Who owns BFRZ?
Innovator Equity Managed 100 Buffer ETF · Innovator
51 institutions reported holding BFRZ, worth $86.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BFRZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Visionary Wealth Advisors | O'Fallon, IL | $9.9M | 365,898 | +85,309 shares |
| Triad Wealth Partners, LLC | Lawrence, KS | $9.4M | 346,426 | +72,841 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $8.4M | 310,106 | +199,138 shares |
| Orion Porfolio Solutions, LLC | Omaha, NE | $6.8M | 253,350 | +59,190 shares |
| Sigma Planning Corp | Ann Arbor, MI | $4.8M | 175,756 | +1,938 shares |
| Brookstone Capital Management | Wheaton, IL | $4.7M | 173,191 | +37,316 shares |
| Kestra Advisory Services, LLC | Austin, TX | $4.7M | 172,167 | −20,173 shares |
| Balance Wealth Partners LLC | Worthington, OH | $4.1M | 152,468 | +1,710 shares |
| ATX Financial Planning, LLC | Austin, TX | $2.6M | 95,746 | −96,656 shares |
| Signal Advisors Wealth, LLC | Detroit, MI | $2.6M | 94,548 | −963 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BFRZ?
51 institutional managers reported holding BFRZ in Form 13F filings for June 30, 2026, worth $86.4M in total. The largest reported position was held by Visionary Wealth Advisors, at $9.9M.
Did institutions buy or sell BFRZ last quarter?
Reported 13F value fell 6.8% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BFRZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.