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Disclosery

BFEB INNOVATOR ETFS TRUST

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US EQTY BUFR FEB (fund)

78 managers (78 13F filers) reported a position in BFEB shares at 2024-12-31, 1,939,997 shares in all. 4 filers opened a position and 13 filers sold out during the quarter.

Managers
78
13F filers
78
New
4
Added
3
Reduced
37
Sold out
13
Shares held by filers
1,939,997

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Penserra Capital Management LLCin group Penserra Capital Management L…356,080$15.3M0.28%+47,49913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,125$5.43M0.01%-8,07013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC102,958$4.43M0.01%-14,06913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC98,580$4.25M<0.01%13F-HR/ATimelineGroup
My Personal CFO, LLC74,125$3.19M1.64%013F-HRTimeline
BLAIR WILLIAM & CO/IL73,979$3.19M0.01%013F-HRTimeline
Bellwether Advisors, LLC68,241$2.94M0.53%013F-HRTimeline
Cetera Investment Advisers66,014$2.84M0.01%-6,16413F-HRTimeline
HighTower Advisors, LLC64,698$2.79M<0.01%-1,94113F-HRTimeline
Valtinson Bruner Financial Planning LLC56,285$2.42M0.85%-29413F-HRTimeline
Fragasso Financial Advisors Inc48,319$2.08M0.16%-14,41313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,223$1.6M<0.01%+12,35213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC35,135$1.51M0.29%-2,26513F-HRTimeline
Cambridge Investment Research Advisors,…34,743$1.5M<0.01%-1,06413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,471$1.44M<0.01%-14,31513F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.33,034$1.42M0.55%-3,61813F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC31,291$1.35M1.37%-26613F-HRTimeline
OLD MISSION CAPITAL LLC29,018$1.25M0.03%-1,59013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,282$1.22M0.01%+7,54513F-HRTimelineGroup
Beacon Pointe Advisors, LLC28,157$1.21M0.01%-18213F-HRTimeline
Berkshire Money Management, Inc.26,717$1.15M0.13%013F-HRTimeline
FSA Advisors, Inc.26,674$1.12M1.37%-21313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.23,962$1.03M0.33%013F-HRTimeline
MML INVESTORS SERVICES, LLC23,500$1.01M<0.01%-88513F-HRTimeline
TOWNSQUARE CAPITAL LLC23,333$1M0.01%-7,98713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,792$939K<0.01%-40713F-HRTimelineGroup
Janney Montgomery Scott LLC20,200$870K<0.01%-98413F-HRTimeline
LPL Financial LLC17,319$746K<0.01%-2,43213F-HRTimeline
BCS Wealth Management16,925$729K0.18%-3,84213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,872$727K0.01%-4,53913F-HRTimelineGroup
PCA Investment Advisory Services Inc.15,822$681K0.32%013F-HRTimeline
Lantz Financial LLC13,747$592K0.16%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …13,625$587K0.14%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,113$565K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners13,094$564K0.04%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,256$528K0.01%-64713F-HRTimelineGroup
Outlook Wealth Advisors, LLC12,123$522K0.15%-18513F-HRTimeline
AE Wealth Management LLC11,060$476K<0.01%-1,63113F-HRTimeline
TWO SIGMA SECURITIES, LLC9,870$425K0.08%new13F-HRTimeline
Visionary Wealth Advisors9,574$412K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC9,559$412K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,305$401K0.01%013F-HRTimeline
Trek Financial, LLC9,012$388K0.03%013F-HRTimeline
Sigma Planning Corp8,796$379K0.01%013F-HRTimeline
Snowden Capital Advisors LLC8,665$373K0.01%-11,00013F-HRTimeline
Chicago Partners Investment Group LLC8,279$358K0.01%013F-HRTimeline
RFG Advisory, LLC8,259$356K0.01%-7,21813F-HRTimeline
CRA Financial Services, LLC8,148$351K0.06%-50013F-HRTimeline
CoreCap Advisors, LLC7,895$340K0.02%-11,15013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,867$339K0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.7,757$334K0.01%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC7,341$316K0.14%013F-HRTimeline
Advisory Services Network, LLC7,191$310K0.01%-4,20013F-HRTimeline
Global Trust Asset Management, LLC6,450$278K0.11%013F-HRTimeline
Orion Capital Management LLC6,300$271K0.12%-40013F-HRTimeline
Bluesphere Advisors LLC6,200$267K0.13%013F-HRTimeline
Belpointe Asset Management LLC5,458$227K0.01%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,992$215K<0.01%-7,78113F-HRTimelineGroup
PFG Advisors4,912$212K0.01%-1,68113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,898$211K<0.01%-21,21513F-HRTimelineGroup
Weaver Consulting Group4,806$207K0.06%013F-HRTimeline
Archer Investment Corp4,000$172K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,250$96.9K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC2,242$96.6K0.18%-15,10013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,065$88.9K<0.01%013F-HRTimelineGroup
Sugarloaf Wealth Management, LLC1,842$79.3K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,738$74.9K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,734$74.7K<0.01%013F-HRTimeline
Integrity Financial Corp /WA1,315$56.6K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,237$53.3K0.05%13F-HRTimeline
ORG Partners LLC600$25.8K<0.01%new13F-HRTimeline
Larson Financial Group LLC475$20.5K<0.01%013F-HRTimeline
JDM Financial Group LLC450$19.4K0.01%013F-HRTimeline
AdvisorNet Financial, Inc310$13.4K<0.01%-31013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO160$6.89K<0.01%-14,28813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC100$4.31K<0.01%-4813F-HR/ATimelineGroup
Wood Tarver Financial Group, LLC53$2K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Brookstone Capital Management reported 78,439 BFEB shares, 2.05% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-02. 0001062993-26-005154

    Accepted , ingested