HolderBook

INNOVATOR ETFS TRUST (BFEB)

Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.

98
Reporting holders
$168.2M
Reported value
0.0%
Held as options
+2
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Brookstone Capital Management$51.1M971,1410.51%18q+40.8%+$14.8M
OSAIC HOLDINGS, INC.$10.5M199,9470.01%26q+20.7%+$1.8M
Cerity Partners LLC$7.4M141,0530.01%15q+5.7%+$402.8K
ENVESTNET ASSET MANAGEMENT INC$5.9M112,8670.00%14q-1.6%-$93.9K
Berkshire Money Management, Inc.$5.0M95,6480.46%22q-32.3%-$2.4M
COMMONWEALTH EQUITY SERVICES, LLC$4.0M76,7350.01%26q-11.6%-$529.4K
HighTower Advisors, LLC$4.0M76,4580.00%26qHELD
My Personal CFO, LLC$3.8M72,4701.49%3q-1.6%-$64.0K
McAlister, Sweet & Associates, Inc.$3.7M69,9901.97%2qHELD
FSA Advisors, Inc.$3.5M66,9480.81%11q+94.1%+$1.7M
Bellwether Advisors, LLC$3.5M66,4530.52%23q-2.5%-$88.9K
RAYMOND JAMES FINANCIAL INC$3.5M65,9910.00%7q-5.4%-$197.5K
Cetera Investment Advisers$3.4M65,5020.00%18q+5.5%+$181.0K
MML INVESTORS SERVICES, LLC$3.1M59,2900.01%14q+30.1%+$721.9K
TopTier Wealth Management, LLC$3.0M56,8881.81%3q-1.2%-$35.2K
Valtinson Bruner Financial Planning LLC$2.5M47,6130.63%22qHELD
LPL Financial LLC$2.5M47,5600.00%11qHELD
Fragasso Financial Advisors Inc$2.4M44,7860.13%18q-2.2%-$52.3K
Beacon Pointe Advisors, LLC$2.3M44,1770.01%17q-6.2%-$153.3K
Lantz Financial LLC$1.9M35,1790.34%14qHELD
PCA Investment Advisory Services Inc.$1.8M34,3380.50%14qHELD
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$1.8M33,3340.22%22qHELD
Chris Bulman Inc$1.7M33,1660.64%6q-3.8%-$69.6K
INTEGRAL INVESTMENT ADVISORS, INC.$1.7M33,0870.38%19qHELD
DHJJ Financial Advisors, Ltd.$1.6M30,2100.46%23qHELD
Kestra Advisory Services, LLC$1.6M29,4810.01%10q-19.8%-$382.0K
Spire Wealth Management$1.5M28,9580.05%14q+1.8%+$26.7K
Arkadios Wealth Advisors$1.3M23,7980.02%2q+1.5%+$18.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M22,2250.00%4q+279.2%+$861.4K
Strategic Blueprint, LLC$1.1M21,5680.06%6q+5.9%+$63.5K
OLD MISSION CAPITAL LLC$1.1M21,4030.02%5q+26.2%+$233.9K
Weaver Consulting Group$994.1K18,8850.20%8qHELD
BLAIR WILLIAM & CO/IL$981.4K18,6420.00%14qHELD
AE Wealth Management LLC$899.7K17,0910.00%10qHELD
Trek Financial, LLC$884.1K16,7950.04%10q-4.5%-$41.7K
Integrity Advisory Solutions, LLC$847.1K16,0910.09%2q-1.2%-$10.6K
PRINCIPAL SECURITIES, INC.$787.2K14,9530.01%11qHELD
UNITED CAPITAL FINANCIAL ADVISORS, LLC$755.5K14,3580.00%3qHELD
BCS Wealth Management$721.8K13,7120.13%22qHELD
Three Seasons Wealth, LLC$711.5K13,5150.06%6qHELD
Arax Advisory Partners$685.3K13,0190.00%3q+7.8%+$49.4K
First Commonwealth Financial Corp /PA/$666.0K12,6510.09%10q-6.1%-$43.2K
Ballast Rock Private Wealth LLC$613.3K11,6490.28%3q-1.9%-$12.2K
Snowden Capital Advisors LLC$578.7K10,9940.01%13qHELD
CreativeOne Wealth, LLC$572.9K10,8830.01%7q+1.9%+$10.8K
COFG Advisors, LLC$565.0K10,7330.10%3qHELD
GTS FINANCIAL, LLC$517.4K11,5880.38%2q-84.5%-$2.8M
Outlook Wealth Advisors, LLC$507.7K9,6450.11%14qHELD
CRA Financial Services, LLC$492.9K9,3630.06%10qHELD
OneDigital Investment Advisors LLC$492.7K9,3590.00%14qHELD
Focus Financial Network, Inc.$454.5K8,6330.01%10qHELD
Archer Investment Corp$421.1K8,0000.04%26q+100.0%+$210.6K
Visionary Wealth Advisors$417.4K7,9290.02%18q-9.4%-$43.4K
Advisory Services Network, LLC$396.7K7,5350.00%11qHELD
Keystone Wealth Services, LLC$387.7K7,3650.07%5qHELD
CENTRAL VALLEY ADVISORS, LLC$386.4K7,3410.10%8qHELD
Sigma Planning Corp$382.3K7,2620.01%10q-8.7%-$36.2K
CAPTRUST FINANCIAL ADVISORS$369.0K7,0090.00%newNEW
CoreCap Advisors, LLC$367.8K6,9860.01%18q-54.4%-$439.2K
AlphaStar Capital Management, LLC$365.8K6,9480.02%2q+16.8%+$52.7K
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$355.9K6,7610.02%5qHELD
Ashton Thomas Private Wealth, LLC$354.6K6,7360.01%6qHELD
Main Street Financial Solutions, LLC$351.6K6,6800.02%2qHELD
Cornerstone Wealth, LLC/TN$350.2K6,6000.18%2q+11.9%+$37.1K
Simplicity Wealth,LLC$339.6K6,4520.01%2qHELD
Chicago Partners Investment Group LLC$336.2K6,4170.01%22qHELD
CORRADO ADVISORS, LLC$327.5K6,2210.15%2qHELD
Bluesphere Advisors LLC$326.4K6,2000.10%13qHELD
Dynamic Advisor Solutions LLC$321.1K6,0990.01%2qHELD
Accurate Wealth Management, LLC$318.2K6,0000.03%6qHELD
IMG Wealth Management, Inc.$317.3K6,0280.18%2qHELD
Fortune Financial Group, Inc.$310.6K5,9000.24%3qHELD
Orion Capital Management LLC$289.5K5,5000.09%22qHELD
MGO ONE SEVEN LLC$288.6K5,4820.00%5q-35.4%-$157.9K
HARBOUR INVESTMENTS, INC.$275.9K5,2410.00%21q-2.8%-$8.1K
TrustBank$242.2K4,6000.08%2qHELD
Global Assets Advisory, LLC$241.0K4,5790.05%newNEW
AQR CAPITAL MANAGEMENT LLC$236.7K4,4970.00%5qHELD
Waterloo Capital, L.P.$231.6K4,3990.01%newNEW
Diligent Investors, LLC$218.5K4,1500.05%newNEW
AdvisorNet Financial, Inc$186.2K3,5370.01%18qHELD
IFP Advisors, Inc$161.9K3,0750.00%6qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$155.3K2,9500.01%14qHELD
Financial Network Wealth Advisors LLC$148.0K2,8120.15%10qHELD
Steward Partners Investment Advisory, LLC$147.9K2,8100.00%6qHELD
AlphaCore Capital LLC$105.3K2,0000.00%6qHELD
WealthShield Partners, LLC$84.2K1,6000.01%6qHELD
Global Trust Asset Management, LLC$79.0K1,5000.02%25qHELD
JPMORGAN CHASE & CO$64.6K1,2340.00%newNEW
Integrity Financial Corp /WA$59.7K1,1340.03%18qHELD
Physician Wealth Advisors, Inc.$45.4K8620.01%2qHELD
FIFTH THIRD BANCORP$36.3K6900.00%2qHELD
WELLS FARGO & COMPANY/MN$28.5K5420.00%newNEW
Penserra Capital Management LLC$26.4K500,8430.20%18q+18.0%+$4.0K
Crews Bank & Trust$10.5K2000.00%newNEW
Larson Financial Group LLC$10.3K1960.00%15q-13.3%-$1.6K
Keating Financial Advisory Services, Inc.$3.2K610.00%3qHELD
FIDUCIARY FINANCIAL ADVISORS$2.4K460.00%newNEW
Cambridge Investment Research Advisors, Inc.$1.7K31,4540.00%26q+100.0%
Janney Montgomery Scott LLC$76214,4710.00%22q+1.7%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0613G/ABrookstone Capital Management, LLC22.4%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202698$168.2M3,196,990916220.0%
Q1 202696$142.0M2,985,5501831160.0%
Q4 202584$86.8M1,784,28256320.0%
Q3 202580$110.1M2,333,46138260.0%
Q2 202584$185.3M4,149,9701120190.0%
Q1 202582$101.2M2,436,919203680.0%
Q4 202470$59.6M1,385,53842320.0%
Q3 202478$66.5M1,586,36386280.0%
Q2 202479$147.9M3,636,678510250.0%
Q1 202478$151.9M3,866,3061833110.0%
Q4 202368$45.1M1,231,41785200.0%
Q3 202365$52.8M1,584,077410200.0%
Q2 202365$73.2M2,142,237412260.0%
Q1 202366$65.0M2,033,5332716170.0%
Q4 202239$31.7M1,017,38743160.0%
Q3 202251$78.6M2,779,296110160.0%
Q2 202253$84.4M2,939,672710200.0%
Q1 202250$90.9M2,800,152191850.0%
Q4 202138$38.3M1,191,38226140.0%
Q3 202139$56.0M1,811,41015150.0%
Q2 202141$53.1M1,728,768210110.0%
Q1 202141$50.5M1,728,361181090.0%
Q4 202029$18.5M678,4997570.0%
Q3 202021$14.3M540,1558260.0%
Q2 202019$13.5M560,6834560.0%
Q1 202021$28.0M1,307,18619010.0%
Q4 20191$3.5M158,9650000.0%