Innovator ETFs Trust - BFEB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | Added to | 971,141 | 51,122 | 0.51% | 0.38% | 1 | +281,302 | 40.78% | Q2 2026 | Jul 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 500,843 | 26,365 | 0.2% | 0.24% | 2 | +76,274 | 17.97% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 199,947 | 10,525 | 0.01% | 0.01% | 3 | +34,357 | 20.75% | Q2 2026 | Aug 14, 2026 |
| Talon Private Wealth, LLC | History | New | 192,350 | 10,125 | 1.18% | — | 4 | +192,350 | New | Q2 2026 | Sep 11, 2026 |
| Cerity Partners LLC | History | Added to | 141,053 | 7,425 | 0.01% | 0.01% | 5 | +7,652 | 5.74% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 112,867 | 5,941 | 0.0% | 0.0% | 6 | -1,783 | -1.56% | Q2 2026 | Aug 03, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 95,648 | 5,035 | 0.46% | 0.69% | 7 | -45,698 | -32.33% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 76,735 | 4,039 | 0.01% | 0.01% | 8 | -10,056 | -11.59% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 76,458 | 4,024 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| My Personal CFO, LLC | History | Reduced | 72,470 | 3,814 | 1.49% | 1.54% | 10 | -1,215 | -1.65% | Q2 2026 | Jul 21, 2026 |
| McAlister, Sweet & Associates, Inc. | History | No change | 69,990 | 3,684 | 1.97% | 2.08% | 11 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 66,453 | 3,498 | 0.52% | 0.55% | 12 | -1,688 | -2.48% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 65,991 | 3,473 | 0.0% | 0.0% | 13 | -3,752 | -5.38% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 65,502 | 3,448 | 0.0% | 0.0% | 14 | +3,438 | 5.54% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 59,290 | 3,121 | 0.01% | 0.01% | 15 | +13,713 | 30.09% | Q2 2026 | Aug 07, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 56,888 | 2,994 | 1.81% | 1.69% | 16 | -669 | -1.16% | Q2 2026 | Jul 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 47,613 | 2,506 | 0.63% | 0.62% | 17 | -77 | -0.16% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Reduced | 47,560 | 2,503 | 0.0% | 0.0% | 18 | -119 | -0.25% | Q2 2026 | Aug 07, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 44,786 | 2,357 | 0.13% | 0.13% | 19 | -993 | -2.17% | Q2 2026 | Jul 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 44,177 | 2,325 | 0.01% | 0.01% | 20 | -2,912 | -6.18% | Q2 2026 | Aug 18, 2026 |
| Lantz Financial LLC | History | Reduced | 35,179 | 1,851 | 0.34% | 0.35% | 21 | -166 | -0.47% | Q2 2026 | Jul 09, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 34,338 | 1,807 | 0.5% | 0.55% | 22 | -135 | -0.39% | Q2 2026 | Jul 27, 2026 |
| FSA Advisors, Inc. | History | Reduced | 33,474 | 1,762 | 0.81% | 1.08% | 23 | -1,021 | -2.96% | Q2 2026 | Aug 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 33,334 | 1,754 | 0.22% | 0.23% | 24 | -70 | -0.21% | Q2 2026 | Aug 05, 2026 |
| Chris Bulman Inc | History | Reduced | 33,166 | 1,745 | 0.64% | 0.72% | 25 | -1,322 | -3.83% | Q2 2026 | Jul 22, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 33,087 | 1,741 | 0.38% | 0.39% | 26 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 30,210 | 1,590 | 0.46% | 0.48% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 29,481 | 1,551 | 0.01% | 0.01% | 28 | -7,257 | -19.75% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | Added to | 28,958 | 1,524 | 0.05% | 0.05% | 29 | +508 | 1.79% | Q2 2026 | Jul 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 23,798 | 1,252 | 0.02% | 0.02% | 30 | +347 | 1.48% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 22,225 | 1,169 | 0.0% | 0.0% | 31 | +16,364 | 279.2% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 21,568 | 1,135 | 0.06% | 0.06% | 32 | +1,207 | 5.93% | Q2 2026 | Jul 23, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 21,403 | 1,126 | 0.02% | 0.01% | 33 | +4,443 | 26.2% | Q2 2026 | Aug 14, 2026 |
| Weaver Consulting Group | History | No change | 18,885 | 994 | 0.2% | 0.21% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 18,642 | 981 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | Added to | 17,091 | 899 | 0.0% | 0.0% | 36 | +82 | 0.48% | Q2 2026 | Aug 03, 2026 |
| Trek Financial, LLC | History | Reduced | 16,795 | 884 | 0.04% | 0.04% | 37 | -793 | -4.51% | Q2 2026 | Aug 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 16,091 | 847 | 0.09% | 0.1% | 38 | -201 | -1.23% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 15,727 | 828 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 14,953 | 787 | 0.01% | 0.01% | 40 | +50 | 0.34% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,471 | 762 | 0.0% | 0.0% | 41 | +240 | 1.69% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 14,358 | 755 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 15,226 | 726 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BCS Wealth Management | History | No change | 13,712 | 721 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Three Seasons Wealth, LLC | History | No change | 13,515 | 711 | 0.06% | 0.25% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 13,019 | 685 | 0.0% | 0.02% | 46 | +938 | 7.76% | Q2 2026 | Aug 10, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 12,651 | 665 | 0.09% | 0.1% | 47 | -820 | -6.09% | Q2 2026 | Aug 12, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 11,649 | 613 | 0.28% | 0.31% | 48 | -231 | -1.94% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,994 | 578 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,883 | 572 | 0.01% | 0.01% | 50 | +205 | 1.92% | Q2 2026 | Aug 13, 2026 |
| COFG Advisors, LLC | History | No change | 10,733 | 565 | 0.1% | 0.13% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS FINANCIAL, LLC | History | Reduced | 11,588 | 517 | 0.38% | 2.47% | 52 | -63,370 | -84.54% | Q2 2026 | Aug 14, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 9,645 | 507 | 0.11% | 0.11% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,359 | 492 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CRA Financial Services, LLC | History | No change | 9,363 | 492 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Financial Network, Inc. | History | No change | 8,633 | 454 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Visionary Wealth Advisors | History | Reduced | 7,929 | 417 | 0.02% | 0.02% | 57 | -825 | -9.42% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 7,535 | 396 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Wealth Services, LLC | History | No change | 7,365 | 387 | 0.07% | 0.08% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 7,341 | 386 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sigma Planning Corp | History | Reduced | 7,262 | 382 | 0.01% | 0.01% | 61 | -688 | -8.65% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 7,009 | 368 | 0.0% | — | 62 | +7,009 | New | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,986 | 367 | 0.01% | 0.02% | 63 | -8,343 | -54.43% | Q2 2026 | Jul 06, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 6,948 | 365 | 0.02% | 0.02% | 64 | +1,001 | 16.83% | Q2 2026 | Jul 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 6,761 | 355 | 0.02% | 0.02% | 65 | -15 | -0.22% | Q2 2026 | Jul 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,736 | 354 | 0.01% | 0.01% | 66 | +19 | 0.28% | Q2 2026 | Jul 29, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,680 | 351 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 6,600 | 350 | 0.18% | 0.17% | 68 | +700 | 11.86% | Q2 2026 | Jul 29, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,452 | 339 | 0.01% | 0.02% | 69 | -2 | -0.03% | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,417 | 336 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 6,221 | 327 | 0.15% | 0.15% | 71 | -17 | -0.27% | Q2 2026 | Jul 29, 2026 |
| Bluesphere Advisors LLC | History | No change | 6,200 | 326 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 6,099 | 321 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Accurate Wealth Management, LLC | History | No change | 6,000 | 318 | 0.03% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 6,028 | 317 | 0.18% | 0.18% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortune Financial Group, Inc. | History | No change | 5,900 | 310 | 0.24% | 0.25% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Orion Capital Management LLC | History | No change | 5,500 | 289 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,482 | 288 | 0.0% | 0.01% | 78 | -3,000 | -35.37% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,241 | 275 | 0.0% | 0.0% | 79 | -153 | -2.84% | Q2 2026 | Aug 12, 2026 |
| TrustBank | History | No change | 4,600 | 242 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Assets Advisory, LLC | History | New | 4,579 | 240 | 0.05% | — | 81 | +4,579 | New | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,497 | 236 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterloo Capital, L.P. | History | New | 4,399 | 231 | 0.01% | — | 83 | +4,399 | New | Q2 2026 | Jul 29, 2026 |
| Diligent Investors, LLC | History | New | 4,150 | 218 | 0.05% | — | 84 | +4,150 | New | Q2 2026 | Jul 24, 2026 |
| Anfield Capital Management, LLC | History | No change | 4,484 | 213 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | No change | 4,000 | 210 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,537 | 186 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 3,075 | 161 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,950 | 155 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,812 | 148 | 0.15% | 0.14% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,810 | 147 | 0.0% | 0.0% | 91 | +4 | 0.14% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 2,000 | 105 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthShield Partners, LLC | History | No change | 1,600 | 84 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,500 | 78 | 0.02% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,234 | 64 | 0.0% | — | 95 | +1,234 | New | Q2 2026 | Aug 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,134 | 59 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 862 | 45 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 690 | 36 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 542 | 28 | 0.0% | — | 99 | +542 | New | Q2 2026 | Aug 14, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 280 | 14 | 0.01% | 0.01% | 100 | -300 | -51.72% | Q2 2026 | Sep 11, 2026 |
| Crews Bank & Trust | History | New | 200 | 10 | 0.0% | — | 102 | +200 | New | Q2 2026 | Jul 16, 2026 |
| Larson Financial Group LLC | History | Reduced | 196 | 10 | 0.0% | 0.0% | 101 | -30 | -13.27% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 61 | 3 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 46 | 2 | 0.0% | — | 104 | +46 | New | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,700 | -100.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,471 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -5,747 | -100.0% | Q2 2026 | Aug 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,369 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 14, 2026 |