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Innovator EQ MNG 100 BFR ETF (BFRZ)

CUSIP: 45784N619 | NYSE | 68 institutional holders

Quarters

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

Visionary Wealth Advisors417,163
0.4% of portfolio›$11.3M
Triad Wealth Partners, LLC278,733
0.4% of portfolio›$7.5M
Signal Advisors Wealth, LLC173,143
0.2% of portfolio›$4.7M
Brookstone Capital Management170,813
0.0% of portfolio›$4.6M
Thrivent Financial for Lutherans170,689
0.0% of portfolio›$4.6M
Sigma Planning Corp169,523
0.1% of portfolio›$4.6M
Kestra Advisory Services, LLC169,023
0.0% of portfolio›$4.6M
Balance Wealth Partners LLC154,146
1.0% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.101,705
0.0% of portfolio›$2.8M
Signaturefd, LLC101,444
0.0% of portfolio›$2.7M
Maia Wealth LLC80,123
0.3% of portfolio›$2.2M
Lord & Richards Wealth Management, LLC77,808
1.6% of portfolio›$2.1M
Encompass More Asset Management75,044
0.3% of portfolio›$2.0M
Atria Investments, Inc53,580
0.0% of portfolio›$1.5M
Axxcess Wealth Management, LLC47,312
0.1% of portfolio›$1.3M
LPL Financial LLC36,417
0.0% of portfolio›$985.8K
B.O.S.S. Retirement Advisors, LLC32,920
0.3% of portfolio›$891.1K
Sovran Advisors, LLC32,788
0.1% of portfolio›$892.2K
Independent Financial Group, LLC26,453
0.0% of portfolio›$716.1K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors25,951
0.0% of portfolio›$702.5K
NewCorp Financial Services, Inc.21,682
0.4% of portfolio›$586.9K
ATX Financial Planning, LLC20,448
0.4% of portfolio›$553.5K
Ashton Thomas Private Wealth, LLC20,086
0.0% of portfolio›$543.7K
Merit Financial Group, LLC17,744
0.0% of portfolio›$480.3K
Journey Retirement Planning & Investment Management LLC15,302
0.3% of portfolio›$414.2K
Wealth Enhancement Advisory Services, LLC15,132
0.0% of portfolio›$414.6K
Accurate Wealth Management, LLC12,995
0.0% of portfolio›$356.6K
Commonwealth Equity Services, LLC12,606
0.0% of portfolio›$341.3K
Range Financial Group LLC11,877
0.1% of portfolio›$321.5K
James T. Borello RIA8,989
0.1% of portfolio›$243.3K
BridgePort Financial Solutions, LLC7,506
0.0% of portfolio›$203.2K
Farther Finance Advisors, LLC1,838
0.0% of portfolio›$49.8K
Creative Financial Designs Inc223
0.0% of portfolio›$6.0K
IFP Advisors, Inc5
0.0% of portfolio›$135
StyleTurnoverLocationFiled
Visionary Wealth Advisors
417,163$11.3M0.4%ETFLowO'Fallon, IL2026-11-04
Triad Wealth Partners, LLC
278,733$7.5M0.4%ETFMediumLawrence, KS2026-10-26
Signal Advisors Wealth, LLC
173,143$4.7M0.2%ETFLowDetroit, MI2026-10-13
Brookstone Capital Management
170,813$4.6M0.0%ETFMediumWheaton, IL2026-10-22
Thrivent Financial for Lutherans
170,689$4.6M0.0%GARPMediumMinneapolis, MN2026-11-05
Sigma Planning Corp
169,523$4.6M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Kestra Advisory Services, LLC
169,023$4.6M0.0%CoreLowAustin, TX2026-11-02
Balance Wealth Partners LLC
154,146$4.2M1.0%ETFMediumWorthington, OH2026-10-27
Cambridge Investment Research Advisors, Inc.
101,705$2.8M0.0%ETFLowFairfield, IA2026-11-02
Signaturefd, LLC
101,444$2.7M0.0%IndexLowAtlanta, GA2026-10-23
Maia Wealth LLC
80,123$2.2M0.3%ETFMediumDenver, CO2026-10-19
Lord & Richards Wealth Management, LLC
77,808$2.1M1.6%ETFMediumHighlands Ranch, CO2026-10-14
Encompass More Asset Management
75,044$2.0M0.3%ETFHighDanville, CA2026-10-16
Atria Investments, Inc
53,580$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
Axxcess Wealth Management, LLC
47,312$1.3M0.1%CoreLowCarlsbad, CA2026-10-21
LPL Financial LLC
36,417$985.8K0.0%IndexVery LowFort Mill, SC2026-11-06
B.O.S.S. Retirement Advisors, LLC
32,920$891.1K0.3%ETFMediumLehi, UT2026-10-26
Sovran Advisors, LLC
32,788$892.2K0.1%ETFMediumSan Diego, CA2026-11-02
Independent Financial Group, LLC
26,453$716.1K0.0%GrowthLowSan Diego, CA2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
25,951$702.5K0.0%ETFMediumWestlake, OH2026-10-14
NewCorp Financial Services, Inc.
21,682$586.9K0.4%ETFLowAlpharetta, GA2026-10-14
ATX Financial Planning, LLC
20,448$553.5K0.4%ETFHighAustin, TX2026-10-14
Ashton Thomas Private Wealth, LLC
20,086$543.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Merit Financial Group, LLC
17,744$480.3K0.0%ETFLowAlpharetta, GA2026-11-06
Journey Retirement Planning & Investment Management LLC
15,302$414.2K0.3%CoreLowAmmon, ID2026-10-09
Wealth Enhancement Advisory Services, LLC
15,132$414.6K0.0%CoreLowPlymouth, MN2026-10-13
Accurate Wealth Management, LLC
12,995$356.6K0.0%CoreMediumWesley Chapel, FL2026-10-20
Commonwealth Equity Services, LLC
12,606$341.3K0.0%ETFLowWaltham, MA2026-11-02
Range Financial Group LLC
11,877$321.5K0.1%GARPMediumTigard, OR2026-10-21
James T. Borello RIA
8,989$243.3K0.1%ETFVery LowEast Dundee, IL2026-10-16
BridgePort Financial Solutions, LLC
7,506$203.2K0.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
1,838$49.8K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Financial Designs Inc
223$6.0K0.0%ETFMediumKokomo, IN2026-11-04
IFP Advisors, Inc
5$1350.0%GrowthLowTampa, FL2026-10-16