KDEC Institutional Ownership
Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - December
1W: -0.2%
1M: -1.4%
YTD: -1.9%
$28.35
+0.17 (+0.60%)
Weekly Expected Move ±0.9%
$28
$28
$28
$29
$29
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — KDEC
78
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
69M
Total Invested
8
New Positions
8
Increased
38
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (85 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Maltin Wealth Management, Inc. | 308,827 | $9M | +3,918 | +1.3% | 2Q | SEC ↗ |
| 2 | Cresset Asset Management, LLC | 260,777 | $7M | -1,795 | -0.7% | 3Q | SEC ↗ |
| 3 | SageView Advisory Group, LLC | 214,228 | $6M | -10,350 | -4.6% | 7Q | SEC ↗ |
| 4 | Creative Planning | 214,228 | $6M | -10,350 | -4.6% | 2Q | SEC ↗ |
| 5 | BLAIR WILLIAM & CO/IL | 174,047 | $5M | -30,435 | -14.9% | 7Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 119,382 | $3M | -4,731 | -3.8% | 7Q | SEC ↗ |
| 7 | Catalina Capital Group, LLC | 106,865 | $3M | +5,982 | +5.9% | 5Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors | 75,855 | $2M | -662 | -0.9% | 7Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 67,364 | $2M | +37,606 | +126.4% | 2Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 60,381 | $2M | -6,056 | -9.1% | 7Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 57,368 | $2M | +12,476 | +27.8% | 7Q | SEC ↗ |
| 12 | Procyon Advisors, LLC | 51,354 | $1M | -4,597 | -8.2% | 3Q | SEC ↗ |
| 13 | Outlook Wealth Advisors, LLC | 49,700 | $1M | +5,362 | +12.1% | 6Q | SEC ↗ |
| 14 | OLD MISSION CAPITAL LLC | 48,527 | $1M | +20,916 | +75.8% | 7Q | SEC ↗ |
| 15 | Kestra Advisory Services, LLC | 38,763 | $1M | -10,012 | -20.5% | 7Q | SEC ↗ |
| 16 | Berkshire Money Management, Inc. | 37,421 | $1M | -109 | -0.3% | 7Q | SEC ↗ |
| 17 | First Commonwealth Financial Corp /PA | 35,950 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 18 | Merit Financial Group, LLC | 32,484 | $921K | -1,303 | -3.9% | 5Q | SEC ↗ |
| 19 | Sigma Planning Corp | 30,298 | $859K | -305 | -1.0% | 3Q | SEC ↗ |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | 29,391 | $833K | -5,360 | -15.4% | 7Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 27,174 | $770K | -164 | -0.6% | 7Q | SEC ↗ |
| 22 | TopTier Wealth Management, LLC | 23,423 | $664K | -1,901 | -7.5% | 3Q | SEC ↗ |
| 23 | LPL Financial LLC | 22,652 | $642K | +3,734 | +19.7% | 3Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC NEW | 22,353 | $634K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Weaver Consulting Group | 22,173 | $629K | -74 | -0.3% | 6Q | SEC ↗ |
| 26 | Miller Financial Services LLC | 20,162 | $572K | +150 | +0.7% | 5Q | SEC ↗ |
| 27 | HRT FINANCIAL LP NEW | 18,632 | $528K | — | +0.0% | 1Q | SEC ↗ |
| 28 | NewEdge Advisors, LLC | 18,150 | $515K | -1,750 | -8.8% | 6Q | SEC ↗ |
| 29 | SIGNATUREFD, LLC | 17,998 | $510K | — | +0.0% | 7Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 17,043 | $483K | -8,166 | -32.4% | 2Q | SEC ↗ |
| 31 | Annis Gardner Whiting Capital Advisors | 15,525 | $440K | — | +0.0% | 5Q | SEC ↗ |
| 32 | Diligent Investors, LLC | 14,845 | $421K | -5 | -0.0% | 6Q | SEC ↗ |
| 33 | Faithward Advisors, LLC | 14,309 | $406K | -106 | -0.7% | 3Q | SEC ↗ |
| 34 | Brookstone Capital Management | 13,832 | $392K | -669 | -4.6% | 2Q | SEC ↗ |
| 35 | WEALTH ALLIANCE, LLC | 13,816 | $392K | — | +0.0% | 4Q | SEC ↗ |
| 36 | Beacon Financial Advisory LLC | 13,685 | $388K | — | +0.0% | 4Q | SEC ↗ |
| 37 | FSA Advisors, Inc. | 13,255 | $376K | -182 | -1.4% | 6Q | SEC ↗ |
| 38 | Grantvest Financial Group LLC | 12,928 | $367K | -500 | -3.7% | 7Q | SEC ↗ |
| 39 | HighTower Advisors, LLC | 12,430 | $352K | -470 | -3.6% | 7Q | SEC ↗ |
| 40 | Financial Solutions Advisory Group, In | 12,187 | $346K | -39 | -0.3% | 2Q | SEC ↗ |
| 41 | Private Advisor Group, LLC | 11,450 | $325K | — | +0.0% | 3Q | SEC ↗ |
| 42 | Keating Financial Advisory Services, I | 11,443 | $324K | -27 | -0.2% | 3Q | SEC ↗ |
| 43 | PFS Partners, LLC | 11,127 | $315K | — | +0.0% | 3Q | SEC ↗ |
| 44 | Liberty Atlantic Advisors LLC | 10,604 | $301K | — | +0.0% | 3Q | SEC ↗ |
| 45 | Belpointe Asset Management LLC | 9,775 | $277K | +560 | +6.1% | 5Q | SEC ↗ |
| 46 | FIDUCIARY FINANCIAL GROUP, LLC | 9,530 | $270K | — | +0.0% | 3Q | SEC ↗ |
| 47 | Beacon Pointe Advisors, LLC | 8,819 | $250K | — | +0.0% | 2Q | SEC ↗ |
| 48 | Vantage Point Financial LLC NEW | 8,255 | $234K | — | +0.0% | 1Q | SEC ↗ |
| 49 | WEALTHGARDEN F.S. LLC | 8,099 | $230K | — | +0.0% | 3Q | SEC ↗ |
| 50 | Phoenix Financial Ltd. | 8,005 | $227K | -60 | -0.7% | 7Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 22,353 | $634K |
| HRT FINANCIAL LP | 18,632 | $528K |
| Vantage Point Financial LLC | 8,255 | $234K |
| Koshinski Asset Management, Inc. | 7,661 | $217K |
| Strategic Blueprint, LLC | 7,465 | $212K |
| CITADEL ADVISORS LLC | 7,451 | $211K |
| TRUIST FINANCIAL CORP | 7,355 | $209K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,048 | $143K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Crown Wealth Group, LLC | 126,327 | $4M |
| CORRADO ADVISORS, LLC | 69,858 | $2M |
| OPTIMA CAPITAL LLC | 26,904 | $763K |
| Cerity Partners LLC | 16,251 | $461K |
| Allegiance Financial Group Advisory | 9,141 | $259K |
| Alaska Permanent Capital Management | 6,771 | $192K |
| Atlantic Private Wealth, LLC | 4,793 | $136K |
| CoreCap Advisors, LLC | 4,246 | $120K |
| BlackRock, Inc. | 2,080 | $59K |
| Farther Finance Advisors, LLC | 1,000 | $28K |
| RED REEF ADVISORS LLC | 787 | $22K |
| Advisory Services Network, LLC | 192 | $5K |
| CWM, LLC | 163 | $5K |
| MAI Capital Management | 100 | $3K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +37,606 | +126.4% | 67,364 |
| OLD MISSION CAPITAL LLC | +20,916 | +75.8% | 48,527 |
| OSAIC HOLDINGS, INC. | +12,476 | +27.8% | 57,368 |
| Catalina Capital Group, LLC | +5,982 | +5.9% | 106,865 |
| Outlook Wealth Advisors, LLC | +5,362 | +12.1% | 49,700 |
| Maltin Wealth Management, Inc. | +3,918 | +1.3% | 308,827 |
| LPL Financial LLC | +3,734 | +19.7% | 22,652 |
| Belpointe Asset Management LLC | +560 | +6.1% | 9,775 |
| Miller Financial Services LLC | +150 | +0.7% | 20,162 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | -46,533 | -94.1% | 2,942 |
| BLAIR WILLIAM & CO/IL | -30,435 | -14.9% | 174,047 |
| Creative Planning | -10,350 | -4.6% | 214,228 |
| SageView Advisory Group, LLC | -10,350 | -4.6% | 214,228 |
| Kestra Advisory Services, LLC | -10,012 | -20.5% | 38,763 |
| GOLDMAN SACHS GROUP INC | -8,166 | -32.4% | 17,043 |
| AE Wealth Management LLC | -6,686 | -54.8% | 5,522 |
| Cetera Investment Advisers | -6,056 | -9.1% | 60,381 |
| INDEPENDENT FINANCIAL GROUP, LLC | -5,360 | -15.4% | 29,391 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,731 | -3.8% | 119,382 |
| Procyon Advisors, LLC | -4,597 | -8.2% | 51,354 |
| TopTier Wealth Management, LLC | -1,901 | -7.5% | 23,423 |
| Cresset Asset Management, LLC | -1,795 | -0.7% | 260,777 |
| NewEdge Advisors, LLC | -1,750 | -8.8% | 18,150 |
| Merit Financial Group, LLC | -1,303 | -3.9% | 32,484 |
| Brookstone Capital Management | -669 | -4.6% | 13,832 |
| Cambridge Investment Research Advis | -662 | -0.9% | 75,855 |
| Grantvest Financial Group LLC | -500 | -3.7% | 12,928 |
| EverSource Wealth Advisors, LLC | -499 | -74.8% | 168 |
| HighTower Advisors, LLC | -470 | -3.6% | 12,430 |