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INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER · 13F 机构持仓分析
期权收益计算器 机构排行
I

INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER

BDEC
持有机构数
118
机构合计市值 (Q2 2026)
$1.61亿
机构合计股数 (Q2 2026)
302.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+20.4万股
23 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-82.1万股
54 · 6 清仓 · ≈
⚖️ 净额
-61.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.61亿
持有机构数
118
新买入
13
加仓
10
减仓
48
清仓
6
持股不变
47
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Penserra Capital Management LLC
0.2%0.24%#12$2,646.5万49.7万股$2,013.4万41.9万股+7.8万股+18.59%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#63$1,217.5万22.9万股$909.9万19.0万股+3.9万股+20.73%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#69$1,009.4万19.0万股$944.7万19.7万股-7,083股-3.60%减仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#71$989.6万18.6万股$870.8万18.1万股+4,593股+2.53%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#95$546.8万10.3万股$496.4万10.3万股-637股-0.62%减仓
Cresset资产管理Cresset Asset Management, LLC
0.02%0.02%#55$509.7万9.6万股$459.8万9.6万股00.00%持仓不变
Lido顾问Lido Advisors, LLC
0.01%0.02%#64$495.7万9.3万股$591.1万12.3万股-3.0万股-24.34%减仓
Brookstone资本管理Brookstone Capital Management
0.05%0.39%#47$462.1万8.7万股$3,376.2万70.3万股-61.7万股-87.65%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#84$424.9万8.0万股$402.1万8.4万股-3,896股-4.65%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#102$383.8万7.2万股$353.5万7.4万股-1,496股-2.03%减仓
My Personal CFO, LLC
1.33%1.39%#2$339.7万6.4万股$317.7万6.6万股-2,340股-3.54%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#90$310.7万5.8万股$275.5万5.7万股+1,020股+1.78%加仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
0.01%0.01%#75$296.6万5.6万股$268.5万5.6万股-189股-0.34%减仓
TopTier Wealth Management, LLC
1.55%1.45%#1$257.0万4.8万股$235.2万4.9万股-691股-1.41%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#82$253.7万4.8万股$182.7万3.8万股+9,624股+25.28%加仓
Chris Bulman Inc
0.87%1.08%#3$237.5万4.5万股$246.8万5.1万股-6,782股-13.19%减仓
NovaPoint Capital, LLC
0.48%0.58%#6$229.5万4.3万股$232.9万4.9万股-5,401股-11.13%减仓
Strategic Blueprint, LLC
0.11%0.12%#25$219.6万4.1万股$200.6万4.2万股-518股-1.24%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#107$206.0万3.9万股$190.1万4.0万股-890股-2.25%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#78$191.7万3.6万股$207.3万4.3万股-7,155股-16.57%减仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.04%0.04%#48$181.5万3.4万股$164.1万3.4万股-61股-0.18%减仓
Trek Financial, LLC
0.08%0.08%#34$175.6万3.3万股$158.5万3.3万股00.00%持仓不变
INTEGRAL INVESTMENT ADVISORS, INC.
0.38%0.39%#7$172.3万3.2万股$155.4万3.2万股00.00%持仓不变
Krilogy Financial LLC
0.05%0.05%#45$167.6万3.1万股$159.8万3.1万股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#86$161.0万3.0万股$162.9万3.4万股-3,677股-10.83%减仓
WealthPlan Investment Management, LLC
0.08%0.08%#37$151.6万2.8万股$141.6万3.0万股-1,010股-3.42%减仓
BCS Wealth Management
0.25%0.26%#9$136.1万2.6万股$128.0万2.7万股-1,090股-4.09%减仓
FSA Advisors, Inc.
0.62%0.82%#5$136.0万2.6万股$124.3万2.6万股-339股-1.31%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.02%0.01%#54$128.9万2.4万股$78.5万1.6万股+7,868股+48.10%加仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.05%0.07%#43$123.1万2.3万股$111.0万2.3万股00.00%持仓不变
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%0.01%#80$120.7万2.3万股$133.7万2.8万股-5,174股-18.57%减仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
0.02%0.02%#56$118.8万2.2万股$107.2万2.2万股00.00%持仓不变
Lantz Financial LLC
0.21%0.23%#11$117.3万2.2万股$109.1万2.3万股-681股-3.00%减仓
Bellwether Advisors, LLC
0.14%0.15%#18$95.1万1.8万股$85.8万1.8万股00.00%持仓不变
Janney Montgomery Scott LLC
<0.01%<0.01%#96$75.6万1.4万股$72.5万1.5万股-878股-5.82%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#115$74.1万1.4万股$00股+1.4万股新买入
FIRST COMMONWEALTH FINANCIAL CORP /PA/
0.1%0.11%#31$74.1万1.4万股$70.7万1.5万股-800股-5.43%减仓
WealthPLAN Partners, LLC
0.14%0.15%#19$71.7万1.3万股$76.9万1.6万股-2,544股-15.88%减仓
Three Seasons Wealth, LLC
0.06%0.24%#39$70.6万1.3万股$63.7万1.3万股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%0.02%#83$70.1万1.3万股$57.3万1.2万股+1,254股+10.51%加仓
Outlook Wealth Advisors, LLC
0.15%0.15%#17$69.7万1.3万股$64.6万1.3万股-352股-2.62%减仓
DHJJ Financial Advisors, Ltd.
0.2%0.21%#14$69.1万1.3万股$62.4万1.3万股00.00%持仓不变
MILESTONE ASSET MANAGEMENT, LLC
0.11%0.11%#26$67.8万1.3万股$61.8万1.3万股-125股-0.97%减仓
共同顾问Mutual Advisors, LLC
0.01%0.01%#70$66.7万1.3万股$60.2万1.3万股00.00%持仓不变
PCA Investment Advisory Services Inc.
0.18%0.23%#16$66.0万1.2万股$70.2万1.5万股-2,214股-15.14%减仓
IMG Wealth Management, Inc.
0.36%0.39%#8$65.0万1.2万股$60.9万1.3万股-471股-3.71%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#89$63.1万1.2万股$56.9万1.2万股-1股-0.01%减仓
Dynamic Advisor Solutions LLC
0.02%0.02%#58$59.0万1.1万股$58.2万1.2万股-1,036股-8.54%减仓
Archer Investment Corp
0.11%0.11%#23$56.2万1.1万股$50.7万1.1万股00.00%持仓不变
Stratos Wealth Advisors, LLC
0.03%0.03%#50$55.9万1.0万股$50.4万1.0万股00.00%持仓不变

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