Who Owns INNOV US EQ BUF FEB ETF (BFEB)? -- Institutional Holders (2026-06-30)

108 institutions reported holding $204.3M of INNOV US EQ BUF FEB ETF (BFEB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($51.1M), Penserra Capital Management LLC ($26.4M), OSAIC HOLDINGS, INC. ($10.5M), Talon Private Wealth, LLC ($10.1M), Cerity Partners LLC ($7.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Brookstone Capital Management	$51.1M	971,141	Added
2	Penserra Capital Management LLC	$26.4M	500,843	Added
3	OSAIC HOLDINGS, INC.	$10.5M	199,947	Added
4	Talon Private Wealth, LLC	$10.1M	192,350	New
5	Cerity Partners LLC	$7.4M	141,053	Added
6	ENVESTNET ASSET MANAGEMENT INC	$5.9M	112,867	Trimmed
7	Berkshire Money Management, Inc.	$5.0M	95,648	Trimmed
8	COMMONWEALTH EQUITY SERVICES, LLC	$4.0M	76,735	Trimmed
9	HighTower Advisors, LLC	$4.0M	76,458	Hold
10	My Personal CFO, LLC	$3.8M	72,470	Trimmed
11	McAlister, Sweet & Associates, Inc.	$3.7M	69,990	Hold
12	Bellwether Advisors, LLC	$3.5M	66,453	Trimmed
13	RAYMOND JAMES FINANCIAL INC	$3.5M	65,991	Trimmed
14	Cetera Investment Advisers	$3.4M	65,502	Added
15	MML INVESTORS SERVICES, LLC	$3.1M	59,290	Added
16	TopTier Wealth Management, LLC	$3.0M	56,888	Trimmed
17	Valtinson Bruner Financial Planning LLC	$2.5M	47,613	Trimmed
18	LPL Financial LLC	$2.5M	47,560	Trimmed
19	Fragasso Financial Advisors Inc	$2.4M	44,786	Trimmed
20	Beacon Pointe Advisors, LLC	$2.3M	44,177	Trimmed
21	Lantz Financial LLC	$1.9M	35,179	Trimmed
22	PCA Investment Advisory Services Inc.	$1.8M	34,338	Trimmed
23	FSA Advisors, Inc.	$1.8M	33,474	Trimmed
24	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$1.8M	33,334	Trimmed
25	Chris Bulman Inc	$1.7M	33,166	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30