INNOVATOR ETFS TRUST (BSTP)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
39
Reporting holders
$44.9M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| D.B. Root & Company, LLC | $8.6M | 217,514 | 1.82% | 13q | +2.9%+$239.0K |
| OSAIC HOLDINGS, INC. | $4.7M | 119,539 | 0.01% | 17q | +4.7%+$209.6K |
| Cetera Investment Advisers | $3.6M | 92,510 | 0.00% | 2q | +45.6%+$1.1M |
| Cambridge Advisors Inc. | $3.1M | 78,910 | 0.53% | 17q | -8.3%-$281.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.1M | 77,567 | 0.15% | 16q | +2.7%+$80.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 54,469 | 0.00% | 7q | +140.5%+$1.3M |
| Valtinson Bruner Financial Planning LLC | $2.0M | 49,786 | 0.49% | 17q | HELD |
| Triton Financial Group Inc | $1.9M | 48,903 | 1.11% | 16q | -45.9%-$1.6M |
| Capital Investment Advisory Services, LLC | $1.7M | 42,142 | 0.10% | 12q | +0.7%+$10.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 39,690 | 0.00% | 18q | -28.8%-$632.9K |
| Vista Cima Wealth Management LLC | $1.3M | 32,835 | 0.96% | 7q | HELD |
| OFC FINANCIAL PLANNING, LLC | $1.2M | 29,332 | 1.02% | 7q | -7.9%-$98.6K |
| Brookstone Capital Management | $1.1M | 27,630 | 0.01% | 11q | HELD |
| HighTower Advisors, LLC | $1.0M | 26,127 | 0.00% | 10q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $867.5K | 22,058 | 0.00% | 12q | -3.8%-$34.6K |
| Krilogy Financial LLC | $854.6K | 21,730 | 0.03% | 13q | -0.7%-$5.9K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $766.5K | 19,489 | 0.01% | 7q | -0.5%-$4.1K |
| GeoWealth Management, LLC | $629.4K | 16,002 | 0.02% | 2q | +7.0%+$41.4K |
| Merit Financial Group, LLC | $614.5K | 15,624 | 0.00% | 7q | +91.2%+$293.1K |
| LPL Financial LLC | $605.9K | 15,405 | 0.00% | 8q | -5.3%-$33.6K |
| FSA Advisors, Inc. | $451.5K | 11,482 | 0.10% | 6q | +90.0%+$213.9K |
| PRINCIPAL SECURITIES, INC. | $434.5K | 11,048 | 0.01% | 11q | -11.4%-$56.0K |
| OLD MISSION CAPITAL LLC | $429.7K | 10,926 | 0.01% | 7q | -71.8%-$1.1M |
| CITADEL ADVISORS LLC | $311.8K | 7,927 | 0.00% | 2q | +3.8%+$11.4K |
| Diversify Advisory Services, LLC | $302.6K | 7,731 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $302.6K | 7,731 | 0.01% | 8q | HELD |
| Bedel Financial Consulting, Inc. | $267.2K | 6,794 | 0.03% | 17q | -7.9%-$22.8K |
| CAPTRUST FINANCIAL ADVISORS | $234.0K | 5,950 | 0.00% | 5q | HELD |
| Kestra Advisory Services, LLC | $229.8K | 5,842 | 0.00% | 3q | HELD |
| KFG WEALTH MANAGEMENT, LLC | $223.5K | 5,683 | 0.03% | 7q | +1.2%+$2.7K |
| JPMORGAN CHASE & CO | $214.3K | 5,479 | 0.00% | 4q | -9.2%-$21.8K |
| Aptus Capital Advisors, LLC | $160.3K | 4,075 | 0.00% | 10q | HELD |
| Luminist Capital LLC | $48.1K | 1,265 | 0.05% | new | NEW |
| Allworth Financial LP | $33.4K | 850 | 0.00% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $17.3K | 439 | 0.00% | 12q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.8K | 45 | 0.00% | 17q | HELD |
| AE Wealth Management LLC | $1.5K | 37 | 0.00% | 7q | HELD |
| DHJJ Financial Advisors, Ltd. | $394 | 10 | 0.00% | 12q | HELD |
| IFP Advisors, Inc | $236 | 6 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 39 | $44.9M | 1,140,582 | 2 | 11 | 12 | 0.0% |
| Q1 2026 | 41 | $49.2M | 1,362,226 | 5 | 11 | 13 | 0.0% |
| Q4 2025 | 38 | $44.0M | 1,194,735 | 1 | 11 | 13 | 0.0% |
| Q3 2025 | 38 | $41.0M | 1,127,583 | 2 | 12 | 12 | 0.0% |
| Q2 2025 | 38 | $38.4M | 1,121,520 | 4 | 10 | 14 | 0.0% |
| Q1 2025 | 34 | $43.1M | 1,330,986 | 1 | 15 | 7 | 0.0% |
| Q4 2024 | 38 | $43.2M | 1,299,017 | 9 | 5 | 10 | 0.0% |
| Q3 2024 | 29 | $37.3M | 1,140,247 | 3 | 12 | 3 | 0.0% |
| Q2 2024 | 28 | $34.1M | 1,083,230 | 1 | 8 | 9 | 0.0% |
| Q1 2024 | 28 | $28.8M | 953,258 | 7 | 10 | 5 | 0.0% |
| Q4 2023 | 26 | $21.9M | 771,198 | 4 | 10 | 5 | 0.0% |
| Q3 2023 | 22 | $12.4M | 468,209 | 7 | 6 | 4 | 0.0% |
| Q2 2023 | 15 | $11.1M | 408,814 | 3 | 6 | 1 | 0.0% |
| Q1 2023 | 19 | $10.2M | 400,534 | 4 | 5 | 6 | 0.0% |
| Q4 2022 | 17 | $9.2M | 381,005 | 6 | 3 | 6 | 0.0% |
| Q3 2022 | 15 | $10.2M | 446,113 | 4 | 4 | 6 | 0.0% |
| Q2 2022 | 11 | $7.0M | 292,837 | 7 | 3 | 1 | 0.0% |
| Q1 2022 | 7 | $2.5M | 93,595 | 7 | 0 | 0 | 0.0% |