BSTP institutional holders

INNOVATOR BUFFER STEP-UP STRATEGY ETF · 13F, 2026Q2

Managers holding39
Shares held1,127,029
Reported value$44.3m
Quarter flows2 new, 9 added, 16 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
D.B. Root & Company, LLC217,514$8.6m1.8%
OSAIC HOLDINGS, INC.119,539$4.7m0.0%
Cetera Investment Advisers92,510$3.6m0.0%
Cambridge Advisors Inc.78,910$3.1m0.5%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV77,567$3.1m0.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP54,469$2.1m0.0%
Valtinson Bruner Financial Planning LLC49,786$2.0m0.5%
Triton Financial Group Inc48,903$1.9m1.1%
Capital Investment Advisory Services, LLC42,142$1.7m0.1%
COMMONWEALTH EQUITY SERVICES, LLC39,690$1.6m0.0%
Vista Cima Wealth Management LLC32,835$1.3m1.0%
OFC FINANCIAL PLANNING, LLC29,332$1.2m1.0%
Brookstone Capital Management27,630$1.1m0.0%
HighTower Advisors, LLC26,127$1.0m0.0%
ENVESTNET ASSET MANAGEMENT INC22,058$867,5500.0%
Krilogy Financial LLC21,730$854,6500.0%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC19,489$766,5100.0%
GeoWealth Management, LLC16,002$629,3760.0%
LPL Financial LLC15,405$605,8850.0%
PRINCIPAL SECURITIES, INC.11,048$434,5220.0%
OLD MISSION CAPITAL LLC10,926$429,7230.0%
CITADEL ADVISORS LLC7,927$311,7720.0%
Merit Financial Group, LLC7,812$307,2490.0%
Diversify Advisory Services, LLC7,731$302,6210.0%
DIVERSIFY WEALTH MANAGEMENT, LLC7,731$302,6210.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BSTP"). BSTP price history · All 13F data

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