DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (BSTP)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
39
Reporting holders
$44.3M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| D.B. Root & Company, LLC | $8.6M | 217,514 | 1.82% | 13q | +2.9%+$239.0K |
| OSAIC HOLDINGS, INC. | $4.7M | 119,539 | 0.01% | 17q | +4.7%+$209.6K |
| Cetera Investment Advisers | $3.6M | 92,510 | 0.00% | 2q | +45.6%+$1.1M |
| Cambridge Advisors Inc. | $3.1M | 78,910 | 0.53% | 17q | -8.3%-$281.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.1M | 77,567 | 0.15% | 16q | +2.7%+$80.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 54,469 | 0.00% | 7q | +140.5%+$1.3M |
| Valtinson Bruner Financial Planning LLC | $2.0M | 49,786 | 0.49% | 17q | HELD |
| Triton Financial Group Inc | $1.9M | 48,903 | 1.11% | 16q | -45.9%-$1.6M |
| Capital Investment Advisory Services, LLC | $1.7M | 42,142 | 0.10% | 12q | +0.7%+$10.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 39,690 | 0.00% | 18q | -28.8%-$632.9K |
| Vista Cima Wealth Management LLC | $1.3M | 32,835 | 0.96% | 7q | HELD |
| OFC FINANCIAL PLANNING, LLC | $1.2M | 29,332 | 1.02% | 7q | -7.9%-$98.6K |
| Brookstone Capital Management | $1.1M | 27,630 | 0.01% | 11q | HELD |
| HighTower Advisors, LLC | $1.0M | 26,127 | 0.00% | 10q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $867.5K | 22,058 | 0.00% | 12q | -3.8%-$34.6K |
| Krilogy Financial LLC | $854.6K | 21,730 | 0.03% | 13q | -0.7%-$5.9K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $766.5K | 19,489 | 0.01% | 7q | -0.5%-$4.1K |
| GeoWealth Management, LLC | $629.4K | 16,002 | 0.02% | 2q | +7.0%+$41.4K |
| LPL Financial LLC | $605.9K | 15,405 | 0.00% | 8q | -5.3%-$33.6K |
| PRINCIPAL SECURITIES, INC. | $434.5K | 11,048 | 0.01% | 11q | -11.4%-$56.0K |
| OLD MISSION CAPITAL LLC | $429.7K | 10,926 | 0.01% | 7q | -71.8%-$1.1M |
| CITADEL ADVISORS LLC | $311.8K | 7,927 | 0.00% | 2q | +3.8%+$11.4K |
| Merit Financial Group, LLC | $307.2K | 7,812 | 0.00% | 7q | -4.4%-$14.2K |
| Diversify Advisory Services, LLC | $302.6K | 7,731 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $302.6K | 7,731 | 0.01% | 8q | HELD |
| Bedel Financial Consulting, Inc. | $267.2K | 6,794 | 0.03% | 17q | -7.9%-$22.8K |
| CAPTRUST FINANCIAL ADVISORS | $234.0K | 5,950 | 0.00% | 5q | HELD |
| Kestra Advisory Services, LLC | $229.8K | 5,842 | 0.00% | 3q | HELD |
| FSA Advisors, Inc. | $225.8K | 5,741 | 0.10% | 6q | -5.0%-$11.9K |
| KFG WEALTH MANAGEMENT, LLC | $223.5K | 5,683 | 0.03% | 7q | +1.2%+$2.7K |
| JPMORGAN CHASE & CO | $214.3K | 5,479 | 0.00% | 4q | -9.2%-$21.8K |
| Aptus Capital Advisors, LLC | $160.3K | 4,075 | 0.00% | 10q | HELD |
| Luminist Capital LLC | $48.1K | 1,265 | 0.05% | new | NEW |
| Allworth Financial LP | $33.4K | 850 | 0.00% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $17.3K | 439 | 0.00% | 12q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.8K | 45 | 0.00% | 17q | HELD |
| AE Wealth Management LLC | $1.5K | 37 | 0.00% | 7q | HELD |
| DHJJ Financial Advisors, Ltd. | $394 | 10 | 0.00% | 12q | HELD |
| IFP Advisors, Inc | $236 | 6 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 11 | $6.5M | 161,612 | 1 | 1 | 4 | 0.0% |
| Q2 2026 | 39 | $44.3M | 1,127,029 | 2 | 9 | 14 | 0.0% |
| Q1 2026 | 41 | $49.2M | 1,362,226 | 5 | 11 | 13 | 0.0% |
| Q4 2025 | 39 | $47.8M | 1,297,126 | 1 | 11 | 14 | 0.0% |
| Q3 2025 | 40 | $51.3M | 1,415,443 | 2 | 13 | 13 | 0.0% |
| Q2 2025 | 40 | $45.0M | 1,311,783 | 4 | 11 | 15 | 0.0% |
| Q1 2025 | 36 | $49.3M | 1,525,121 | 2 | 16 | 7 | 0.0% |
| Q4 2024 | 39 | $45.8M | 1,376,277 | 9 | 5 | 11 | 0.0% |
| Q3 2024 | 30 | $39.9M | 1,220,819 | 3 | 13 | 3 | 0.0% |
| Q2 2024 | 30 | $36.8M | 1,170,751 | 1 | 8 | 11 | 0.0% |
| Q1 2024 | 31 | $31.8M | 1,051,600 | 7 | 12 | 5 | 0.0% |
| Q4 2023 | 28 | $24.4M | 856,433 | 4 | 11 | 6 | 0.0% |
| Q3 2023 | 24 | $14.5M | 550,954 | 7 | 7 | 5 | 0.0% |
| Q2 2023 | 17 | $13.1M | 483,506 | 4 | 7 | 1 | 0.0% |
| Q1 2023 | 20 | $11.8M | 463,199 | 4 | 6 | 6 | 0.0% |
| Q4 2022 | 18 | $10.4M | 429,292 | 6 | 4 | 6 | 0.0% |
| Q3 2022 | 15 | $10.2M | 446,113 | 4 | 4 | 6 | 0.0% |
| Q2 2022 | 11 | $7.0M | 292,837 | 7 | 3 | 1 | 0.0% |
| Q1 2022 | 7 | $2.5M | 93,595 | 7 | 0 | 0 | 0.0% |