Innovator U.S. Equity BufferBFEBETF
13F holders, Q4 2024 (December 31)77holders −7
4new positions
13sold out
1famous investor
$43.05avg. 13F price*
At the end of Q4 2024, 77 institutions reported holding Innovator U.S. Equity Buffer (BFEB) in their 13F filings, down 7 from Q3 2024. 4 opened new positions and 13 sold out. The largest holders were Penserra Capital Management LLC ($15.3M), Osaic Holdings, Inc. ($5.4M) and Commonwealth Equity Services, LLC ($4.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Buffer
- CUSIP
- 45782C433
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.4M |
| Exits | 13 | $3.0M |
All 13F filers, Q3 2024 → Q4 2024: 98,846 shares bought and 258,728 shares sold, net −159,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Penserra Capital Management LLC | 0.28% | Add +15.4% | 356,080 | $15.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.0% | 126,125 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.0% | 102,958 | $4.4M |
| Raymond James Financial Inc. | 0.00% | — | 98,580 | $4.2M |
| My Personal CFO, LLC | 1.64% | No change | 74,125 | $3.2M |
| Blair William & Co. | 0.01% | No change | 73,979 | $3.2M |
| Bellwether Advisors, LLC | 0.53% | No change | 68,241 | $2.9M |
| Cetera Investment Advisers | 0.01% | Reduce -8.5% | 66,014 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.9% | 64,698 | $2.8M |
| Valtinson Bruner Financial Planning LLC | 0.85% | Reduce -0.5% | 56,285 | $2.4M |
| Fragasso Financial Advisors Inc | 0.16% | Reduce -23.0% | 48,319 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +49.7% | 37,223 | $1.6M |
| Blue Bell Private Wealth Management, LLC | 0.29% | Reduce -6.1% | 35,135 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.0% | 34,743 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -30.0% | 33,471 | $1.4M |
| DHJJ Financial Advisors, Ltd. | 0.55% | Reduce -9.9% | 33,034 | $1.4M |
| Macroview Investment Management LLC | 1.37% | Reduce -0.8% | 31,291 | $1.3M |
| Old Mission Capital LLC | 0.03% | Reduce -5.2% | 29,018 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +36.4% | 28,282 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.6% | 28,157 | $1.2M |
| Berkshire Money Management, Inc. | 0.13% | No change | 26,717 | $1.2M |
| FSA Advisors, Inc. | 1.37% | Reduce -0.8% | 26,674 | $1.1M |
| Integral Investment Advisors, Inc. | 0.33% | No change | 23,962 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -3.6% | 23,500 | $1.0M |
| Townsquare Capital LLC | 0.01% | Reduce -25.5% | 23,333 | $1.0M |
| Cerity Partners LLC | 0.00% | Reduce -1.8% | 21,792 | $939K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.7% | 20,200 | $870K |
| LPL Financial LLC | 0.00% | Reduce -12.3% | 17,319 | $746K |
| BCS Wealth Management | 0.18% | Reduce -18.5% | 16,925 | $729K |
| Brookstone Capital Management | 0.01% | Reduce -21.2% | 16,872 | $727K |
| PCA Investment Advisory Services Inc. | 0.32% | No change | 15,822 | $681K |
| Lantz Financial LLC | 0.16% | No change | 13,747 | $592K |
| First Commonwealth Financial Corp | 0.14% | No change | 13,625 | $587K |
| Jane Street Group, LLC | 0.00% | New | 13,113 | $565K |
| Arax Advisory Partners | 0.04% | No change | 13,094 | $564K |
| Principal Securities, Inc. | 0.01% | Reduce -5.0% | 12,256 | $528K |
| Outlook Wealth Advisors, LLC | 0.15% | Reduce -1.5% | 12,123 | $522K |
| AE Wealth Management LLC | 0.00% | Reduce -12.8% | 11,060 | $476K |
| Two Sigma Securities, LLC | 0.08% | New | 9,870 | $425K |
| Visionary Wealth Advisors | 0.02% | No change | 9,574 | $412K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 9,559 | $412K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 9,305 | $401K |
| Trek Financial, LLC | 0.03% | No change | 9,012 | $388K |
| Sigma Planning Corp | 0.01% | No change | 8,796 | $379K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -55.9% | 8,665 | $373K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 8,279 | $358K |
| RFG Advisory, LLC | 0.01% | Reduce -46.6% | 8,259 | $356K |
| CRA Financial Services, LLC | 0.06% | Reduce -5.8% | 8,148 | $351K |
| CoreCap Advisors, LLC | 0.02% | Reduce -58.5% | 7,895 | $340K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,867 | $339K |
| Focus Financial Network, Inc. | 0.01% | No change | 7,757 | $334K |
| Central Valley Advisors, LLC | 0.14% | No change | 7,341 | $316K |
| Advisory Services Network, LLC | 0.01% | Reduce -36.9% | 7,191 | $310K |
| Global Trust Asset Management, LLC | 0.11% | No change | 6,450 | $278K |
| Orion Capital Management LLC | 0.12% | Reduce -6.0% | 6,300 | $271K |
| Bluesphere Advisors LLC | 0.13% | No change | 6,200 | $267K |
| Belpointe Asset Management LLC | 0.01% | No change | 5,458 | $227K |
| Gradient Investments LLC | 0.00% | Reduce -60.9% | 4,992 | $215K |
| PFG Advisors | 0.01% | Reduce -25.5% | 4,912 | $212K |
| Citadel Advisors | 0.00% | Reduce -81.2% | 4,898 | $211K |
| Weaver Consulting Group | 0.06% | No change | 4,806 | $207K |
| Archer Investment Corp | 0.05% | No change | 4,000 | $172K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,250 | $97K |
| Financial Network Wealth Advisors LLC | 0.18% | Reduce -87.1% | 2,242 | $97K |
| Spire Wealth Management | 0.00% | No change | 2,065 | $89K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,842 | $79K |
| Harbour Investments, Inc. | 0.00% | No change | 1,738 | $75K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,734 | $75K |
| Integrity Financial Corp | 0.03% | No change | 1,315 | $57K |
| Quest 10 Wealth Builders, Inc. | 0.05% | — | 1,237 | $53K |
| ORG Partners LLC | 0.00% | New | 600 | $26K |
| Larson Financial Group LLC | 0.00% | No change | 475 | $20K |
| JDM Financial Group LLC | 0.01% | No change | 450 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -50.0% | 310 | $13K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.9% | 160 | $7K |
| Barclays PLC | 0.00% | Reduce -32.4% | 100 | $4K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 53 | $2K |
"% of holder's portfolio" is BFEB's weight in each manager's 13F, not the share of Innovator U.S. Equity Buffer the manager owns.