Who owns Innovator U.S. Small Cap Managed 10 Buffer ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of KBFR from SEC Form 13F filings across 8 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, 8 institutions disclosed 152,979 shares of Innovator U.S. Small Cap Managed 10 Buffer ETF worth $4.2M — about 62.8% of shares outstanding; the largest disclosed holder is WINNACLE WEALTH LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$4.2M
value, 2026 filers
62.8%
of shares outstanding (152,979 sh)
3
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 KBFR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WINNACLE WEALTH LLC | 39,593 | $1.1M | 0.7% | 16.3% | +6.7% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,843 | $736,886 | 0.0% | 11% | -83.0% |
| 3 | Elmwood Wealth Management, Inc. | 25,373 | $696,532 | 0.2% | 10.4% | +49.0% |
| 4 | DAYMARK WEALTH PARTNERS, LLC | 22,382 | $614,424 | 0.0% | 9.2% | +35.6% |
| 5 | Brookstone Capital ManagementNEW | 20,583 | $565,038 | 0.0% | 8.5% | new |
| 6 | Arlington Capital Management, Inc.NEW | 16,985 | $466,267 | 0.3% | 7% | new |
| 7 | Steward Partners Investment Advisory, LLCNEW | 1,000 | $27,452 | 0.0% | 0.4% | new |
| 8 | IFP Advisors, Inc | 220 | $6,039 | 0.0% | 0.1% | 0.0% |
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.