Who Owns Innovator Equity Managed 100 Buffer ETF (BFRZ)?Hedge Fund & Institutional Holders

$26.70+0.06 (+0.23%)Financial ServicesNYSE_ARCA

Institutional Holders

31

as of Q4 2025

Total Institutional Value

$1.4468000452900043e+124T

% of Float Held

QoQ Change in Holders

+10 / -2

Price History

$25.02$25.53$26.04$26.55$27.06May 25Oct 25Mar 26

BFRZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
VanWeelden Wealth Management, LLCNew Position+539K+$14.5B
Triad Wealth Partners, LLCNew Position+158K+$4.2B
Visionary Wealth AdvisorsIncreased+109K+$2.9B
Sovran Advisors, LLCNew Position+37K+$998.0M
Ashton Thomas Private Wealth, LLCNew Position+35K+$945.0M
Encompass More Asset ManagementNew Position+22K+$596.0M
Signal Advisors Wealth, LLCIncreased+21K+$585.6M
WEALTHGARDEN F.S. LLCNew Position+11K+$294.0M
Accurate Wealth Management, LLCNew Position+10K+$277.0M
BridgePort Financial Solutions, LLCNew Position+8K+$207.0M
Maia Wealth LLCIncreased+6K+$154.0M
OLD MISSION CAPITAL LLCIncreased+3K+$74.3M
Farther Finance Advisors, LLCIncreased+2K+$48.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+531K+$14.0M
ATX Financial Planning, LLCNew Position+177K+$4.7M

BFRZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
PLANWISER FINANCIAL, LLCClosed Position-48K-$1.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-10K-$270.2M
Sigma Planning CorpDecreased-4K-$48.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VanWeelden Wealth Management, LLC539,182$14.5B11.36%Share
2Sigma Planning Corp168,795$4.5B0.13%Share
3Triad Wealth Partners, LLC157,724$4.2B0.40%Share
4Visionary Wealth Advisors137,907$3.7B0.17%Share
5Signal Advisors Wealth, LLC88,153$2.4B0.19%Share
6Maia Wealth LLC84,153$2.3B0.39%Share
7Sovran Advisors, LLC36,935$998.0M0.08%Share
8Ashton Thomas Private Wealth, LLC35,195$945.0M0.02%Share
9Encompass More Asset Management22,217$596.0M0.11%Share
10OLD MISSION CAPITAL LLC11,012$295.0M0.01%Share
11WEALTHGARDEN F.S. LLC10,924$294.0M0.19%Share
12Accurate Wealth Management, LLC10,277$277.0M0.04%Share
13BridgePort Financial Solutions, LLC7,716$207.0M0.06%Share
14Farther Finance Advisors, LLC2,392$64.0M0.69%Share
15ENVESTNET ASSET MANAGEMENT INC531,478$14.0M0.00%Share
16ATX Financial Planning, LLC176,781$4.7M3.66%Share
17Brookstone Capital Management130,458$3.5M0.04%Share
18CWM, LLC107,268$2.9M0.01%Share
19HARBOUR INVESTMENTS, INC.73,735$2.0M0.04%Share
20SIGNATUREFD, LLC46,945$1.3M0.02%Share
21THRIVENT FINANCIAL FOR LUTHERANS45,024$1.0M0.00%Share
22Kestra Advisory Services, LLC47,272$1.0M0.00%Share
23SeaCrest Wealth Management, LLC13,250$356K0.04%Share
24JANE STREET GROUP, LLC25,286$00.00%Share
25Cetera Investment Advisers31,814$00.00%Share
26Orion Porfolio Solutions, LLC26,235$00.00%Share
27IFP Advisors, Inc50$00.00%Share
28OSAIC HOLDINGS, INC.8,415$00.00%Share
29Global Retirement Partners, LLC607$00.00%Share
30Cambridge Investment Research Advisors, Inc.26,938$00.00%Share
31OSAIC HOLDINGS, INC.300$00.00%Share

BFRZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202530$35.3B+16
Q3 202514$14.9B+5
Q2 20259$6.7B

Similar Stocks by Institutional Ownership

As of Q4 2025, 31 institutional investors hold BFRZ (Innovator Equity Managed 100 Buffer ETF). The largest holder is VanWeelden Wealth Management, LLC with $14.5B in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own BFRZ?

As of Q4 2025, 31 institutional investors report holding BFRZ (Innovator Equity Managed 100 Buffer ETF) in their 13F filings.

Who is the largest institutional holder of BFRZ?

The largest institutional holder of BFRZ is VanWeelden Wealth Management, LLC with $14.5B in shares.

Is institutional ownership of BFRZ increasing or decreasing?

This quarter, 10 institutions opened new positions in BFRZ and 2 closed their positions.