QBF Institutional Ownership & Shareholders
INNOVATOR UC BC 20 ETF QRTL (QBF) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.21M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hardworking Capital Advisors, Llc is currently the largest disclosed institutional shareholder of QBF tracked by InsiderSet, reporting ownership valued at approximately $1.51M in its September 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 $1.40M, representing an estimated loss of -7.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed QBF value among the investors covered in this analysis. Major shareholders include Hardworking Capital Advisors, Llc, Susquehanna International Group, Llp, Authentikos Wealth Advisory, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR UC BC 20 ETF QRTL (QBF).
This page ranks the largest institutional QBF 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
12
Total Reported Value
$5.21M
Largest Holder
Hardworking Capital Advisors, Llc
Largest Position
$1.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hardworking Capital Advisors, Llc | 1.35% | 80,304 | $1,506,025 | $1,400,502 | -$105,523 | -7.01% | |
| Susquehanna International Group, Llp | 0.00% | 91,585 | $1,345,677 | $1,597,242 | +$251,565 | +18.69% | |
| Authentikos Wealth Advisory, Llc | 0.50% | 53,534 | $786,586 | $933,633 | +$147,047 | +18.69% | |
| Old Mission Capital Llc | 0.02% | 42,686 | $627,193 | $744,444 | +$117,251 | +18.69% | |
| Compass Capital Corp | 0.17% | 34,206 | $528,483 | $596,553 | +$68,070 | +12.88% | |
| Kestra Advisory Services, Llc | 0.00% | 16,054 | $301,082 | $279,982 | -$21,100 | -7.01% | |
| Harbour Investments, Inc. | 0.00% | 3,736 | $54,894 | $65,156 | +$10,262 | +18.69% | |
| Sunbelt Securities, Inc. | 0.00% | 2,158 | $36,866 | $37,636 | +$770 | +2.09% | |
| Physician Wealth Advisors, Inc. | 0.00% | 710 | $13,316 | $12,382 | -$934 | -7.01% | |
| Ifp Advisors, Inc | 0.00% | 511 | $9,583 | $8,912 | -$671 | -7.00% | |
| Ubs Group Ag | 0.00% | 23 | $338 | $401 | +$63 | +18.67% | |
| Osaic Holdings, Inc. | 0.00% | 9 | $134 | $157 | +$23 | +17.13% |
Frequently asked questions about QBF
Who are the largest institutional holders of QBF?
The largest institutional holders of QBF reported in the latest SEC Form 13F filings include Hardworking Capital Advisors, Llc, Susquehanna International Group, Llp, Authentikos Wealth Advisory, Llc, Old Mission Capital Llc, and Compass Capital Corp. InsiderSet ranks institutional holders by their latest reported QBF position.
What is QBF institutional ownership?
This page tracks QBF positions reported by institutional investment managers through SEC Form 13F. INNOVATOR UC BC 20 ETF QRTL (QBF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QBF?
InsiderSet currently tracks 12 institutional managers reporting QBF 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 QBF shareholders.
How much QBF stock do institutions own?
Institutional investment managers disclosed approximately $5.21M in QBF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QBF institutional ownership last updated?
The latest QBF 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 QBF 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 QBF position after the reporting date.
Are institutions buying or selling QBF?
Institutional buying and selling can be analyzed by comparing QBF positions across consecutive 13F reporting periods. InsiderSet's QBF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QBF ownership changes.
How has QBF institutional ownership changed over time?
InsiderSet tracks QBF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.