BFRZ · Insider trading · 13F holders · Congress trades
Innovator Etfs Trust (BFRZ)
Who is buying and selling BFRZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 6
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
BFRZ at a glance
- No open-market insider purchases or sales of BFRZ were filed in the last 90 days.
- 6 13F filers hold BFRZ among their 50 largest positions, worth $16.4M combined. The biggest bets by portfolio weight are Lord & Richards Wealth Management, LLC (1.6%), Balance Wealth Partners LLC (1.0%) and Planwiser Financial, LLC (1.0%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in BFRZ.
BFRZ insider trading
No open-market insider purchases or sales of BFRZ were filed in the last 90 days.
Who owns BFRZ? Hedge funds and superinvestors
6 13F filers hold BFRZ among their 50 largest positions, worth $16.4M combined. The biggest bets by portfolio weight are Lord & Richards Wealth Management, LLC (1.6%), Balance Wealth Partners LLC (1.0%) and Planwiser Financial, LLC (1.0%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Triad Wealth Partners, LLCWealth manager | 0.4% | $7.5M | 278,733 | -19.5% shares | Q3 2026 |
| Balance Wealth Partners LLCWealth manager | 1.0% | $4.2M | 154,146 | +1.1% shares | Q3 2026 |
| Lord & Richards Wealth Management, LLCWealth manager | 1.6% | $2.1M | 77,808 | New | Q3 2026 |
| Planwiser Financial, LLCWealth manager | 1.0% | $1.4M | 52,368 | +4.2% shares | Q2 2026 |
| NewCorp Financial Services, Inc.Wealth manager | 0.4% | $587K | 21,682 | +72.7% shares | Q3 2026 |
| ATX Financial Planning, LLCWealth manager | 0.4% | $554K | 20,448 | -78.6% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 1). Screen BFRZ in the grand portfolio →
BFRZ stock trades by members of Congress
No member of Congress has disclosed a trade in BFRZ.
BFRZ questions and answers
Are insiders buying BFRZ stock?
No open-market insider purchases or sales of BFRZ were filed in the last 90 days.
Which hedge funds own BFRZ?
6 13F filers hold BFRZ among their 50 largest positions, worth $16.4M combined. The biggest bets by portfolio weight are Lord & Richards Wealth Management, LLC (1.6%), Balance Wealth Partners LLC (1.0%) and Planwiser Financial, LLC (1.0%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
Has Congress traded BFRZ?
No member of Congress has disclosed a trade in BFRZ.
Who is the largest holder of BFRZ?
Among 13F filers, Triad Wealth Partners, LLC reports the largest BFRZ position, $7.5M (278,733 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Lord & Richards Wealth Management, LLC's: 1.6% of its portfolio.
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