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BFRZ

Innovator Equity Managed 100 Buffer ETF
BFRZ

52 hedge funds and large institutions have $105M invested in Innovator Equity Managed 100 Buffer ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

63% more funds holding

Funds holding: 32 → 52 (+20)

47% more capital invested

Capital invested by funds: $71.2M → $105M (+$33.8M)

2.1% more ownership

Funds ownership: 88.4% → 90.5% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
52
Holders Change
+20
Holders Change %
+62.5%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
22
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.1M
2
BCI
Brinker Capital Investments
Pennsylvania
+$4.5M
3
BW
Balance Wealth
Ohio
+$4.04M
4
KAS
Kestra Advisory Services
Texas
+$3.89M
5
VWA
Visionary Wealth Advisors
Illinois
+$3.82M

Top Sellers

Rank Fund Capital Flow
1
VWM
VanWeelden Wealth Management
Ohio
-$4.22M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.2M
3
HI
Harbour Investments
Wisconsin
-$1.46M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.21M
5
OMC
Old Mission Capital
Illinois
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
26
Ashton Thomas Private Wealth
Arizona
$670K -$262K -9,769 -28%
WIA
27
World Investment Advisors
California
$646K +$657K +24,525 New
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$589K +$598K +22,315 New
WFS
29
WealthGarden F.S.
California
$542K +$258K +9,641 +88%
HI
30
Harbour Investments
Wisconsin
$505K -$1.46M -54,585 -74%
FSAG
31
Financial Solutions Advisory Group
Illinois
$499K +$508K +18,936 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$482K +$491K +18,299 New
MFG
33
Merit Financial Group
Georgia
$462K +$470K +17,541 New
RFG
34
Range Financial Group
Oregon
$428K +$435K +16,222 New
IFG
35
Independent Financial Group
California
$415K +$60.2K +2,245 +17%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$376K +$383K +14,280 New
JRPIM
37
Journey Retirement Planning & Investment Management
Idaho
$373K +$380K +14,169 New
SWM
38
SeaCrest Wealth Management
New York
$349K – – –
AFP
39
Ausdal Financial Partners
Iowa
$347K +$352K +13,148 New
AIM
40
Advyzon Investment Management
Illinois
$341K +$347K +12,930 New
AWM
41
Accurate Wealth Management
Florida
$339K +$69.2K +2,580 +25%
IA
42
Inspire Advisors
Idaho
$322K +$328K +12,223 New
NFS
43
NewCorp Financial Services
Georgia
$297K +$302K +11,263 New
BFS
44
BridgePort Financial Solutions
Iowa
$278K +$75.8K +2,828 +37%
VPF
45
Vantage Point Financial
Illinois
$257K +$261K +9,741 New
CIA
46
Concurrent Investment Advisors
Florida
$220K +$224K +8,360 New
AWM
47
AE Wealth Management
Kansas
$177K +$180K +6,704 New
LWMI
48
Legacy Wealth Management (Idaho)
Idaho
$174K +$177K +6,601 New
SIS
49
Sound Income Strategies
Florida
$115K +$117K +4,353 New
RRA
50
Red Reef Advisors
Florida
$109K +$111K +4,140 New
1
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3

BFRZ Hedge Fund Activity: Q1 2026 in Review

52 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Managed 100 Buffer ETF (BFRZ) for Q1 2026, worth a combined $105M — up 47% from $71.2M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BFRZ positions and 2 closed out — a net gain of 21 holders — while 22 added to existing stakes and 5 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $9.1M. The largest seller was VanWeelden Wealth Management, cutting an estimated $4.22M.

  • 52 institutional investors held Innovator Equity Managed 100 Buffer ETF (BFRZ) as of Q1 2026, up from 32 in Q4 2025.
  • Funds reported $105M of Innovator Equity Managed 100 Buffer ETF stock for Q1 2026, up 47% quarter-over-quarter.
  • 23 funds opened new Innovator Equity Managed 100 Buffer ETF positions in Q1 2026 and 2 closed out, a net change of +21 holders.
  • The largest Innovator Equity Managed 100 Buffer ETF buyer in Q1 2026 was Carson Wealth (CWM LLC), an estimated $9.1M added.
  • The largest Innovator Equity Managed 100 Buffer ETF seller in Q1 2026 was VanWeelden Wealth Management, an estimated $4.22M sold.

Based on aggregated 13F filings for Q1 2026.