DOSSIER · 13F Holders · Q2 2026
BFEB

INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY

106 institutions still hold INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782C433·106 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$144M
visible holders
Holders
106
filers reporting
Concentration
35.52%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

106 institutions reported BFEB in Q2 2026. Brookstone Capital Management leads at 35.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Brookstone Capital Management
CIK 0001599584
$51M971K0.51%Q2 2026
02
Penserra Capital Management LLC
CIK 0001593324
$20M425K0.24%Q1 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M200K0.01%Q2 2026
04
Cerity Partners LLC
CIK 0001566475
$7M141K0.01%Q2 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M113K0.00%Q2 2026
06
Berkshire Money Management, Inc.
CIK 0001535172
$5M96K0.46%Q2 2026
07
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M77K0.01%Q2 2026
08
HighTower Advisors, LLC
CIK 0001462245
$4M76K0.00%Q2 2026
09
My Personal CFO, LLC
CIK 0001916366
$4M72K1.49%Q2 2026
10
McAlister, Sweet & Associates, Inc.
CIK 0001774087
$4M70K1.97%Q2 2026
11
Bellwether Advisors, LLC
CIK 0001819815
$3M66K0.52%Q2 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M66K0.00%Q2 2026
13
Cetera Investment Advisers
CIK 0001666741
$3M66K0.00%Q2 2026
14
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M59K0.01%Q2 2026
15
TopTier Wealth Management, LLC
CIK 0002109367
$3M57K1.81%Q2 2026
16
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$3M48K0.63%Q2 2026
17
LPL Financial LLC
CIK 0001403438
$3M48K0.00%Q2 2026
18
Fragasso Financial Advisors Inc
CIK 0001613331
$2M45K0.13%Q2 2026
19
Beacon Pointe Advisors, LLC
CIK 0001744317
$2M44K0.01%Q2 2026
20
Lantz Financial LLC
CIK 0001766883
$2M35K0.34%Q2 2026
Page 1 of 6
86 more holders available. Log in →