Who owns Innovator Buffer Step-Up Strategy ETF?
Institutional ownership of BSTP from SEC Form 13F filings across 33 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.
33
13F holders
$35.5M
value, 2026 filers
59.3%
of shares outstanding (901,611 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 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 77,567 | $3.1M | 0.1% | 5.1% | +2.7% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,469 | $2.1M | 0.0% | 3.6% | +140.5% |
| 6 | Capital Investment Advisory Services, LLC | 42,142 | $1.7M | 0.1% | 2.8% | +0.7% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 39,690 | $1.6M | 0.0% | 2.6% | -28.8% |
| 8 | OFC FINANCIAL PLANNING, LLC | 29,332 | $1.2M | 1.0% | 1.9% | -7.9% |
| 9 | Brookstone Capital Management | 27,630 | $1.1M | 0.0% | 1.8% | 0.0% |
| 10 | HighTower Advisors, LLC | 26,127 | $1.0M | 0.0% | 1.7% | 0.0% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 22,058 | $867,550 | 0.0% | 1.5% | -3.8% |
| 12 | Krilogy Financial LLC | 21,730 | $854,650 | 0.0% | 1.4% | -0.7% |
| 13 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,489 | $766,510 | 0.0% | 1.3% | -0.5% |
| 14 | Merit Financial Group, LLC | 15,624 | $614,498 | 0.0% | 1% | +91.2% |
| 15 | LPL Financial LLC | 15,405 | $605,885 | 0.0% | 1% | -5.3% |
| 16 | PRINCIPAL SECURITIES, INC. | 11,048 | $434,522 | 0.0% | 0.7% | -11.4% |
| 17 | OLD MISSION CAPITAL LLC | 10,926 | $429,723 | 0.0% | 0.7% | -71.8% |
| 18 | CITADEL ADVISORS LLC | 7,927 | $311,772 | 0.0% | 0.5% | +3.8% |
| 19 | Diversify Advisory Services, LLCNEW | 7,731 | $302,621 | 0.0% | 0.5% | new |
| 20 | DIVERSIFY WEALTH MANAGEMENT, LLC | 7,731 | $302,621 | 0.0% | 0.5% | 0.0% |
| 21 | CAPTRUST FINANCIAL ADVISORS | 5,950 | $234,016 | 0.0% | 0.4% | 0.0% |
| 22 | Kestra Advisory Services, LLC | 5,842 | $229,768 | 0.0% | 0.4% | 0.0% |
| 23 | FSA Advisors, Inc. | 5,741 | $225,774 | 0.1% | 0.4% | -5.0% |
| 24 | KFG WEALTH MANAGEMENT, LLC | 5,683 | $223,515 | 0.0% | 0.4% | +1.2% |
| 25 | JPMORGAN CHASE & CO | 5,479 | $214,334 | 0.0% | 0.4% | -9.2% |
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.