Who owns KBFR?
Innovator U.S. Small Cap Managed 10 Buffer ETF · Innovator
8 institutions reported holding KBFR, worth $4.2M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of KBFR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Winnacle Wealth LLC | Waco, TX | $1.1M | 39,593 | +2,472 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $737K | 26,843 | −131,019 shares |
| Elmwood Wealth Management, Inc. | Berkeley, CA | $697K | 25,373 | +8,346 shares |
| Daymark Wealth Partners, LLC | Cincinnati, OH | $614K | 22,382 | +5,877 shares |
| Brookstone Capital Management | Wheaton, IL | $565K | 20,583 | New position |
| Arlington Capital Management, Inc. | Arlington Heights, IL | $466K | 16,985 | New position |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $27K | 1,000 | New position |
| IFP Advisors, Inc | Tampa, FL | $6K | 220 | No change |
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 KBFR?
8 institutional managers reported holding KBFR in Form 13F filings for June 30, 2026, worth $4.2M in total. The largest reported position was held by Winnacle Wealth LLC, at $1.1M.
Did institutions buy or sell KBFR last quarter?
Reported 13F value fell 33.6% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 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 KBFR 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.