| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 13% | +554% | $32,553,872 | +$28,002,503 | 654,744 | +615% | Brookstone Capital Management, LLC | 31 Dec 2025 |
As of 31 Dec 2025, 96 institutional investors reported holding 3,016,290 shares of Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - December (BDEC). This represents 62% of the company’s total 4,871,607 outstanding shares.
The largest institutional shareholders of Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - December (BDEC) together control 50% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Brookstone Capital Management | 13% | 654,744 | +611% | 0.37% | $32,449,113 |
| Penserra Capital Management LLC | 7.7% | 377,526 | -3.6% | 0.22% | $18,710,000 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.1% | 199,910 | -8.1% | 0.01% | $9,907,544 |
| Cerity Partners LLC | 3% | 143,895 | +16% | 0.01% | $7,131,406 |
| Lido Advisors, LLC | 2.5% | 124,038 | 0.02% | $6,147,323 | |
| HighTower Advisors, LLC | 1.7% | 84,223 | +0.85% | 0% | $4,174,092 |
| JANE STREET GROUP, LLC | 1.6% | 78,652 | 0% | $3,897,993 | |
| My Personal CFO, LLC | 1.5% | 74,376 | 1.5% | $3,686,075 | |
| MML INVESTORS SERVICES, LLC | 1.4% | 65,802 | +31% | 0.01% | $3,261,147 |
| ENVESTNET ASSET MANAGEMENT INC | 1.3% | 63,893 | +28% | 0% | $3,166,537 |
| BCS Wealth Management | 1.1% | 54,668 | +99% | 0.27% | $2,709,344 |
| Chris Bulman Inc | 1% | 50,608 | +17% | 1.1% | $2,508,133 |
| TopTier Wealth Management, LLC | 1% | 49,304 | 0% | 1.7% | $2,443,506 |
| NovaPoint Capital, LLC | 0.99% | 48,389 | -5.4% | 0.62% | $2,398,159 |
| LPL Financial LLC | 0.92% | 44,687 | +5.1% | 0% | $2,214,688 |
| Strategic Blueprint, LLC | 0.84% | 41,118 | +9.6% | 0.12% | $2,037,808 |
| Trek Financial, LLC | 0.8% | 39,125 | +7.3% | 0.11% | $1,939,035 |
| Cambridge Investment Research Advisors, Inc. | 0.74% | 36,249 | +4.8% | 0% | $1,797,000 |
| Krilogy Financial LLC | 0.69% | 33,515 | -1.5% | 0.06% | $1,679,309 |
| Kestra Advisory Services, LLC | 0.68% | 33,322 | +12% | 0.01% | $1,651,438 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 0.66% | 32,384 | 0% | 0.4% | $1,604,951 |
| WealthPlan Investment Management, LLC | 0.66% | 32,035 | -86% | 0.1% | $1,587,655 |
| Global Assets Advisory, LLC | 0.53% | 25,864 | +1.5% | 0.37% | $1,281,820 |
| FSA Advisors, Inc. | 0.53% | 25,727 | +0.35% | 1% | $1,275,030 |
| Arkadios Wealth Advisors | 0.49% | 23,658 | +323% | 0.02% | $1,172,490 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,016,290 | $149,512,697 | +$37,659,321 | $49.56 | 96 |
| 2025 Q3 | 2,983,945 | $142,551,441 | -$14,759,814 | $47.93 | 103 |
| 2025 Q2 | 3,301,730 | $148,925,772 | -$1,880,545 | $45.16 | 99 |
| 2025 Q1 | 3,346,316 | $140,236,287 | -$97,495,260 | $41.86 | 97 |
| 2024 Q4 | 5,678,721 | $244,821,301 | +$156,199,926 | $43.11 | 93 |
| 2024 Q3 | 2,014,181 | $86,790,119 | -$2,615,116 | $43.08 | 84 |
| 2024 Q2 | 2,071,166 | $86,778,708 | -$20,059,983 | $41.91 | 85 |
| 2024 Q1 | 2,518,701 | $102,229,830 | -$3,680,002 | $40.60 | 87 |
| 2023 Q4 | 2,626,472 | $100,493,119 | +$31,247,252 | $38.25 | 83 |
| 2023 Q3 | 1,783,156 | $62,348,667 | -$4,146,472 | $34.97 | 64 |
| 2023 Q2 | 1,918,868 | $69,409,518 | -$2,462,544 | $36.23 | 64 |
| 2023 Q1 | 1,953,348 | $66,090,819 | +$4,743,962 | $33.83 | 68 |
| 2022 Q4 | 1,835,782 | $59,244,609 | -$15,298,462 | $31.91 | 62 |
| 2022 Q3 | 2,312,190 | $68,371,438 | +$22,898,011 | $29.59 | 38 |
| 2022 Q2 | 1,538,674 | $46,800,796 | -$2,297,779 | $30.44 | 43 |
| 2022 Q1 | 1,559,667 | $53,785,161 | +$9,453,135 | $34.25 | 53 |
| 2021 Q4 | 1,288,820 | $45,398,214 | +$8,195,643 | $35.23 | 51 |
| 2021 Q3 | 1,039,831 | $34,817,085 | -$10,744,782 | $33.48 | 36 |
| 2021 Q2 | 1,367,717 | $45,438,188 | -$10,063,904 | $33.22 | 43 |
| 2021 Q1 | 1,679,442 | $53,498,948 | +$8,348,370 | $31.85 | 47 |
| 2020 Q4 | 1,453,835 | $44,359,407 | +$19,366,996 | $30.51 | 46 |
| 2020 Q3 | 580,876 | $16,302,000 | +$3,341,276 | $28.07 | 19 |
| 2020 Q2 | 480,570 | $12,637,000 | +$1,589,383 | $26.39 | 19 |
| 2020 Q1 | 432,715 | $10,011,000 | -$1,165,838 | $23.12 | 16 |
| 2019 Q4 | 441,403 | $11,876,000 | +$11,669,001 | $26.89 | 16 |