Who Owns Innovator U.S. Equity Buffer ETF (BFEB)?Hedge Fund & Institutional Holders

$48.26-0.21 (-0.43%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.000000332400033e+270T

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$37.92$40.92$43.92$46.93$49.93Sep 24Jun 25Mar 26

BFEB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
My Personal CFO, LLCNew Position+68K+$3.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+71K+$3.0B
Valtinson Bruner Financial Planning LLCNew Position+48K+$2.3B
PCA Investment Advisory Services Inc.New Position+37K+$1.8B
INTEGRAL INVESTMENT ADVISORS, INC.New Position+33K+$1.6B
DHJJ Financial Advisors, Ltd.New Position+32K+$1.6B
Chris Bulman IncNew Position+21K+$1.0B
Lantz Financial LLCNew Position+16K+$790.0M
Strategic Blueprint, LLCNew Position+15K+$746.0M
Spire Wealth ManagementNew Position+15K+$713.0M
Outlook Wealth Advisors, LLCNew Position+13K+$642.0M
Trek Financial, LLCNew Position+11K+$546.0M
RAYMOND JAMES FINANCIAL INCIncreased+14K+$444.7M
CoreCap Advisors, LLCNew Position+7K+$345.0M
Keystone Wealth Services, LLCNew Position+7K+$335.0M

BFEB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Brookstone Capital ManagementDecreased-547K-$28.9B
HighTower Advisors, LLCDecreased-522-$3.6B
Cetera Investment AdvisersDecreased-6K-$3.2B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-37K-$2.2B
LPL Financial LLCDecreased-609-$1.5B
OLD MISSION CAPITAL LLCDecreased-30K-$1.4B
JPMORGAN CHASE & CODecreased-5K-$836.0M
OSAIC HOLDINGS, INC.Decreased-15K-$587.5M
Snowden Capital Advisors LLCDecreased-526-$544.3M
CITADEL ADVISORS LLCClosed Position-10K-$470.8M
OneDigital Investment Advisors LLCDecreased-100-$451.7M
Pinnacle Wealth Management Group, Inc.Closed Position-5K-$250.4M
AlphaCore Capital LLCDecreased-1K-$141.8M
NewEdge Advisors, LLCClosed Position-2K-$81.5M
BARCLAYS PLCDecreased-1K-$79.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.186,912$9.0B13.15%Share
2My Personal CFO, LLC68,315$3.3B1.39%Share
3Bellwether Advisors, LLC68,241$3.3B0.53%Share
4COMMONWEALTH EQUITY SERVICES, LLC70,682$3.0B4.00%Share
5Valtinson Bruner Financial Planning LLC47,598$2.3B0.67%Share
6Fragasso Financial Advisors Inc41,807$2.0B0.12%Share
7RAYMOND JAMES FINANCIAL INC44,134$2.0B0.62%Share
8PCA Investment Advisory Services Inc.37,413$1.8B0.64%Share
9FSA Advisors, Inc.34,659$1.7B1.17%Share
10INTEGRAL INVESTMENT ADVISORS, INC.33,087$1.6B0.40%Share
11DHJJ Financial Advisors, Ltd.32,303$1.6B0.52%Share
12Chris Bulman Inc21,367$1.0B0.46%Share
13Lantz Financial LLC16,248$790.0M0.17%Share
14Weaver Consulting Group15,553$756.0M0.18%Share
15Strategic Blueprint, LLC15,330$746.0M0.04%Share
16Spire Wealth Management14,654$713.0M0.02%Share
17OLD MISSION CAPITAL LLC13,580$660.0M0.02%Share
18Outlook Wealth Advisors, LLC13,200$642.0M0.15%Share
19Trek Financial, LLC11,234$546.0M0.03%Share
20Visionary Wealth Advisors8,854$430.0M0.02%Share
21Sigma Planning Corp7,763$372.0M0.01%Share
22CENTRAL VALLEY ADVISORS, LLC7,341$357.0M0.11%Share
23CoreCap Advisors, LLC7,103$345.0M0.01%Share
24Keystone Wealth Services, LLC6,900$335.0M0.07%Share
25Ashton Thomas Private Wealth, LLC6,717$326.0M0.01%Share
26Accurate Wealth Management, LLC6,397$314.0M0.04%Share
27Bluesphere Advisors LLC6,200$301.0M0.13%Share
28Orion Capital Management LLC5,500$267.0M0.09%Share
29Vantage Financial Partners, LLC4,597$223.0M0.05%Share
30Archer Investment Corp4,000$194.0M0.04%Share
31AdvisorNet Financial, Inc3,537$172.0M0.01%Share
32CREATIVE FINANCIAL DESIGNS INC /ADV2,950$143.0M0.01%Share
33Global Trust Asset Management, LLC1,500$72.0M0.03%Share
34Integrity Financial Corp /WA1,134$55.0M0.03%Share
35OPTIMA CAPITAL LLC500$24.0M0.01%Share
36Penserra Capital Management LLC382,125$18.0M0.21%Share
37Legacy Wealth Managment, LLC/ID162$7.0M0.00%Share
38Berkshire Money Management, Inc.141,361$6.9M0.66%Share
39UBS Group AG97$4.0M0.00%Share
40Brookstone Capital Management64,464$3.1M0.04%Share
41HighTower Advisors, LLC75,704$3.0M0.00%Share
42TopTier Wealth Management, LLC44,597$2.2M1.47%Share
43Cerity Partners LLC53,157$2.0M0.00%Share
44MML INVESTORS SERVICES, LLC52,358$2.0M0.00%Share
45Cetera Investment Advisers60,851$2.0M0.00%Share
46BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC33,663$1.6M0.24%Share
47BCS Wealth Management27,398$1.3M0.13%Share
48ENVESTNET ASSET MANAGEMENT INC35,869$1.0M0.00%Share
49Beacon Pointe Advisors, LLC32,388$1.0M0.01%Share
50Kestra Advisory Services, LLC27,280$1.0M0.00%Share

BFEB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202587$41.6B+44
Q3 202543$70.5B-43
Q2 202586$86.3B-1
Q1 202587$98.1B+25
Q4 202462$1.3T+7
Q3 202455$6.1T-3
Q2 202458$6.4T+2
Q1 202456$456.4T—

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As of Q4 2025, 50 institutional investors hold BFEB (Innovator U.S. Equity Buffer ETF). The largest holder is OSAIC HOLDINGS, INC. with $9.0B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own BFEB?

As of Q4 2025, 50 institutional investors report holding BFEB (Innovator U.S. Equity Buffer ETF) in their 13F filings.

Who is the largest institutional holder of BFEB?

The largest institutional holder of BFEB is OSAIC HOLDINGS, INC. with $9.0B in shares.

Is institutional ownership of BFEB increasing or decreasing?

This quarter, 14 institutions opened new positions in BFEB and 3 closed their positions.