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Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - February (BATS:KFEB)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$38.62M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$25.69M
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KFEB Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Power Buffer ETF - February Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026Timbuktu Capital Management LLC1,000$31K0.0%N/A0.100%
5/19/2026Cornerstone Wealth LLC TN25,848$766K0.4%N/A2.585%
5/13/2026Cetera Investment Advisers34,382$966K0.0%+95.8%3.438%
5/6/2026FSA Advisors Inc.9,866$277K0.2%N/A0.987%
4/30/2026Kestra Advisory Services LLC51,717$1.45M0.0%+576.0%5.172%
4/30/2026Personal CFO Solutions LLC301,625$8.47M1.2%N/A30.163%
4/28/2026Berger Financial Group Inc8,666$243K0.0%N/A0.867%
4/27/2026Private Advisor Group LLC8,790$247K0.0%N/A0.879%
4/18/2026Faithward Advisors LLC20,848$586K0.1%+48.2%2.085%
2/18/2026OLD Mission Capital LLC8,281$226K0.0%-46.4%0.828%
2/17/2026Cetera Investment Advisers17,563$478K0.0%-6.0%1.756%
2/17/2026Osaic Holdings Inc.11,343$309K0.0%-19.3%1.134%
2/17/2026Faithward Advisors LLC14,065$383K0.1%-29.7%1.407%
2/13/2026Kestra Advisory Services LLC7,650$208K0.0%-8.9%0.765%
2/12/2026Jane Street Group LLC10,973$299K0.0%N/A1.097%
2/12/2026Commonwealth Equity Services LLC32,894$896K0.0%-10.0%3.289%
2/11/2026LPL Financial LLC17,331$472K0.0%-3.7%1.733%
2/9/2026Harbour Investments Inc.1,295$35K0.0%-24.9%0.130%
2/6/2026IFP Advisors Inc15,950$435K0.0%-10.1%1.595%
2/5/2026Phoenix Financial Ltd.11,180$306K0.0%-6.7%1.118%
2/5/2026Allworth Financial LP1,630$44K0.0%-99.8%0.163%
1/5/2026 Noble Wealth Management PBC1,200$33K0.0%-45.5%0.120%
12/2/2025Allworth Financial LP904,503$24.21M0.1%N/A90.450%
12/2/2025IFP Advisors Inc17,750$475K0.0%-7.8%1.775%
11/19/2025Faithward Advisors LLC20,001$535K0.1%-11.1%2.000%
11/17/2025Susquehanna International Group LLP74,755$2.00M0.0%+375.9%7.476%
11/3/2025Phoenix Financial Ltd.11,980$320K0.0%-3.7%1.198%
10/24/2025Maltin Wealth Management Inc.17,443$467K0.2%N/A1.744%
10/16/2025PFS Partners LLC1,168$31K0.0%+75.6%0.117%
10/15/2025World Investment Advisors8,050$215K0.0%-30.2%0.805%
10/8/2025Marshall Financial Group LLC7,636$204K0.0%N/A0.764%
9/4/2025Osaic Holdings Inc.14,074$351K0.0%+7.0%1.407%
8/14/2025Raymond James Financial Inc.10,709$267K0.0%-10.9%1.071%
8/12/2025Weaver Consulting Group8,148$203K0.1%N/A0.815%
8/8/2025Cetera Investment Advisers15,139$377K0.0%+44.1%1.514%
8/8/2025Wealth Alliance LLC8,084$201K0.0%N/A0.808%
8/4/2025World Investment Advisors11,530$287K0.0%N/A1.153%
7/30/2025Phoenix Financial Ltd.12,442$309K0.0%-7.1%1.244%
7/25/2025Atria Wealth Solutions Inc.15,822$396K0.0%+3.6%1.582%
5/19/2025Jane Street Group LLC18,447$438K0.0%N/A1.791%
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5/16/2025Faithward Advisors LLC22,600$537K0.1%N/A2.194%
5/13/2025HighTower Advisors LLC38,210$907K0.0%N/A3.710%
5/9/2025Atria Wealth Solutions Inc.15,272$363K0.0%N/A1.454%
5/8/2025Harbour Investments Inc.2,830$67K0.0%N/A0.270%
5/7/2025Phoenix Financial Ltd.13,392$319K0.0%N/A1.275%
5/6/2025Cetera Investment Advisers10,505$249K0.0%N/A1.000%
5/5/2025IFP Advisors Inc18,950$450K0.0%N/A1.805%
4/29/2025Envestnet Asset Management Inc.16,084$382K0.0%N/A1.532%
4/22/2025Cambridge Investment Research Advisors Inc.17,987$427K0.0%N/A1.713%
4/18/2025DHJJ Financial Advisors Ltd.2,750$65K0.0%N/A0.262%


KFEB Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - February. The most heavily invested institutionals were Personal CFO Solutions LLC ($8.47M), Susquehanna International Group LLP ($2.00M), Kestra Advisory Services LLC ($1.45M), Cetera Investment Advisers ($966K), HighTower Advisors LLC ($907K), Commonwealth Equity Services LLC ($896K), and Cornerstone Wealth LLC TN ($766K).Learn more on Innovator U.S. Small Cap Power Buffer ETF - February's institutional investors.

Of the 27 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - February's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($904.50K), Personal CFO Solutions LLC ($301.63K), Susquehanna International Group LLP ($59.05K), Kestra Advisory Services LLC ($44.07K), HighTower Advisors LLC ($38.21K), Cetera Investment Advisers ($31.96K), and Jane Street Group LLC ($29.42K).

Institutional investors have bought a total of 1,423,570 shares in the last 24 months. This purchase volume represents approximately $38.62M in transactions.

Of the 13 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - February's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allworth Financial LP ($902.87K), Faithward Advisors LLC ($8.44K), OLD Mission Capital LLC ($7.17K), Commonwealth Equity Services LLC ($3.64K), World Investment Advisors ($3.48K), IFP Advisors Inc ($3.30K), and Osaic Holdings Inc. ($2.71K).

Institutional investors have sold a total of 936,857 shares in the last 24 months. This volume of shares sold represents approximately $25.69M in transactions.


Related Companies

Institutional ownership data for BATS:KFEB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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