INNOVATOR U.S. EQUITY BUFFER BFEB
$52.58
-0.0% 52w: $43.40 – $52.83
Latest 13F among current holders filed 1 month ago (May 19, 2026)
Price — last 12 months
research preview data43.4048.1152.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
98
+10 QoQ
13F value
$163.4M
+52.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BFEB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Brookstone Capital Management | Wealth advisor | 689.8K | $32.9M | 0.4% | +970.1% |
| Penserra Capital Management LLC | Diversified mechanical | 424.6K | $20.3M | 0.2% | +11.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 165.6K | $7.9M | 0.0% | -13.1% |
| Berkshire Money Management, Inc. | Wealth advisor | 141.3K | $6.7M | 0.7% | 0.0% |
| Cerity Partners LLC | Diversified mechanical | 133.4K | $6.4M | 0.0% | +151.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 114.7K | $5.5M | 0.0% | +219.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 86.8K | $4.1M | 0.0% | +22.8% |
| HighTower Advisors, LLC | Diversified mechanical | 76.5K | $3.6M | 0.0% | +1.0% |
| My Personal CFO, LLC | Wealth advisor | 73.7K | $3.5M | 1.5% | +7.9% |
| McAlister, Sweet & Associates, Inc. | Wealth advisor | 70.0K | $3.3M | 2.1% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 69.7K | $3.3M | 0.0% | +48.7% |
| Bellwether Advisors, LLC | Wealth advisor | 68.1K | $3.3M | 0.6% | -0.1% |
| GTS FINANCIAL, LLC | Wealth advisor | 75.0K | $3.1M | 2.5% | — |
| Cetera Investment Advisers | Wealth advisor | 62.1K | $3.0M | 0.0% | +2.0% |
| TopTier Wealth Management, LLC | Wealth advisor | 57.6K | $2.7M | 1.7% | +29.1% |
| Valtinson Bruner Financial Planning LLC | Wealth advisor | 47.7K | $2.3M | 0.6% | +0.2% |
| LPL Financial LLC | Bank broker | 47.7K | $2.3M | 0.0% | +55.8% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 47.1K | $2.2M | 0.0% | +45.4% |
| Fragasso Financial Advisors Inc | Wealth advisor | 45.8K | $2.2M | 0.1% | +9.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 45.6K | $2.2M | 0.0% | -13.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 36.7K | $1.8M | 0.0% | +34.7% |
| Lantz Financial LLC | Wealth advisor | 35.3K | $1.7M | 0.3% | +117.5% |
| FSA Advisors, Inc. | Wealth advisor | 34.5K | $1.6M | 1.1% | -0.5% |
| Chris Bulman Inc | Wealth advisor | 34.5K | $1.6M | 0.7% | +61.4% |
| PCA Investment Advisory Services Inc. | Wealth advisor | 34.5K | $1.6M | 0.5% | -7.9% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 33.4K | $1.6M | 0.2% | -0.8% |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 33.1K | $1.6M | 0.4% | Held |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 30.2K | $1.4M | 0.5% | -6.5% |
| Spire Wealth Management | Wealth advisor | 28.4K | $1.4M | 0.0% | +94.1% |
| Arkadios Wealth Advisors | Wealth advisor | 23.5K | $1.1M | 0.0% | New |
| Strategic Blueprint, LLC | Wealth advisor | 20.4K | $971K | 0.1% | +32.8% |
| Weaver Consulting Group | Wealth advisor | 18.9K | $901K | 0.2% | +21.4% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 18.6K | $889K | 0.0% | +0.1% |
| Trek Financial, LLC | Wealth advisor | 17.6K | $839K | 0.0% | +56.6% |
| AE Wealth Management LLC | Wealth advisor | 17.0K | $811K | 0.0% | +37.8% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 17.0K | $809K | 0.0% | +24.9% |
| Lido Advisors, LLC | Wealth advisor | 16.7K | $797K | 0.0% | New |
| Integrity Advisory Solutions, LLC | Wealth advisor | 16.3K | $777K | 0.1% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 15.7K | $750K | 0.0% | -12.4% |
| CoreCap Advisors, LLC | Wealth advisor | 15.3K | $731K | 0.0% | +115.8% |
| Sunbelt Securities, Inc. | Diversified mechanical | 15.2K | $726K | 0.0% | New |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 14.9K | $711K | 0.0% | +12.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 14.4K | $685K | 0.0% | +177.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 14.2K | $679K | 0.0% | Held |
| BCS Wealth Management | Wealth advisor | 13.7K | $654K | 0.1% | -50.0% |
| Three Seasons Wealth, LLC | Wealth advisor | 13.5K | $645K | 0.2% | Held |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 13.5K | $643K | 0.1% | Held |
| Arax Advisory Partners | Wealth advisor | 12.1K | $576K | 0.0% | -1.2% |
| Ballast Rock Private Wealth LLC | Wealth advisor | 11.9K | $567K | 0.3% | +17.9% |
| Snowden Capital Advisors LLC | Diversified mechanical | 11.0K | $524K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.