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Disclosery

BFRZ INNOVATOR ETFS TRUST

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EQUITY MNGD 100 (fund)

52 managers (52 13F filers) reported a position in BFRZ shares at 2026-03-31, 3,981,967 shares in all. 22 filers opened a position and 2 filers sold out during the quarter.

Managers
52
13F filers
52
New
22
Added
22
Reduced
5
Sold out
2
Shares held by filers
3,981,967

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC449,502$11.8M<0.01%-81,97613F-HRTimelineGroup
CWM, LLCin group CWM, LLC446,576$11.8M0.03%+339,30813F-HRTimelineGroup
VanWeelden Wealth Management, LLC381,918$10.1M8.03%-157,26413F-HRTimeline
Visionary Wealth Advisors280,589$7.4M0.33%+142,68213F-HRTimeline
Triad Wealth Partners, LLC273,585$7.21M0.57%+115,86113F-HRTimeline
Orion Porfolio Solutions, LLC194,160$5.12M0.04%+167,92513F-HRTimeline
ATX Financial Planning, LLC192,402$5.07M3.85%+15,62113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC192,340$5.07M0.02%+145,06813F-HRTimelineGroup
Sigma Planning Corp173,818$4.58M0.13%+5,02313F-HRTimeline
Balance Wealth Partners LLC150,758$3.97M1.23%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management135,875$3.58M0.04%+5,41713F-HRTimelineGroup
Cambridge Investment Research Advisors,…110,968$2.92M0.01%+84,03013F-HRTimeline
Signal Advisors Wealth, LLC95,511$2.52M0.17%+7,35813F-HRTimeline
Maia Wealth LLC79,332$2.09M0.35%-4,82113F-HRTimeline
Farther Finance Advisors, LLC70,318$1.85M0.02%+67,92613F-HRTimeline
Encompass More Asset Management65,607$1.73M0.29%+43,39013F-HRTimeline
PLANWISER FINANCIAL, LLC50,268$1.33M0.96%+16,14913F-HRTimeline
SIGNATUREFD, LLC47,853$1.26M0.02%+90813F-HRTimeline
Sovran Advisors, LLC37,451$990K0.08%+51613F-HRTimeline
Cetera Investment Advisers37,390$986K<0.01%+5,57613F-HRTimeline
Atria Investments, Inc35,544$937K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,423$934K<0.01%+10,13713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY34,309$904K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,402$775K<0.01%+20,68713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC26,355$695K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC25,426$670K0.02%-9,76913F-HRTimeline
World Investment Advisors24,525$646K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,315$589K<0.01%new13F-HRTimeline
WEALTHGARDEN F.S. LLC20,565$542K0.37%+9,64113F-HRTimeline
HARBOUR INVESTMENTS, INC.19,150$505K0.01%-54,58513F-HRTimeline
Financial Solutions Advisory Group, Inc.18,936$499K0.07%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,299$482K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC17,541$462K<0.01%new13F-HRTimeline
Range Financial Group LLC16,222$428K0.14%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,732$415K0.01%+2,24513F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth14,280$376K<0.01%new13F-HRTimelineGroup
JOURNEY RETIREMENT PLANNING & INVESTMEN…14,169$373K0.33%new13F-HRTimeline
SeaCrest Wealth Management, LLC13,250$349K0.04%013F-HRTimeline
Ausdal Financial Partners, Inc.13,148$347K0.02%new13F-HRTimeline
Advyzon Investment Management, LLC12,930$341K0.03%new13F-HRTimeline
Accurate Wealth Management, LLC12,857$339K0.04%+2,58013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC12,223$322K0.03%new13F-HRTimelineGroup
NewCorp Financial Services, Inc.11,263$297K0.26%new13F-HRTimeline
BridgePort Financial Solutions, LLC10,544$278K0.08%+2,82813F-HRTimeline
Vantage Point Financial LLC9,741$257K0.09%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,360$220K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC6,704$177K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…6,601$174K0.09%new13F-HRTimelineGroup
Sound Income Strategies, LLC4,353$115K0.01%new13F-HRTimeline
RED REEF ADVISORS LLC4,140$109K0.11%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,389$36.6K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc50$1.32K<0.01%013F-HRTimeline