Who owns Innovator Buffer Step-Up Strategy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BSTP from SEC Form 13F filings across 39 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 39 institutions disclosed 1.1M shares of Innovator Buffer Step-Up Strategy ETF worth $44.3M — about 74.2% of shares outstanding; the largest disclosed holder is D.B. Root & Company, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
39
13F holders
$44.3M
value, 2026 filers
74.2%
of shares outstanding (1.1M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BSTP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | D.B. Root & Company, LLC | 217,514 | $8.6M | 1.8% | 14.3% | +2.9% |
| 2 | OSAIC HOLDINGS, INC. | 119,539 | $4.7M | 0.0% | 7.9% | +4.7% |
| 3 | Cetera Investment Advisers | 92,510 | $3.6M | 0.0% | 6.1% | +45.6% |
| 4 | Cambridge Advisors Inc. | 78,910 | $3.1M | 0.5% | 5.2% | -8.3% |
| 5 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 77,567 | $3.1M | 0.1% | 5.1% | +2.7% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,469 | $2.1M | 0.0% | 3.6% | +140.5% |
| 7 | Valtinson Bruner Financial Planning LLC | 49,786 | $2.0M | 0.5% | 3.3% | 0.0% |
| 8 | Triton Financial Group Inc | 48,903 | $1.9M | 1.1% | 3.2% | -45.9% |
| 9 | Capital Investment Advisory Services, LLC | 42,142 | $1.7M | 0.1% | 2.8% | +0.7% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 39,690 | $1.6M | 0.0% | 2.6% | -28.8% |
| 11 | Vista Cima Wealth Management LLC | 32,835 | $1.3M | 1.0% | 2.2% | -0.1% |
| 12 | OFC FINANCIAL PLANNING, LLC | 29,332 | $1.2M | 1.0% | 1.9% | -7.9% |
| 13 | Brookstone Capital Management | 27,630 | $1.1M | 0.0% | 1.8% | 0.0% |
| 14 | HighTower Advisors, LLC | 26,127 | $1.0M | 0.0% | 1.7% | 0.0% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 22,058 | $867,550 | 0.0% | 1.5% | -3.8% |
| 16 | Krilogy Financial LLC | 21,730 | $854,650 | 0.0% | 1.4% | -0.7% |
| 17 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,489 | $766,510 | 0.0% | 1.3% | -0.5% |
| 18 | GeoWealth Management, LLC | 16,002 | $629,376 | 0.0% | 1.1% | +7.0% |
| 19 | LPL Financial LLC | 15,405 | $605,885 | 0.0% | 1% | -5.3% |
| 20 | PRINCIPAL SECURITIES, INC. | 11,048 | $434,522 | 0.0% | 0.7% | -11.4% |
| 21 | OLD MISSION CAPITAL LLC | 10,926 | $429,723 | 0.0% | 0.7% | -71.8% |
| 22 | CITADEL ADVISORS LLC | 7,927 | $311,772 | 0.0% | 0.5% | +3.8% |
| 23 | Merit Financial Group, LLC | 7,812 | $307,249 | 0.0% | 0.5% | -4.4% |
| 24 | Diversify Advisory Services, LLCNEW | 7,731 | $302,621 | 0.0% | 0.5% | new |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | 7,731 | $302,621 | 0.0% | 0.5% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.