BSTP Institutional Ownership & Shareholders
INNOVATOR BUFF SU STRAT ETF (BSTP) is currently held by 39 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $50.61M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
D.B. Root & Company, Llc is currently the largest disclosed institutional shareholder of BSTP tracked by InsiderSet, reporting ownership valued at approximately $8.55M in its June 30, 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 $8.64M, representing an estimated gain of +0.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
39
Total Reported Value
$50.61M
Largest Holder
D.B. Root & Company, Llc
Largest Position
$8.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| D.B. Root & Company, Llc | 1.82% | 217,514 | $8,554,913 | $8,637,481 | +$82,568 | +0.97% | |
| Sunbelt Securities, Inc. | 0.47% | 205,710 | $7,407,309 | $8,168,744 | +$761,435 | +10.28% | |
| Osaic Holdings, Inc. | 0.01% | 119,539 | $4,701,545 | $4,746,894 | +$45,349 | +0.96% | |
| Cetera Investment Advisers | 0.00% | 92,510 | $3,638,455 | $3,673,572 | +$35,117 | +0.97% | |
| Nations Financial Group Inc | 0.15% | 77,567 | $3,050,741 | $3,080,186 | +$29,445 | +0.97% | |
| Cambridge Advisors Inc. | 0.48% | 70,014 | $2,812,462 | $2,780,256 | -$32,206 | -1.15% | |
| Susquehanna International Group, Llp | 0.00% | 54,469 | $2,142,288 | $2,162,964 | +$20,676 | +0.97% | |
| Valtinson Bruner Financial Planning Llc | 0.49% | 49,786 | $1,958,103 | $1,977,002 | +$18,899 | +0.97% | |
| Triton Financial Group Inc | 1.11% | 48,903 | $1,923,375 | $1,941,938 | +$18,563 | +0.97% | |
| Capital Investment Advisory Services, Llc | 0.11% | 42,411 | $1,703,650 | $1,684,141 | -$19,509 | -1.15% | |
| Commonwealth Equity Services, Llc | 0.00% | 39,690 | $1,561,020 | $1,576,090 | +$15,070 | +0.97% | |
| Vista Cima Wealth Management Llc | 0.96% | 32,835 | $1,291,414 | $1,303,878 | +$12,464 | +0.97% | |
| Ofc Financial Planning, Llc | 1.02% | 29,332 | $1,153,639 | $1,164,774 | +$11,135 | +0.97% | |
| Brookstone Capital Management | 0.01% | 27,609 | $1,109,054 | $1,096,353 | -$12,701 | -1.15% | |
| Krilogy Financial Llc | 0.02% | 21,730 | $883,872 | $862,898 | -$20,974 | -2.37% | |
| Envestnet Asset Management Inc | 0.00% | 22,058 | $867,550 | $875,923 | +$8,373 | +0.97% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 19,182 | $770,541 | $761,717 | -$8,824 | -1.15% | |
| Geowealth Management, Llc | 0.02% | 16,002 | $629,376 | $635,439 | +$6,063 | +0.96% | |
| Lpl Financial Llc | 0.00% | 15,405 | $605,885 | $611,733 | +$5,848 | +0.97% | |
| Principal Securities, Inc. | 0.01% | 11,048 | $434,522 | $438,716 | +$4,194 | +0.97% | |
| Old Mission Capital Llc | 0.01% | 10,926 | $429,723 | $433,871 | +$4,148 | +0.97% | |
| Citadel Advisors Llc | 0.00% | 7,927 | $311,772 | $314,781 | +$3,009 | +0.97% | |
| Merit Financial Group, Llc | 0.00% | 7,812 | $307,249 | $310,215 | +$2,966 | +0.97% | |
| Diversify Advisory Services, Llc | 0.00% | 7,154 | $289,522 | $284,085 | -$5,437 | -1.88% | |
| Diversify Wealth Management, Llc | 0.00% | 7,154 | $289,522 | $284,085 | -$5,437 | -1.88% | |
| Bedel Financial Consulting, Inc. | 0.03% | 6,794 | $267,211 | $269,790 | +$2,579 | +0.97% | |
| Captrust Financial Advisors | 0.00% | 5,950 | $234,016 | $236,275 | +$2,259 | +0.97% | |
| Kestra Advisory Services, Llc | 0.00% | 5,842 | $229,768 | $231,986 | +$2,218 | +0.97% | |
| Kfg Wealth Management, Llc | 0.02% | 5,683 | $228,286 | $225,672 | -$2,614 | -1.15% | |
| Fsa Advisors, Inc. | 0.10% | 5,741 | $225,774 | $227,975 | +$2,201 | +0.97% | |
| Jpmorgan Chase & Co | 0.00% | 5,479 | $214,334 | $217,571 | +$3,237 | +1.51% | |
| Aptus Capital Advisors, Llc | 0.00% | 4,075 | $160,271 | $161,818 | +$1,547 | +0.97% | |
| William Mack & Associates, Inc. | 0.04% | 2,925 | $117,498 | $116,152 | -$1,346 | -1.15% | |
| Luminist Capital Llc | 0.05% | 1,265 | $48,101 | $50,233 | +$2,132 | +4.43% | |
| Allworth Financial Lp | 0.00% | 850 | $33,431 | $33,754 | +$323 | +0.96% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 439 | $17,266 | $17,433 | +$167 | +0.97% | |
| Ifp Advisors, Inc | 0.00% | 106 | $4,258 | $4,209 | -$49 | -1.14% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 45 | $1,808 | $1,787 | -$21 | -1.16% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 10 | $402 | $397 | -$5 | -1.22% |
Frequently asked questions about BSTP
Who are the largest institutional holders of BSTP?
The largest institutional holders of BSTP reported in the latest SEC Form 13F filings include D.B. Root & Company, Llc, Sunbelt Securities, Inc., Osaic Holdings, Inc., Cetera Investment Advisers, and Nations Financial Group Inc. InsiderSet ranks institutional holders by their latest reported BSTP position.
What is BSTP institutional ownership?
This page tracks BSTP positions reported by institutional investment managers through SEC Form 13F. INNOVATOR BUFF SU STRAT ETF (BSTP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSTP?
InsiderSet currently tracks 39 institutional managers reporting BSTP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BSTP shareholders.
How much BSTP stock do institutions own?
Institutional investment managers disclosed approximately $50.61M in BSTP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSTP institutional ownership last updated?
The latest BSTP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BSTP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BSTP position after the reporting date.
Are institutions buying or selling BSTP?
Institutional buying and selling can be analyzed by comparing BSTP positions across consecutive 13F reporting periods. InsiderSet's BSTP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSTP ownership changes.
How has BSTP institutional ownership changed over time?
InsiderSet tracks BSTP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.