Who Owns INNOVATOR EQUITY MANAGED 100 BUFFER ETF (BFRZ)? -- Institutional Holders (2026-06-30)

59 institutions reported holding $82.2M of INNOVATOR EQUITY MANAGED 100 BUFFER ETF (BFRZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Visionary Wealth Advisors ($9.9M), Triad Wealth Partners, LLC ($9.4M), Orion Porfolio Solutions, LLC ($6.8M), Sigma Planning Corp ($4.8M), Brookstone Capital Management ($4.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Visionary Wealth Advisors	$9.9M	365,898	Added
2	Triad Wealth Partners, LLC	$9.4M	346,426	Added
3	Orion Porfolio Solutions, LLC	$6.8M	253,350	Added
4	Sigma Planning Corp	$4.8M	175,756	Added
5	Brookstone Capital Management	$4.7M	173,191	Added
6	Kestra Advisory Services, LLC	$4.7M	172,167	Trimmed
7	Cambridge Investment Research Advisors, Inc.	$4.2M	155,053	Added
8	Balance Wealth, LLC	$4.1M	152,468	Added
9	ATX Financial Planning, LLC	$2.6M	95,746	Trimmed
10	Signal Advisors Wealth, LLC	$2.6M	94,548	Trimmed
11	ENVESTNET ASSET MANAGEMENT INC	$2.5M	94,129	Trimmed
12	Encompass More Asset Management	$2.4M	89,622	Added
13	Maia Wealth LLC	$2.2M	80,619	Added
14	Atria Investments, Inc	$1.6M	59,494	Added
15	PLANWISER FINANCIAL, LLC	$1.4M	52,368	Added
16	SIGNATUREFD, LLC	$1.3M	49,751	Added
17	MML INVESTORS SERVICES, LLC	$1.3M	48,186	Added
18	AXXCESS WEALTH MANAGEMENT, LLC	$1.3M	47,312	New
19	OSAIC HOLDINGS, INC.	$1.1M	40,434	Added
20	Cetera Investment Advisers	$1.0M	38,011	Added
21	LPL Financial LLC	$979,702	36,245	New
22	Sovran Advisors, LLC	$977,098	36,391	Trimmed
23	INDEPENDENT FINANCIAL GROUP, LLC	$825,145	30,527	Added
24	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$811,900	30,037	Added
25	Ashton Thomas Private Wealth, LLC	$728,058	26,935	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30