Innovator ETFs Trust - BSTP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D.B. Root & Company, LLC | History | Added to | 217,514 | 8,554 | 1.82% | 1.82% | 1 | +6,076 | 2.87% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 205,710 | 7,407 | 0.47% | 0.47% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 119,539 | 4,701 | 0.01% | 0.01% | 3 | +5,329 | 4.67% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 92,510 | 3,638 | 0.0% | 0.0% | 4 | +28,971 | 45.6% | Q2 2026 | Aug 12, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 78,910 | 3,103 | 0.53% | 0.6% | 5 | -7,155 | -8.31% | Q2 2026 | Jul 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 77,567 | 3,050 | 0.15% | 0.14% | 6 | +2,043 | 2.71% | Q2 2026 | Jul 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 54,469 | 2,142 | 0.0% | 0.0% | 7 | +31,821 | 140.5% | Q2 2026 | Aug 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 49,786 | 1,958 | 0.49% | 0.49% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Triton Financial Group Inc | History | Reduced | 48,903 | 1,923 | 1.11% | 5.76% | 9 | -41,450 | -45.88% | Q2 2026 | Aug 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 42,142 | 1,657 | 0.1% | 0.11% | 10 | +278 | 0.66% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 39,690 | 1,561 | 0.0% | 0.0% | 11 | -16,092 | -28.85% | Q2 2026 | Jul 29, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 32,835 | 1,291 | 0.96% | 1.17% | 12 | -26 | -0.08% | Q2 2026 | Aug 07, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 29,332 | 1,153 | 1.02% | 1.13% | 13 | -2,508 | -7.88% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | Reduced | 27,630 | 1,086 | 0.01% | 0.01% | 14 | -12 | -0.04% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 26,127 | 1,027 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,058 | 867 | 0.0% | 0.0% | 16 | -879 | -3.83% | Q2 2026 | Sep 23, 2026 |
| Krilogy Financial LLC | History | Reduced | 21,730 | 854 | 0.03% | 0.03% | 17 | -150 | -0.69% | Q2 2026 | Jul 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 19,489 | 766 | 0.01% | 0.01% | 18 | -105 | -0.54% | Q2 2026 | Jul 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 16,002 | 629 | 0.02% | 0.02% | 19 | +1,052 | 7.04% | Q2 2026 | Jul 30, 2026 |
| LPL Financial LLC | History | Reduced | 15,405 | 605 | 0.0% | 0.0% | 20 | -855 | -5.26% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 11,048 | 434 | 0.01% | 0.01% | 21 | -1,424 | -11.42% | Q2 2026 | Aug 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 10,926 | 429 | 0.01% | 0.02% | 22 | -27,772 | -71.77% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,927 | 311 | 0.0% | 0.0% | 23 | +291 | 3.81% | Q2 2026 | Sep 02, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,812 | 307 | 0.0% | 0.0% | 24 | -361 | -4.42% | Q2 2026 | Jul 20, 2026 |
| Diversify Advisory Services, LLC | History | New | 7,731 | 302 | 0.01% | — | 26 | +7,731 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 7,731 | 302 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 6,794 | 267 | 0.03% | 0.03% | 27 | -579 | -7.85% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,950 | 234 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 5,842 | 229 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FSA Advisors, Inc. | History | Reduced | 5,741 | 225 | 0.1% | 0.14% | 30 | -302 | -5.0% | Q2 2026 | Aug 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 5,683 | 223 | 0.03% | 0.03% | 31 | +68 | 1.21% | Q2 2026 | Jul 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,479 | 214 | 0.0% | 0.0% | 32 | -556 | -9.21% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,075 | 160 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Luminist Capital LLC | History | New | 1,265 | 48 | 0.05% | — | 34 | +1,265 | New | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 850 | 33 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 439 | 17 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arlington Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.28% | — | -13,896 | -100.0% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q2 2026 | Jul 30, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |