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BFRZ

Innovator Equity Managed 100 Buffer ETF

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: 3252 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.8M -$2.2M -81,976 -15%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$11.8M +$9.1M +339,308 +316%
VWM
3
VanWeelden Wealth Management
Ohio
$10.1M -$4.22M -157,264 -29%
VWA
4
Visionary Wealth Advisors
Illinois
$7.4M +$3.82M +142,682 +103%
TWP
5
Triad Wealth Partners
Kansas
$7.21M +$3.11M +115,861 +73%
BCI
6
Brinker Capital Investments
Pennsylvania
$5.12M +$4.5M +167,925 +640%
AFP
7
ATX Financial Planning
Texas
$5.07M +$419K +15,621 +9%
KAS
8
Kestra Advisory Services
Texas
$5.07M +$3.89M +145,068 +307%
SPC
9
Sigma Planning Corp
Michigan
$4.58M +$135K +5,023 +3%
BW
10
Balance Wealth
Ohio
$3.97M +$4.04M +150,758 New
BCM
11
Brookstone Capital Management
Illinois
$3.58M +$145K +5,417 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.92M +$2.25M +84,030 +312%
SAW
13
Signal Advisors Wealth
Michigan
$2.52M +$197K +7,358 +8%
MW
14
Maia Wealth
Colorado
$2.09M -$129K -4,821 -6%
FFA
15
Farther Finance Advisors
California
$1.85M +$1.82M +67,926 +2,840%
EMAM
16
Encompass More Asset Management
California
$1.73M +$1.16M +43,390 +195%
PF
17
PlanWiser Financial
Colorado
$1.33M +$433K +16,149 +47%
S
18
SignatureFD
Georgia
$1.26M +$24.3K +908 +2%
SA
19
Sovran Advisors
California
$990K +$13.8K +516 +1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$986K +$149K +5,576 +18%
AI
21
Atria Investments
North Carolina
$937K +$953K +35,544 New
Jane Street
22
Jane Street
New York
$934K +$272K +10,137 +40%
Morgan Stanley
23
Morgan Stanley
New York
$904K +$920K +34,309 New
Osaic Holdings
24
Osaic Holdings
Arizona
$775K +$555K +20,687 +237%
MML Investors Services
25
MML Investors Services
Massachusetts
$695K +$706K +26,355 New

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.