04%013F-HRTimeline
IHT Wealth Management, LLC4,769$208K0.01%new13F-HRTimeline
William Mack & Associates, Inc.4,760$206K0.1%new13F-HRTimeline