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Innovator Buffer Step-Up Strategy ETF (BSTP) Institutional Ownership

$34.72 -0.04 (-0.12%)
As of 07/11/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Innovator Buffer Step-Up Strategy ETF (NYSEARCA:BSTP)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$16.62M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$1.72M
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BSTP Institutional Buying and Selling by Quarter

Innovator Buffer Step-Up Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2025Vista Cima Wealth Management LLC33,034$1.07M0.8%-1.0%2.002%
5/16/2025Signature Estate & Investment Advisors LLC17,753$574K0.0%+9.7%1.076%
5/15/2025OLD Mission Capital LLC22,882$740K0.0%+132.6%1.116%
5/14/2025Freedom Investment Management Inc.28,781$931K0.1%+19.5%1.404%
5/14/2025OFC Financial Planning LLC30,340$981K1.1%+1.4%1.480%
5/14/2025D.B. Root & Company LLC190,120$6.15M2.0%+7.6%9.274%
5/13/2025Nations Financial Group Inc. IA ADV59,429$1.92M0.1%+14.1%2.899%
5/13/2025HighTower Advisors LLC25,166$814K0.0%+3.2%1.228%
5/8/2025FSA Advisors Inc.6,982$222K0.2%N/A0.341%
5/7/2025Bedel Financial Consulting Inc.12,319$398K0.1%-5.2%0.601%
4/29/2025Envestnet Asset Management Inc.25,010$809K0.0%+2.9%1.220%
4/29/2025Capital Investment Advisory Services LLC43,243$1.40M0.1%-1.4%2.109%
4/29/2025Brookstone Capital Management251,319$8.13M0.1%+4.6%12.259%
4/28/2025Rovin Capital UT ADV109,134$3.53M1.1%N/A5.324%
4/11/2025KFG Wealth Management LLC8,023$260K0.0%+8.8%0.382%
4/9/2025Merit Financial Group LLC14,395$466K0.0%-15.2%0.685%
3/10/2025Capstone Triton Financial Group LLC36,719$1.22M0.8%+5.7%1.749%
2/18/2025Sunbelt Securities Inc.227,572$7.60M0.7%+15.0%12.436%
2/17/2025Vista Cima Wealth Management LLC33,370$1.11M1.2%N/A1.823%
2/17/2025Citadel Advisors LLC8,376$278K0.0%N/A0.458%
2/14/2025Freedom Investment Management Inc.24,075$800K0.1%-7.7%1.316%
2/13/2025Barclays PLC4,359$145K0.0%-19.3%0.238%
2/13/2025Envestnet Asset Management Inc.24,300$807K0.0%-11.8%1.328%
2/12/2025OLD Mission Capital LLC9,837$327K0.0%N/A0.538%
2/11/2025Signature Estate & Investment Advisors LLC16,182$537K0.0%N/A0.884%
2/11/2025LPL Financial LLC44,654$1.48M0.0%-15.0%2.440%
2/10/2025Valtinson Bruner Financial Planning LLC50,334$1.67M0.6%-6.3%2.750%
2/10/2025Commonwealth Equity Services LLC77,260$2.57M0.0%-4.1%4.222%
2/7/2025HighTower Advisors LLC24,396$810K0.0%+57.8%1.333%
2/6/2025Bedel Financial Consulting Inc.12,989$443K0.1%-3.5%0.710%
1/30/2025Allworth Financial LP1,204$41K0.0%N/A0.066%
1/30/2025Principal Securities Inc.20,577$683K0.0%-11.3%1.124%
1/30/2025Nations Financial Group Inc. IA ADV52,095$1.73M0.1%+10.2%2.847%
1/24/2025OFC Financial Planning LLC29,926$994K1.0%N/A1.635%
1/21/2025KFG Wealth Management LLC7,377$245K0.0%N/A0.403%
1/17/2025D.B. Root & Company LLC176,772$5.87M1.9%+5.0%9.660%
1/16/2025Cambridge Advisors Inc.90,961$3.02M0.7%-1.6%4.971%
1/15/2025Merit Financial Group LLC16,981$564K0.0%N/A0.928%
1/13/2025Brookstone Capital Management240,310$7.98M0.1%-0.4%13.132%
11/19/2024Barclays PLC5,404$177K0.0%N/A0.295%
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11/18/2024Sunbelt Securities Inc.197,835$6.47M0.6%-1.5%10.811%
11/15/2024Barclays PLC5,404$177K0.0%N/A0.295%
11/15/2024HighTower Advisors LLC15,457$507K0.0%+8.9%0.845%
11/13/2024Freedom Investment Management Inc.26,077$853K0.1%+31.3%1.425%
11/5/2024Nations Financial Group Inc. IA ADV47,275$1.55M0.1%+5.2%2.583%
10/31/2024D.B. Root & Company LLC168,377$5.51M1.8%+21.6%9.201%
10/25/2024Diversify Wealth Management LLC9,369$307K0.0%N/A0.512%
10/25/2024Capstone Triton Financial Group LLC34,755$1.14M0.7%+11.2%1.899%
10/24/2024FSA Advisors Inc.7,939$260K0.3%+8.9%0.434%
10/23/2024Cambridge Advisors Inc.92,430$3.02M0.7%+2.0%5.051%
10/8/2024Brookstone Capital Management241,163$7.89M0.1%+6.4%13.178%
8/16/2024Sunbelt Securities Inc.200,754$6.30M0.6%+10.8%10.970%
8/13/2024Capstone Triton Financial Group LLC31,261$981K0.7%-7.7%1.708%
8/6/2024Chris Bulman Inc4,967$156K0.1%N/A0.271%
7/31/2024Aptus Capital Advisors LLC4,075$128K0.0%-16.4%0.223%
7/31/2024Commonwealth Equity Services LLC77,096$2.42M0.0%-3.4%4.213%
7/29/2024Nations Financial Group Inc. IA ADV44,956$1.41M0.1%-1.7%2.457%
7/27/2024Zimmermann Investment Management & Planning LLC12,720$399K0.1%+4.1%0.695%
7/18/2024Brookstone Capital Management226,672$7.21M0.1%-5.4%12.386%
7/15/2024D.B. Root & Company LLC138,522$4.35M1.5%+73.5%7.570%
7/11/2024Cambridge Advisors Inc.90,653$2.84M0.7%-4.0%4.954%
5/15/2024Transcendent Capital Group LLC1,391$42K0.0%N/A0.076%
5/7/2024Bedel Financial Consulting Inc.11,870$359K0.1%-23.6%0.649%
4/29/2024Commonwealth Equity Services LLC79,804$2.42M0.0%+6.8%4.483%
4/24/2024 Krilogy Financial LLC26,205$793K0.1%-4.7%1.472%
4/23/2024Nations Financial Group Inc. IA ADV45,756$1.38M0.1%+5.9%2.571%
4/17/2024D.B. Root & Company LLC79,857$2.42M0.8%+47.8%5.324%
4/16/2024Cambridge Advisors Inc.94,429$2.86M0.7%-0.6%6.295%
4/15/2024Brookstone Capital Management239,523$7.25M0.1%+4.7%15.968%
4/15/2024Sunbelt Securities Inc.181,204$5.48M0.6%+721.6%12.080%
2/9/2024Nations Financial Group Inc. IA ADV43,196$1.23M0.1%+6.3%2.880%
2/8/2024Bedel Financial Consulting Inc.15,544$442K0.1%-7.3%1.036%
2/7/2024Principal Securities Inc.13,741$391K0.0%N/A0.916%
2/1/2024Capital Investment Advisory Services LLC44,935$1.28M0.1%+2.9%2.996%
1/22/2024Zimmermann Investment Management & Planning LLC12,434$354K0.1%+11.0%0.829%
1/17/2024Cambridge Advisors Inc.94,998$2.70M0.7%+9.7%6.333%
1/16/2024D.B. Root & Company LLC54,015$1.54M0.6%-1.0%3.601%
1/11/2024Brookstone Capital Management228,731$6.51M0.1%N/A15.249%
1/9/2024Capstone Triton Financial Group LLC35,335$1.01M0.7%-45.2%2.356%
12/11/2023Sunbelt Securities Inc.5,090$134K0.0%+10.2%0.339%
11/4/2023D.B. Root & Company LLC54,552$1.44M0.6%+585.6%3.637%
11/2/2023Capital Investment Advisory Services LLC43,683$1.15M0.1%N/A2.912%
10/31/2023Zimmermann Investment Management & Planning LLC11,199$296K0.1%+17.6%0.747%
10/23/2023Commonwealth Equity Services LLC71,645$1.89M0.0%+13.4%4.776%
10/18/2023Cambridge Advisors Inc.86,629$2.29M0.6%+8.5%5.775%
8/10/2023Commonwealth Equity Services LLC63,155$1.71M0.0%+0.8%4.210%
8/4/2023IFP Advisors Inc1,000$25K0.0%+100.0%0.081%
7/19/2023 Krilogy Financial LLC27,505$745K0.1%N/A2.236%
7/18/2023D.B. Root & Company LLC7,957$216K0.1%N/A0.647%
7/13/2023Zimmermann Investment Management & Planning LLC9,522$258K0.1%N/A0.774%
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7/13/2023Cambridge Advisors Inc.79,817$2.16M0.6%+2.2%6.489%
5/5/2023Valtinson Bruner Financial Planning LLC54,339$1.38M0.8%-1.6%4.528%
5/2/2023Bedel Financial Consulting Inc.17,561$446K0.1%-8.2%1.463%
5/2/2023Arkadios Wealth Advisors7,904$201K0.0%-16.8%0.659%
4/20/2023Avestar Capital LLC65,254$1.66M0.3%+13.1%5.438%
4/6/2023Capstone Triton Financial Group LLC64,281$1.63M1.2%+5.9%5.357%
3/6/2023OLD Mission Capital LLC13,568$327K0.0%N/A1.131%
2/7/2023Bedel Financial Consulting Inc.19,121$461K0.1%-13.7%1.555%
2/7/2023Nations Financial Group Inc. IA ADV20,281$489K0.1%+123.8%1.649%
2/7/2023Commonwealth Equity Services LLC48,287$1.16M0.0%+1.9%3.926%
(Data available from 1/1/2016 forward)

BSTP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSTP shares?

During the previous two years, 33 institutional investors and hedge funds held shares of Innovator Buffer Step-Up Strategy ETF. The most heavily invested institutionals were Brookstone Capital Management ($8.13M), Sunbelt Securities Inc. ($7.60M), D.B. Root & Company LLC ($6.15M), Rovin Capital UT ADV ($3.53M), Cambridge Advisors Inc. ($3.02M), Commonwealth Equity Services LLC ($2.57M), and Nations Financial Group Inc. IA ADV ($1.92M).Learn more on Innovator Buffer Step-Up Strategy ETF's institutional investors.

Which institutional investors have been buying Innovator Buffer Step-Up Strategy ETF's stock?

Of the 29 institutional investors that purchased Innovator Buffer Step-Up Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($265.02K), Sunbelt Securities Inc. ($208.91K), D.B. Root & Company LLC ($190.66K), Rovin Capital UT ADV ($109.13K), Capital Investment Advisory Services LLC ($44.94K), Vista Cima Wealth Management LLC ($33.37K), and OFC Financial Planning LLC ($30.34K).

How much institutional buying is happening at Innovator Buffer Step-Up Strategy ETF?

Institutional investors have bought a total of 510,705 shares in the last 24 months. This purchase volume represents approximately $16.62M in transactions.

Which of Innovator Buffer Step-Up Strategy ETF's major shareholders have been selling company stock?

Of the 17 institutional investors that sold Innovator Buffer Step-Up Strategy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($13.70K), LPL Financial LLC ($7.87K), Commonwealth Equity Services LLC ($6.02K), Valtinson Bruner Financial Planning LLC ($3.40K), Envestnet Asset Management Inc. ($3.24K), Sunbelt Securities Inc. ($2.92K), and Capstone Triton Financial Group LLC ($2.62K).

How much institutional selling is happening at Innovator Buffer Step-Up Strategy ETF?

Institutional investors have sold a total of 53,165 shares in the last 24 months. This volume of shares sold represents approximately $1.72M in transactions.



This page (NYSEARCA:BSTP) was last updated on 7/13/2025 by MarketBeat.com Staff
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