INNOVATOR ETFS TRUST (BFRZ)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
51
Reporting holders
$78.5M
Reported value
0.0%
Held as options
+1
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Visionary Wealth Advisors | $9.9M | 365,898 | 0.39% | 4q | +30.4%+$2.3M |
| Triad Wealth Partners, LLC | $9.4M | 346,426 | 0.55% | 5q | +26.6%+$2.0M |
| Orion Porfolio Solutions, LLC | $6.8M | 253,350 | 0.05% | 3q | +30.5%+$1.6M |
| Sigma Planning Corp | $4.8M | 175,756 | 0.12% | 5q | +1.1%+$52.4K |
| Brookstone Capital Management | $4.7M | 173,191 | 0.05% | 4q | +27.5%+$1.0M |
| Kestra Advisory Services, LLC | $4.7M | 172,167 | 0.02% | 5q | -10.5%-$545.3K |
| Balance Wealth Partners LLC | $4.1M | 152,468 | 1.10% | 2q | +1.1%+$46.2K |
| ATX Financial Planning, LLC | $2.6M | 95,746 | 1.71% | 3q | -50.2%-$2.6M |
| Signal Advisors Wealth, LLC | $2.6M | 94,548 | 0.13% | 5q | -1.0%-$26.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 94,129 | 0.00% | 4q | -79.1%-$9.6M |
| Encompass More Asset Management | $2.4M | 89,622 | 0.35% | 3q | +36.6%+$649.1K |
| Maia Wealth LLC | $2.2M | 80,619 | 0.32% | 5q | +1.6%+$34.8K |
| Atria Investments, Inc | $1.6M | 59,494 | 0.02% | 2q | +67.4%+$647.4K |
| PLANWISER FINANCIAL, LLC | $1.4M | 52,368 | 0.98% | 4q | +4.2%+$56.8K |
| SIGNATUREFD, LLC | $1.3M | 49,751 | 0.02% | 3q | +4.0%+$51.3K |
| MML INVESTORS SERVICES, LLC | $1.3M | 48,186 | 0.00% | 2q | +82.8%+$590.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.3M | 47,312 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.1M | 40,434 | 0.00% | 3q | +37.5%+$298.2K |
| Cetera Investment Advisers | $1.0M | 38,011 | 0.00% | 4q | +1.7%+$16.8K |
| LPL Financial LLC | $979.7K | 36,245 | 0.00% | new | NEW |
| Sovran Advisors, LLC | $977.1K | 36,391 | 0.07% | 5q | -2.8%-$28.5K |
| Merit Financial Group, LLC | $949.7K | 35,134 | 0.00% | 2q | +100.3%+$475.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $825.1K | 30,527 | 0.02% | 4q | +94.0%+$399.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $811.9K | 30,037 | 0.00% | 2q | +64.1%+$317.3K |
| Ashton Thomas Private Wealth, LLC | $728.1K | 26,935 | 0.02% | 3q | +5.9%+$40.8K |
| WEALTHGARDEN F.S. LLC | $555.2K | 20,540 | 0.31% | 5q | HELD |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $506.0K | 18,721 | 0.02% | new | NEW |
| Inspire Advisors, LLC | $486.6K | 18,004 | 0.03% | 2q | +47.3%+$156.3K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $460.0K | 17,017 | 0.36% | 2q | +20.1%+$77.0K |
| Accurate Wealth Management, LLC | $410.2K | 15,058 | 0.04% | 4q | +17.1%+$60.0K |
| Focus Partners Wealth | $386.0K | 14,280 | 0.00% | 2q | HELD |
| World Investment Advisors | $383.2K | 14,515 | 0.01% | 2q | -40.8%-$264.3K |
| Simplicity Wealth,LLC | $381.8K | 14,126 | 0.01% | new | NEW |
| Range Financial Group LLC | $379.0K | 14,022 | 0.10% | 2q | -13.6%-$59.5K |
| Advyzon Investment Management, LLC | $366.8K | 13,571 | 0.03% | 2q | +5.0%+$17.3K |
| PRINCIPAL SECURITIES, INC. | $358.5K | 13,264 | 0.00% | new | NEW |
| Ausdal Financial Partners, Inc. | $356.8K | 13,200 | 0.01% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $340.6K | 12,600 | 0.00% | new | NEW |
| NewCorp Financial Services, Inc. | $339.3K | 12,554 | 0.26% | 2q | +11.5%+$34.9K |
| Vantage Point Financial LLC | $318.0K | 11,766 | 0.10% | 2q | +20.8%+$54.7K |
| OLD MISSION CAPITAL LLC | $315.5K | 11,674 | 0.01% | new | NEW |
| Concurrent Investment Advisors, LLC | $284.8K | 10,535 | 0.00% | 2q | +26.0%+$58.8K |
| JANE STREET GROUP, LLC | $224.7K | 8,314 | 0.00% | 3q | -76.5%-$732.8K |
| BridgePort Financial Solutions, LLC | $202.9K | 7,506 | 0.05% | 3q | -28.8%-$82.1K |
| AE Wealth Management LLC | $189.5K | 7,011 | 0.00% | 2q | +4.6%+$8.3K |
| HARBOUR INVESTMENTS, INC. | $135.2K | 5,003 | 0.00% | 5q | -73.9%-$382.4K |
| RED REEF ADVISORS LLC | $111.9K | 4,140 | 0.10% | 2q | HELD |
| Global Retirement Partners, LLC | $16.4K | 607 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $8.4K | 310,106 | 0.01% | 5q | +179.5%+$5.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.4K | 124 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $892 | 33 | 0.00% | 4q | -100.0%-$1.9M |
| IFP Advisors, Inc | $135 | 5 | 0.00% | 4q | -90.0%-$1.2K |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 51 | $78.5M | 2,902,935 | 8 | 26 | 12 | 0.0% |
| Q1 2026 | 50 | $101.5M | 3,852,063 | 22 | 21 | 5 | 0.0% |
| Q4 2025 | 29 | $66.4M | 2,472,814 | 9 | 14 | 3 | 0.0% |
| Q3 2025 | 20 | $48.8M | 1,835,122 | 12 | 8 | 0 | 0.0% |
| Q2 2025 | 8 | $8.8M | 347,525 | 8 | 0 | 0 | 0.0% |