INNOVATOR U.S. EQUITY BUFFER (BFEB) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY BUFFER (BFEB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Talon Private Wealth, Llc, Penserra Capital Management Llc, Gts Financial, Llc, Osaic Holdings, Inc., and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+192,350192,350$10.13MQ2 2026Sep 11, 2026
Beacon Pointe Advisors, LlcSell-2,912-6.2%44,177$2.33MQ2 2026Aug 18, 2026
Fsa Advisors, Inc.Sell-1,021-3.0%33,474$1.76MQ2 2026Aug 17, 2026
Gts Financial, LlcSell-63,370-84.5%11,588$517.40KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+34,357+20.7%199,947$10.53MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+16,364+279.2%22,225$1.17MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+7,652+5.7%141,053$7.43MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+4,443+26.2%21,403$1.13MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-3,752-5.4%65,991$3.47MQ2 2026Aug 14, 2026
Bellwether Advisors, LlcSell-1,688-2.5%66,453$3.50MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+542542$28.53KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+4646$2.42KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-30-13.3%196$10.32KQ2 2026Aug 14, 2026
Barclays PlcBuy+11$53.00Q2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+76,274+18.0%500,843$26.36MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+7,0097,009$368.97KQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsSell-825-9.4%7,929$417.40KQ2 2026Aug 13, 2026
Trek Financial, LlcSell-793-4.5%16,795$884.12KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+205+1.9%10,883$572.90KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+4+0.1%2,810$147.92KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+3,438+5.5%65,502$3.45MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+1,2341,234$64.64KQ2 2026Aug 12, 2026
First Commonwealth Financial CorpSell-820-6.1%12,651$665.98KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-153-2.8%5,241$275.90KQ2 2026Aug 12, 2026
Arax Advisory PartnersBuy+938+7.8%13,019$685.35KQ2 2026Aug 10, 2026
Arkadios Wealth AdvisorsBuy+347+1.5%23,798$1.25MQ2 2026Aug 10, 2026
Ballast Rock Private Wealth LlcSell-231-1.9%11,649$613.25KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+13,713+30.1%59,290$3.12MQ2 2026Aug 07, 2026
Sigma Planning CorpSell-688-8.7%7,262$382.29KQ2 2026Aug 07, 2026
Lpl Financial LlcSell-119-0.2%47,560$2.50MQ2 2026Aug 07, 2026
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Frequently asked questions about BFEB activity

  • Which institutional owners are buying BFEB?

    Institutional owners buying BFEB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BFEB activity?

    "Buy" means an investor increased their reported position in BFEB compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY BUFFER (BFEB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BFEB increasing?

    Institutional interest in BFEB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.