BFRZ

Innovator Eq Mng 100 Bfr ETF

+$34.2M

Net Activity

Institutions Holding

51

Popularity Rank

#5947

Avg Weight

0.35%

Total Value

$104.5M

Ownership Trend

51 institutions currently hold BFRZ, with 44 net buyers and 7 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

7

Net Buying Institutions

44

Key Holders

Key Holders

Top 5 by Value

EA
Envestnet Asset Management INC
$11.8M
CL
Cwm, LLC
$11.8M
VW
VanWeelden Wealth Management, LLC
$10.1M
VW
Visionary Wealth Advisors
$7.4M
TW
Triad Wealth Partners, LLC
$7.2M

Top 5 by Conviction

VW
VanWeelden Wealth Management, LLC
8.03%
AF
ATX Financial Planning, LLC
3.85%
BW
Balance Wealth, LLC
1.23%
PF
Planwiser Financial, LLC
0.96%
TW
Triad Wealth Partners, LLC
0.57%
View all 51 holding institutions

Quarterly Activity

Recent Activity

+$78.9M

Total Buy Value

$35.4M

Total Sell Value

New buy23
Trim5
Add21
Sold out2

44

Net Buyers

7

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR EQ MNG 100 BFR ETF (BFRZ)?
Major stakeholders currently include Envestnet Asset Management INC ($11.8M), Cwm, LLC ($11.8M), VanWeelden Wealth Management, LLC ($10.1M). Based on the latest 13F filings, there are a total of 51 tracked investment funds and institutions maintaining positions in BFRZ.
What is the overall institutional sentiment toward BFRZ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $34.2M, driven by 44 managers accumulating shares while 7 reduced their exposure.
Which institutions have been selling or reducing their BFRZ positions?
In the latest period, 5 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $35.4M.
Are there any notable investors adding BFRZ to their portfolios?
Yes, buying activity remains notable. 23 institutions opened new positions in {ticker}, and 21 existing holders added to their shares. The total reported buy value for the quarter amounted to $78.9M.

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