INNOVATOR EQ MNG 100 BFR ETF (BFRZ) Institutional Ownership Changes & 13F Activity

INNOVATOR EQ MNG 100 BFR ETF (BFRZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cwm, Llc, Orion Porfolio Solutions, Llc, Vanweelden Wealth Management, Llc, Visionary Wealth Advisors, and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Harbour Investments, Inc.Sell-54,585-74.0%19,150$504.80KQ1 2026May 15, 2026
Morgan StanleyBuy+34,309—34,309$904.38KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+20,687+237.4%29,402$775.04KQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+18,299—18,299$482.36KQ1 2026May 15, 2026
Focus Partners WealthBuy+14,280—14,280$376.42KQ1 2026May 15, 2026
Journey Retirement Planning & Investment Management LlcBuy+14,169—14,169$373.50KQ1 2026May 15, 2026
Inspire Advisors, LlcBuy+12,223—12,223$322.20KQ1 2026May 15, 2026
Cwm, LlcBuy+339,308+316.3%446,576$11.77MQ1 2026May 14, 2026
Orion Porfolio Solutions, LlcBuy+167,925+640.1%194,160$5.12MQ1 2026May 13, 2026
Visionary Wealth AdvisorsBuy+142,682+103.5%280,589$7.40MQ1 2026May 13, 2026
Ae Wealth Management LlcBuy+6,704—6,704$176.72KQ1 2026May 13, 2026
Cetera Investment AdvisersBuy+5,576+17.5%37,390$985.60KQ1 2026May 13, 2026
Vanweelden Wealth Management, LlcSell-157,264-29.2%381,918$10.07MQ1 2026May 12, 2026
Planwiser Financial, LlcBuy+50,268—50,268$1.33MQ1 2026May 12, 2026
Ausdal Financial Partners, Inc.Buy+13,148—13,148$346.58KQ1 2026May 12, 2026
Advyzon Investment Management, LlcBuy+12,930—12,930$340.83KQ1 2026May 12, 2026
Jane Street Group, LlcBuy+10,137+40.1%35,423$933.75KQ1 2026May 12, 2026
Red Reef Advisors LlcBuy+4,140—4,140$109.13KQ1 2026May 12, 2026
Ashton Thomas Private Wealth, LlcSell-9,769-27.8%25,426$670.23KQ1 2026May 11, 2026
Maia Wealth LlcSell-4,821-5.7%79,332$2.09MQ1 2026May 08, 2026
Legacy Wealth Managment, Llc/IdBuy+6,601—6,601$174.00KQ1 2026May 07, 2026
Atria Investments, IncBuy+35,544—35,544$936.94KQ1 2026May 05, 2026
Independent Financial Group, LlcBuy+2,245+16.6%15,732$414.70KQ1 2026May 05, 2026
Ubs Group AgBuy+1,389—1,389$36.61KQ1 2026May 05, 2026
Envestnet Asset Management IncSell-81,976-15.4%449,502$11.85MQ1 2026May 04, 2026
Mml Investors Services, LlcBuy+26,355—26,355$694.71KQ1 2026May 04, 2026
Vantage Point Financial LlcBuy+9,741—9,741$256.77KQ1 2026May 04, 2026
Wealthgarden F.S. LlcBuy+9,641+88.3%20,565$542.10KQ1 2026May 04, 2026
Sigma Planning CorpBuy+5,023+3.0%173,818$4.58MQ1 2026May 04, 2026
Sovran Advisors, LlcBuy+516+1.4%37,451$989.86KQ1 2026May 01, 2026
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Frequently asked questions about BFRZ activity

  • Which institutional owners are buying BFRZ?

    Institutional owners buying BFRZ 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 BFRZ activity?

    "Buy" means an investor increased their reported position in BFRZ compared to the prior reporting period. This reflects growing exposure to INNOVATOR EQ MNG 100 BFR ETF (BFRZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BFRZ increasing?

    Institutional interest in BFRZ 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.