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 | Reduced | 211,438 | 7,613 | 1.82% | 2.01% | 1 | -10,532 | -4.74% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 205,710 | 7,407 | 0.47% | 0.62% | 2 | -43,201 | -17.36% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 114,210 | 4,112 | 0.01% | 0.0% | 3 | +108,008 | 1741.5% | Q1 2026 | May 15, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 102,391 | 3,802 | 1.01% | 1.01% | 4 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Triton Financial Group Inc | History | Added to | 90,353 | 3,303 | 5.76% | 1.09% | 5 | +45,951 | 103.49% | Q1 2026 | May 15, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 86,065 | 3,099 | 0.6% | 0.61% | 6 | -420 | -0.49% | Q1 2026 | Apr 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 75,524 | 2,719 | 0.14% | 0.15% | 7 | +1,122 | 1.51% | Q1 2026 | Apr 15, 2026 |
| Cetera Investment Advisers | History | New | 63,539 | 2,287 | 0.0% | — | 8 | +63,539 | New | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 55,782 | 2,008 | 0.0% | 0.0% | 9 | -19,961 | -26.35% | Q1 2026 | Apr 27, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 49,786 | 1,792 | 0.49% | 0.53% | 10 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 41,864 | 1,507 | 0.11% | 0.1% | 11 | +5,570 | 15.35% | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 38,698 | 1,393 | 0.02% | 0.02% | 12 | +17,080 | 79.01% | Q1 2026 | May 15, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 32,861 | 1,183 | 1.17% | 1.15% | 13 | -4,317 | -11.61% | Q1 2026 | May 12, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 31,840 | 1,146 | 1.13% | 1.12% | 14 | -52 | -0.16% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Reduced | 27,642 | 995 | 0.01% | 0.01% | 15 | -38 | -0.14% | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 26,127 | 940 | 0.0% | 0.0% | 16 | +213 | 0.82% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Reduced | 21,880 | 827 | 0.03% | 0.03% | 17 | -50 | -0.23% | Q1 2026 | Apr 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,937 | 825 | 0.0% | 0.0% | 18 | -6,071 | -20.93% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 22,648 | 815 | 0.0% | 0.0% | 19 | +4,250 | 23.1% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 19,594 | 705 | 0.01% | 0.01% | 20 | +259 | 1.34% | Q1 2026 | Apr 15, 2026 |
| LPL Financial LLC | History | Reduced | 16,260 | 585 | 0.0% | 0.0% | 21 | -16,812 | -50.83% | Q1 2026 | May 06, 2026 |
| GeoWealth Management, LLC | History | New | 14,950 | 538 | 0.02% | — | 22 | +14,950 | New | Q1 2026 | May 13, 2026 |
| Arlington Capital Management, Inc. | History | New | 13,896 | 500 | 0.28% | — | 23 | +13,896 | New | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,472 | 449 | 0.01% | 0.01% | 24 | -6,421 | -33.99% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 8,173 | 294 | 0.0% | 0.0% | 25 | +495 | 6.45% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 7,731 | 294 | 0.01% | 0.01% | 26 | -116 | -1.48% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,636 | 274 | 0.0% | — | 27 | +7,636 | New | Q1 2026 | May 15, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 7,373 | 265 | 0.03% | 0.03% | 28 | -1,098 | -12.96% | Q1 2026 | May 04, 2026 |
| FSA Advisors, Inc. | History | Reduced | 6,043 | 217 | 0.14% | 0.16% | 29 | -10,809 | -64.14% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,950 | 214 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,035 | 213 | 0.0% | 0.0% | 31 | +5,431 | 899.17% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,842 | 210 | 0.0% | 0.0% | 32 | +1,198 | 25.8% | Q1 2026 | Apr 30, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 5,615 | 202 | 0.03% | 0.03% | 33 | -54 | -0.95% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,075 | 146 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 850 | 30 | 0.0% | 0.0% | 35 | -1,204 | -58.62% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 439 | 15 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | New | 280 | 10 | 0.0% | — | 37 | +280 | New | Q1 2026 | May 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 10 | 0 | — | 0.0% | — | -797 | -98.76% | Q1 2026 | May 14, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -354 | -100.0% | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |