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Innovator Equity Managed 100 Buffer ETF (BFRZ) Institutional Ownership

$27.31 +0.10 (+0.37%)
As of 10:17 AM 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)
$71.27M
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
6/1/2026 Financial Solutions Advisory Group Inc.18,936$499K0.1%N/A0.403%
5/13/2026 Cetera Investment Advisers37,390$986K0.0%+17.5%0.796%
5/7/2026Legacy Wealth Managment LLC ID6,601$174K0.1%N/A0.140%
5/6/2026 Independent Financial Group LLC15,732$415K0.0%N/A0.335%
5/5/2026 Sigma Planning Corp173,818$4.58M0.1%+3.0%3.698%
5/5/2026 Wealthgarden F.S. LLC20,565$542K0.4%+88.3%0.438%
5/4/2026Vantage Point Financial LLC9,741$257K0.1%N/A0.207%
5/1/2026 Sovran Advisors LLC37,451$990K0.1%+1.4%0.797%
4/30/2026 Range Financial Group LLC16,222$428K0.1%N/A0.345%
4/30/2026ATX Financial Planning LLC192,402$5.07M3.9%+8.8%4.094%
4/30/2026 Kestra Advisory Services LLC192,340$5.07M0.0%+306.9%4.092%
4/27/2026World Investment Advisors24,525$646K0.0%N/A0.522%
4/27/2026 Sound Income Strategies LLC4,353$115K0.0%N/A0.093%
4/21/2026 Balance Wealth LLC150,758$3.97M1.2%N/A3.208%
4/17/2026 Signal Advisors Wealth LLC95,511$2.52M0.2%+8.3%2.032%
4/17/2026 Brookstone Capital Management135,875$3.58M0.0%+4.2%2.891%
4/16/2026 Triad 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%
2/18/2026 Maia Wealth LLC84,153$2.26M0.4%+7.7%2.130%
2/17/2026 Cetera 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%
2/9/2026 Harbour Investments Inc.73,735$1.98M0.0%+28.7%1.867%
2/3/2026 Encompass More Asset Management22,217$596K0.1%N/A0.577%
2/2/2026 VanWeelden Wealth Management LLC539,182$14.47M11.4%+2.1%14.005%
1/30/2026 Sigma Planning Corp168,795$4.53M0.1%-2.1%4.384%
1/29/2026 Ashton Thomas Private Wealth LLC35,195$945K0.0%N/A0.939%
1/26/2026CWM LLC107,268$2.88M0.0%N/A2.860%
1/23/2026 Farther Finance Advisors LLC2,392$64K0.0%+305.4%0.064%
1/22/2026 Triad Wealth Partners LLC157,724$4.23M0.4%+49.5%4.206%
1/20/2026 Signaturefd LLC46,945$1.26M0.0%N/A1.252%
1/20/2026 Sovran Advisors LLC36,935$998K0.1%-1.1%0.985%
1/16/2026 BridgePort Financial Solutions LLC7,716$207K0.1%N/A0.209%
1/15/2026 Brookstone Capital Management130,458$3.50M0.0%+71.1%3.526%
1/14/2026 Accurate Wealth Management LLC10,277$277K0.0%+17.5%0.270%
1/13/2026 Signal Advisors Wealth LLC88,153$2.37M0.2%+31.5%2.320%
1/12/2026 SeaCrest 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%
11/14/2025 Maia Wealth LLC78,170$2.10M0.4%+21.2%2.895%
11/13/2025 Planwiser Financial LLC47,657$1.29M1.0%N/A1.765%
11/10/2025 Sigma Planning Corp172,463$4.58M0.1%+15.0%6.388%
11/5/2025 Envestnet Asset Management Inc.528,562$14.03M0.0%N/A19.576%
11/4/2025 Wealthgarden F.S. LLC10,669$284K0.2%+32.6%0.395%
11/3/2025 VanWeelden Wealth Management LLC527,955$14.01M11.5%N/A19.554%
10/31/2025 Sovran Advisors LLC37,351$1.00M0.1%+87.1%1.409%
10/30/2025 Triad Wealth Partners LLC105,482$2.80M0.4%+293.7%4.305%
10/20/2025 Accurate Wealth Management LLC8,743$232K0.0%N/A0.357%
10/15/2025 Brookstone Capital Management76,251$2.02M0.0%N/A3.315%
10/10/2025 Signal Advisors Wealth LLC67,045$1.78M0.2%+55.6%2.915%
8/13/2025 Maia Wealth LLC64,479$1.64M0.3%N/A4.447%
8/5/2025 Sigma Planning Corp150,033$3.81M0.1%N/A10.347%
7/28/2025 Harbour Investments Inc.14,311$363K0.0%N/A0.987%
7/21/2025 Triad 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 2,680,896 shares in the last 24 months. This purchase volume represents approximately $71.27M 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.


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 6/1/2026. New 13F filings are added each quarter as they're published.
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