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Disclosery

BFEB INNOVATOR ETFS TRUST

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US EQTY BUFR FEB (fund)

93 managers (93 13F filers) reported a position in BFEB shares at 2025-06-30, 4,762,599 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
93
13F filers
93
New
10
Added
22
Reduced
29
Sold out
9
Shares held by filers
4,762,599

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Stuart Chaussee & Associates, Inc.1,560,824$69.7M15.7%+1,560,22413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management597,194$26.7M0.35%+35,66813F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…390,431$17.4M0.24%-26,80113F-HRTimelineGroup
Berkshire Money Management, Inc.368,923$16.5M1.73%+342,20613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.219,553$9.8M0.02%+31,39313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC101,742$4.54M0.01%-20,98213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC96,465$4.31M<0.01%+7,55813F-HRTimelineGroup
HighTower Advisors, LLC76,416$3.41M<0.01%+4,78213F-HRTimeline
My Personal CFO, LLC76,315$3.41M1.55%-31013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,595$3.33M<0.01%+7,82213F-HRTimelineGroup
Cetera Investment Advisers68,796$3.07M0.01%+1,02413F-HRTimeline
Bellwether Advisors, LLC68,241$3.05M0.52%013F-HRTimeline
MML INVESTORS SERVICES, LLC58,042$2.59M0.01%+4,93213F-HRTimeline
Valtinson Bruner Financial Planning LLC55,177$2.46M0.77%-10413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC52,784$2.36M<0.01%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC48,576$2.17M0.02%-2,77113F-HRTimeline
Fragasso Financial Advisors Inc43,506$1.94M0.13%-1,50813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,754$1.82M0.01%+12,83013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC38,443$1.72M0.29%+84913F-HRTimeline
PCA Investment Advisory Services Inc.37,413$1.67M0.7%-10013F-HRTimeline
FSA Advisors, Inc.35,583$1.59M1.29%+52513F-HRTimeline
DHJJ Financial Advisors, Ltd.33,394$1.49M0.54%-5413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.30,987$1.38M0.39%013F-HRTimeline
WealthPlan Investment Management, LLC29,140$1.3M0.09%-164,21713F-HRTimeline
Chris Bulman Inc27,978$1.25M0.71%-4713F-HRTimeline
LPL Financial LLC24,982$1.12M<0.01%+2,91613F-HRTimeline
Cambridge Investment Research Advisors,…24,743$1.1M<0.01%-2,67413F-HRTimeline
Arkadios Wealth Advisors21,655$967K0.03%+41413F-HRTimeline
BLAIR WILLIAM & CO/IL18,621$831K<0.01%-58,87513F-HRTimeline
Strategic Blueprint, LLC18,257$815K0.04%+3,55813F-HRTimeline
BCS Wealth Management17,650$788K0.17%-4,14613F-HRTimeline
Janney Montgomery Scott LLC17,637$787K<0.01%-1,02813F-HRTimeline
Lantz Financial LLC16,448$734K0.18%013F-HRTimeline
Weaver Consulting Group15,553$694K0.19%+5,00013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,775$660K0.02%-1,45013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,356$641K0.01%+2,10013F-HRTimelineGroup
Three Seasons Wealth, LLC13,515$603K0.07%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …13,471$601K0.13%-15413F-HRTimelineGroup
Outlook Wealth Advisors, LLC13,446$600K0.15%-31613F-HRTimeline
AE Wealth Management LLC12,878$575K<0.01%013F-HRTimeline
Arax Advisory Partners12,575$561K0.03%-63613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,826$528K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC11,520$514K0.02%+1,71013F-HRTimeline
Trek Financial, LLC11,234$502K0.03%013F-HRTimeline
CRA Financial Services, LLC10,743$480K0.07%013F-HRTimeline
OneDigital Investment Advisors LLC9,559$427K<0.01%013F-HRTimeline
MGO ONE SEVEN LLC9,155$409K0.01%new13F-HRTimeline
Visionary Wealth Advisors8,954$400K0.02%-62013F-HRTimeline
Atria Wealth Solutions, Inc.8,728$391K0.01%new13F-HRTimeline
Focus Financial Network, Inc.8,650$386K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,456$378K0.01%-4613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,401$375K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp7,746$346K0.01%-1,31513F-HRTimeline
Advisory Services Network, LLC7,535$342K0.01%013F-HRTimeline
CoreCap Advisors, LLC7,598$339K0.01%-7813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC7,341$328K0.11%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,161$320K0.02%new13F-HRTimeline
Keystone Wealth Services, LLC6,900$308K0.07%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC6,721$300K0.01%+413F-HRTimeline
WealthPLAN Partners, LLC6,631$296K0.05%-84,32413F-HRTimeline
Chicago Partners Investment Group LLC6,417$292K0.01%-31113F-HRTimeline
Accurate Wealth Management, LLC6,397$288K0.04%-75613F-HRTimeline
OLD MISSION CAPITAL LLC6,396$286K0.01%new13F-HRTimeline
Bluesphere Advisors LLC6,200$277K0.14%013F-HRTimeline
Orion Capital Management LLC6,200$277K0.11%-10013F-HRTimeline
Tradition Wealth Management, LLC6,112$273K0.02%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.5,300$237K0.14%013F-HRTimeline
Vantage Financial Partners, LLC5,097$228K0.05%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,497$201K<0.01%new13F-HRTimelineGroup
Archer Investment Corp4,000$179K0.04%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,715$166K<0.01%-1,40413F-HRTimelineGroup
AdvisorNet Financial, Inc3,537$158K0.01%013F-HRTimeline
IFP Advisors, Inc3,502$156K<0.01%+1,27813F-HRTimeline
Global Trust Asset Management, LLC3,500$156K0.08%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,331$149K<0.01%+2,72913F-HR/ATimelineGroup
AlphaCore Capital LLC3,000$134K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,950$132K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC2,812$126K0.15%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,582$115K<0.01%+61313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,308$103K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,724$77K<0.01%-1013F-HRTimeline
WealthShield Partners, LLC1,600$71.4K0.01%013F-HRTimeline
Integrity Financial Corp /WA1,134$50.6K0.03%-18113F-HRTimeline
Steward Partners Investment Advisory, L…1,109$49.5K<0.01%013F-HRTimeline
ORG Partners LLC600$26.8K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC530$23.7K0.02%013F-HRTimeline
Larson Financial Group LLC475$21.2K<0.01%013F-HRTimeline
JDM Financial Group LLC450$20.1K0.01%013F-HRTimeline
Legacy Investment Solutions, LLC165$7.37K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…165$7.37K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC76$3K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…25$1.12K<0.01%013F-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