BFRZ institutional holders

INNOVATOR ETFS TRUST · 13F, 2026Q2

Managers holding51
Shares held3,195,350
Reported value$86.4m
Quarter flows8 new, 28 added, 13 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Visionary Wealth Advisors365,898$9.9m0.4%
Triad Wealth Partners, LLC346,426$9.4m0.6%
Cambridge Investment Research Advisors, Inc.310,106$8.4m0.0%
Orion Porfolio Solutions, LLC253,350$6.8m0.1%
Sigma Planning Corp175,756$4.8m0.1%
Brookstone Capital Management173,191$4.7m0.0%
Kestra Advisory Services, LLC172,167$4.7m0.0%
Balance Wealth Partners LLC152,468$4.1m1.1%
ATX Financial Planning, LLC95,746$2.6m1.7%
Signal Advisors Wealth, LLC94,548$2.6m0.1%
ENVESTNET ASSET MANAGEMENT INC94,129$2.5m0.0%
Encompass More Asset Management89,622$2.4m0.4%
Maia Wealth LLC80,619$2.2m0.3%
Atria Investments, Inc59,494$1.6m0.0%
PLANWISER FINANCIAL, LLC52,368$1.4m1.0%
SIGNATUREFD, LLC49,751$1.3m0.0%
MML INVESTORS SERVICES, LLC48,186$1.3m0.0%
AXXCESS WEALTH MANAGEMENT, LLC47,312$1.3m0.0%
OSAIC HOLDINGS, INC.40,434$1.1m0.0%
Cetera Investment Advisers38,011$1.0m0.0%
LPL Financial LLC36,245$979,7020.0%
Sovran Advisors, LLC36,391$977,0980.1%
INDEPENDENT FINANCIAL GROUP, LLC30,527$825,1450.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP30,037$811,9000.0%
Ashton Thomas Private Wealth, LLC26,935$728,0580.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BFRZ"). BFRZ price history · All 13F data

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