BFEB Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY BUFFER (BFEB) is currently held by 102 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $155.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Penserra Capital Management Llc is currently the largest disclosed institutional shareholder of BFEB tracked by InsiderSet, reporting ownership valued at approximately $26.36M 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 $26.93M, representing an estimated gain of +2.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed BFEB value among the investors covered in this analysis. Major shareholders include Penserra Capital Management Llc, Osaic Holdings, Inc., Talon Private Wealth, 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
$155.07M
Largest Holder
Penserra Capital Management Llc
Largest Position
$26.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Penserra Capital Management Llc | 0.20% | 500,843 | $26,365,000 | $26,925,320 | +$560,320 | +2.13% | |
| Osaic Holdings, Inc. | 0.01% | 199,947 | $10,525,206 | $10,749,151 | +$223,945 | +2.13% | |
| Talon Private Wealth, Llc | 1.18% | 192,350 | $10,125,708 | $10,340,736 | +$215,028 | +2.12% | |
| Cerity Partners Llc | 0.01% | 141,053 | $7,425,326 | $7,583,009 | +$157,683 | +2.12% | |
| Envestnet Asset Management Inc | 0.00% | 112,867 | $5,941,556 | $6,067,730 | +$126,174 | +2.12% | |
| Berkshire Money Management, Inc. | 0.45% | 95,512 | $5,163,064 | $5,134,725 | -$28,339 | -0.55% | |
| Brookstone Capital Management | 0.04% | 78,444 | $4,240,424 | $4,217,149 | -$23,275 | -0.55% | |
| My Personal Cfo, Llc | 1.37% | 70,575 | $3,815,052 | $3,794,112 | -$20,940 | -0.55% | |
| Mcalister, Sweet & Associates, Inc. | 2.39% | 69,878 | $3,777,374 | $3,756,641 | -$20,733 | -0.55% | |
| Bellwether Advisors, Llc | 0.52% | 66,453 | $3,498,225 | $3,572,513 | +$74,288 | +2.12% | |
| Raymond James Financial Inc | 0.00% | 65,991 | $3,473,904 | $3,547,676 | +$73,772 | +2.12% | |
| Cetera Investment Advisers | 0.00% | 65,502 | $3,448,148 | $3,521,388 | +$73,240 | +2.12% | |
| Commonwealth Equity Services, Llc | 0.00% | 62,600 | $3,383,950 | $3,365,376 | -$18,574 | -0.55% | |
| Mml Investors Services, Llc | 0.01% | 59,290 | $3,121,150 | $3,187,430 | +$66,280 | +2.12% | |
| Toptier Wealth Management, Llc | 1.79% | 56,623 | $3,060,853 | $3,044,052 | -$16,801 | -0.55% | |
| Concurrent Investment Advisors, Llc | 0.02% | 53,647 | $2,899,998 | $2,884,063 | -$15,935 | -0.55% | |
| Valtinson Bruner Financial Planning Llc | 0.64% | 47,608 | $2,573,531 | $2,559,406 | -$14,125 | -0.55% | |
| Lpl Financial Llc | 0.00% | 47,560 | $2,503,658 | $2,556,826 | +$53,168 | +2.12% | |
| Fragasso Financial Advisors Inc | 0.12% | 44,374 | $2,427,702 | $2,385,546 | -$42,156 | -1.74% | |
| Beacon Pointe Advisors, Llc | 0.01% | 44,177 | $2,325,550 | $2,374,956 | +$49,406 | +2.12% | |
| Lantz Financial Llc | 0.34% | 34,533 | $1,866,740 | $1,856,494 | -$10,246 | -0.55% | |
| Pca Investment Advisory Services Inc. | 0.50% | 34,278 | $1,852,941 | $1,842,785 | -$10,156 | -0.55% | |
| Blue Bell Private Wealth Management, Llc | 0.21% | 32,867 | $1,776,682 | $1,766,930 | -$9,752 | -0.55% | |
| Fsa Advisors, Inc. | 0.81% | 33,474 | $1,762,142 | $1,799,562 | +$37,420 | +2.12% | |
| Integral Investment Advisors, Inc. | 0.38% | 33,087 | $1,741,769 | $1,778,757 | +$36,988 | +2.12% | |
| Dhjj Financial Advisors, Ltd. | 0.47% | 30,190 | $1,631,972 | $1,623,014 | -$8,958 | -0.55% | |
| Kestra Advisory Services, Llc | 0.00% | 29,008 | $1,568,077 | $1,559,470 | -$8,607 | -0.55% | |
| Spire Wealth Management | 0.05% | 28,956 | $1,565,338 | $1,556,675 | -$8,663 | -0.55% | |
| Chris Bulman Inc | 0.51% | 26,813 | $1,449,422 | $1,441,467 | -$7,955 | -0.55% | |
| Arkadios Wealth Advisors | 0.02% | 23,798 | $1,252,776 | $1,279,380 | +$26,604 | +2.12% | |
| Susquehanna International Group, Llp | 0.00% | 22,225 | $1,169,971 | $1,194,816 | +$24,845 | +2.12% | |
| Old Mission Capital Llc | 0.03% | 21,403 | $1,126,698 | $1,150,625 | +$23,927 | +2.12% | |
| Weaver Consulting Group | 0.20% | 18,885 | $1,020,861 | $1,015,258 | -$5,603 | -0.55% | |
| Blair William & Co/Il | 0.00% | 18,642 | $981,354 | $1,002,194 | +$20,840 | +2.12% | |
| Strategic Blueprint, Llc | 0.05% | 17,281 | $934,154 | $929,027 | -$5,127 | -0.55% | |
| Trek Financial, Llc | 0.04% | 16,795 | $907,882 | $902,899 | -$4,983 | -0.55% | |
| Integrity Advisory Solutions, Llc | 0.09% | 15,916 | $860,366 | $855,644 | -$4,722 | -0.55% | |
| Principal Securities, Inc. | 0.01% | 14,953 | $787,157 | $803,873 | +$16,716 | +2.12% | |
| Janney Montgomery Scott Llc | 0.00% | 14,471 | $762,000 | $777,961 | +$15,961 | +2.09% | |
| United Capital Financial Advisors, Llc | 0.00% | 14,358 | $755,494 | $771,886 | +$16,392 | +2.17% | |
| Sunbelt Securities, Inc. | 0.05% | 15,226 | $726,315 | $818,550 | +$92,235 | +12.70% | |
| Bcs Wealth Management | 0.13% | 13,712 | $721,829 | $737,157 | +$15,328 | +2.12% | |
| Three Seasons Wealth, Llc | 0.06% | 13,515 | $711,458 | $726,566 | +$15,108 | +2.12% | |
| Arax Advisory Partners | 0.00% | 13,019 | $685,348 | $699,901 | +$14,553 | +2.12% | |
| First Commonwealth Financial Corp | 0.09% | 12,651 | $665,975 | $680,118 | +$14,143 | +2.12% | |
| Ballast Rock Private Wealth Llc | 0.29% | 11,492 | $621,246 | $617,810 | -$3,436 | -0.55% | |
| Snowden Capital Advisors Llc | 0.01% | 10,994 | $578,747 | $591,037 | +$12,290 | +2.12% | |
| Creativeone Wealth, Llc | 0.01% | 10,883 | $572,904 | $585,070 | +$12,166 | +2.12% | |
| Cofg Advisors, Llc | 0.10% | 10,733 | $565,007 | $577,006 | +$11,999 | +2.12% | |
| Gts Financial, Llc | 0.38% | 11,588 | $517,404 | $622,971 | +$105,567 | +20.40% |
Frequently asked questions about BFEB
Who are the largest institutional holders of BFEB?
The largest institutional holders of BFEB reported in the latest SEC Form 13F filings include Penserra Capital Management Llc, Osaic Holdings, Inc., Talon Private Wealth, Llc, Cerity Partners Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported BFEB position.
What is BFEB institutional ownership?
This page tracks BFEB positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY BUFFER (BFEB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BFEB?
InsiderSet currently tracks 102 institutional managers reporting BFEB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BFEB shareholders.
How much BFEB stock do institutions own?
Institutional investment managers disclosed approximately $155.07M in BFEB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BFEB institutional ownership last updated?
The latest BFEB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BFEB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BFEB position after the reporting date.
Are institutions buying or selling BFEB?
Institutional buying and selling can be analyzed by comparing BFEB positions across consecutive 13F reporting periods. InsiderSet's BFEB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BFEB ownership changes.
How has BFEB institutional ownership changed over time?
InsiderSet tracks BFEB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.