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Disclosery

BFRZ INNOVATOR ETFS TRUST

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EQUITY MNGD 100 (fund)

51 managers (51 13F filers) reported a position in BFRZ shares at 2026-06-30, 3,040,297 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
51
13F filers
51
New
7
Added
28
Reduced
13
Sold out
8
Shares held by filers
3,040,297

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

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Visionary Wealth Advisors365,898$9.89M0.39%+85,30913F-HRTimeline
Triad Wealth Partners, LLC346,426$9.38M0.56%+72,84113F-HRTimeline
Orion Porfolio Solutions, LLC253,350$6.85M0.05%+59,19013F-HRTimeline
Sigma Planning Corp175,756$4.75M0.12%+1,93813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management173,191$4.68M0.05%+37,31613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC172,167$4.65M0.02%-20,17313F-HRTimelineGroup
Cambridge Investment Research Advisors,…155,053$4.19M0.01%+44,08513F-HR/ATimeline
Balance Wealth Partners LLC152,468$4.12M1.1%+1,71013F-HRTimeline
ATX Financial Planning, LLC95,746$2.59M1.71%-96,65613F-HRTimeline
Signal Advisors Wealth, LLC94,548$2.56M0.13%-96313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC94,129$2.54M<0.01%-355,37313F-HRTimelineGroup
Encompass More Asset Management89,622$2.42M0.36%+24,01513F-HRTimeline
Maia Wealth LLC80,619$2.18M0.32%+1,28713F-HRTimeline
Atria Investments, Inc59,494$1.61M0.02%+23,95013F-HRTimeline
PLANWISER FINANCIAL, LLC52,368$1.42M0.98%+2,10013F-HRTimeline
SIGNATUREFD, LLC49,751$1.34M0.02%+1,89813F-HRTimeline
MML INVESTORS SERVICES, LLC48,186$1.3M<0.01%+21,83113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC47,312$1.28M0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,434$1.09M<0.01%+11,03213F-HRTimelineGroup
Cetera Investment Advisers38,011$1.03M<0.01%+62113F-HRTimeline
LPL Financial LLC36,245$980K<0.01%new13F-HRTimeline
Sovran Advisors, LLC36,391$977K0.07%-1,06013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC30,527$825K0.02%+14,79513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,037$812K<0.01%+11,73813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC26,935$728K0.02%+1,50913F-HRTimeline
WEALTHGARDEN F.S. LLC20,540$555K0.31%-2513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …18,721$506K0.02%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC18,004$487K0.03%+5,78113F-HRTimelineGroup
Merit Financial Group, LLC17,567$475K<0.01%+2613F-HR/ATimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…17,017$460K0.36%+2,84813F-HRTimeline
Accurate Wealth Management, LLC15,058$410K0.04%+2,20113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,280$386K<0.01%013F-HRTimelineGroup
World Investment Advisors14,515$383K0.01%-10,01013F-HRTimeline
Simplicity Wealth,LLC14,126$382K0.01%new13F-HRTimeline
Range Financial Group LLC14,022$379K0.1%-2,20013F-HRTimeline
Advyzon Investment Management, LLC13,571$367K0.03%+64113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,264$359K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.13,200$357K0.01%+5213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,600$341K<0.01%new13F-HRTimeline
NewCorp Financial Services, Inc.12,554$339K0.26%+1,29113F-HRTimeline
Vantage Point Financial LLC11,766$318K0.1%+2,02513F-HRTimeline
OLD MISSION CAPITAL LLC11,674$316K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,535$285K<0.01%+2,17513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,314$225K<0.01%-27,10913F-HRTimelineGroup
BridgePort Financial Solutions, LLC7,506$203K0.05%-3,03813F-HRTimeline
AE Wealth Management LLC7,011$190K<0.01%+30713F-HRTimeline
HARBOUR INVESTMENTS, INC.5,003$135K<0.01%-14,14713F-HRTimeline
RED REEF ADVISORS LLC4,140$112K0.1%013F-HRTimeline
Global Retirement Partners, LLC607$16.4K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC33$892<0.01%-70,28513F-HRTimeline
IFP Advisors, Inc5$135<0.01%-4513F-HRTimeline