INNOVATOR U.S. EQUITY BUFFER (BFEB) Institutional Shareholders
INNOVATOR U.S. EQUITY BUFFER (BFEB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $161.08M in BFEB holdings during the latest filing period.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of BFEB tracked by InsiderSet, reporting ownership valued at approximately $51.12M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $51.44M, representing an estimated gain of +0.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed BFEB value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Osaic Holdings, Inc., Cerity Partners Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY BUFFER (BFEB).
This page ranks the largest institutional BFEB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
102
Total Reported Value
$161.08M
Largest Holder
Brookstone Capital Management
Largest Position
$51.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.51% | 971,141 | $51,122,902 | $51,436,580 | +$313,678 | +0.61% | |
| Osaic Holdings, Inc. | 0.01% | 165,590 | $7,898,667 | $8,770,491 | +$871,824 | +11.04% | |
| Cerity Partners Llc | 0.01% | 133,401 | $6,363,535 | $7,065,597 | +$702,062 | +11.03% | |
| Envestnet Asset Management Inc | 0.00% | 114,650 | $5,469,069 | $6,072,449 | +$603,380 | +11.03% | |
| Berkshire Money Management, Inc. | 0.46% | 95,648 | $5,035,112 | $5,066,006 | +$30,894 | +0.61% | |
| Commonwealth Equity Services, Llc | 0.01% | 76,735 | $4,039,490 | $4,064,277 | +$24,787 | +0.61% | |
| My Personal Cfo, Llc | 1.49% | 72,470 | $3,814,973 | $3,838,381 | +$23,408 | +0.61% | |
| Mcalister, Sweet & Associates, Inc. | 1.97% | 69,990 | $3,684,421 | $3,707,027 | +$22,606 | +0.61% | |
| Hightower Advisors, Llc | 0.00% | 76,458 | $3,647,223 | $4,049,606 | +$402,383 | +11.03% | |
| Raymond James Financial Inc | 0.00% | 69,743 | $3,326,902 | $3,693,945 | +$367,043 | +11.03% | |
| Bellwether Advisors, Llc | 0.55% | 68,141 | $3,250,482 | $3,609,095 | +$358,613 | +11.03% | |
| Gts Financial, Llc | 2.47% | 74,958 | $3,113,021 | $3,970,158 | +$857,137 | +27.53% | |
| Toptier Wealth Management, Llc | 1.81% | 56,888 | $2,994,704 | $3,013,079 | +$18,375 | +0.61% | |
| Cetera Investment Advisers | 0.00% | 62,064 | $2,960,582 | $3,287,226 | +$326,644 | +11.03% | |
| Fragasso Financial Advisors Inc | 0.13% | 44,786 | $2,357,629 | $2,372,095 | +$14,466 | +0.61% | |
| Valtinson Bruner Financial Planning Llc | 0.62% | 47,690 | $2,274,923 | $2,525,906 | +$250,983 | +11.03% | |
| Lpl Financial Llc | 0.00% | 47,679 | $2,274,398 | $2,525,323 | +$250,925 | +11.03% | |
| Beacon Pointe Advisors, Llc | 0.01% | 47,089 | $2,246,235 | $2,494,074 | +$247,839 | +11.03% | |
| Mml Investors Services, Llc | 0.01% | 45,577 | $2,174,128 | $2,413,990 | +$239,862 | +11.03% | |
| Lantz Financial Llc | 0.34% | 35,179 | $1,851,896 | $1,863,259 | +$11,363 | +0.61% | |
| Pca Investment Advisory Services Inc. | 0.50% | 34,338 | $1,807,610 | $1,818,716 | +$11,106 | +0.61% | |
| Chris Bulman Inc | 0.64% | 33,166 | $1,745,927 | $1,756,641 | +$10,714 | +0.61% | |
| Integral Investment Advisors, Inc. | 0.38% | 33,087 | $1,741,769 | $1,752,456 | +$10,687 | +0.61% | |
| Fsa Advisors, Inc. | 1.08% | 34,495 | $1,645,491 | $1,827,031 | +$181,540 | +11.03% | |
| Blue Bell Private Wealth Management, Llc | 0.23% | 33,404 | $1,593,448 | $1,769,246 | +$175,798 | +11.03% | |
| Dhjj Financial Advisors, Ltd. | 0.46% | 30,210 | $1,590,318 | $1,600,076 | +$9,758 | +0.61% | |
| Kestra Advisory Services, Llc | 0.01% | 29,481 | $1,551,942 | $1,561,464 | +$9,522 | +0.61% | |
| Spire Wealth Management | 0.05% | 28,958 | $1,524,375 | $1,533,763 | +$9,388 | +0.62% | |
| Strategic Blueprint, Llc | 0.06% | 21,568 | $1,135,385 | $1,142,351 | +$6,966 | +0.61% | |
| Arkadios Wealth Advisors | 0.02% | 23,451 | $1,118,667 | $1,242,085 | +$123,418 | +11.03% | |
| Weaver Consulting Group | 0.20% | 18,885 | $994,146 | $1,000,246 | +$6,100 | +0.61% | |
| Blair William & Co/Il | 0.00% | 18,642 | $889,266 | $987,375 | +$98,109 | +11.03% | |
| Integrity Advisory Solutions, Llc | 0.09% | 16,091 | $847,064 | $852,261 | +$5,197 | +0.61% | |
| Trek Financial, Llc | 0.04% | 17,588 | $838,988 | $931,550 | +$92,562 | +11.03% | |
| Ae Wealth Management Llc | 0.00% | 17,009 | $811,368 | $900,883 | +$89,515 | +11.03% | |
| Old Mission Capital Llc | 0.02% | 16,960 | $809,031 | $898,288 | +$89,257 | +11.03% | |
| Lido Advisors, Llc | 0.00% | 16,700 | $796,623 | $884,517 | +$87,894 | +11.03% | |
| Sunbelt Securities, Inc. | 0.05% | 15,226 | $726,315 | $806,447 | +$80,132 | +11.03% | |
| Bcs Wealth Management | 0.13% | 13,712 | $721,829 | $726,257 | +$4,428 | +0.61% | |
| Principal Securities, Inc. | 0.01% | 14,903 | $710,907 | $789,339 | +$78,432 | +11.03% | |
| United Capital Financial Advisors, Llc | 0.00% | 14,358 | $685,290 | $760,473 | +$75,183 | +10.97% | |
| Three Seasons Wealth, Llc | 0.25% | 13,515 | $644,697 | $715,823 | +$71,126 | +11.03% | |
| First Commonwealth Financial Corp | 0.10% | 13,471 | $642,598 | $713,493 | +$70,895 | +11.03% | |
| Arax Advisory Partners | 0.02% | 12,081 | $576,292 | $639,871 | +$63,579 | +11.03% | |
| Ballast Rock Private Wealth Llc | 0.31% | 11,880 | $566,727 | $629,225 | +$62,498 | +11.03% | |
| Snowden Capital Advisors Llc | 0.01% | 10,994 | $524,439 | $582,298 | +$57,859 | +11.03% | |
| Cofg Advisors, Llc | 0.13% | 10,733 | $511,986 | $568,474 | +$56,488 | +11.03% | |
| Creativeone Wealth, Llc | 0.01% | 10,678 | $509,365 | $565,561 | +$56,196 | +11.03% | |
| Citadel Advisors Llc | 0.00% | 10,471 | $499,491 | $554,598 | +$55,107 | +11.03% | |
| Cra Financial Services, Llc | 0.06% | 9,363 | $492,888 | $495,912 | +$3,024 | +0.61% |
Frequently asked questions about BFEB
Who owns the most BFEB stock?
The largest holders of BFEB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY BUFFER (BFEB).
Is BFEB widely held by superinvestors?
Many widely followed stocks like BFEB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BFEB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.