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 | 689,839 | 32,906 | 0.38% | 0.04% | 1 | +625,375 | 970.12% | Q1 2026 | Apr 16, 2026 |
| Penserra Capital Management LLC | History | Added to | 424,569 | 20,252 | 0.24% | 0.22% | 2 | +42,444 | 11.11% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 165,590 | 7,898 | 0.01% | 0.01% | 3 | -24,979 | -13.11% | Q1 2026 | May 15, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 141,346 | 6,742 | 0.69% | 0.66% | 4 | -15 | -0.01% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Added to | 133,401 | 6,363 | 0.01% | 0.0% | 5 | +80,244 | 150.96% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 114,650 | 5,469 | 0.0% | 0.0% | 6 | +78,781 | 219.64% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 86,791 | 4,140 | 0.01% | 0.0% | 7 | +16,109 | 22.79% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 76,458 | 3,647 | 0.0% | 0.0% | 8 | +754 | 1.0% | Q1 2026 | May 05, 2026 |
| My Personal CFO, LLC | History | Added to | 73,685 | 3,514 | 1.54% | 1.39% | 9 | +5,370 | 7.86% | Q1 2026 | Apr 21, 2026 |
| McAlister, Sweet & Associates, Inc. | History | New | 69,990 | 3,338 | 2.08% | — | 10 | +69,990 | New | Q1 2026 | Apr 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 69,743 | 3,326 | 0.0% | 0.0% | 11 | +22,851 | 48.73% | Q1 2026 | May 14, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 68,141 | 3,250 | 0.55% | 0.53% | 12 | -100 | -0.15% | Q1 2026 | May 12, 2026 |
| GTS FINANCIAL, LLC | History | New | 74,958 | 3,113 | 2.47% | — | 13 | +74,958 | New | Q1 2026 | May 19, 2026 |
| Cetera Investment Advisers | History | Added to | 62,064 | 2,960 | 0.0% | 0.0% | 14 | +1,213 | 1.99% | Q1 2026 | May 13, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 57,557 | 2,745 | 1.69% | 1.47% | 15 | +12,960 | 29.06% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 47,679 | 2,274 | 0.0% | 0.0% | 16 | +17,076 | 55.8% | Q1 2026 | May 06, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 47,690 | 2,274 | 0.62% | 0.67% | 17 | +92 | 0.19% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 47,089 | 2,246 | 0.01% | 0.01% | 18 | +14,701 | 45.39% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 45,779 | 2,205 | 0.13% | 0.12% | 19 | +3,972 | 9.5% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 45,577 | 2,174 | 0.01% | 0.01% | 20 | -6,781 | -12.95% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,738 | 1,752 | 0.01% | 0.01% | 21 | +9,458 | 34.67% | Q1 2026 | Apr 30, 2026 |
| Lantz Financial LLC | History | Added to | 35,345 | 1,686 | 0.35% | 0.17% | 22 | +19,097 | 117.53% | Q1 2026 | Apr 09, 2026 |
| Chris Bulman Inc | History | Added to | 34,488 | 1,645 | 0.72% | 0.46% | 24 | +13,121 | 61.41% | Q1 2026 | Apr 13, 2026 |
| FSA Advisors, Inc. | History | Reduced | 34,495 | 1,645 | 1.08% | 1.17% | 23 | -164 | -0.47% | Q1 2026 | May 06, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 34,473 | 1,644 | 0.55% | 0.64% | 25 | -2,940 | -7.86% | Q1 2026 | May 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 33,404 | 1,593 | 0.23% | 0.24% | 26 | -259 | -0.77% | Q1 2026 | May 11, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 33,087 | 1,578 | 0.39% | 0.4% | 27 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 30,210 | 1,441 | 0.48% | 0.52% | 28 | -2,093 | -6.48% | Q1 2026 | Apr 09, 2026 |
| Spire Wealth Management | History | Added to | 28,450 | 1,357 | 0.05% | 0.02% | 29 | +13,796 | 94.14% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | New | 23,451 | 1,118 | 0.02% | — | 30 | +23,451 | New | Q1 2026 | May 18, 2026 |
| Strategic Blueprint, LLC | History | Added to | 20,361 | 971 | 0.06% | 0.04% | 31 | +5,031 | 32.82% | Q1 2026 | Apr 29, 2026 |
| Weaver Consulting Group | History | Added to | 18,885 | 900 | 0.21% | 0.18% | 32 | +3,332 | 21.42% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 18,642 | 889 | 0.0% | 0.0% | 33 | +21 | 0.11% | Q1 2026 | May 08, 2026 |
| Trek Financial, LLC | History | Added to | 17,588 | 838 | 0.04% | 0.03% | 34 | +6,354 | 56.56% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 17,009 | 811 | 0.0% | 0.0% | 35 | +4,663 | 37.77% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 16,960 | 809 | 0.01% | 0.02% | 36 | +3,380 | 24.89% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | New | 16,700 | 796 | 0.0% | — | 37 | +16,700 | New | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 16,292 | 777 | 0.1% | — | 38 | +16,292 | New | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,727 | 750 | 0.0% | 0.0% | 39 | -2,235 | -12.44% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 15,329 | 731 | 0.02% | 0.01% | 40 | +8,226 | 115.81% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | New | 15,226 | 726 | 0.05% | — | 41 | +15,226 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 14,903 | 710 | 0.01% | 0.01% | 42 | +1,592 | 11.96% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,358 | 685 | 0.0% | 0.0% | 43 | +9,190 | 177.83% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,231 | 679 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BCS Wealth Management | History | Reduced | 13,712 | 654 | 0.13% | 0.13% | 45 | -13,686 | -49.95% | Q1 2026 | Apr 17, 2026 |
| Three Seasons Wealth, LLC | History | No change | 13,515 | 644 | 0.25% | 0.06% | 46 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 13,471 | 642 | 0.1% | 0.11% | 47 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 12,081 | 576 | 0.02% | 0.02% | 48 | -152 | -1.24% | Q1 2026 | May 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 11,880 | 566 | 0.31% | 0.31% | 49 | +1,801 | 17.87% | Q1 2026 | Apr 16, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,994 | 524 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | Reduced | 10,733 | 511 | 0.13% | 0.13% | 51 | -314 | -2.84% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,678 | 509 | 0.01% | 0.01% | 52 | +2,587 | 31.97% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,471 | 499 | 0.0% | — | 53 | +10,471 | New | Q1 2026 | May 15, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 9,645 | 460 | 0.11% | 0.15% | 54 | -3,555 | -26.93% | Q1 2026 | Apr 17, 2026 |
| CRA Financial Services, LLC | History | Reduced | 9,363 | 446 | 0.06% | 0.06% | 56 | -230 | -2.4% | Q1 2026 | Apr 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 9,359 | 446 | 0.0% | 0.0% | 55 | -100 | -1.06% | Q1 2026 | May 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 8,754 | 417 | 0.02% | 0.02% | 57 | -100 | -1.13% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | No change | 8,633 | 411 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,482 | 404 | 0.01% | 0.01% | 59 | +402 | 4.98% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 7,950 | 379 | 0.01% | 0.01% | 60 | +187 | 2.41% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | No change | 7,535 | 359 | 0.0% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 7,365 | 351 | 0.08% | 0.07% | 62 | +465 | 6.74% | Q1 2026 | May 13, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 7,341 | 350 | 0.1% | 0.11% | 63 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,417 | 326 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 6,776 | 323 | 0.02% | 0.02% | 65 | -16 | -0.24% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 6,717 | 320 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | New | 6,454 | 307 | 0.02% | — | 67 | +6,454 | New | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 5,900 | 300 | 0.17% | — | 68 | +5,900 | New | Q1 2026 | May 19, 2026 |
| CORRADO ADVISORS, LLC | History | New | 6,238 | 297 | 0.15% | — | 69 | +6,238 | New | Q1 2026 | Apr 30, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 6,000 | 295 | 0.04% | 0.04% | 71 | -397 | -6.21% | Q1 2026 | Apr 22, 2026 |
| Bluesphere Advisors LLC | History | No change | 6,200 | 295 | 0.1% | 0.13% | 70 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 6,099 | 290 | 0.01% | — | 72 | +6,099 | New | Q1 2026 | Apr 08, 2026 |
| IMG Wealth Management, Inc. | History | New | 6,028 | 287 | 0.18% | — | 73 | +6,028 | New | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | New | 5,947 | 283 | 0.02% | — | 74 | +5,947 | New | Q1 2026 | Apr 15, 2026 |
| Fortune Financial Group, Inc. | History | No change | 5,900 | 281 | 0.25% | 0.29% | 75 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,861 | 279 | 0.0% | 0.0% | 76 | -2,764 | -32.05% | Q1 2026 | May 15, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 5,747 | 274 | 0.13% | — | 77 | +5,747 | New | Q1 2026 | Apr 28, 2026 |
| Orion Capital Management LLC | History | No change | 5,500 | 262 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,394 | 257 | 0.0% | 0.0% | 79 | +3,043 | 129.43% | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 4,597 | 223 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TrustBank | History | New | 4,600 | 219 | 0.08% | — | 81 | +4,600 | New | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,497 | 214 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | New | 4,484 | 213 | 0.06% | — | 83 | +4,484 | New | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,369 | 208 | 0.0% | — | 84 | +4,369 | New | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | No change | 4,000 | 190 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,537 | 168 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,075 | 146 | 0.0% | 0.0% | 87 | -427 | -12.19% | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,950 | 140 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,812 | 134 | 0.14% | 0.14% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,806 | 133 | 0.0% | 0.0% | 90 | +1,691 | 151.66% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | No change | 2,000 | 95 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | No change | 1,600 | 76 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,500 | 71 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,134 | 54 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 862 | 41 | 0.01% | — | 95 | +862 | New | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | New | 690 | 32 | 0.0% | — | 96 | +690 | New | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 600 | 29 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 530 | 25 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Larson Financial Group LLC | History | No change | 226 | 10 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 106 | 5 | 0.0% | 0.0% | 100 | -56 | -34.57% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 61 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -12,510 | -100.0% | Q1 2026 | May 13, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,528 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | May 04, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -247 | -100.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 05, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 15, 2026 |