Innovator U.S. Equity BufferBFEBETF
13F holders, Q1 2026 (March 31)100holders +11
18new positions
7sold out
2famous investors
$47.59avg. 13F price*
At the end of Q1 2026, 100 institutions reported holding Innovator U.S. Equity Buffer (BFEB) in their 13F filings, up 11 from Q4 2025. 18 opened new positions and 7 sold out. The largest holders were Brookstone Capital Management ($32.9M), Penserra Capital Management LLC ($20.3M) and Osaic Holdings, Inc. ($7.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Innovator U.S. Equity Buffer
- CUSIP
- 45782C433
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $10.0M |
| Exits | 7 | $897K |
All 13F filers, Q4 2025 → Q1 2026: 1,239,707 shares bought and 174,133 shares sold, net +1,065,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Brookstone Capital Management | 0.38% | Add +970.1% | 689,839 | $32.9M |
| Penserra Capital Management LLC | 0.24% | Add +11.1% | 424,569 | $20.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.1% | 165,590 | $7.9M |
| Berkshire Money Management, Inc. | 0.69% | Reduce -0.0% | 141,346 | $6.7M |
| Cerity Partners LLC | 0.01% | Add +151.0% | 133,401 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +219.6% | 114,650 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +22.8% | 86,791 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 76,458 | $3.6M |
| My Personal CFO, LLC | 1.54% | Add +7.9% | 73,685 | $3.5M |
| McAlister, Sweet & Associates, Inc. | 2.08% | New | 69,990 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +48.7% | 69,743 | $3.3M |
| Bellwether Advisors, LLC | 0.55% | Reduce -0.1% | 68,141 | $3.3M |
| GTS Financial, LLC | 2.47% | — | 74,958 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +2.0% | 62,064 | $3.0M |
| TopTier Wealth Management, LLC | 1.69% | Add +29.1% | 57,557 | $2.7M |
| Valtinson Bruner Financial Planning LLC | 0.62% | Add +0.2% | 47,690 | $2.3M |
| LPL Financial LLC | 0.00% | Add +55.8% | 47,679 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +45.4% | 47,089 | $2.2M |
| Fragasso Financial Advisors Inc | 0.13% | Add +9.5% | 45,779 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -12.9% | 45,577 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +34.7% | 36,738 | $1.8M |
| Lantz Financial LLC | 0.35% | Add +117.5% | 35,345 | $1.7M |
| FSA Advisors, Inc. | 1.08% | Reduce -0.5% | 34,495 | $1.6M |
| Chris Bulman Inc | 0.72% | Add +61.4% | 34,488 | $1.6M |
| PCA Investment Advisory Services Inc. | 0.55% | Reduce -7.9% | 34,473 | $1.6M |
| Blue Bell Private Wealth Management, LLC | 0.23% | Reduce -0.8% | 33,404 | $1.6M |
| Integral Investment Advisors, Inc. | 0.39% | No change | 33,087 | $1.6M |
| DHJJ Financial Advisors, Ltd. | 0.48% | Reduce -6.5% | 30,210 | $1.4M |
| Spire Wealth Management | 0.05% | Add +94.1% | 28,450 | $1.4M |
| Arkadios Wealth Advisors | 0.02% | New | 23,451 | $1.1M |
| Strategic Blueprint, LLC | 0.06% | Add +32.8% | 20,361 | $971K |
| Weaver Consulting Group | 0.21% | Add +21.4% | 18,885 | $901K |
| Blair William & Co. | 0.00% | Add +0.1% | 18,642 | $889K |
| Trek Financial, LLC | 0.04% | Add +56.6% | 17,588 | $839K |
| AE Wealth Management LLC | 0.00% | Add +37.8% | 17,009 | $811K |
| Old Mission Capital LLC | 0.02% | Add +24.9% | 16,960 | $809K |
| Lido Advisors, LLC | 0.00% | New | 16,700 | $797K |
| Integrity Advisory Solutions, LLC | 0.10% | New | 16,292 | $777K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.4% | 15,727 | $750K |
| CoreCap Advisors, LLC | 0.02% | Add +115.8% | 15,329 | $731K |
| Sunbelt Securities, Inc. | 0.05% | New | 15,226 | $726K |
| Principal Securities, Inc. | 0.01% | Add +12.0% | 14,903 | $711K |
| United Capital Financial Advisors, LLC | 0.00% | Add +177.8% | 14,358 | $685K |
| Janney Montgomery Scott LLC | 0.00% | No change | 14,231 | $679K |
| BCS Wealth Management | 0.13% | Reduce -50.0% | 13,712 | $654K |
| Three Seasons Wealth, LLC | 0.25% | No change | 13,515 | $645K |
| First Commonwealth Financial Corp | 0.10% | No change | 13,471 | $643K |
| Arax Advisory Partners | 0.02% | Reduce -1.2% | 12,081 | $576K |
| Ballast Rock Private Wealth LLC | 0.31% | Add +17.9% | 11,880 | $567K |
| Snowden Capital Advisors LLC | 0.01% | No change | 10,994 | $524K |
| COFG Advisors, LLC | 0.13% | Reduce -2.8% | 10,733 | $512K |
| CreativeOne Wealth, LLC | 0.01% | Add +32.0% | 10,678 | $509K |
| Citadel Advisors | 0.00% | New | 10,471 | $499K |
| Outlook Wealth Advisors, LLC | 0.11% | Reduce -26.9% | 9,645 | $460K |
| CRA Financial Services, LLC | 0.06% | Reduce -2.4% | 9,363 | $447K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.1% | 9,359 | $446K |
| Visionary Wealth Advisors | 0.02% | Reduce -1.1% | 8,754 | $418K |
| Focus Financial Network, Inc. | 0.01% | No change | 8,633 | $412K |
| Mgo One Seven LLC | 0.01% | Add +5.0% | 8,482 | $405K |
| Sigma Planning Corp | 0.01% | Add +2.4% | 7,950 | $379K |
| Advisory Services Network, LLC | 0.00% | No change | 7,535 | $359K |
| Keystone Wealth Services, LLC | 0.08% | Add +6.7% | 7,365 | $351K |
| Central Valley Advisors, LLC | 0.10% | No change | 7,341 | $350K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,417 | $326K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -0.2% | 6,776 | $323K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 6,717 | $320K |
| Main Street Financial Solutions, LLC | 0.02% | New | 6,680 | $319K |
| Simplicity Wealth,LLC | 0.02% | New | 6,454 | $308K |
| Cornerstone Wealth, LLC | 0.17% | — | 5,900 | $300K |
| Corrado Advisors, LLC | 0.16% | New | 6,238 | $298K |
| Bluesphere Advisors LLC | 0.11% | No change | 6,200 | $296K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -6.2% | 6,000 | $296K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 6,099 | $291K |
| IMG Wealth Management, Inc. | 0.18% | New | 6,028 | $288K |
| AlphaStar Capital Management, LLC | 0.02% | New | 5,947 | $284K |
| Fortune Financial Group, Inc. | 0.25% | No change | 5,900 | $281K |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.0% | 5,861 | $280K |
| Blue Sky Capital Consultants Group, Inc. | 0.13% | New | 5,747 | $274K |
| Orion Capital Management LLC | 0.09% | No change | 5,500 | $262K |
| Harbour Investments, Inc. | 0.00% | Add +129.4% | 5,394 | $257K |
| TrustBank | 0.09% | New | 4,600 | $219K |
| AQR Capital Management | 0.00% | No change | 4,497 | $215K |
| Anfield Capital Management, LLC | 0.06% | New | 4,484 | $214K |
| Foundations Investment Advisors, LLC | 0.00% | New | 4,369 | $208K |
| Archer Investment Corp | 0.04% | No change | 4,000 | $191K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,537 | $169K |
| IFP Advisors, Inc | 0.00% | Reduce -12.2% | 3,075 | $147K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,950 | $141K |
| Financial Network Wealth Advisors LLC | 0.14% | No change | 2,812 | $134K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +151.7% | 2,806 | $134K |
| AlphaCore Capital LLC | 0.00% | No change | 2,000 | $95K |
| WealthShield Partners, LLC | 0.01% | No change | 1,600 | $76K |
| Global Trust Asset Management, LLC | 0.03% | No change | 1,500 | $72K |
| Integrity Financial Corp | 0.03% | No change | 1,134 | $54K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 862 | $41K |
| Fifth Third Bancorp | 0.00% | New | 690 | $33K |
| Bullseye Investment Management, LLC | 0.01% | Reduce -99.4% | 580 | $28K |
| Larson Financial Group LLC | 0.00% | No change | 226 | $11K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -34.6% | 106 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 61 | $3K |
"% 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.