NBFR Institutional Ownership
Innovator Nasdaq-100 Managed 10 Buffer ETF
1W: +0.8%
1M: +3.4%
3M: +1.7%
YTD: +7.9%
$27.22
+0.18 (+0.67%)
Weekly Expected Move ±1.5%
$26
$27
$27
$28
$28
Overview
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Institutional Ownership — NBFR
17
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
8M
Total Invested
6
New Positions
5
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (17 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Visionary Wealth Advisors | 58,762 | $2M | +38,193 | +185.7% | 2Q | SEC ↗ |
| 2 | Brookstone Capital Management NEW | 54,709 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 3 | WINNACLE WEALTH LLC | 40,298 | $1M | +2,283 | +6.0% | 2Q | SEC ↗ |
| 4 | OLD MISSION CAPITAL LLC NEW | 33,449 | $910K | — | +0.0% | 1Q | SEC ↗ |
| 5 | DAYMARK WEALTH PARTNERS, LLC | 32,958 | $897K | +10,234 | +45.0% | 2Q | SEC ↗ |
| 6 | Elmwood Wealth Management, Inc. | 26,937 | $733K | +9,004 | +50.2% | 2Q | SEC ↗ |
| 7 | Keystone Wealth Services, LLC NEW | 19,933 | $543K | — | +0.0% | 1Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,044 | $491K | -30,919 | -63.1% | 2Q | SEC ↗ |
| 9 | Steward Partners Investment Advisory, NEW | 2,000 | $54K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Regatta Research & Money Management NEW | 900 | $24K | — | +0.0% | 1Q | SEC ↗ |
| 11 | HARBOUR INVESTMENTS, INC. NEW | 689 | $19K | — | +0.0% | 1Q | SEC ↗ |
| 12 | RED REEF ADVISORS LLC | 416 | $11K | +131 | +46.0% | 2Q | SEC ↗ |
| 13 | IFP Advisors, Inc | 200 | $5K | — | +0.0% | 2Q | SEC ↗ |
| 14 | Benson Wealth Management INC | 123 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 15 | Bullseye Investment Management, LLC | 57 | $2K | -264,147 | -100.0% | 1Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 0 | $0K | -25,110 | -100.0% | 1Q | SEC ↗ |
| 17 | UBS Group AG | 0 | $0K | -2,963 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Brookstone Capital Management | 54,709 | $1M |
| OLD MISSION CAPITAL LLC | 33,449 | $910K |
| Keystone Wealth Services, LLC | 19,933 | $543K |
| Steward Partners Investment Advisor | 2,000 | $54K |
| Regatta Research & Money Management | 900 | $24K |
| HARBOUR INVESTMENTS, INC. | 689 | $19K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 25,110 | $683K |
| UBS Group AG | 2,963 | $81K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Visionary Wealth Advisors | +38,193 | +185.7% | 58,762 |
| DAYMARK WEALTH PARTNERS, LLC | +10,234 | +45.0% | 32,958 |
| Elmwood Wealth Management, Inc. | +9,004 | +50.2% | 26,937 |
| WINNACLE WEALTH LLC | +2,283 | +6.0% | 40,298 |
| RED REEF ADVISORS LLC | +131 | +46.0% | 416 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Bullseye Investment Management, LLC | -264,147 | -100.0% | 57 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -30,919 | -63.1% | 18,044 |