Who owns Innovator Equity Managed 100 Buffer ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of BFRZ from SEC Form 13F filings across 41 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 41 institutions disclosed 2.5M shares of Innovator Equity Managed 100 Buffer ETF worth $60.5M — about 162.3% of shares outstanding; the largest disclosed holder is Triad Wealth Partners, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
41
13F holders
$60.5M
value, 2026 filers
162.3%
of shares outstanding (2.5M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BFRZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Triad Wealth Partners, LLC | 346,426 | $9.4M | 0.6% | 22.1% | +26.6% |
| 2 | Cambridge Investment Research Advisors, Inc. | 310,106 | $8,382 | 0.0% | 19.8% | +179.5% |
| 3 | Orion Porfolio Solutions, LLC | 253,350 | $6.8M | 0.1% | 16.1% | +30.5% |
| 4 | Sigma Planning Corp | 175,756 | $4.8M | 0.1% | 11.2% | +1.1% |
| 5 | Brookstone Capital Management | 173,191 | $4.7M | 0.0% | 11% | +27.5% |
| 6 | Kestra Advisory Services, LLC | 172,167 | $4.7M | 0.0% | 11% | -10.5% |
| 7 | Balance Wealth Partners LLC | 152,468 | $4.1M | 1.1% | 9.7% | +1.1% |
| 8 | Signal Advisors Wealth, LLC | 94,548 | $2.6M | 0.1% | 6% | -1.0% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 94,129 | $2.5M | 0.0% | 6% | -79.1% |
| 10 | Encompass More Asset Management | 89,622 | $2.4M | 0.4% | 5.7% | +36.6% |
| 11 | Atria Investments, Inc | 59,494 | $1.6M | 0.0% | 3.8% | +67.4% |
| 12 | SIGNATUREFD, LLC | 49,751 | $1.3M | 0.0% | 3.2% | +4.0% |
| 13 | MML INVESTORS SERVICES, LLC | 48,186 | $1.3M | 0.0% | 3.1% | +82.8% |
| 14 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 47,312 | $1.3M | 0.0% | 3% | new |
| 15 | OSAIC HOLDINGS, INC. | 40,434 | $1.1M | 0.0% | 2.6% | +37.5% |
| 16 | Cetera Investment Advisers | 38,011 | $1.0M | 0.0% | 2.4% | +1.7% |
| 17 | Sovran Advisors, LLC | 36,391 | $977,098 | 0.1% | 2.3% | -2.8% |
| 18 | LPL Financial LLCNEW | 36,245 | $979,702 | 0.0% | 2.3% | new |
| 19 | Merit Financial Group, LLC | 35,134 | $949,684 | 0.0% | 2.2% | +100.3% |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | 30,527 | $825,145 | 0.0% | 1.9% | -3.0% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,037 | $811,900 | 0.0% | 1.9% | +64.1% |
| 22 | Ashton Thomas Private Wealth, LLC | 26,935 | $728,058 | 0.0% | 1.7% | +5.9% |
| 23 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNEW | 18,721 | $506,029 | 0.0% | 1.2% | new |
| 24 | Inspire Advisors, LLC | 18,004 | $486,648 | 0.0% | 1.1% | +47.3% |
| 25 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 17,017 | $459,970 | 0.4% | 1.1% | +20.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.