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Innovator U.S. Equity Buffer (BFEB)

CUSIP: 45782C433 | NYSE | 199 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Berkshire Money Management, Inc.95,512
0.4% of portfolio›$5.2M
Brookstone Capital Management78,444
0.0% of portfolio›$4.2M
My Personal CFO, LLC70,575
1.4% of portfolio›$3.8M
McAlister, Sweet & Associates, Inc.69,878
2.4% of portfolio›$3.8M
Commonwealth Equity Services, LLC62,600
0.0% of portfolio›$3.4M
TopTier Wealth Management, LLC56,623
1.8% of portfolio›$3.1M
Concurrent Investment Advisors, LLC53,647
0.0% of portfolio›$2.9M
Valtinson Bruner Financial Planning LLC47,608
0.6% of portfolio›$2.6M
Fragasso Financial Advisors Inc44,374
0.1% of portfolio›$2.4M
Lantz Financial LLC34,533
0.3% of portfolio›$1.9M
PCA Investment Advisory Services Inc.34,278
0.5% of portfolio›$1.9M
Integral Investment Advisors, Inc.33,087
0.4% of portfolio›$1.8M
Blue Bell Private Wealth Management, LLC32,867
0.2% of portfolio›$1.8M
Dhjj Financial Advisors, Ltd.30,190
0.5% of portfolio›$1.6M
Kestra Advisory Services, LLC29,008
0.0% of portfolio›$1.6M
Spire Wealth Management28,956
0.0% of portfolio›$1.6M
Chris Bulman Inc26,813
0.5% of portfolio›$1.4M
Weaver Consulting Group18,885
0.2% of portfolio›$1.0M
Strategic Blueprint, LLC17,281
0.0% of portfolio›$934.2K
Trek Financial, LLC16,795
0.0% of portfolio›$907.9K
Integrity Advisory Solutions, LLC15,916
0.1% of portfolio›$860.4K
Cambridge Investment Research Advisors, Inc.14,513
0.0% of portfolio›$785.0K
BCS Wealth Management12,981
0.1% of portfolio›$701.7K
Three Seasons Wealth, LLC11,659
0.1% of portfolio›$630.2K
Ballast Rock Private Wealth LLC11,492
0.3% of portfolio›$621.2K
Wealth Enhancement Advisory Services, LLC9,402
0.0% of portfolio›$512.6K
CRA Financial Services, LLC9,363
0.1% of portfolio›$506.1K
Outlook Wealth Advisors, LLC9,305
0.1% of portfolio›$503.0K
Focus Financial Network, Inc.8,633
0.0% of portfolio›$466.7K
Visionary Wealth Advisors7,879
0.0% of portfolio›$425.9K
Keystone Wealth Services, LLC7,365
0.1% of portfolio›$398.1K
Central Valley Advisors, LLC7,341
0.1% of portfolio›$396.8K
Sigma Planning Corp7,247
0.0% of portfolio›$391.8K
CoreCap Advisors, LLC6,965
0.0% of portfolio›$376.5K
Ashton Thomas Private Wealth, LLC6,736
0.0% of portfolio›$364.1K
Cornerstone Wealth, LLC6,600
0.2% of portfolio›$355.9K
Simplicity Wealth,LLC6,486
0.0% of portfolio›$350.6K
Chicago Partners Investment Group LLC6,417
0.0% of portfolio›$346.1K
Corrado Advisors, LLC6,221
0.2% of portfolio›$336.3K
Bluesphere Advisors LLC6,200
0.1% of portfolio›$335.2K
Dynamic Advisor Solutions LLC6,099
0.0% of portfolio›$329.7K
IMG Wealth Management, Inc.6,028
0.2% of portfolio›$325.9K
Accurate Wealth Management, LLC6,000
0.0% of portfolio›$328.7K
Fortune Financial Group, Inc.5,900
0.3% of portfolio›$318.9K
MGO One Seven LLC5,482
0.0% of portfolio›$296.3K
Truist Financial Corp4,627
0.0% of portfolio›$250.1K
TrustBank4,600
0.1% of portfolio›$248.7K
Global Assets Advisory, LLC4,579
0.1% of portfolio›$249.5K
Diligent Investors, LLC4,150
0.0% of portfolio›$224.3K
Archer Investment Corp4,000
0.0% of portfolio›$216.2K
IFP Advisors, Inc3,035
0.0% of portfolio›$164.1K
Creative Financial Designs Inc2,950
0.0% of portfolio›$159.5K
Financial Network Wealth Advisors LLC2,812
0.2% of portfolio›$152.0K
AlphaCore Capital LLC2,000
0.0% of portfolio›$108.1K
Global Trust Asset Management, LLC1,500
0.0% of portfolio›$81.1K
Physician Wealth Advisors, Inc.824
0.0% of portfolio›$44.5K
StyleTurnoverLocationFiled
Berkshire Money Management, Inc.
95,512$5.2M0.4%ETFMediumDalton, MA2026-10-21
Brookstone Capital Management
78,444$4.2M0.0%ETFMediumWheaton, IL2026-10-22
My Personal CFO, LLC
70,575$3.8M1.4%ETFHighVancouver, WA2026-10-14
McAlister, Sweet & Associates, Inc.
69,878$3.8M2.4%ETFMediumHouston, TX2026-10-07
Commonwealth Equity Services, LLC
62,600$3.4M0.0%ETFLowWaltham, MA2026-11-02
TopTier Wealth Management, LLC
56,623$3.1M1.8%ETFVery LowMuskego, WI2026-10-16
Concurrent Investment Advisors, LLC
53,647$2.9M0.0%GrowthMediumTampa, FL2026-10-16
Valtinson Bruner Financial Planning LLC
47,608$2.6M0.6%ETFLowNew Brighton, MN2026-11-02
Fragasso Financial Advisors Inc
44,374$2.4M0.1%ETFLowSewickley, PA2026-10-13
Lantz Financial LLC
34,533$1.9M0.3%ETFLowNaperville, IL2026-10-15
PCA Investment Advisory Services Inc.
34,278$1.9M0.5%ETFVery LowCincinnati, OH2026-10-13
Integral Investment Advisors, Inc.
33,087$1.8M0.4%ETFVery LowTurlock, CA2026-11-03
Blue Bell Private Wealth Management, LLC
32,867$1.8M0.2%YieldVery LowBlue Bell, PA2026-10-29
Dhjj Financial Advisors, Ltd.
30,190$1.6M0.5%ETFVery LowNaperville, IL2026-10-23
Kestra Advisory Services, LLC
29,008$1.6M0.0%CoreLowAustin, TX2026-11-02
Spire Wealth Management
28,956$1.6M0.0%GrowthMediumMclean, VA2026-10-30
Chris Bulman Inc
26,813$1.4M0.5%ETFLowRoseville, CA2026-10-20
Weaver Consulting Group
18,885$1.0M0.2%ETFLowHuntington Beach, CA2026-10-07
Strategic Blueprint, LLC
17,281$934.2K0.0%ETFLowAtlanta, GA2026-10-22
Trek Financial, LLC
16,795$907.9K0.0%ETFHighScottsdale, AZ2026-10-29
Integrity Advisory Solutions, LLC
15,916$860.4K0.1%ETFMediumDallas, TX2026-10-29
Cambridge Investment Research Advisors, Inc.
14,513$785.0K0.0%ETFLowFairfield, IA2026-11-02
BCS Wealth Management
12,981$701.7K0.1%ETFVery LowJohnson City, TN2026-11-03
Three Seasons Wealth, LLC
11,659$630.2K0.1%GrowthMediumSalt Lake City, UT2026-11-03
Ballast Rock Private Wealth LLC
11,492$621.2K0.3%ETFMediumCharleston, SC2026-10-26
Wealth Enhancement Advisory Services, LLC
9,402$512.6K0.0%CoreLowPlymouth, MN2026-10-13
CRA Financial Services, LLC
9,363$506.1K0.1%ETFVery LowNorthfield, NJ2026-10-16
Outlook Wealth Advisors, LLC
9,305$503.0K0.1%ETFMediumShenandoah, TX2026-10-28
Focus Financial Network, Inc.
8,633$466.7K0.0%ETFLowMinneapolis, MN2026-10-14
Visionary Wealth Advisors
7,879$425.9K0.0%ETFLowO'Fallon, IL2026-11-04
Keystone Wealth Services, LLC
7,365$398.1K0.1%ETFHighPalm Desert, CA2026-11-03
Central Valley Advisors, LLC
7,341$396.8K0.1%CoreLowSacramento, CA2026-10-27
Sigma Planning Corp
7,247$391.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
CoreCap Advisors, LLC
6,965$376.5K0.0%ETFMediumSouthfield, MI2026-10-08
Ashton Thomas Private Wealth, LLC
6,736$364.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Cornerstone Wealth, LLC
6,600$355.9K0.2%ETFMediumGreeneville, TN2026-10-28
Simplicity Wealth,LLC
6,486$350.6K0.0%ETFLowSummit, NJ2026-10-23
Chicago Partners Investment Group LLC
6,417$346.1K0.0%GARPLowChicago, IL2026-10-27
Corrado Advisors, LLC
6,221$336.3K0.2%CoreMediumRamsey, NJ2026-10-27
Bluesphere Advisors LLC
6,200$335.2K0.1%ETFLowEast Norriton, PA2026-10-19
Dynamic Advisor Solutions LLC
6,099$329.7K0.0%ETFLowPhoenix, AZ2026-10-13
IMG Wealth Management, Inc.
6,028$325.9K0.2%ETFMediumJacksonville, FL2026-10-27
Accurate Wealth Management, LLC
6,000$328.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
Fortune Financial Group, Inc.
5,900$318.9K0.3%ETFHighNaples, FL2026-10-22
MGO One Seven LLC
5,482$296.3K0.0%GrowthLowBeachwood, OH2026-10-28
Truist Financial Corp
4,627$250.1K0.0%CoreLowCharlotte, NC2026-10-30
TrustBank
4,600$248.7K0.1%ETFVery LowOlney, IL2026-10-20
Global Assets Advisory, LLC
4,579$249.5K0.1%GrowthHighOrlando, FL2026-10-28
Diligent Investors, LLC
4,150$224.3K0.0%CoreLowRedlands, CA2026-10-21
Archer Investment Corp
4,000$216.2K0.0%CoreMediumCarmel, IN2026-11-05
IFP Advisors, Inc
3,035$164.1K0.0%GrowthLowTampa, FL2026-10-16
Creative Financial Designs Inc
2,950$159.5K0.0%ETFMediumKokomo, IN2026-11-04
Financial Network Wealth Advisors LLC
2,812$152.0K0.2%ETFLowMurray, UT2026-10-28
AlphaCore Capital LLC
2,000$108.1K0.0%ETFLowLa Jolla, CA2026-11-04
Global Trust Asset Management, LLC
1,500$81.1K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Physician Wealth Advisors, Inc.
824$44.5K0.0%ETFMediumMidvale, UT2026-10-20