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Innovator U.S. Equity Buffer ETF - February (BFEB) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - February (BATS:BFEB)

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$154.75M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$26.14M
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BFEB Institutional Buying and Selling by Quarter

Innovator U.S. Equity Buffer ETF - February Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025Penserra Capital Management LLC390,431$17.43M0.2%-6.4%8.343%
8/5/2025 Sigma Planning Corp7,746$346K0.0%-14.5%0.166%
8/4/2025 Spire Wealth Management14,775$660K0.0%-8.9%0.316%
8/4/2025 Arkadios Wealth Advisors21,655$967K0.0%+1.9%0.463%
8/1/2025 Stuart Chaussee & Associates Inc.1,560,824$69.69M15.7%+260,037.3%33.351%
8/1/2025 FSA Advisors Inc.35,583$1.59M1.3%+1.5%0.760%
8/1/2025 Envestnet Asset Management Inc.96,465$4.31M0.0%+8.5%2.061%
7/30/2025 Strategic Blueprint LLC18,257$815K0.0%+24.2%0.390%
7/30/2025 Brookstone Capital Management597,194$26.67M0.3%+6.4%12.761%
7/29/2025 Chicago Partners Investment Group LLC6,417$292K0.0%-4.6%0.137%
7/28/2025 WealthPLAN Partners LLC6,631$296K0.0%-92.7%0.142%
7/28/2025 WealthPlan Investment Management LLC29,140$1.30M0.1%-84.9%0.623%
7/28/2025 Harbour Investments Inc.2,582$115K0.0%+31.1%0.055%
7/28/2025 Sagespring Wealth Partners LLC11,826$528K0.0%N/A0.253%
7/25/2025 Atria Wealth Solutions Inc.8,728$391K0.0%N/A0.186%
7/25/2025 MGO One Seven LLC9,155$409K0.0%N/A0.196%
7/24/2025 IFP Advisors Inc3,502$156K0.0%+57.5%0.075%
7/24/2025 Blair William & Co. IL18,621$831K0.0%-76.0%0.398%
7/22/2025 Berkshire Money Management Inc.368,923$16.47M1.7%+1,280.9%7.883%
7/17/2025 Janney Montgomery Scott LLC17,637$787K0.0%-5.5%0.377%
7/15/2025 BCS Wealth Management17,650$788K0.2%-19.0%0.377%
7/15/2025 Accurate Wealth Management LLC6,397$288K0.0%-10.6%0.137%
7/9/2025 Keystone Wealth Services LLC6,900$308K0.1%N/A0.147%
7/9/2025 Fragasso Financial Advisors Inc43,506$1.94M0.1%-3.4%0.930%
5/19/2025Jane Street Group LLC9,035$375K0.0%-31.1%0.197%
5/16/2025 Stuart Chaussee & Associates Inc.600$25K0.0%N/A0.013%
5/16/2025 Ashton Thomas Private Wealth LLC6,717$279K0.0%N/A0.147%
5/14/2025CreativeOne Wealth LLC8,502$353K0.0%+8.1%0.188%
5/14/2025Kestra Advisory Services LLC27,924$1.16M0.0%-1.3%0.616%
5/14/2025Capital Analysts LLC2,308$96K0.0%N/A0.051%
5/13/2025Financial Network Wealth Advisors LLC2,812$117K0.2%+25.4%0.062%
5/13/2025HighTower Advisors LLC71,634$2.98M0.0%+10.7%1.581%
5/12/2025AlphaCore Capital LLC3,000$125K0.0%N/A0.066%
5/12/2025 WealthPLAN Partners LLC90,955$3.78M0.5%N/A2.008%
5/12/2025 WealthPlan Investment Management LLC193,357$8.03M0.8%N/A4.268%
5/9/2025 Chicago Partners Investment Group LLC6,728$280K0.0%-18.7%0.149%
5/9/2025WealthShield Partners LLC1,600$66K0.0%N/A0.035%
5/9/2025 Three Seasons Wealth LLC13,515$561K0.3%N/A0.298%
5/9/2025 Blair William & Co. IL77,496$3.22M0.0%+4.8%1.711%
5/8/2025 Arkadios Wealth Advisors21,241$882K0.0%N/A0.469%
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5/8/2025 FSA Advisors Inc.35,058$1.46M1.2%+31.4%0.774%
5/6/2025Cetera Investment Advisers67,772$2.82M0.0%+2.7%1.496%
5/6/2025AE Wealth Management LLC12,878$535K0.0%+16.4%0.284%
5/5/2025 PCA Investment Advisory Services Inc.37,513$1.56M0.8%+137.1%0.828%
5/5/2025Blue Bell Private Wealth Management LLC37,594$1.56M0.3%+7.0%0.830%
5/5/2025 IFP Advisors Inc2,224$92K0.0%N/A0.049%
5/2/2025 Sigma Planning Corp9,061$376K0.0%+3.0%0.200%
4/30/2025Cerity Partners LLC52,784$2.19M0.0%+142.2%1.165%
4/30/2025 John W. Brooker & Co. CPAs8,320$346K0.1%N/A0.184%
4/30/2025Trek Financial LLC11,234$467K0.0%+24.7%0.248%
4/29/2025 Envestnet Asset Management Inc.88,907$3.69M0.0%+165.6%1.963%
4/29/2025Penserra Capital Management LLC417,232$17.33M0.3%+17.2%9.210%
4/29/2025 Strategic Blueprint LLC14,699$610K0.0%N/A0.324%
4/29/2025 Brookstone Capital Management561,526$23.32M0.3%+3,228.2%12.396%
4/28/2025Weaver Consulting Group10,553$438K0.1%+119.6%0.233%
4/23/2025 Creative Financial Designs Inc. ADV2,950$123K0.0%+31.1%0.065%
4/23/2025 Spire Wealth Management16,225$674K0.0%+685.7%0.358%
4/22/2025 Cambridge Investment Research Advisors Inc.27,417$1.14M0.0%-21.1%0.605%
4/18/2025 DHJJ Financial Advisors Ltd.33,448$1.39M0.6%+1.3%0.730%
4/18/2025 Global Trust Asset Management LLC3,500$145K0.1%-45.7%0.076%
4/17/2025 Janney Montgomery Scott LLC18,665$775K0.0%-7.6%0.408%
4/16/2025 CRA Financial Services LLC10,743$446K0.1%+31.8%0.235%
4/15/2025 Chris Bulman Inc28,025$1.16M0.7%N/A0.612%
4/15/2025 Focus Financial Network Inc.8,650$359K0.0%+11.5%0.189%
4/15/2025 Integral Investment Advisors Inc.30,987$1.29M0.4%+29.3%0.677%
4/15/2025 Accurate Wealth Management LLC7,153$287K0.1%N/A0.156%
4/14/2025Outlook Wealth Advisors LLC13,762$572K0.2%+13.5%0.300%
4/14/2025 BCS Wealth Management21,796$905K0.2%+28.8%0.476%
4/11/2025 Pinnacle Wealth Management Group Inc.5,300$220K0.2%N/A0.116%
4/9/2025 RFG Advisory LLC12,323$512K0.0%+49.2%0.269%
4/9/2025 Fragasso Financial Advisors Inc45,014$1.87M0.1%-6.8%0.983%
4/8/2025 Lantz Financial LLC16,448$683K0.2%+19.6%0.359%
4/7/2025 AdvisorNet Financial Inc3,537$147K0.0%+1,041.0%0.077%
2/18/2025 Orion Capital Management LLC6,300$271K0.1%-6.0%0.112%
2/17/2025Snowden Capital Advisors LLC8,665$373K0.0%-55.9%0.153%
2/17/2025CoreCap Advisors LLC7,895$340K0.0%-58.5%0.140%
2/17/2025Cetera Investment Advisers66,014$2.84M0.0%-8.5%1.168%
2/17/2025Citadel Advisors LLC4,898$211K0.0%-81.2%0.087%
2/14/2025Jane Street Group LLC13,113$565K0.0%N/A0.232%
2/14/2025Two Sigma Securities LLC9,870$425K0.1%N/A0.175%
2/14/2025Susquehanna International Group LLP37,223$1.60M0.0%+49.7%0.659%
2/13/2025CreativeOne Wealth LLC7,867$339K0.0%N/A0.139%
2/13/2025Townsquare Capital LLC23,333$1.01M0.0%-25.5%0.413%
2/13/2025Raymond James Financial Inc.98,580$4.25M0.0%N/A1.745%
2/13/2025Advisory Services Network LLC7,191$310K0.0%-36.9%0.127%
2/13/2025Cerity Partners LLC21,792$939K0.0%-1.8%0.386%
2/13/2025 Envestnet Asset Management Inc.33,471$1.44M0.0%-30.0%0.592%
2/12/2025OLD Mission Capital LLC29,018$1.25M0.0%-5.2%0.514%
2/11/2025LPL Financial LLC17,319$746K0.0%-12.3%0.307%
2/10/2025Valtinson Bruner Financial Planning LLC56,285$2.42M0.8%-0.5%0.996%
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2/10/2025Commonwealth Equity Services LLC102,958$4.43M0.0%-12.0%1.822%
2/7/2025PFG Advisors4,912$212K0.0%-25.5%0.087%
2/7/2025HighTower Advisors LLC64,698$2.79M0.0%-2.9%1.145%
2/7/2025Blue Bell Private Wealth Management LLC35,135$1.51M0.3%-6.1%0.622%
2/6/2025Raymond James Financial Inc.98,580$4.25M0.0%N/A1.745%
1/31/2025 Macroview Investment Management LLC31,291$1.35M1.4%-0.8%0.554%
1/30/2025Principal Securities Inc.12,256$528K0.0%-5.0%0.217%
1/30/2025 DHJJ Financial Advisors Ltd.33,034$1.42M0.6%-9.9%0.585%
1/21/2025 Gradient Investments LLC4,992$215K0.0%-60.9%0.088%
1/21/2025 RFG Advisory LLC8,259$356K0.0%-46.6%0.146%
(Data available from 1/1/2016 forward)

BFEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BFEB shares?

During the previous two years, 103 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - February. The most heavily invested institutionals were Stuart Chaussee & Associates Inc. ($69.69M), Brookstone Capital Management ($26.67M), Penserra Capital Management LLC ($17.43M), Berkshire Money Management Inc. ($16.47M), Commonwealth Equity Services LLC ($4.43M), Envestnet Asset Management Inc. ($4.31M), and Raymond James Financial Inc. ($4.25M).Learn more on Innovator U.S. Equity Buffer ETF - February's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Buffer ETF - February's stock?

Of the 79 institutional investors that purchased Innovator U.S. Equity Buffer ETF - February's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($2.01M), Stuart Chaussee & Associates Inc. ($1.56M), Brookstone Capital Management ($807.87K), Berkshire Money Management Inc. ($342.21K), Raymond James Financial Inc. ($197.16K), WealthPlan Investment Management LLC ($193.36K), and Penserra Capital Management LLC ($172.92K).

How much institutional buying is happening at Innovator U.S. Equity Buffer ETF - February?

Institutional investors have bought a total of 3,571,904 shares in the last 24 months. This purchase volume represents approximately $154.75M in transactions.

Which of Innovator U.S. Equity Buffer ETF - February's major shareholders have been selling company stock?

Of the 42 institutional investors that sold Innovator U.S. Equity Buffer ETF - February's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WealthPlan Investment Management LLC ($164.22K), WealthPLAN Partners LLC ($84.32K), Blair William & Co. IL ($58.88K), Envestnet Asset Management Inc. ($43.78K), Penserra Capital Management LLC ($26.80K), Cetera Investment Advisers ($22.91K), and Citadel Advisors LLC ($21.22K).

How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - February?

Institutional investors have sold a total of 599,010 shares in the last 24 months. This volume of shares sold represents approximately $26.14M in transactions.



This page (BATS:BFEB) was last updated on 8/7/2025 by MarketBeat.com Staff
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