Who owns XBFR?
Innovator Equity Managed 10 Buffer ETF · Innovator
20 institutions reported holding XBFR, worth $20.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XBFR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Elmwood Wealth Management, Inc. | Berkeley, CA | $4.2M | 159,075 | +21,889 shares |
| Daymark Wealth Partners, LLC | Cincinnati, OH | $3.3M | 122,965 | +16,878 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.5M | 94,566 | +6,147 shares |
| Visionary Wealth Advisors | O'Fallon, IL | $1.9M | 71,585 | +47,736 shares |
| Brookstone Capital Management | Wheaton, IL | $1.5M | 57,950 | New position |
| Winnacle Wealth LLC | Waco, TX | $1.3M | 47,814 | +2,859 shares |
| First Commonwealth Financial Corp | Indiana, PA | $1.0M | 38,700 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $929K | 34,901 | New position |
| Old Mission Capital LLC | Chicago, IL | $889K | 33,386 | +11,132 shares |
| HighTower Advisors, LLC | Chicago, IL | $649K | 24,390 | 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 XBFR?
20 institutional managers reported holding XBFR in Form 13F filings for June 30, 2026, worth $20.5M in total. The largest reported position was held by Elmwood Wealth Management, Inc., at $4.2M.
Did institutions buy or sell XBFR last quarter?
Reported 13F value rose 77.9% from March 31, 2026, which includes price moves as well as buying and selling. 11 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 XBFR 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.