Free Trial

Innovator Buffer Step-Up Strategy ETF (BSTP) Institutional Ownership

$40.67 -0.01 (-0.02%)
As of 10/13/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Innovator Buffer Step-Up Strategy ETF (NYSEARCA:BSTP)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$5.57M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$3.62M
Get BSTP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator Buffer Step-Up Strategy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BSTP Institutional Buying and Selling by Quarter

Innovator Buffer Step-Up Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.22,058$868K0.0%-3.8%1.490%
9/2/2026Citadel Advisors LLC7,927$312K0.0%+3.8%0.260%
8/21/2026Bedel Financial Consulting Inc.6,794$267K0.0%-7.9%0.223%
5/18/2026Sunbelt Securities Inc.205,710$7.41M0.5%-17.4%13.534%
5/13/2026Cetera Investment Advisers63,539$2.29M0.0%N/A4.180%
5/6/2026FSA Advisors Inc.6,043$218K0.1%-64.1%0.398%
5/4/2026Bedel Financial Consulting Inc.7,373$265K0.0%-13.0%0.485%
4/30/2026Kestra Advisory Services LLC5,842$210K0.0%+25.8%0.384%
4/16/2026Cambridge Advisors Inc.86,065$3.10M0.6%-0.5%5.662%
4/15/2026Nations Financial Group Inc. IA ADV75,524$2.72M0.1%+1.5%4.969%
2/20/2026Sunbelt Securities Inc.248,911$9.24M0.6%-3.9%16.376%
2/18/2026OLD Mission Capital LLC21,618$803K0.0%+55.3%1.422%
2/17/2026Osaic Holdings Inc.6,202$230K0.0%-10.5%0.408%
2/16/2026Barclays PLC807$30K0.0%-80.2%0.053%
2/13/2026Kestra Advisory Services LLC4,644$172K0.0%N/A0.306%
2/12/2026Commonwealth Equity Services LLC75,743$2.81M0.0%-6.9%4.983%
2/12/2026Principal Securities Inc.18,893$701K0.0%+6.3%1.243%
2/11/2026LPL Financial LLC33,072$1.23M0.0%-9.1%2.176%
2/11/2026Vista Cima Wealth Management LLC37,178$1.38M1.2%-1.2%2.446%
2/9/2026Valtinson Bruner Financial Planning LLC49,786$1.85M0.5%-0.9%3.275%
2/6/2026Signature Estate & Investment Advisors LLC19,335$718K0.0%+4.5%1.272%
2/4/2026OFC Financial Planning LLC31,892$1.18M1.1%+6.2%2.098%
2/3/2026Triton Financial Group Inc44,402$1.65M1.1%-1.7%2.921%
2/3/2026D.B. Root & Company LLC221,970$8.24M2.0%+2.8%14.603%
2/2/2026FSA Advisors Inc.16,852$626K0.1%+160.5%1.109%
1/28/2026Bedel Financial Consulting Inc.8,471$315K0.0%-15.8%0.557%
1/26/2026Merit Financial Group LLC7,678$285K0.0%-15.9%0.505%
1/21/2026Capital Investment Advisory Services LLC36,294$1.35M0.1%+1.5%2.388%
1/21/2026Cambridge Advisors Inc.86,485$3.21M0.6%-1.2%5.690%
1/21/2026KFG Wealth Management LLC5,669$210K0.0%-32.2%0.373%
12/2/2025Allworth Financial LP2,054$75K0.0%+70.6%0.133%
11/19/2025Sunbelt Securities Inc.258,902$9.42M0.7%+13.8%16.703%
11/17/2025Susquehanna International Group LLP13,877$505K0.0%-9.8%0.895%
11/17/2025OFC Financial Planning LLC30,043$1.09M1.1%-1.6%1.938%
11/17/2025Citadel Advisors LLC20,916$761K0.0%+31.2%1.349%
11/14/2025Vista Cima Wealth Management LLC37,647$1.37M1.1%+8.9%2.429%
11/12/2025FSA Advisors Inc.6,469$235K0.2%-5.9%0.417%
11/12/2025Diversify Wealth Management LLC7,847$289K0.0%-8.0%0.506%
11/7/2025Bedel Financial Consulting Inc.10,059$366K0.0%-2.8%0.649%
11/6/2025Assetmark Inc.1,299$47K0.0%N/A0.084%
Trump's about to unleash his Midterm Weapon (Ad)

Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower prices before November 3. One small oil and gas company sits atop the largest oil and gas deposit ever found on American soil and is integrating AI technology into its wells, with margins rivaling firms valued ten times higher. A previous stock pick from this same screening process rose more than 1,000 percent in under 12 months.tc pixel

Read the full pre-midterm energy stock briefing now
11/6/2025D.B. Root & Company LLC215,832$7.85M2.0%-1.9%13.925%
11/5/2025Signature Estate & Investment Advisors LLC18,506$673K0.0%+7.3%1.194%
11/5/2025Capital Investment Advisory Services LLC35,766$1.30M0.1%+0.9%2.307%
11/5/2025Envestnet Asset Management Inc.26,902$978K0.0%+1.1%1.736%
11/3/2025Triton Financial Group Inc45,162$1.64M1.1%+3.9%2.914%
10/29/2025Rovin Capital UT ADV102,403$3.72M1.0%-1.6%6.607%
10/28/2025Nations Financial Group Inc. IA ADV74,611$2.71M0.2%+13.3%4.814%
10/20/2025Merit Financial Group LLC9,130$332K0.0%-11.5%0.589%
10/15/2025Brookstone Capital Management27,715$1.01M0.0%-1.6%1.788%
9/4/2025Osaic Holdings Inc.6,929$239K0.0%-11.6%0.447%
8/15/2025Captrust Financial Advisors5,950$206K0.0%N/A0.384%
8/14/2025Diversify Wealth Management LLC8,530$303K0.0%-6.8%0.550%
8/6/2025Rovin Capital UT ADV104,092$3.60M1.1%-4.6%6.506%
8/1/2025Envestnet Asset Management Inc.26,622$920K0.0%+6.4%1.664%
7/30/2025Freedom Investment Management Inc.27,109$936K0.1%-5.8%1.694%
7/30/2025Brookstone Capital Management28,161$973K0.0%-88.8%1.760%
7/30/2025Triton Financial Group Inc43,473$1.50M1.1%N/A2.717%
7/29/2025Signature Estate & Investment Advisors LLC17,250$596K0.0%-2.8%1.078%
7/22/2025D.B. Root & Company LLC220,024$7.60M2.2%+15.7%13.752%
7/16/2025Cambridge Advisors Inc.87,810$3.03M0.6%-3.1%5.488%
5/28/2025Vista Cima Wealth Management LLC33,034$1.07M0.8%-1.0%2.002%
5/16/2025Signature Estate & Investment Advisors LLC17,753$574K0.0%+9.7%1.076%
5/15/2025OLD Mission Capital LLC22,882$740K0.0%+132.6%1.116%
5/14/2025Freedom Investment Management Inc.28,781$931K0.1%+19.5%1.404%
5/14/2025OFC Financial Planning LLC30,340$981K1.1%+1.4%1.480%
5/14/2025D.B. Root & Company LLC190,120$6.15M2.0%+7.6%9.274%
5/13/2025Nations Financial Group Inc. IA ADV59,429$1.92M0.1%+14.1%2.899%
5/13/2025HighTower Advisors LLC25,166$814K0.0%+3.2%1.228%
5/8/2025FSA Advisors Inc.6,982$222K0.2%N/A0.341%
5/7/2025Bedel Financial Consulting Inc.12,319$398K0.1%-5.2%0.601%
4/29/2025Envestnet Asset Management Inc.25,010$809K0.0%+2.9%1.220%
4/29/2025Capital Investment Advisory Services LLC43,243$1.40M0.1%-1.4%2.109%
4/29/2025Brookstone Capital Management251,319$8.13M0.1%+4.6%12.259%
4/28/2025Rovin Capital UT ADV109,134$3.53M1.1%N/A5.324%
4/11/2025KFG Wealth Management LLC8,023$260K0.0%+8.8%0.382%
4/9/2025Merit Financial Group LLC14,395$466K0.0%-15.2%0.685%
3/10/2025Capstone Triton Financial Group LLC36,719$1.22M0.8%+5.7%1.749%
2/18/2025Sunbelt Securities Inc.227,572$7.60M0.7%+15.0%12.436%
2/17/2025Vista Cima Wealth Management LLC33,370$1.11M1.2%N/A1.823%
2/17/2025Citadel Advisors LLC8,376$278K0.0%N/A0.458%
2/14/2025Freedom Investment Management Inc.24,075$800K0.1%-7.7%1.316%
2/13/2025Barclays PLC4,359$145K0.0%-19.3%0.238%
2/13/2025Envestnet Asset Management Inc.24,300$807K0.0%-11.8%1.328%
2/12/2025OLD Mission Capital LLC9,837$327K0.0%N/A0.538%
2/11/2025Signature Estate & Investment Advisors LLC16,182$537K0.0%N/A0.884%
2/11/2025LPL Financial LLC44,654$1.48M0.0%-15.0%2.440%
2/10/2025Valtinson Bruner Financial Planning LLC50,334$1.67M0.6%-6.3%2.750%
2/10/2025Commonwealth Equity Services LLC77,260$2.57M0.0%-4.1%4.222%
2/7/2025HighTower Advisors LLC24,396$810K0.0%+57.8%1.333%
2/6/2025Bedel Financial Consulting Inc.12,989$443K0.1%-3.5%0.710%
This little-known gold fund distributes cash every Friday (Ad)

Gold pays no dividends, no interest, no yield - it just sits there. Yet investors are reportedly collecting up to $1,127 a month from a little-known 15 dollar fund built around it. This fund turns gold's price swings into cash, paid out every single Friday.tc pixel

See exactly how this weekly-paying gold fund works today
1/30/2025Allworth Financial LP1,204$41K0.0%N/A0.066%
1/30/2025Principal Securities Inc.20,577$683K0.0%-11.3%1.124%
1/30/2025Nations Financial Group Inc. IA ADV52,095$1.73M0.1%+10.2%2.847%
1/24/2025OFC Financial Planning LLC29,926$994K1.0%N/A1.635%
1/21/2025KFG Wealth Management LLC7,377$245K0.0%N/A0.403%
1/17/2025D.B. Root & Company LLC176,772$5.87M1.9%+5.0%9.660%
1/16/2025Cambridge Advisors Inc.90,961$3.02M0.7%-1.6%4.971%
1/15/2025Merit Financial Group LLC16,981$564K0.0%N/A0.928%
1/13/2025Brookstone Capital Management240,310$7.98M0.1%-0.4%13.132%
11/19/2024Barclays PLC5,404$177K0.0%N/A0.295%


BSTP Institutional Ownership - Frequently Asked Questions

During the previous two years, 34 institutional investors and hedge funds held shares of Innovator Buffer Step-Up Strategy ETF. The most heavily invested institutionals were D.B. Root & Company LLC ($8.24M), Sunbelt Securities Inc. ($7.41M), Rovin Capital UT ADV ($3.72M), Cambridge Advisors Inc. ($3.10M), Commonwealth Equity Services LLC ($2.81M), Nations Financial Group Inc. IA ADV ($2.72M), and Cetera Investment Advisers ($2.29M).Learn more on Innovator Buffer Step-Up Strategy ETF's institutional investors.

Of the 28 institutional investors that purchased Innovator Buffer Step-Up Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rovin Capital UT ADV ($109.13K), D.B. Root & Company LLC ($87.64K), Cetera Investment Advisers ($63.54K), Sunbelt Securities Inc. ($61.07K), Triton Financial Group Inc ($45.16K), Vista Cima Wealth Management LLC ($36.45K), and OFC Financial Planning LLC ($32.19K).

Institutional investors have bought a total of 153,154 shares in the last 24 months. This purchase volume represents approximately $5.57M in transactions.

Of the 20 institutional investors that sold Innovator Buffer Step-Up Strategy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sunbelt Securities Inc. ($53.19K), FSA Advisors Inc. ($11.21K), Commonwealth Equity Services LLC ($5.62K), D.B. Root & Company LLC ($4.19K), Bedel Financial Consulting Inc. ($3.55K), LPL Financial LLC ($3.29K), and Barclays PLC ($3.27K).

Institutional investors have sold a total of 99,225 shares in the last 24 months. This volume of shares sold represents approximately $3.62M in transactions.



Institutional ownership data for NYSEARCA:BSTP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners