DOSSIER · 13F Holders · Q2 2026
BFEB

INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY

104 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 45782C433·104 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$141M
visible holders
Holders
104
filers reporting
Concentration
36.37%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

104 institutions reported BFEB in Q2 2026. Brookstone Capital Management leads at 36.4% 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
$8M166K0.01%Q1 2026
04
Cerity Partners LLC
CIK 0001566475
$6M133K0.01%Q1 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
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M70K0.00%Q1 2026
12
Bellwether Advisors, LLC
CIK 0001819815
$3M68K0.55%Q1 2026
13
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M59K0.01%Q2 2026
14
GTS FINANCIAL, LLC
CIK 0002112647
$3M75K2.47%Q1 2026
15
TopTier Wealth Management, LLC
CIK 0002109367
$3M57K1.81%Q2 2026
16
Cetera Investment Advisers
CIK 0001666741
$3M62K0.00%Q1 2026
17
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$3M48K0.63%Q2 2026
18
LPL Financial LLC
CIK 0001403438
$3M48K0.00%Q2 2026
19
Fragasso Financial Advisors Inc
CIK 0001613331
$2M45K0.13%Q2 2026
20
Beacon Pointe Advisors, LLC
CIK 0001744317
$2M47K0.01%Q1 2026
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