BFRZ Institutional Ownership & Shareholders
INNOVATOR EQ MNG 100 BFR ETF (BFRZ) is currently held by 51 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $91.12M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Cwm, Llc is currently the largest disclosed institutional shareholder of BFRZ tracked by InsiderSet, reporting ownership valued at approximately $11.77M in its March 31, 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 $12.01M, representing an estimated gain of +2.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed BFRZ value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Visionary Wealth Advisors, Triad Wealth Partners, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR EQ MNG 100 BFR ETF (BFRZ).
This page ranks the largest institutional BFRZ 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
51
Total Reported Value
$91.12M
Largest Holder
Cwm, Llc
Largest Position
$11.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.03% | 446,576 | $11,771,748 | $12,008,429 | +$236,681 | +2.01% | |
| Visionary Wealth Advisors | 0.39% | 365,898 | $9,890,223 | $9,838,997 | -$51,226 | -0.52% | |
| Triad Wealth Partners, Llc | 0.42% | 278,733 | $7,545,301 | $7,495,130 | -$50,171 | -0.66% | |
| Orion Porfolio Solutions, Llc | 0.05% | 253,350 | $6,848,051 | $6,812,582 | -$35,470 | -0.52% | |
| Signal Advisors Wealth, Llc | 0.21% | 173,143 | $4,686,989 | $4,655,815 | -$31,174 | -0.67% | |
| Brookstone Capital Management | 0.05% | 170,813 | $4,623,908 | $4,593,162 | -$30,746 | -0.66% | |
| Sigma Planning Corp | 0.12% | 169,523 | $4,586,127 | $4,558,473 | -$27,654 | -0.60% | |
| Kestra Advisory Services, Llc | 0.01% | 169,023 | $4,575,455 | $4,545,028 | -$30,427 | -0.66% | |
| Balance Wealth, Llc | 1.00% | 154,146 | $4,172,733 | $4,144,986 | -$27,747 | -0.66% | |
| Signaturefd, Llc | 0.04% | 101,444 | $2,746,089 | $2,727,829 | -$18,260 | -0.66% | |
| Envestnet Asset Management Inc | 0.00% | 94,129 | $2,544,305 | $2,531,129 | -$13,176 | -0.52% | |
| Maia Wealth Llc | 0.30% | 80,123 | $2,168,941 | $2,154,507 | -$14,434 | -0.67% | |
| Lord & Richards Wealth Management, Llc | 1.61% | 77,808 | $2,106,262 | $2,092,257 | -$14,005 | -0.66% | |
| Encompass More Asset Management | 0.29% | 75,044 | $2,031,444 | $2,017,933 | -$13,511 | -0.67% | |
| Atria Investments, Inc | 0.01% | 53,580 | $1,450,413 | $1,440,766 | -$9,647 | -0.67% | |
| Planwiser Financial, Llc | 0.98% | 52,368 | $1,415,507 | $1,408,176 | -$7,331 | -0.52% | |
| Mml Investors Services, Llc | 0.00% | 48,186 | $1,302,468 | $1,295,722 | -$6,746 | -0.52% | |
| Axxcess Wealth Management, Llc | 0.05% | 47,312 | $1,280,736 | $1,272,220 | -$8,516 | -0.66% | |
| Osaic Holdings, Inc. | 0.00% | 40,434 | $1,092,919 | $1,087,270 | -$5,649 | -0.52% | |
| Cetera Investment Advisers | 0.00% | 38,011 | $1,027,450 | $1,022,116 | -$5,334 | -0.52% | |
| Lpl Financial Llc | 0.00% | 36,245 | $979,702 | $974,628 | -$5,074 | -0.52% | |
| Sovran Advisors, Llc | 0.06% | 32,788 | $892,174 | $881,669 | -$10,505 | -1.18% | |
| B.O.S.S. Retirement Advisors, Llc | 0.26% | 32,920 | $891,136 | $885,219 | -$5,917 | -0.66% | |
| Susquehanna International Group, Llp | 0.00% | 30,037 | $811,900 | $807,695 | -$4,205 | -0.52% | |
| Independent Financial Group, Llc | 0.01% | 26,453 | $716,083 | $711,321 | -$4,762 | -0.66% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.03% | 25,951 | $702,494 | $697,822 | -$4,672 | -0.67% | |
| Newcorp Financial Services, Inc. | 0.44% | 21,682 | $586,937 | $583,029 | -$3,908 | -0.67% | |
| Wealthgarden F.S. Llc | 0.31% | 20,540 | $555,185 | $552,321 | -$2,864 | -0.52% | |
| Atx Financial Planning, Llc | 0.35% | 20,448 | $553,536 | $549,847 | -$3,689 | -0.67% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 20,086 | $543,736 | $540,113 | -$3,623 | -0.67% | |
| Inspire Advisors, Llc | 0.03% | 18,004 | $486,648 | $484,128 | -$2,520 | -0.52% | |
| Merit Financial Group, Llc | 0.00% | 17,567 | $474,842 | $472,377 | -$2,465 | -0.52% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 15,132 | $414,617 | $406,899 | -$7,718 | -1.86% | |
| Journey Retirement Planning & Investment Management Llc | 0.30% | 15,302 | $414,233 | $411,471 | -$2,762 | -0.67% | |
| Focus Partners Wealth | 0.00% | 14,280 | $385,988 | $383,989 | -$1,999 | -0.52% | |
| World Investment Advisors | 0.01% | 14,515 | $383,215 | $390,308 | +$7,093 | +1.85% | |
| Advyzon Investment Management, Llc | 0.03% | 13,571 | $366,837 | $364,924 | -$1,913 | -0.52% | |
| Principal Securities, Inc. | 0.00% | 13,264 | $358,526 | $356,669 | -$1,857 | -0.52% | |
| Ausdal Financial Partners, Inc. | 0.01% | 13,200 | $356,796 | $354,948 | -$1,848 | -0.52% | |
| Accurate Wealth Management, Llc | 0.03% | 12,995 | $356,577 | $349,436 | -$7,141 | -2.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,606 | $341,260 | $338,975 | -$2,285 | -0.67% | |
| Range Financial Group Llc | 0.09% | 11,877 | $321,510 | $319,373 | -$2,137 | -0.66% | |
| Vantage Point Financial Llc | 0.10% | 11,766 | $318,035 | $316,388 | -$1,647 | -0.52% | |
| Old Mission Capital Llc | 0.01% | 11,674 | $315,548 | $313,914 | -$1,634 | -0.52% | |
| Jane Street Group, Llc | 0.00% | 8,314 | $224,727 | $223,563 | -$1,164 | -0.52% | |
| Bridgeport Financial Solutions, Llc | 0.05% | 7,506 | $203,187 | $201,836 | -$1,351 | -0.66% | |
| Harbour Investments, Inc. | 0.00% | 5,003 | $135,231 | $134,531 | -$700 | -0.52% | |
| Red Reef Advisors Llc | 0.10% | 4,140 | $111,904 | $111,325 | -$579 | -0.52% | |
| Farther Finance Advisors, Llc | 0.00% | 1,838 | $49,755 | $49,424 | -$331 | -0.67% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 101,705 | $2,753 | $2,734,847 | +$2,732,094 | +99240.63% |
Frequently asked questions about BFRZ
Who are the largest institutional holders of BFRZ?
The largest institutional holders of BFRZ reported in the latest SEC Form 13F filings include Cwm, Llc, Visionary Wealth Advisors, Triad Wealth Partners, Llc, Orion Porfolio Solutions, Llc, and Signal Advisors Wealth, Llc. InsiderSet ranks institutional holders by their latest reported BFRZ position.
What is BFRZ institutional ownership?
This page tracks BFRZ positions reported by institutional investment managers through SEC Form 13F. INNOVATOR EQ MNG 100 BFR ETF (BFRZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BFRZ?
InsiderSet currently tracks 51 institutional managers reporting BFRZ 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 BFRZ shareholders.
How much BFRZ stock do institutions own?
Institutional investment managers disclosed approximately $91.12M in BFRZ holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BFRZ institutional ownership last updated?
The latest BFRZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 BFRZ 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 BFRZ position after the reporting date.
Are institutions buying or selling BFRZ?
Institutional buying and selling can be analyzed by comparing BFRZ positions across consecutive 13F reporting periods. InsiderSet's BFRZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BFRZ ownership changes.
How has BFRZ institutional ownership changed over time?
InsiderSet tracks BFRZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.