INNOVATOR U.S. EQUITY BUFFER (BNOV) Institutional Shareholders
INNOVATOR U.S. EQUITY BUFFER (BNOV) 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 $108.86M in BNOV holdings during the latest filing period.
Lantz Financial Llc is currently the largest disclosed institutional shareholder of BNOV tracked by InsiderSet, reporting ownership valued at approximately $13.18M 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 $13.24M, representing an estimated gain of +0.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed BNOV value among the investors covered in this analysis. Major shareholders include Lantz Financial Llc, Cerity Partners Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY BUFFER (BNOV).
This page ranks the largest institutional BNOV 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
91
Total Reported Value
$108.86M
Largest Holder
Lantz Financial Llc
Largest Position
$13.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lantz Financial Llc | 2.41% | 275,590 | $13,175,958 | $13,239,344 | +$63,386 | +0.48% | |
| Cerity Partners Llc | 0.01% | 211,014 | $9,078,439 | $10,137,113 | +$1,058,674 | +11.66% | |
| Commonwealth Equity Services, Llc | 0.01% | 147,328 | $7,043,750 | $7,077,637 | +$33,887 | +0.48% | |
| Envestnet Asset Management Inc | 0.00% | 147,604 | $6,350,367 | $7,090,896 | +$740,529 | +11.66% | |
| Osaic Holdings, Inc. | 0.01% | 137,838 | $5,929,837 | $6,621,738 | +$691,901 | +11.67% | |
| Lido Advisors, Llc | 0.02% | 114,760 | $4,937,319 | $5,513,070 | +$575,751 | +11.66% | |
| Raymond James Financial Inc | 0.00% | 101,549 | $4,368,942 | $4,878,414 | +$509,472 | +11.66% | |
| Mcalister, Sweet & Associates, Inc. | 2.06% | 80,480 | $3,847,749 | $3,866,259 | +$18,510 | +0.48% | |
| Cetera Investment Advisers | 0.00% | 74,710 | $3,214,248 | $3,589,068 | +$374,820 | +11.66% | |
| My Personal Cfo, Llc | 1.10% | 58,915 | $2,816,726 | $2,830,277 | +$13,551 | +0.48% | |
| Lpl Financial Llc | 0.00% | 58,742 | $2,527,257 | $2,821,966 | +$294,709 | +11.66% | |
| Three Seasons Wealth, Llc | 0.89% | 53,917 | $2,319,671 | $2,590,173 | +$270,502 | +11.66% | |
| Kestra Advisory Services, Llc | 0.01% | 38,408 | $1,836,286 | $1,845,120 | +$8,834 | +0.48% | |
| Fragasso Financial Advisors Inc | 0.10% | 37,647 | $1,799,903 | $1,808,562 | +$8,659 | +0.48% | |
| Kestra Private Wealth Services, Llc | 0.02% | 35,321 | $1,688,695 | $1,696,821 | +$8,126 | +0.48% | |
| Integral Investment Advisors, Inc. | 0.37% | 35,285 | $1,686,976 | $1,695,091 | +$8,115 | +0.48% | |
| Buska Wealth Management, Llc | 0.58% | 33,460 | $1,599,723 | $1,607,418 | +$7,695 | +0.48% | |
| Beacon Pointe Advisors, Llc | 0.01% | 35,984 | $1,548,140 | $1,728,671 | +$180,531 | +11.66% | |
| Hightower Advisors, Llc | 0.00% | 34,980 | $1,504,945 | $1,680,439 | +$175,494 | +11.66% | |
| Snowden Capital Advisors Llc | 0.04% | 32,964 | $1,418,210 | $1,583,591 | +$165,381 | +11.66% | |
| Brookstone Capital Management | 0.01% | 28,086 | $1,342,792 | $1,349,251 | +$6,459 | +0.48% | |
| Mercer Global Advisors Inc | 0.00% | 27,344 | $1,176,421 | $1,313,606 | +$137,185 | +11.66% | |
| Arkadios Wealth Advisors | 0.02% | 24,759 | $1,065,207 | $1,189,422 | +$124,215 | +11.66% | |
| Mml Investors Services, Llc | 0.00% | 24,729 | $1,063,916 | $1,187,981 | +$124,065 | +11.66% | |
| Corecap Advisors, Llc | 0.03% | 21,844 | $1,044,362 | $1,049,386 | +$5,024 | +0.48% | |
| Sigma Planning Corp | 0.03% | 24,270 | $1,044,176 | $1,165,931 | +$121,755 | +11.66% | |
| Berkshire Money Management, Inc. | 0.09% | 21,410 | $1,023,613 | $1,028,536 | +$4,923 | +0.48% | |
| Susquehanna International Group, Llp | 0.00% | 22,788 | $980,408 | $1,094,736 | +$114,328 | +11.66% | |
| Truist Financial Corp | 0.00% | 19,541 | $934,255 | $938,750 | +$4,495 | +0.48% | |
| Benjamin Edwards Inc | 0.01% | 19,300 | $922,728 | $927,172 | +$4,444 | +0.48% | |
| Toptier Wealth Management, Llc | 0.55% | 19,090 | $912,693 | $917,084 | +$4,391 | +0.48% | |
| Fsa Advisors, Inc. | 0.57% | 19,976 | $859,427 | $959,647 | +$100,220 | +11.66% | |
| Weaver Consulting Group | 0.17% | 17,580 | $840,510 | $844,543 | +$4,033 | +0.48% | |
| Spire Wealth Management | 0.02% | 16,893 | $807,664 | $811,540 | +$3,876 | +0.48% | |
| Beacon Financial Advisory Llc | 0.15% | 14,934 | $642,505 | $717,429 | +$74,924 | +11.66% | |
| Blue Bell Private Wealth Management, Llc | 0.09% | 14,175 | $609,851 | $680,967 | +$71,116 | +11.66% | |
| Principal Securities, Inc. | 0.01% | 13,586 | $584,510 | $652,671 | +$68,161 | +11.66% | |
| Maltin Wealth Management, Inc. | 0.19% | 12,131 | $579,983 | $582,773 | +$2,790 | +0.48% | |
| Foundations Investment Advisors, Llc | 0.01% | 13,065 | $562,095 | $627,643 | +$65,548 | +11.66% | |
| Arax Advisory Partners | 0.02% | 12,825 | $551,770 | $616,113 | +$64,343 | +11.66% | |
| First Commonwealth Financial Corp | 0.09% | 12,809 | $551,082 | $615,344 | +$64,262 | +11.66% | |
| Old Mission Capital Llc | 0.01% | 12,806 | $550,952 | $615,200 | +$64,248 | +11.66% | |
| Concurrent Investment Advisors, Llc | 0.00% | 11,453 | $547,568 | $550,202 | +$2,634 | +0.48% | |
| Chris Bulman Inc | 0.20% | 11,338 | $542,070 | $544,678 | +$2,608 | +0.48% | |
| Global Assets Advisory, Llc | 0.11% | 10,718 | $513,373 | $514,893 | +$1,520 | +0.30% | |
| Dhjj Financial Advisors, Ltd. | 0.14% | 10,318 | $493,304 | $495,677 | +$2,373 | +0.48% | |
| Trek Financial, Llc | 0.02% | 10,906 | $469,209 | $523,924 | +$54,715 | +11.66% | |
| Axxcess Wealth Management, Llc | 0.01% | 9,505 | $454,434 | $456,620 | +$2,186 | +0.48% | |
| Retirement Planning Group, Llc | 0.01% | 10,417 | $448,171 | $500,433 | +$52,262 | +11.66% | |
| Mcadam, Llc | 0.02% | 9,900 | $425,928 | $475,596 | +$49,668 | +11.66% |
Frequently asked questions about BNOV
Who owns the most BNOV stock?
The largest holders of BNOV 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 (BNOV).
Is BNOV widely held by superinvestors?
Many widely followed stocks like BNOV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BNOV 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.