INNOVATOR ETFS TRUST (NBFR)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
14
Reporting holders
$7.9M
Reported value
0.0%
Held as options
+4
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 | $1.6M | 58,762 | 0.06% | 2q | +185.7%+$1.0M |
| Brookstone Capital Management | $1.5M | 54,709 | 0.01% | new | NEW |
| WINNACLE WEALTH LLC | $1.1M | 40,298 | 0.75% | 2q | +6.0%+$62.2K |
| OLD MISSION CAPITAL LLC | $911.4K | 33,449 | 0.01% | new | NEW |
| DAYMARK WEALTH PARTNERS, LLC | $898.0K | 32,958 | 0.02% | 2q | +45.0%+$278.8K |
| Elmwood Wealth Management, Inc. | $734.0K | 26,937 | 0.18% | 2q | +50.2%+$245.3K |
| Keystone Wealth Services, LLC | $543.1K | 19,933 | 0.10% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $491.6K | 18,044 | 0.00% | 2q | -63.1%-$842.5K |
| Steward Partners Investment Advisory, LLC | $54.5K | 2,000 | 0.00% | new | NEW |
| Regatta Research & Money Management | $24.5K | 900 | 0.02% | new | FIRST |
| HARBOUR INVESTMENTS, INC. | $18.8K | 689 | 0.00% | new | NEW |
| RED REEF ADVISORS LLC | $11.3K | 416 | 0.01% | 2q | +46.0%+$3.6K |
| IFP Advisors, Inc | $5.4K | 200 | 0.00% | 2q | HELD |
| Benson Wealth Management INC | $3.4K | 123 | 0.00% | 2q | HELD |
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 | 14 | $7.9M | 289,418 | 5 | 5 | 1 | 0.0% |
| Q1 2026 | 10 | $4.3M | 176,885 | 10 | 0 | 0 | 0.0% |