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Innovator U.S. Equity Buffer ETF - February (BFEB) Institutional Ownership

$52.47 +0.08 (+0.15%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - February (BATS:BFEB)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$127.05M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$58.83M
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BFEB Institutional Buying and Selling by Quarter

Innovator U.S. Equity Buffer ETF - February Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 CoreCap Advisors LLC6,986$368K0.0%-54.4%0.149%
5/19/2026GTS Financial LLC74,958$3.58M2.6%N/A1.602%
5/19/2026Cornerstone Wealth LLC TN5,900$300K0.2%N/A0.126%
5/19/2026Arkadios Wealth Advisors23,451$1.12M0.0%N/A0.501%
5/18/2026Sunbelt Securities Inc.15,226$726K0.0%N/A0.325%
5/16/2026IMG Wealth Management Inc.6,028$288K0.2%N/A0.129%
5/14/2026Lido Advisors LLC16,700$797K0.0%N/A0.357%
5/13/2026Cetera Investment Advisers62,064$2.96M0.0%+2.0%1.326%
5/1/2026Fifth Third Bancorp690$33K0.0%N/A0.015%
5/1/2026Simplicity Wealth LLC6,454$308K0.0%N/A0.138%
5/1/2026Corrado Advisors LLC6,238$298K0.2%N/A0.133%
4/30/2026Kestra Advisory Services LLC36,738$1.75M0.0%+34.7%0.785%
4/25/2026 Physician Wealth Advisors Inc.862$41K0.0%N/A0.018%
4/22/2026 My Personal CFO LLC73,685$3.52M1.5%+7.9%1.574%
4/18/2026 BCS Wealth Management13,712$654K0.1%-50.0%0.293%
4/17/2026Outlook Wealth Advisors LLC9,645$460K0.1%-26.9%0.206%
4/17/2026 Brookstone Capital Management689,839$32.91M0.4%+970.1%14.740%
4/16/2026Ballast Rock Private Wealth LLC11,880$567K0.3%+17.9%0.254%
3/12/2026Nalls Sherbakoff Group LLC530$26K0.0%N/A0.011%
2/18/2026OLD Mission Capital LLC13,580$661K0.0%-69.1%0.290%
2/17/2026Cetera Investment Advisers60,851$2.96M0.0%-9.6%1.300%
2/17/2026Osaic Holdings Inc.190,569$9.28M0.0%-7.5%4.072%
2/16/2026MML Investors Services LLC52,358$2.55M0.0%+7.7%1.119%
2/16/2026Arax Advisory Partners12,233$595K0.0%N/A0.261%
2/13/2026Kestra Advisory Services LLC27,280$1.33M0.0%+0.9%0.583%
2/12/2026 TopTier Wealth Management LLC44,597$2.17M1.5%N/A0.953%
2/12/2026Commonwealth Equity Services LLC70,682$3.44M0.0%-20.8%1.510%
2/12/2026Principal Securities Inc.13,311$648K0.0%-4.5%0.284%
2/11/2026Janney Montgomery Scott LLC14,231$693K0.0%-10.1%0.304%
2/11/2026Fortune Financial Group Inc.5,900$295K0.3%N/A0.126%
2/11/2026Outlook Wealth Advisors LLC13,200$642K0.1%-1.8%0.282%
2/11/2026Cerity Partners LLC53,157$2.59M0.0%-2.9%1.136%
2/11/2026LPL Financial LLC30,603$1.49M0.0%-2.0%0.654%
2/10/2026COFG Advisors LLC11,047$538K0.1%N/A0.236%
2/9/2026Valtinson Bruner Financial Planning LLC47,598$2.32M0.7%-13.6%1.017%
2/9/2026Blue Bell Private Wealth Management LLC33,663$1.64M0.2%-9.5%0.719%
2/6/2026HighTower Advisors LLC75,704$3.68M0.0%-0.7%1.618%
2/5/2026AlphaCore Capital LLC2,000$97K0.0%-33.3%0.043%
2/4/2026Ballast Rock Private Wealth LLC10,079$491K0.3%N/A0.215%
2/3/2026Orion Capital Management LLC5,500$268K0.1%-11.3%0.118%
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2/3/2026Vantage Financial Partners LLC4,597$224K0.0%-9.7%0.098%
2/3/2026MGO One Seven LLC8,080$393K0.0%-2.7%0.173%
1/30/2026 Strategic Blueprint LLC15,330$746K0.0%-15.4%0.328%
1/26/2026 BCS Wealth Management27,398$1.33M0.1%+87.0%0.585%
1/23/2026DHJJ Financial Advisors Ltd.32,303$1.57M0.5%-2.5%0.690%
1/20/2026Global Trust Asset Management LLC1,500$73K0.0%-57.1%0.032%
1/16/2026CRA Financial Services LLC9,593$467K0.1%-10.7%0.205%
1/15/2026 My Personal CFO LLC68,315$3.33M1.4%N/A1.460%
1/15/2026 Brookstone Capital Management64,464$3.14M0.0%-89.5%1.377%
1/14/2026 Chris Bulman Inc21,367$1.04M0.5%-22.2%0.457%
1/7/2026 Fragasso Financial Advisors Inc41,807$2.04M0.1%-2.7%0.893%
1/1/2026JPMorgan Chase & Co.17,704$837K0.0%+376.6%0.378%
11/17/2025Susquehanna International Group LLP45,699$2.16M0.0%N/A0.976%
11/17/2025Citadel Advisors LLC9,964$471K0.0%+18.6%0.213%
11/14/2025Raymond James Financial Inc.32,917$1.56M0.0%-55.9%0.703%
11/13/2025CreativeOne Wealth LLC8,082$382K0.0%-4.4%0.173%
11/12/2025FSA Advisors Inc.34,808$1.65M1.3%-2.2%0.744%
11/7/2025JPMorgan Chase & Co.17,704$837K0.0%+376.6%0.378%
11/5/2025Envestnet Asset Management Inc.93,454$4.42M0.0%-3.1%1.997%
11/4/2025Penserra Capital Management LLC395,153$18.67M0.2%+1.2%8.443%
11/3/2025AE Wealth Management LLC12,346$583K0.0%-4.1%0.264%
10/31/2025Global Assets Advisory LLC4,528$214K0.1%N/A0.097%
10/29/2025Arkadios Wealth Advisors23,203$1.10M0.0%+7.1%0.496%
10/28/2025 Nations Financial Group Inc. IA ADV6,671$315K0.0%-6.8%0.143%
10/24/2025MGO One Seven LLC8,305$392K0.0%-9.3%0.177%
10/23/2025 Integral Investment Advisors Inc.33,162$1.57M0.4%+7.0%0.709%
10/22/2025 CoreCap Advisors LLC7,301$345K0.0%-3.9%0.156%
10/22/2025 BCS Wealth Management14,654$692K0.2%-17.0%0.313%
10/22/2025Blue Bell Private Wealth Management LLC37,177$1.76M0.3%-3.3%0.794%
10/20/2025DHJJ Financial Advisors Ltd.33,128$1.57M0.5%-0.8%0.708%
10/20/2025 Chris Bulman Inc27,468$1.30M0.7%-1.8%0.587%
10/15/2025 Brookstone Capital Management611,231$28.88M0.3%+2.4%13.060%
10/14/2025 Berkshire Money Management Inc.141,367$6.68M0.7%-61.7%3.021%
10/6/2025 Fragasso Financial Advisors Inc42,946$2.03M0.1%-1.3%0.918%
9/4/2025Osaic Holdings Inc.219,553$9.80M0.0%+16.7%4.691%
8/15/2025Visionary Wealth Advisors8,954$400K0.0%-6.5%0.191%
8/15/2025Snowden Capital Advisors LLC11,520$514K0.0%+17.4%0.246%
8/15/2025MML Investors Services LLC58,042$2.59M0.0%+9.3%1.240%
8/14/2025Raymond James Financial Inc.74,595$3.33M0.0%+11.7%1.594%
8/13/2025Beacon Pointe Advisors LLC48,576$2.17M0.0%-5.4%1.038%
8/12/2025Tableaux LLC27,611$1.31M0.1%N/A0.590%
8/12/2025JPMorgan Chase & Co.3,715$166K0.0%-27.4%0.079%
8/12/2025Weaver Consulting Group15,553$694K0.2%+47.4%0.332%
8/11/2025Outlook Wealth Advisors LLC13,446$600K0.2%-2.3%0.287%
8/8/2025Cetera Investment Advisers68,796$3.07M0.0%+1.5%1.470%
8/6/2025Penserra Capital Management LLC390,431$17.43M0.2%-6.4%8.343%
8/5/2025Sigma Planning Corp7,746$346K0.0%-14.5%0.166%
8/4/2025 Spire Wealth Management14,775$660K0.0%-8.9%0.316%
8/4/2025Arkadios Wealth Advisors21,655$967K0.0%+1.9%0.463%
8/1/2025Stuart Chaussee & Associates Inc.1,560,824$69.69M15.7%+260,037.3%33.351%
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8/1/2025FSA Advisors Inc.35,583$1.59M1.3%+1.5%0.760%
8/1/2025Envestnet Asset Management Inc.96,465$4.31M0.0%+8.5%2.061%
7/30/2025 Strategic Blueprint LLC18,257$815K0.0%+24.2%0.390%
7/30/2025 Brookstone Capital Management597,194$26.67M0.3%+6.4%12.761%
7/29/2025Chicago Partners Investment Group LLC6,417$292K0.0%-4.6%0.137%
7/28/2025WealthPLAN Partners LLC6,631$296K0.0%-92.7%0.142%
7/28/2025WealthPlan Investment Management LLC29,140$1.30M0.1%-84.9%0.623%
7/28/2025Harbour Investments Inc.2,582$115K0.0%+31.1%0.055%
7/28/2025Sagespring Wealth Partners LLC11,826$528K0.0%N/A0.253%
7/25/2025Atria Wealth Solutions Inc.8,728$391K0.0%N/A0.186%


BFEB Institutional Ownership - Frequently Asked Questions

During the previous two years, 106 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - February. The most heavily invested institutionals were Stuart Chaussee & Associates Inc. ($69.69M), Brookstone Capital Management ($32.91M), Penserra Capital Management LLC ($18.67M), Osaic Holdings Inc. ($9.28M), Berkshire Money Management Inc. ($6.68M), Envestnet Asset Management Inc. ($4.42M), and HighTower Advisors LLC ($3.68M).Learn more on Innovator U.S. Equity Buffer ETF - February's institutional investors.

Of the 83 institutional investors that purchased Innovator U.S. Equity Buffer ETF - February's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stuart Chaussee & Associates Inc. ($1.56M), Brookstone Capital Management ($1.22M), Berkshire Money Management Inc. ($342.21K), Raymond James Financial Inc. ($204.98K), WealthPlan Investment Management LLC ($193.36K), Penserra Capital Management LLC ($129.75K), and WealthPLAN Partners LLC ($90.96K).

Institutional investors have bought a total of 2,771,276 shares in the last 24 months. This purchase volume represents approximately $127.05M in transactions.

Of the 41 institutional investors that sold Innovator U.S. Equity Buffer ETF - February's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($546.77K), Berkshire Money Management Inc. ($227.56K), WealthPlan Investment Management LLC ($164.22K), WealthPLAN Partners LLC ($84.32K), Raymond James Financial Inc. ($41.68K), OLD Mission Capital LLC ($30.33K), and Penserra Capital Management LLC ($26.80K).

Institutional investors have sold a total of 1,240,419 shares in the last 24 months. This volume of shares sold represents approximately $58.83M in transactions.


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This page (BATS:BFEB) was last updated on 7/25/2026 by MarketBeat.com Staff.
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