Who Owns Innovator U.S. Equity Buffer ETF (BFEB)?Hedge Fund & Institutional Holders

$48.26-0.21 (-0.43%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.8000900068793325e+167T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$37.92$40.92$43.92$46.93$49.93Sep 24Jun 25Mar 26

BFEB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Penserra Capital Management LLCNew Position+382K+$18.0M
My Personal CFO, LLCNew Position+68K+$3.3M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+71K+$3.0M
Valtinson Bruner Financial Planning LLCNew Position+48K+$2.3M
TopTier Wealth Management, LLCNew Position+45K+$2.2M
Cerity Partners LLCNew Position+53K+$2.0M
PCA Investment Advisory Services Inc.New Position+37K+$1.8M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+34K+$1.6M
INTEGRAL INVESTMENT ADVISORS, INC.New Position+33K+$1.6M
DHJJ Financial Advisors, Ltd.New Position+32K+$1.6M
BCS Wealth ManagementNew Position+27K+$1.3M
Chris Bulman IncNew Position+21K+$1.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+36K+$1.0M
Lantz Financial LLCNew Position+16K+$790K
Strategic Blueprint, LLCNew Position+15K+$746K

BFEB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Brookstone Capital ManagementDecreased-547K-$28.9B
OSAIC HOLDINGS, INC.Decreased-15K-$9.6B
Berkshire Money Management, Inc.Decreased-6-$6.7B
HighTower Advisors, LLCDecreased-522-$3.6B
Cetera Investment AdvisersDecreased-6K-$3.2B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-37K-$2.2B
OLD MISSION CAPITAL LLCDecreased-30K-$2.1B
Fragasso Financial Advisors IncDecreased-1K-$2.0B
FSA Advisors, Inc.Decreased-149-$1.6B
LPL Financial LLCDecreased-609-$1.5B
JPMORGAN CHASE & CODecreased-5K-$836.5M
PRINCIPAL SECURITIES, INC.Decreased-623-$658.4M
Snowden Capital Advisors LLCDecreased-526-$544.3M
CITADEL ADVISORS LLCClosed Position-10K-$470.8M
OneDigital Investment Advisors LLCDecreased-100-$451.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Penserra Capital Management LLC382,125$18.0M0.21%Share
2OSAIC HOLDINGS, INC.186,912$9.0M0.01%Share
3Berkshire Money Management, Inc.141,361$6.9M0.66%Share
4My Personal CFO, LLC68,315$3.3M1.39%Share
5Bellwether Advisors, LLC68,241$3.3M0.53%Share
6Brookstone Capital Management64,464$3.1M0.04%Share
7COMMONWEALTH EQUITY SERVICES, LLC70,682$3.0M0.00%Share
8HighTower Advisors, LLC75,704$3.0M0.00%Share
9Valtinson Bruner Financial Planning LLC47,598$2.3M0.67%Share
10TopTier Wealth Management, LLC44,597$2.2M1.47%Share
11Fragasso Financial Advisors Inc41,807$2.0M0.12%Share
12Cetera Investment Advisers60,851$2.0M0.00%Share
13Cerity Partners LLC53,157$2.0M0.00%Share
14RAYMOND JAMES FINANCIAL INC44,134$2.0M0.00%Share
15MML INVESTORS SERVICES, LLC52,358$2.0M0.00%Share
16PCA Investment Advisory Services Inc.37,413$1.8M0.64%Share
17FSA Advisors, Inc.34,659$1.7M1.17%Share
18BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC33,663$1.6M0.24%Share
19INTEGRAL INVESTMENT ADVISORS, INC.33,087$1.6M0.40%Share
20DHJJ Financial Advisors, Ltd.32,303$1.6M0.52%Share
21BCS Wealth Management27,398$1.3M0.13%Share
22Chris Bulman Inc21,367$1.0M0.46%Share
23Beacon Pointe Advisors, LLC32,388$1.0M0.01%Share
24LPL Financial LLC30,603$1.0M0.00%Share
25Kestra Advisory Services, LLC27,280$1.0M0.00%Share
26ENVESTNET ASSET MANAGEMENT INC35,869$1.0M0.00%Share
27Lantz Financial LLC16,248$790K0.17%Share
28Weaver Consulting Group15,553$756K0.18%Share
29Strategic Blueprint, LLC15,330$746K0.04%Share
30Spire Wealth Management14,654$713K0.02%Share
31OLD MISSION CAPITAL LLC13,580$660K0.02%Share
32Three Seasons Wealth, LLC13,515$657K0.06%Share
33FIRST COMMONWEALTH FINANCIAL CORP /PA/13,471$655K0.11%Share
34Outlook Wealth Advisors, LLC13,200$642K0.15%Share
35AE Wealth Management LLC12,346$600K0.00%Share
36Trek Financial, LLC11,234$546K0.03%Share
37COFG Advisors, LLC11,047$537K0.13%Share
38Ballast Rock Private Wealth LLC10,079$490K0.31%Share
39CRA Financial Services, LLC9,593$466K0.06%Share
40Visionary Wealth Advisors8,854$430K0.02%Share
41Focus Financial Network, Inc.8,633$420K0.01%Share
42MGO ONE SEVEN LLC8,080$393K0.01%Share
43Sigma Planning Corp7,763$372K0.01%Share
44CENTRAL VALLEY ADVISORS, LLC7,341$357K0.11%Share
45CoreCap Advisors, LLC7,103$345K0.01%Share
46Keystone Wealth Services, LLC6,900$335K0.07%Share
47NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,792$330K0.02%Share
48Ashton Thomas Private Wealth, LLC6,717$326K0.01%Share
49Chicago Partners Investment Group LLC6,417$316K0.01%Share
50Accurate Wealth Management, LLC6,397$314K0.04%Share

BFEB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202587$93.2M+44
Q3 202543$79.5B-43
Q2 202586$171.6B-2
Q1 202588$101.2B+25
Q4 202463$4.7T+8
Q3 202455$18.4T-4
Q2 202459$101.0T+3
Q1 202456$103.2T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold BFEB (Innovator U.S. Equity Buffer ETF). The largest holder is Penserra Capital Management LLC with $18.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own BFEB?

As of Q4 2025, 50 institutional investors report holding BFEB (Innovator U.S. Equity Buffer ETF) in their 13F filings.

Who is the largest institutional holder of BFEB?

The largest institutional holder of BFEB is Penserra Capital Management LLC with $18.0M in shares.

Is institutional ownership of BFEB increasing or decreasing?

This quarter, 15 institutions opened new positions in BFEB and 1 closed their positions.