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Disclosery

BFEB INNOVATOR ETFS TRUST

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US EQTY BUFR FEB (fund)

91 managers (91 13F filers) reported a position in BFEB shares at 2025-03-31, 3,109,476 shares in all. 20 filers opened a position and 7 filers sold out during the quarter.

Managers
91
13F filers
91
New
20
Added
40
Reduced
11
Sold out
7
Shares held by filers
3,109,476

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Brookstone Capital Managementin group Brookstone Capital Management561,526$23.3M0.33%+544,65413F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…417,232$17.3M0.31%+61,15213F-HRTimelineGroup
WealthPlan Investment Management, LLC193,357$8.03M0.79%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.188,160$7.81M0.02%+62,03513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC122,724$5.1M0.01%+19,76613F-HRTimeline
WealthPLAN Partners, LLC90,955$3.78M0.53%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC88,907$3.69M<0.01%+55,43613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL77,496$3.22M0.01%+3,51713F-HRTimeline
My Personal CFO, LLC76,625$3.18M1.6%+2,50013F-HRTimeline
HighTower Advisors, LLC71,634$2.97M<0.01%+6,93613F-HRTimeline
Bellwether Advisors, LLC68,241$2.83M0.59%013F-HRTimeline
Cetera Investment Advisers67,772$2.81M0.01%+1,75813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,773$2.77M<0.01%-31,80713F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC55,281$2.3M0.78%-1,00413F-HRTimeline
MML INVESTORS SERVICES, LLC53,110$2.21M0.01%+29,61013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC52,784$2.19M<0.01%+30,99213F-HRTimelineGroup
Beacon Pointe Advisors, LLC51,347$2.13M0.02%+23,19013F-HRTimeline
Fragasso Financial Advisors Inc45,014$1.87M0.14%-3,30513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC37,594$1.56M0.3%+2,45913F-HRTimeline
PCA Investment Advisory Services Inc.37,513$1.56M0.82%+21,69113F-HRTimeline
FSA Advisors, Inc.35,058$1.46M1.16%+8,38413F-HRTimeline
DHJJ Financial Advisors, Ltd.33,448$1.39M0.56%+41413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.30,987$1.29M0.41%+7,02513F-HRTimeline
Chris Bulman Inc28,025$1.16M0.73%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,924$1.16M0.01%-35813F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,417$1.14M<0.01%-7,32613F-HRTimeline
Berkshire Money Management, Inc.26,717$1.11M0.12%013F-HRTimeline
TOWNSQUARE CAPITAL LLC23,324$969K0.01%-913F-HRTimeline
LPL Financial LLC22,066$916K<0.01%+4,74713F-HRTimeline
BCS Wealth Management21,796$905K0.23%+4,87113F-HRTimeline
Arkadios Wealth Advisors21,241$882K0.03%new13F-HRTimeline
Janney Montgomery Scott LLC18,665$775K<0.01%-1,53513F-HRTimeline
Lantz Financial LLC16,448$683K0.19%+2,70113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,225$674K0.02%+14,16013F-HRTimelineGroup
Strategic Blueprint, LLC14,699$610K0.03%new13F-HRTimeline
Outlook Wealth Advisors, LLC13,762$572K0.16%+1,63913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …13,625$566K0.13%013F-HRTimelineGroup
Three Seasons Wealth, LLC13,515$561K0.28%new13F-HRTimeline
Arax Advisory Partners13,211$549K0.04%+11713F-HRTimeline
AE Wealth Management LLC12,878$535K<0.01%+1,81813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,256$528K0.01%013F-HRTimelineGroup
RFG Advisory, LLC12,323$512K0.01%+4,06413F-HRTimeline
Trek Financial, LLC11,234$467K0.03%+2,22213F-HRTimeline
CRA Financial Services, LLC10,743$446K0.08%+2,59513F-HRTimeline
Weaver Consulting Group10,553$438K0.13%+5,74713F-HRTimeline
Snowden Capital Advisors LLC9,810$407K0.01%+1,14513F-HRTimeline
Visionary Wealth Advisors9,574$398K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC9,559$397K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,305$386K0.01%013F-HRTimeline
Sigma Planning Corp9,061$376K0.01%+26513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,035$375K<0.01%-4,07813F-HR/ATimelineGroup
Focus Financial Network, Inc.8,650$359K0.01%+89313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,502$353K0.01%+63513F-HRTimelineGroup
John W. Brooker & Co., CPAs8,320$346K0.14%new13F-HRTimeline
CoreCap Advisors, LLC7,676$319K0.01%-21913F-HRTimeline
Advisory Services Network, LLC7,535$313K0.01%+34413F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC7,341$305K0.12%013F-HRTimeline
Accurate Wealth Management, LLC7,153$287K0.05%new13F-HRTimeline
Chicago Partners Investment Group LLC6,728$280K0.01%-1,55113F-HRTimeline
Ashton Thomas Private Wealth, LLC6,717$279K0.01%new13F-HRTimeline
Orion Capital Management LLC6,300$262K0.11%013F-HRTimeline
Bluesphere Advisors LLC6,200$257K0.15%013F-HRTimeline
Belpointe Asset Management LLC5,458$227K0.01%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.5,300$220K0.15%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,119$213K<0.01%+4,95913F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC4,992$207K<0.01%013F-HRTimelineGroup
Archer Investment Corp4,000$166K0.04%013F-HRTimeline
AdvisorNet Financial, Inc3,537$147K0.01%+3,22713F-HRTimeline
Global Trust Asset Management, LLC3,500$145K0.09%-2,95013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,136$130K<0.01%new13F-HRTimeline
AlphaCore Capital LLC3,000$125K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,950$123K0.01%+70013F-HRTimeline
Financial Network Wealth Advisors LLC2,812$117K0.15%+57013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,308$96K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc2,224$92.4K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,969$81.8K<0.01%+23113F-HRTimeline
NewEdge Advisors, LLC1,734$72K<0.01%013F-HRTimeline
WealthShield Partners, LLC1,600$66.4K0.01%new13F-HRTimeline
Integrity Financial Corp /WA1,315$54.6K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,109$46.1K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC602$25K<0.01%+50213F-HR/ATimelineGroup
ORG Partners LLC600$25K0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.600$24.9K0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC530$22K0.02%13F-HRTimeline
Larson Financial Group LLC475$19.7K<0.01%013F-HRTimeline
JDM Financial Group LLC450$18.7K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG239$9.93K<0.01%new13F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…165$6.85K<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC76$3.16K<0.01%+2313F-HRTimeline
Capital Investment Advisory Services, L…25$1.04K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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