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Disclosery

BFEB INNOVATOR ETFS TRUST

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US EQTY BUFR FEB (fund)

89 managers (89 13F filers) reported a position in BFEB shares at 2025-12-31, 2,299,422 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
89
13F filers
89
New
6
Added
10
Reduced
40
Sold out
7
Shares held by filers
2,299,422

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…382,125$18.6M0.22%-13,02813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.190,569$9.27M0.01%-15,42413F-HRTimelineGroup
Berkshire Money Management, Inc.141,361$6.88M0.66%-613F-HRTimeline
Bullseye Investment Management, LLC94,922$4.62M2.4%new13F-HRTimeline
HighTower Advisors, LLC75,704$3.68M<0.01%-52213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,682$3.44M<0.01%-18,52213F-HRTimeline
My Personal CFO, LLC68,315$3.32M1.39%new13F-HRTimeline
Bellwether Advisors, LLC68,241$3.32M0.53%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management64,464$3.14M0.04%-546,76713F-HRTimelineGroup
Cetera Investment Advisers60,851$2.96M<0.01%-6,44013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC53,157$2.59M<0.01%-1,60013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC52,358$2.55M0.01%+3,72913F-HRTimeline
Valtinson Bruner Financial Planning LLC47,598$2.32M0.67%-7,52313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,892$2.28M<0.01%+13,97513F-HRTimelineGroup
TopTier Wealth Management, LLC44,597$2.17M1.47%13F-HRTimeline
Fragasso Financial Advisors Inc41,807$2.03M0.12%-1,13913F-HRTimeline
PCA Investment Advisory Services Inc.37,413$1.82M0.64%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,869$1.75M<0.01%-57,58513F-HRTimelineGroup
FSA Advisors, Inc.34,659$1.69M1.17%-14913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC33,663$1.64M0.24%-3,51413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.33,087$1.61M0.4%-7513F-HRTimeline
Beacon Pointe Advisors, LLC32,388$1.58M0.01%+713F-HRTimeline
DHJJ Financial Advisors, Ltd.32,303$1.57M0.52%-82513F-HRTimeline
LPL Financial LLC30,603$1.49M<0.01%-60913F-HRTimeline
BCS Wealth Management27,398$1.33M0.13%+12,74413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,280$1.33M0.01%+25013F-HRTimelineGroup
Chris Bulman Inc21,367$1.04M0.46%-6,10113F-HRTimeline
BLAIR WILLIAM & CO/IL18,621$906K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…17,962$874K<0.01%+32513F-HRTimeline
Lantz Financial LLC16,248$791K0.17%-12013F-HRTimeline
Weaver Consulting Group15,553$757K0.19%013F-HRTimeline
Strategic Blueprint, LLC15,330$746K0.04%-2,79213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,654$713K0.02%-213F-HRTimelineGroup
Janney Montgomery Scott LLC14,231$693K<0.01%-1,59813F-HRTimeline
OLD MISSION CAPITAL LLC13,580$661K0.03%-30,33413F-HRTimeline
Three Seasons Wealth, LLC13,515$658K0.06%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …13,471$656K0.11%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,311$648K0.01%-62313F-HRTimelineGroup
Outlook Wealth Advisors, LLC13,200$642K0.15%-24613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,510$609K<0.01%-5,19413F-HRTimelineGroup
AE Wealth Management LLC12,346$601K<0.01%013F-HRTimeline
Arax Advisory Partners12,233$595K0.02%new13F-HRTimeline
Trek Financial, LLC11,234$547K0.03%013F-HRTimeline
COFG Advisors, LLC11,047$538K0.13%13F-HRTimeline
Snowden Capital Advisors LLC10,994$535K0.01%-52613F-HRTimeline
Ballast Rock Private Wealth LLC10,079$491K0.31%13F-HRTimeline
CRA Financial Services, LLC9,593$467K0.06%-1,15013F-HRTimeline
OneDigital Investment Advisors LLC9,459$460K<0.01%-10013F-HRTimeline
Visionary Wealth Advisors8,854$431K0.02%-10313F-HRTimeline
Focus Financial Network, Inc.8,633$420K0.01%-1713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,625$420K<0.01%-37,07413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,091$394K0.01%+913F-HRTimelineGroup
MGO ONE SEVEN LLC8,080$393K0.01%-22513F-HRTimeline
Sigma Planning Corp7,763$373K0.01%-213F-HRTimeline
Advisory Services Network, LLC7,535$367K0.01%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC7,341$357K0.11%013F-HRTimeline
CoreCap Advisors, LLC7,103$346K0.01%-19813F-HRTimeline
Keystone Wealth Services, LLC6,900$336K0.07%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,792$331K0.02%+12113F-HRTimeline
Ashton Thomas Private Wealth, LLC6,717$327K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC6,417$316K0.01%013F-HRTimeline
Accurate Wealth Management, LLC6,397$315K0.04%013F-HRTimeline
Bluesphere Advisors LLC6,200$302K0.13%013F-HRTimeline
Fortune Financial Group, Inc.5,900$295K0.29%13F-HRTimeline
Orion Capital Management LLC5,500$268K0.09%-70013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,168$252K<0.01%new13F-HRTimelineGroup
Vantage Financial Partners, LLC4,597$224K0.05%-49113F-HRTimeline
Global Assets Advisory, LLC4,528$220K0.06%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,497$219K<0.01%013F-HRTimelineGroup
Archer Investment Corp4,000$195K0.04%013F-HRTimeline
AdvisorNet Financial, Inc3,537$172K0.01%013F-HRTimeline
IFP Advisors, Inc3,502$170K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,950$144K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC2,812$137K0.14%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,351$114K<0.01%013F-HRTimeline
AlphaCore Capital LLC2,000$97.3K<0.01%-1,00013F-HRTimeline
WealthShield Partners, LLC1,600$77.9K0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,500$73K0.03%-2,00013F-HRTimeline
Integrity Financial Corp /WA1,134$55.2K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,115$54.3K<0.01%+113F-HRTimeline
ORG Partners LLC600$29.2K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC530$25.8K0.02%013F-HRTimeline
OPTIMA CAPITAL LLC500$24.3K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC247$12K<0.01%-1,44313F-HRTimelineGroup
Larson Financial Group LLC226$11K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…162$7.88K<0.01%-113F-HRTimelineGroup
UBS Group AGin group UBS Group AG97$4.72K<0.01%+7813F-HRTimelineGroup
Keating Financial Advisory Services, In…61$2.97K<0.01%13F-HRTimeline
Jessup Wealth Management, Inc16$791<0.01%new13F-HRTimeline

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