Who owns NBFR?
Innovator Nasdaq-100 Managed 10 Buffer ETF · Innovator
14 institutions reported holding NBFR, worth $7.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of NBFR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Visionary Wealth Advisors | O'Fallon, IL | $1.6M | 58,762 | +38,193 shares |
| Brookstone Capital Management | Wheaton, IL | $1.5M | 54,709 | New position |
| Winnacle Wealth LLC | Waco, TX | $1.1M | 40,298 | +2,283 shares |
| Old Mission Capital LLC | Chicago, IL | $911K | 33,449 | New position |
| Daymark Wealth Partners, LLC | Cincinnati, OH | $898K | 32,958 | +10,234 shares |
| Elmwood Wealth Management, Inc. | Berkeley, CA | $734K | 26,937 | +9,004 shares |
| Keystone Wealth Services, LLC | Palm Desert, CA | $543K | 19,933 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $492K | 18,044 | −30,919 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $54K | 2,000 | New position |
| Regatta Research & Money Management | Metairie, LA | $25K | 900 | New position |
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 NBFR?
14 institutional managers reported holding NBFR in Form 13F filings for June 30, 2026, worth $7.9M in total. The largest reported position was held by Visionary Wealth Advisors, at $1.6M.
Did institutions buy or sell NBFR last quarter?
Reported 13F value rose 83.7% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 2 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 NBFR 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.