Innovator U.S. Equity Buffer ETF - February(BFEB)

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Innovator U.S. Equity Buffer ETF - February(BFEB)

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Overview Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 125 Institutional Holders

Holder	Shares	Date	Change	% Held
Brookstone Capital Management	971.14K	Jun 30, 26	+281.30K	20.34%
Penserra Capital Management LLC	500.84K	Jun 30, 26	+76.27K	10.49%
ADVISOR GROUP HOLDINGS, INC.	199.95K	Jun 30, 26	+34.36K	4.19%
Cerity Partners LLC	141.05K	Jun 30, 26	+7.65K	2.95%
ENVESTNET ASSET MANAGEMENT INC	112.87K	Jun 30, 26	-1.78K	2.36%
Berkshire Money Management, Inc.	95.65K	Jun 30, 26	-45.70K	2.00%
COMMONWEALTH EQUITY SERVICES, LLC	76.73K	Jun 30, 26	-10.06K	1.61%
HighTower Advisors, LLC	76.46K	Jun 30, 26	--	1.60%
My Personal CFO, LLC	72.47K	Jun 30, 26	-1.22K	1.52%
McAlister, Sweet & Associates, Inc.	69.99K	Jun 30, 26	--	1.47%
Bellwether Advisors, LLC	66.45K	Jun 30, 26	-1.69K	1.39%
RAYMOND JAMES FINANCIAL INC	65.99K	Jun 30, 26	-3.75K	1.38%
Cetera Investment Advisers	65.50K	Jun 30, 26	+3.44K	1.37%
MML INVESTORS SERVICES, LLC	59.29K	Jun 30, 26	+13.71K	1.24%
Valtinson Bruner Financial Planning LLC	47.61K	Jun 30, 26	-77	1.00%
LPL Financial LLC	47.56K	Jun 30, 26	-119	1.00%
Fragasso Group Inc.	44.79K	Jun 30, 26	-993	0.94%
Lantz Financial LLC	35.18K	Jun 30, 26	-166	0.74%
PCA Investment Advisory Services Inc.	34.34K	Jun 30, 26	-135	0.72%
FSA Advisors, Inc.	33.47K	Jun 30, 26	-1.02K	0.70%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	33.33K	Jun 30, 26	-70	0.70%
Chris Bulman Inc	33.17K	Jun 30, 26	-1.32K	0.69%
INTEGRAL INVESTMENT ADVISORS, INC.	33.09K	Jun 30, 26	--	0.69%
DHJJ Financial Advisors, Ltd.	30.21K	Jun 30, 26	--	0.63%
Kestra Advisory Services, LLC	29.48K	Jun 30, 26	-7.26K	0.62%
Spire Wealth Management	28.96K	Jun 30, 26	+508	0.61%
Arkadios Wealth Advisors	23.80K	Jun 30, 26	+347	0.50%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	22.23K	Jun 30, 26	+16.36K	0.47%
Strategic Blueprint, LLC	21.57K	Jun 30, 26	+1.21K	0.45%
OLD MISSION CAPITAL LLC	21.40K	Jun 30, 26	+4.44K	0.45%
Weaver Consulting Group	18.89K	Jun 30, 26	--	0.40%
BLAIR WILLIAM & CO/IL	18.64K	Jun 30, 26	--	0.39%
AE Wealth Management LLC	17.09K	Jun 30, 26	+82	0.36%
Trek Financial, LLC	16.80K	Jun 30, 26	-793	0.35%
Cambridge Investment Research Advisors, Inc.	15.73K	Jun 30, 26	--	0.33%
PRINCIPAL SECURITIES, INC.	14.95K	Jun 30, 26	+50	0.31%
Janney Montgomery Scott LLC	14.47K	Jun 30, 26	+240	0.30%
BCS Wealth Management	13.71K	Jun 30, 26	--	0.29%
Three Seasons Wealth, LLC	13.52K	Jun 30, 26	--	0.28%
SRS Capital Advisors, Inc.	13.02K	Jun 30, 26	+938	0.27%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	12.65K	Jun 30, 26	-820	0.26%
Snowden Capital Advisors LLC	10.99K	Jun 30, 26	--	0.23%
CreativeOne Wealth, LLC	10.88K	Jun 30, 26	+205	0.23%
Outlook Wealth Advisors, LLC	9.64K	Jun 30, 26	--	0.20%
CRA Financial Services, LLC	9.36K	Jun 30, 26	--	0.20%
Resources Investment Advisors, LLC.	9.36K	Jun 30, 26	--	0.20%
Focus Financial Network, Inc.	8.63K	Jun 30, 26	--	0.18%
Visionary Wealth Advisors	7.93K	Jun 30, 26	-825	0.17%
Advisory Services Network, LLC	7.54K	Jun 30, 26	--	0.16%
Keystone Wealth Services, LLC	7.37K	Jun 30, 26	--	0.15%
CENTRAL VALLEY ADVISORS, LLC	7.34K	Jun 30, 26	--	0.15%
Sigma Planning Corp	7.26K	Jun 30, 26	-688	0.15%
CAPTRUST FINANCIAL ADVISORS	7.01K	Jun 30, 26	+7.01K	0.15%
CoreCap Advisors, LLC	6.99K	Jun 30, 26	-8.34K	0.15%
AlphaStar Capital Management, LLC	6.95K	Jun 30, 26	+1.00K	0.15%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	6.76K	Jun 30, 26	-15	0.14%
Ashton Thomas Private Wealth, LLC	6.74K	Jun 30, 26	+19	0.14%
Main Street Financial Solutions, LLC	6.68K	Jun 30, 26	--	0.14%
Simplicity Wealth,LLC	6.45K	Jun 30, 26	-2	0.14%
Chicago Partners Investment Group LLC	6.42K	Jun 30, 26	--	0.13%
CORRADO ADVISORS, LLC	6.22K	Jun 30, 26	-17	0.13%
Bluesphere Advisors, LLC	6.20K	Jun 30, 26	--	0.13%
Dynamic Advisor Solutions LLC	6.10K	Jun 30, 26	--	0.13%
IMG Wealth Management, Inc.	6.03K	Jun 30, 26	--	0.13%
Accurate Wealth Management, LLC	6.00K	Jun 30, 26	--	0.13%
MGO ONE SEVEN LLC	5.48K	Jun 30, 26	-3.00K	0.11%
HARBOUR INVESTMENTS, INC.	5.24K	Jun 30, 26	-153	0.11%
Global Assets Advisory, LLC	4.58K	Jun 30, 26	+4.58K	0.10%
AQR CAPITAL MANAGEMENT LLC	4.50K	Jun 30, 26	--	0.09%
Waterloo Capital, L.P.	4.40K	Jun 30, 26	+4.40K	0.09%
Diligent Investors, LLC	4.15K	Jun 30, 26	+4.15K	0.09%
Archer Investment Corp	4.00K	Jun 30, 26	--	0.08%
AdvisorNet Financial, Inc	3.54K	Jun 30, 26	--	0.07%
IFP Advisors, Inc	3.08K	Jun 30, 26	--	0.06%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.95K	Jun 30, 26	--	0.06%
Financial Network Wealth Advisors LLC	2.81K	Jun 30, 26	--	0.06%
Steward Partners Investment Advisory, LLC	2.81K	Jun 30, 26	+4	0.06%
AlphaCore Capital LLC	2.00K	Jun 30, 26	--	0.04%
WealthShield Partners, LLC	1.60K	Jun 30, 26	--	0.03%
Global Trust Asset Management, LLC	1.50K	Jun 30, 26	--	0.03%
JPMORGAN CHASE & CO	1.23K	Jun 30, 26	+1.23K	0.03%
Integrity Financial Corp /WA	1.13K	Jun 30, 26	--	0.02%
Physician Wealth Advisors, Inc.	862	Jun 30, 26	--	0.02%
FIFTH THIRD BANCORP	690	Jun 30, 26	--	0.01%
WELLS FARGO & COMPANY/MN	542	Jun 30, 26	+542	0.01%
Crews Bank & Trust	200	Jun 30, 26	+200	0.00%
Larson Financial Group LLC	196	Jun 30, 26	-30	0.00%
BARCLAYS PLC	1	Jun 30, 26	+1	0.00%
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-106	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-10.47K	--
Foundations Investment Advisors, LLC	--	Jun 30, 26	-4.37K	--
Blue Sky Capital Consultants Group, Inc.	--	Jun 30, 26	-5.75K	--
Lido Advisors, LLC	--	Jun 30, 26	-16.70K	--
Cerity Partners LLC	133.40K	Mar 31, 26	+80.24K	2.79%
RAYMOND JAMES FINANCIAL INC	69.74K	Mar 31, 26	+22.85K	1.46%
Beacon Pointe Advisors, LLC	47.09K	Mar 31, 26	+14.70K	0.99%
Sunbelt Securities, Inc.	15.23K	Mar 31, 26	+15.23K	0.32%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	14.36K	Mar 31, 26	+9.19K	0.30%
CITADEL ADVISORS LLC	10.47K	Mar 31, 26	+10.47K	0.22%
Visionary Wealth Advisors	8.75K	Mar 31, 26	-100	0.18%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	5.86K	Mar 31, 26	-2.76K	0.12%
Orion Capital Management LLC	5.50K	Mar 31, 26	--	0.12%
AQR CAPITAL MANAGEMENT LLC	4.50K	Mar 31, 26	--	0.09%
Anfield Capital Management, LLC	4.48K	Mar 31, 26	+4.48K	0.09%
Legacy Wealth Managment, LLC/ID	106	Mar 31, 26	-56	0.00%
Vantage Financial Partners, LLC	4.60K	Dec 31, 25	-491	0.10%
ORG Partners LLC	600	Dec 31, 25	--	0.01%
Nalls Sherbakoff Group, LLC	530	Dec 31, 25	--	0.01%
Stuart Chaussee & Associates, Inc.	--	Sep 30, 25	-1.56M	--
Atria Wealth Solutions, Inc.	8.73K	Jun 30, 25	+8.73K	0.18%
Legacy Investment Solutions, LLC	165	Jun 30, 25	+165	0.00%
Sugarloaf Wealth Management, LLC	1.84K	Dec 31, 24	--	0.04%
Raymond James Financial Services Advisors, Inc.	99.66K	Sep 30, 24	+6.97K	2.09%
BENJAMIN F. EDWARDS & COMPANY, INC.	1.80K	Jun 30, 24	--	0.04%
Cetera Advisors LLC	51.16K	Mar 31, 24	+2.21K	1.07%
Cetera Advisor Networks LLC	28.81K	Mar 31, 24	+5.21K	0.60%
Steward Financial Group LLC	4.15K	Sep 30, 23	-49.86K	0.09%
Round Table Services, LLC	1.03M	Sep 30, 22	-4.53K	21.65%
Covington Capital Management	21.90K	Sep 30, 22	+1.25K	0.46%
American Portfolios Advisors	620	Sep 30, 22	--	0.01%
ACG Wealth	--	Sep 30, 22	-800	--
NEXT Financial Group, Inc	109	Dec 31, 21	--	0.00%
INVESTMENT SECURITY GROUP INC /CO/ /ADV	38.10K	Sep 30, 21	--	0.80%
Ameritas Investment Company, LLC	7.97K	Sep 30, 21	+545	0.17%
OLD MISSION CAPITAL, LLC	44.11K	Dec 31, 20	+44.11K	0.92%

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Holder

Date

Change

% Held

Brookstone Capital Management

971.14K

Jun 30, 26

+281.30K

20.34%

Penserra Capital Management LLC

500.84K

Jun 30, 26

+76.27K

10.49%

ADVISOR GROUP HOLDINGS, INC.

199.95K

Jun 30, 26

+34.36K

4.19%

Cerity Partners LLC

141.05K

Jun 30, 26

+7.65K

2.95%

ENVESTNET ASSET MANAGEMENT INC

112.87K

Jun 30, 26

-1.78K

2.36%

Berkshire Money Management, Inc.

95.65K

Jun 30, 26

-45.70K

2.00%

COMMONWEALTH EQUITY SERVICES, LLC

76.73K

Jun 30, 26

-10.06K

1.61%

HighTower Advisors, LLC

76.46K

Jun 30, 26

1.60%

My Personal CFO, LLC

72.47K

Jun 30, 26

-1.22K

1.52%

McAlister, Sweet & Associates, Inc.

69.99K

Jun 30, 26

1.47%

Bellwether Advisors, LLC

66.45K

Jun 30, 26

-1.69K

1.39%

RAYMOND JAMES FINANCIAL INC

65.99K

Jun 30, 26

-3.75K

1.38%

Cetera Investment Advisers

65.50K

Jun 30, 26

+3.44K

1.37%

MML INVESTORS SERVICES, LLC

59.29K

Jun 30, 26

+13.71K

1.24%

Valtinson Bruner Financial Planning LLC

47.61K

Jun 30, 26

-77

1.00%

LPL Financial LLC

47.56K

Jun 30, 26

-119

1.00%

Fragasso Group Inc.

44.79K

Jun 30, 26

-993

0.94%

Lantz Financial LLC

35.18K

Jun 30, 26

-166

0.74%

PCA Investment Advisory Services Inc.

34.34K

Jun 30, 26

-135

0.72%

FSA Advisors, Inc.

33.47K

Jun 30, 26

-1.02K

0.70%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

33.33K

Jun 30, 26

-70

0.70%

Chris Bulman Inc

33.17K

Jun 30, 26

-1.32K

0.69%

INTEGRAL INVESTMENT ADVISORS, INC.

33.09K

Jun 30, 26

0.69%

DHJJ Financial Advisors, Ltd.

30.21K

Jun 30, 26

0.63%

Kestra Advisory Services, LLC

29.48K

Jun 30, 26

-7.26K

0.62%

Spire Wealth Management

28.96K

Jun 30, 26

+508

0.61%

Arkadios Wealth Advisors

23.80K

Jun 30, 26

+347

0.50%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

22.23K

Jun 30, 26

+16.36K

0.47%

Strategic Blueprint, LLC

21.57K

Jun 30, 26

+1.21K

0.45%

OLD MISSION CAPITAL LLC

21.40K

Jun 30, 26

+4.44K

0.45%

Weaver Consulting Group

18.89K

Jun 30, 26

0.40%

BLAIR WILLIAM & CO/IL

18.64K

Jun 30, 26

0.39%

AE Wealth Management LLC

17.09K

Jun 30, 26

+82

0.36%

Trek Financial, LLC

16.80K

Jun 30, 26

-793

0.35%

Cambridge Investment Research Advisors, Inc.

15.73K

Jun 30, 26

0.33%

PRINCIPAL SECURITIES, INC.

14.95K

Jun 30, 26

+50

0.31%

Janney Montgomery Scott LLC

14.47K

Jun 30, 26

+240

0.30%

BCS Wealth Management

13.71K

Jun 30, 26

0.29%

Three Seasons Wealth, LLC

13.52K

Jun 30, 26

0.28%

SRS Capital Advisors, Inc.

13.02K

Jun 30, 26

+938

0.27%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

12.65K

Jun 30, 26

-820

0.26%

Snowden Capital Advisors LLC

10.99K

Jun 30, 26

0.23%

CreativeOne Wealth, LLC

10.88K

Jun 30, 26

+205

0.23%

Outlook Wealth Advisors, LLC

9.64K

Jun 30, 26

0.20%

CRA Financial Services, LLC

9.36K

Jun 30, 26

0.20%

Resources Investment Advisors, LLC.

9.36K

Jun 30, 26

0.20%

Focus Financial Network, Inc.

8.63K

Jun 30, 26

0.18%

Visionary Wealth Advisors

7.93K

Jun 30, 26

-825

0.17%

Advisory Services Network, LLC

7.54K

Jun 30, 26

0.16%

Keystone Wealth Services, LLC

7.37K

Jun 30, 26

0.15%

CENTRAL VALLEY ADVISORS, LLC

7.34K

Jun 30, 26

0.15%

Sigma Planning Corp

7.26K

Jun 30, 26

-688

0.15%

CAPTRUST FINANCIAL ADVISORS

7.01K

Jun 30, 26

+7.01K

0.15%

CoreCap Advisors, LLC

6.99K

Jun 30, 26

-8.34K

0.15%

AlphaStar Capital Management, LLC

6.95K

Jun 30, 26

+1.00K

0.15%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

6.76K

Jun 30, 26

-15

0.14%

Ashton Thomas Private Wealth, LLC

6.74K

Jun 30, 26

+19

0.14%

Main Street Financial Solutions, LLC

6.68K

Jun 30, 26

0.14%

Simplicity Wealth,LLC

6.45K

Jun 30, 26

-2

0.14%

Chicago Partners Investment Group LLC

6.42K

Jun 30, 26

0.13%

CORRADO ADVISORS, LLC

6.22K

Jun 30, 26

-17

0.13%

Bluesphere Advisors, LLC

6.20K

Jun 30, 26

0.13%

Dynamic Advisor Solutions LLC

6.10K

Jun 30, 26

0.13%

IMG Wealth Management, Inc.

6.03K

Jun 30, 26

0.13%

Accurate Wealth Management, LLC

6.00K

Jun 30, 26

0.13%

MGO ONE SEVEN LLC

5.48K

Jun 30, 26

-3.00K

0.11%

HARBOUR INVESTMENTS, INC.

5.24K

Jun 30, 26

-153

0.11%

Global Assets Advisory, LLC

4.58K

Jun 30, 26

+4.58K

0.10%

AQR CAPITAL MANAGEMENT LLC

4.50K

Jun 30, 26

0.09%

Waterloo Capital, L.P.

4.40K

Jun 30, 26

+4.40K

0.09%

Diligent Investors, LLC

4.15K

Jun 30, 26

+4.15K

0.09%

Archer Investment Corp

4.00K

Jun 30, 26

0.08%

AdvisorNet Financial, Inc

3.54K

Jun 30, 26

0.07%

IFP Advisors, Inc

3.08K

Jun 30, 26

0.06%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.95K

Jun 30, 26

0.06%

Financial Network Wealth Advisors LLC

2.81K

Jun 30, 26

0.06%

Steward Partners Investment Advisory, LLC

2.81K

Jun 30, 26

0.06%

AlphaCore Capital LLC

2.00K

Jun 30, 26

0.04%

WealthShield Partners, LLC

1.60K

Jun 30, 26

0.03%

Global Trust Asset Management, LLC

1.50K

Jun 30, 26

0.03%

JPMORGAN CHASE & CO

1.23K

Jun 30, 26

+1.23K

0.03%

Integrity Financial Corp /WA

1.13K

Jun 30, 26

0.02%

Physician Wealth Advisors, Inc.

862

Jun 30, 26

0.02%

FIFTH THIRD BANCORP

690

Jun 30, 26

0.01%

WELLS FARGO & COMPANY/MN

542

Jun 30, 26

+542

0.01%

Crews Bank & Trust

200

Jun 30, 26

+200

0.00%

Larson Financial Group LLC

196

Jun 30, 26

-30

0.00%

BARCLAYS PLC

Jun 30, 26

0.00%

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-106

CITADEL ADVISORS LLC

Jun 30, 26

-10.47K

Foundations Investment Advisors, LLC

Jun 30, 26

-4.37K

Blue Sky Capital Consultants Group, Inc.

Jun 30, 26

-5.75K

Lido Advisors, LLC

Jun 30, 26

-16.70K

Cerity Partners LLC

133.40K

Mar 31, 26

+80.24K

2.79%

RAYMOND JAMES FINANCIAL INC

69.74K

Mar 31, 26

+22.85K

1.46%

Beacon Pointe Advisors, LLC

47.09K

Mar 31, 26

+14.70K

0.99%

Sunbelt Securities, Inc.

15.23K

Mar 31, 26

+15.23K

0.32%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

14.36K

Mar 31, 26

+9.19K

0.30%

CITADEL ADVISORS LLC

10.47K

Mar 31, 26

+10.47K

0.22%

Visionary Wealth Advisors

8.75K

Mar 31, 26

-100

0.18%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

5.86K

Mar 31, 26

-2.76K

0.12%

Orion Capital Management LLC

5.50K

Mar 31, 26

0.12%

AQR CAPITAL MANAGEMENT LLC

4.50K

Mar 31, 26

0.09%

Anfield Capital Management, LLC

4.48K

Mar 31, 26

+4.48K

0.09%

Legacy Wealth Managment, LLC/ID

106

Mar 31, 26

-56

0.00%

Vantage Financial Partners, LLC

4.60K

Dec 31, 25

-491

0.10%

ORG Partners LLC

600

Dec 31, 25

0.01%

Nalls Sherbakoff Group, LLC

530

Dec 31, 25

0.01%

Stuart Chaussee & Associates, Inc.

Sep 30, 25

-1.56M

Atria Wealth Solutions, Inc.

8.73K

Jun 30, 25

+8.73K

0.18%

Legacy Investment Solutions, LLC

165

Jun 30, 25

+165

0.00%

Sugarloaf Wealth Management, LLC

1.84K

Dec 31, 24

0.04%

Raymond James Financial Services Advisors, Inc.

99.66K

Sep 30, 24

+6.97K

2.09%

BENJAMIN F. EDWARDS & COMPANY, INC.

1.80K

Jun 30, 24

0.04%

Cetera Advisors LLC

51.16K

Mar 31, 24

+2.21K

1.07%

Cetera Advisor Networks LLC

28.81K

Mar 31, 24

+5.21K

0.60%

Steward Financial Group LLC

4.15K

Sep 30, 23

-49.86K

0.09%

Round Table Services, LLC

1.03M

Sep 30, 22

-4.53K

21.65%

Covington Capital Management

21.90K

Sep 30, 22

+1.25K

0.46%

American Portfolios Advisors

620

Sep 30, 22

0.01%

ACG Wealth

Sep 30, 22

-800

NEXT Financial Group, Inc

109

Dec 31, 21

0.00%

INVESTMENT SECURITY GROUP INC /CO/ /ADV

38.10K

Sep 30, 21

0.80%

Ameritas Investment Company, LLC

7.97K

Sep 30, 21

+545

0.17%

OLD MISSION CAPITAL, LLC

44.11K

Dec 31, 20

+44.11K

0.92%