Who owns Innovator U.S. Equity Buffer ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BDEC from SEC Form 13F filings across 121 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 121 institutions disclosed 3.1M shares of Innovator U.S. Equity Buffer ETF worth $163.9M — about 75.1% of shares outstanding; the largest disclosed holder is Penserra Capital Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
121
13F holders
$163.9M
value, 2026 filers
75.1%
of shares outstanding (3.1M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BDEC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Penserra Capital Management LLC | 497,431 | $26.5M | 0.2% | 12.1% | +18.6% |
| 2 | OSAIC HOLDINGS, INC. | 228,855 | $12.2M | 0.0% | 5.6% | +20.7% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 189,736 | $10.1M | 0.0% | 4.6% | -3.6% |
| 4 | Cerity Partners LLC | 186,007 | $9.9M | 0.0% | 4.5% | +2.5% |
| 5 | RAYMOND JAMES FINANCIAL INC | 102,775 | $5.5M | 0.0% | 2.5% | -0.6% |
| 6 | Cresset Asset Management, LLC | 95,795 | $5.1M | 0.0% | 2.3% | 0.0% |
| 7 | Lido Advisors, LLC | 93,163 | $5.0M | 0.0% | 2.3% | -24.3% |
| 8 | Brookstone Capital Management | 86,848 | $4.6M | 0.0% | 2.1% | -87.7% |
| 9 | HighTower Advisors, LLC | 79,867 | $4.2M | 0.0% | 1.9% | -4.7% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 72,147 | $3.8M | 0.0% | 1.8% | -2.0% |
| 11 | My Personal CFO, LLC | 63,841 | $3.4M | 1.3% | 1.6% | -3.5% |
| 12 | Cetera Investment Advisers | 58,407 | $3.1M | 0.0% | 1.4% | +1.8% |
| 13 | BLAIR WILLIAM & CO/IL | 55,742 | $3.0M | 0.0% | 1.4% | -0.3% |
| 14 | TopTier Wealth Management, LLC | 48,311 | $2.6M | 1.6% | 1.2% | -1.4% |
| 15 | MML INVESTORS SERVICES, LLC | 47,694 | $2.5M | 0.0% | 1.2% | +25.3% |
| 16 | Chris Bulman Inc | 44,641 | $2.4M | 0.9% | 1.1% | -13.2% |
| 17 | NovaPoint Capital, LLC | 43,128 | $2.3M | 0.5% | 1.1% | -11.1% |
| 18 | Strategic Blueprint, LLC | 41,280 | $2.2M | 0.1% | 1% | -1.2% |
| 19 | LPL Financial LLC | 38,711 | $2.1M | 0.0% | 0.9% | -2.2% |
| 20 | Kestra Advisory Services, LLC | 36,028 | $1.9M | 0.0% | 0.9% | -16.6% |
| 21 | Snowden Capital Advisors LLC | 34,118 | $1.8M | 0.0% | 0.8% | -0.2% |
| 22 | Trek Financial, LLC | 33,014 | $1.8M | 0.1% | 0.8% | 0.0% |
| 23 | INTEGRAL INVESTMENT ADVISORS, INC. | 32,384 | $1.7M | 0.4% | 0.8% | 0.0% |
| 24 | Krilogy Financial LLC | 31,495 | $1.7M | 0.0% | 0.8% | 0.0% |
| 25 | Cambridge Investment Research Advisors, Inc. | 30,261 | $1.6M | 0.0% | 0.7% | -10.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.