Free Trial
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free BFRZ Stock Alerts

Innovator Equity Managed 100 Buffer ETF (BFRZ) Institutional Ownership

$27.44 +0.03 (+0.11%)
Closing price 04:10 PM Eastern
Extended Trading
$27.44 0.00 (0.00%)
As of 04:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$70.80M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$9.76M
Get BFRZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator Equity Managed 100 Buffer ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BFRZ Institutional Buying and Selling by Quarter

Innovator Equity Managed 100 Buffer ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Journey Retirement Planning & Investment Management LLC15,302$414K0.3%-10.1%0.289%
10/8/2026Farther Finance Advisors LLC1,838$50K0.0%+5,469.7%0.035%
9/23/2026Envestnet Asset Management Inc.94,129$2.54M0.0%-79.1%1.810%
8/23/2026Atlantic Private Wealth LLC1,970$44K0.0%N/A0.038%
8/22/2026Concurrent Investment Advisors LLC10,535$285K0.0%+26.0%0.205%
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%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)

A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.tc pixel

Click here to learn this company's name for free today
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%
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, 39 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), Triad Wealth Partners LLC ($7.21M), ATX Financial Planning LLC ($5.07M), Kestra Advisory Services LLC ($5.07M), Sigma Planning Corp ($4.58M), Balance Wealth LLC ($3.97M), and Visionary Wealth Advisors ($3.70M).Learn more on Innovator Equity Managed 100 Buffer ETF's institutional investors.

Of the 38 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 2,662,900 shares in the last 24 months. This purchase volume represents approximately $70.80M in transactions.

The following institutional investors have sold Innovator Equity Managed 100 Buffer ETF stock in the last 24 months: Envestnet Asset Management Inc. ($355.37K), Sigma Planning Corp ($3.67K), Journey Retirement Planning & Investment Management LLC ($1.72K), and Sovran Advisors LLC ($416.00).

Institutional investors have sold a total of 361,172 shares in the last 24 months. This volume of shares sold represents approximately $9.76M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:BFRZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel