Who owns KDEC?
Innovator U.S. Small Cap Power Buffer ETF - Dec · Innovator
69 institutions reported holding KDEC, worth $71.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of KDEC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Maltin Wealth Management, Inc. | Ridgewood, NJ | $8.8M | 308,827 | +3,918 shares |
| Cresset Asset Management, LLC | Chicago, IL | $7.4M | 260,777 | −1,795 shares |
| SageView Advisory Group, LLC | Newport Beach, CA | $6.1M | 214,228 | New position |
| Creative Planning | Overland Park, KS | $6.1M | 214,228 | −10,350 shares |
| Blair William & Co | Chicago, IL | $4.9M | 174,047 | −30,435 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.3M | 151,710 | +75,193 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $3.4M | 119,382 | −4,731 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.9M | 67,364 | +37,606 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.7M | 60,381 | −6,056 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.6M | 57,368 | +12,476 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns KDEC?
69 institutional managers reported holding KDEC in Form 13F filings for June 30, 2026, worth $71.0M in total. The largest reported position was held by Maltin Wealth Management, Inc., at $8.8M.
Did institutions buy or sell KDEC last quarter?
Reported 13F value rose 24.6% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is KDEC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.