INNOVATOR BUFF SU STRAT ETF (BSTP) Top Institutional Shareholders

INNOVATOR BUFF SU STRAT ETF (BSTP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $48.94M in BSTP holdings during the latest filing period.

D.B. Root & Company, Llc is currently the largest disclosed institutional shareholder of BSTP tracked by InsiderSet, reporting ownership valued at approximately $7.61M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.25M, representing an estimated gain of +8.32% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed BSTP value among the investors covered in this analysis. Major shareholders include D.B. Root & Company, Llc, Sunbelt Securities, Inc., Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR BUFF SU STRAT ETF (BSTP).

This page ranks the largest institutional BSTP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

40

Total Reported Value

$48.94M

Largest Holder

D.B. Root & Company, Llc

Largest Position

$7.61M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

43

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
D.B. Root & Company, Llc1.82%211,438$7,613,565$8,247,266+$633,701+8.32%
Sunbelt Securities, Inc.0.47%205,710$7,407,309$8,023,842+$616,533+8.32%
Osaic Holdings, Inc.0.01%114,210$4,112,569$4,454,830+$342,261+8.32%
Triton Financial Group Inc5.76%90,353$3,303,242$3,524,273+$221,031+6.69%
Cambridge Advisors Inc.0.60%86,065$3,099,072$3,357,017+$257,945+8.32%
Nations Financial Group Inc0.14%75,524$2,719,506$2,945,859+$226,353+8.32%
Cetera Investment Advisers0.00%63,539$2,287,944$2,478,377+$190,433+8.32%
Commonwealth Equity Services, Llc0.00%55,782$2,008,630$2,175,810+$167,180+8.32%
Valtinson Bruner Financial Planning Llc0.49%49,786$1,792,719$1,941,933+$149,214+8.32%
Capital Investment Advisory Services, Llc0.11%41,864$1,507,460$1,632,930+$125,470+8.32%
Old Mission Capital Llc0.03%38,698$1,393,456$1,509,439+$115,983+8.32%
Vista Cima Wealth Management Llc1.17%32,861$1,183,275$1,281,763+$98,488+8.32%
Ofc Financial Planning, Llc1.13%31,840$1,146,511$1,241,938+$95,427+8.32%
Brookstone Capital Management0.01%27,642$995,347$1,078,193+$82,846+8.32%
Hightower Advisors, Llc0.00%26,127$940,794$1,019,099+$78,305+8.32%
Krilogy Financial Llc0.03%21,880$827,064$853,443+$26,379+3.19%
Envestnet Asset Management Inc0.00%22,937$825,927$894,671+$68,744+8.32%
Susquehanna International Group, Llp0.00%22,648$815,521$883,399+$67,878+8.32%
Signature Estate & Investment Advisors Llc0.01%19,594$705,551$764,276+$58,725+8.32%
Lpl Financial Llc0.00%16,260$585,498$634,231+$48,733+8.32%
Geowealth Management, Llc0.02%14,950$538,335$583,134+$44,799+8.32%
Arlington Capital Management, Inc.0.28%13,896$500,374$542,022+$41,648+8.32%
Principal Securities, Inc.0.01%12,472$449,098$486,478+$37,380+8.32%
Diversify Wealth Management, Llc0.01%7,731$294,377$301,552+$7,175+2.44%
Merit Financial Group, Llc0.00%8,173$294,298$318,793+$24,495+8.32%
Citadel Advisors Llc0.00%7,636$274,961$297,847+$22,886+8.32%
Bedel Financial Consulting, Inc.0.03%7,373$265,491$287,588+$22,097+8.32%
Fsa Advisors, Inc.0.14%6,043$217,599$235,711+$18,112+8.32%
Captrust Financial Advisors0.00%5,950$214,251$232,083+$17,832+8.32%
Kestra Advisory Services, Llc0.00%5,842$210,362$227,871+$17,509+8.32%
Kfg Wealth Management, Llc0.03%5,615$202,188$219,016+$16,828+8.32%
Aptus Capital Advisors, Llc0.00%4,075$146,735$158,948+$12,213+8.32%
Allworth Financial Lp0.00%850$30,608$33,155+$2,547+8.32%
Steward Partners Investment Advisory, Llc0.00%439$15,808$17,123+$1,315+8.32%
Assetmark, Inc0.00%280$10,082$10,922+$840+8.33%
Blue Bell Private Wealth Management, Llc0.00%45$1,620$1,755+$135+8.35%
Ae Wealth Management Llc0.00%37$1,332$1,443+$111+8.35%
Dhjj Financial Advisors, Ltd.0.00%10$361$390+$29+8.05%
Barclays Plc0.00%10$360$390+$30+8.35%
Ifp Advisors, Inc0.00%6$216$234+$18+8.35%

Frequently asked questions about BSTP

  • Who owns the most BSTP stock?

    The largest holders of BSTP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR BUFF SU STRAT ETF (BSTP).

  • Is BSTP widely held by superinvestors?

    Many widely followed stocks like BSTP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSTP is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.