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Innovator Equity Managed 100 Buffer ETF (BFRZ) Institutional Ownership

$27.03 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator Equity Managed 100 Buffer ETF (NYSEARCA:BFRZ)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$77.76M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$109.57K
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BFRZ Institutional Buying and Selling by Quarter

Innovator Equity Managed 100 Buffer ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/1/2026Financial Solutions Advisory Group Inc.18,936$499K0.1%N/A0.403%
5/13/2026Cetera Investment Advisers37,390$986K0.0%+17.5%0.796%
5/7/2026Legacy Wealth Managment LLC ID6,601$174K0.1%N/A0.140%
5/6/2026Independent Financial Group LLC15,732$415K0.0%N/A0.335%
5/5/2026Sigma Planning Corp173,818$4.58M0.1%+3.0%3.698%
5/5/2026Wealthgarden F.S. LLC20,565$542K0.4%+88.3%0.438%
5/4/2026Vantage Point Financial LLC9,741$257K0.1%N/A0.207%
5/1/2026Sovran Advisors LLC37,451$990K0.1%+1.4%0.797%
4/30/2026Range Financial Group LLC16,222$428K0.1%N/A0.345%
4/30/2026ATX Financial Planning LLC192,402$5.07M3.9%+8.8%4.094%
4/30/2026Kestra Advisory Services LLC192,340$5.07M0.0%+306.9%4.092%
4/27/2026World Investment Advisors24,525$646K0.0%N/A0.522%
4/27/2026Sound Income Strategies LLC4,353$115K0.0%N/A0.093%
4/21/2026Balance Wealth LLC150,758$3.97M1.2%N/A3.208%
4/17/2026Signal Advisors Wealth LLC95,511$2.52M0.2%+8.3%2.032%
4/17/2026Brookstone Capital Management135,875$3.58M0.0%+4.2%2.891%
4/16/2026Triad Wealth Partners LLC273,585$7.21M0.6%+73.5%6.013%
2/19/2026ATX Financial Planning LLC176,781$4.74M3.7%N/A4.475%
2/18/2026OLD Mission Capital LLC11,012$296K0.0%+32.4%0.279%
2/18/2026Maia Wealth LLC84,153$2.26M0.4%+7.7%2.130%
2/17/2026Cetera Investment Advisers31,814$854K0.0%+174.2%0.805%
2/17/2026Osaic Holdings Inc.8,715$234K0.0%N/A0.221%
2/13/2026Visionary Wealth Advisors137,907$3.70M0.2%+372.9%3.491%
2/12/2026Jane Street Group LLC25,286$679K0.0%N/A0.640%
2/12/2026Orion Porfolio Solutions LLC26,235$704K0.0%N/A0.664%
2/9/2026Harbour Investments Inc.73,735$1.98M0.0%+28.7%1.867%
2/3/2026Encompass More Asset Management22,217$596K0.1%N/A0.577%
2/2/2026VanWeelden Wealth Management LLC539,182$14.47M11.4%+2.1%14.005%
1/30/2026Sigma Planning Corp168,795$4.53M0.1%-2.1%4.384%
1/29/2026Ashton Thomas Private Wealth LLC35,195$945K0.0%N/A0.939%
1/26/2026CWM LLC107,268$2.88M0.0%N/A2.860%
1/23/2026Farther Finance Advisors LLC2,392$64K0.0%+305.4%0.064%
1/22/2026Triad Wealth Partners LLC157,724$4.23M0.4%+49.5%4.206%
1/20/2026Signaturefd LLC46,945$1.26M0.0%N/A1.252%
1/20/2026Sovran Advisors LLC36,935$998K0.1%-1.1%0.985%
1/16/2026BridgePort Financial Solutions LLC7,716$207K0.1%N/A0.209%
1/15/2026Brookstone Capital Management130,458$3.50M0.0%+71.1%3.526%
1/14/2026Accurate Wealth Management LLC10,277$277K0.0%+17.5%0.270%
1/13/2026Signal Advisors Wealth LLC88,153$2.37M0.2%+31.5%2.320%
1/12/2026SeaCrest Wealth Management LLC13,250$357K0.0%N/A0.349%
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11/17/2025Susquehanna International Group LLP10,181$270K0.0%N/A0.377%
11/14/2025Maia Wealth LLC78,170$2.10M0.4%+21.2%2.895%
11/13/2025Planwiser Financial LLC47,657$1.29M1.0%N/A1.765%
11/10/2025Sigma Planning Corp172,463$4.58M0.1%+15.0%6.388%
11/5/2025Envestnet Asset Management Inc.528,562$14.03M0.0%N/A19.576%
11/4/2025Wealthgarden F.S. LLC10,669$284K0.2%+32.6%0.395%
11/3/2025VanWeelden Wealth Management LLC527,955$14.01M11.5%N/A19.554%
10/31/2025Sovran Advisors LLC37,351$1.00M0.1%+87.1%1.409%
10/30/2025Triad Wealth Partners LLC105,482$2.80M0.4%+293.7%4.305%
10/20/2025Accurate Wealth Management LLC8,743$232K0.0%N/A0.357%
10/15/2025Brookstone Capital Management76,251$2.02M0.0%N/A3.315%
10/10/2025Signal Advisors Wealth LLC67,045$1.78M0.2%+55.6%2.915%
8/13/2025Maia Wealth LLC64,479$1.64M0.3%N/A4.447%
8/5/2025Sigma Planning Corp150,033$3.81M0.1%N/A10.347%
7/28/2025Harbour Investments Inc.14,311$363K0.0%N/A0.987%
7/21/2025Triad Wealth Partners LLC26,792$680K0.1%N/A1.914%


BFRZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 36 institutional investors and hedge funds held shares of Innovator Equity Managed 100 Buffer ETF. The most heavily invested institutionals were VanWeelden Wealth Management LLC ($14.47M), Envestnet Asset Management Inc. ($14.03M), Triad Wealth Partners LLC ($7.21M), ATX Financial Planning LLC ($5.07M), Kestra Advisory Services LLC ($5.07M), Sigma Planning Corp ($4.58M), and Balance Wealth LLC ($3.97M).Learn more on Innovator Equity Managed 100 Buffer ETF's institutional investors.

Of the 36 institutional investors that purchased Innovator Equity Managed 100 Buffer ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: VanWeelden Wealth Management LLC ($539.18K), Envestnet Asset Management Inc. ($528.56K), Triad Wealth Partners LLC ($273.59K), ATX Financial Planning LLC ($192.40K), Sigma Planning Corp ($177.49K), Balance Wealth LLC ($150.76K), and Kestra Advisory Services LLC ($145.07K).

Institutional investors have bought a total of 2,936,511 shares in the last 24 months. This purchase volume represents approximately $77.76M in transactions.

The following institutional investors have sold Innovator Equity Managed 100 Buffer ETF stock in the last 24 months: Sigma Planning Corp ($3.67K), and Sovran Advisors LLC ($416.00).

Institutional investors have sold a total of 4,084 shares in the last 24 months. This volume of shares sold represents approximately $109.57K in transactions.


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This page (NYSEARCA:BFRZ) was last updated on 7/5/2026 by MarketBeat.com Staff.
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