13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
BFEB

INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY

102 institutions still hold INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782C433·102 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.4%
vs prior quarter
13F value held
$102M
79.0% inst. owned
of float
Holders
102
-119 QoQ
filers reporting
Activity
+90 / −23
+853 added · −802 reduced
this quarter
Concentration
32.15%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q1 2026

102 institutions reported BFEB in Q1 2026. Brookstone Capital Management leads at 32.2% of the visible book. -119 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Brookstone Capital Management
CIK 0001599584
$33M690K0.38%Q1 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M166K0.01%Q1 202603
Berkshire Money Management, Inc.
CIK 0001535172
$7M141K0.69%Q1 202604
Cerity Partners LLC
CIK 0001566475
$6M133K0.01%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M115K0.00%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M87K0.01%Q1 202607
HighTower Advisors, LLC
CIK 0001462245
$4M76K0.00%Q1 202608
My Personal CFO, LLC
CIK 0001916366
$4M74K1.54%Q1 202609
McAlister, Sweet & Associates, Inc.
CIK 0001774087
$3M70K2.08%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M70K0.00%Q1 202611
Bellwether Advisors, LLC
CIK 0001819815
$3M68K0.55%Q1 202612
GTS FINANCIAL, LLC
CIK 0002112647
$3M75K2.47%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$3M62K0.00%Q1 202614
TopTier Wealth Management, LLC
CIK 0002109367
$3M58K1.69%Q1 202615
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$2M48K0.62%Q1 202616
LPL Financial LLC
CIK 0001403438
$2M48K0.00%Q1 202617
Beacon Pointe Advisors, LLC
CIK 0001744317
$2M47K0.01%Q1 202618
Fragasso Financial Advisors Inc
CIK 0001613331
$2M46K0.13%Q1 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M46K0.01%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$2M37K0.01%Q1 2026
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