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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Harbour Investments, Inc. | Sell | -54,585 | -74.0% | 19,150 | $504.80K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +34,309 | — | 34,309 | $904.38K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +20,687 | +237.4% | 29,402 | $775.04K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +18,299 | — | 18,299 | $482.36K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +14,280 | — | 14,280 | $376.42K | Q1 2026 | May 15, 2026 |
| Journey Retirement Planning & Investment Management Llc | Buy | +14,169 | — | 14,169 | $373.50K | Q1 2026 | May 15, 2026 |
| Inspire Advisors, Llc | Buy | +12,223 | — | 12,223 | $322.20K | Q1 2026 | May 15, 2026 |
| Cwm, Llc | Buy | +339,308 | +316.3% | 446,576 | $11.77M | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +167,925 | +640.1% | 194,160 | $5.12M | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | Buy | +142,682 | +103.5% | 280,589 | $7.40M | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Buy | +6,704 | — | 6,704 | $176.72K | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +5,576 | +17.5% | 37,390 | $985.60K | Q1 2026 | May 13, 2026 |
| Vanweelden Wealth Management, Llc | Sell | -157,264 | -29.2% | 381,918 | $10.07M | Q1 2026 | May 12, 2026 |
| Planwiser Financial, Llc | Buy | +50,268 | — | 50,268 | $1.33M | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +13,148 | — | 13,148 | $346.58K | Q1 2026 | May 12, 2026 |
| Advyzon Investment Management, Llc | Buy | +12,930 | — | 12,930 | $340.83K | Q1 2026 | May 12, 2026 |
| Jane Street Group, Llc | Buy | +10,137 | +40.1% | 35,423 | $933.75K | Q1 2026 | May 12, 2026 |
| Red Reef Advisors Llc | Buy | +4,140 | — | 4,140 | $109.13K | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, Llc | Sell | -9,769 | -27.8% | 25,426 | $670.23K | Q1 2026 | May 11, 2026 |
| Maia Wealth Llc | Sell | -4,821 | -5.7% | 79,332 | $2.09M | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +6,601 | — | 6,601 | $174.00K | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | Buy | +35,544 | — | 35,544 | $936.94K | Q1 2026 | May 05, 2026 |
| Independent Financial Group, Llc | Buy | +2,245 | +16.6% | 15,732 | $414.70K | Q1 2026 | May 05, 2026 |
| Ubs Group Ag | Buy | +1,389 | — | 1,389 | $36.61K | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Sell | -81,976 | -15.4% | 449,502 | $11.85M | Q1 2026 | May 04, 2026 |
| Mml Investors Services, Llc | Buy | +26,355 | — | 26,355 | $694.71K | Q1 2026 | May 04, 2026 |
| Vantage Point Financial Llc | Buy | +9,741 | — | 9,741 | $256.77K | Q1 2026 | May 04, 2026 |
| Wealthgarden F.S. Llc | Buy | +9,641 | +88.3% | 20,565 | $542.10K | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | Buy | +5,023 | +3.0% | 173,818 | $4.58M | Q1 2026 | May 04, 2026 |
| Sovran Advisors, Llc | Buy | +516 | +1.4% | 37,451 | $989.86K | Q1 2026 | May 01, 2026 |
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.