Institutional Ownership Innovator Etfs Tr Buffer Step (BSTP)
This table provides information about the institutional ownership of Innovator Etfs Tr Buffer Step (BSTP). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 1.25 Million shares, which have been reported (via 13F filing form) to have a value of $42.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
240,310
shares
|
$8.17 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
197,835
shares
|
$6.72 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
176,772
shares
|
$6.01 Million
1.93% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
90,961
shares
|
$3.09 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
80,572
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
53,732
shares
|
$1.83 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
52,527
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
47,275
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
43,947
shares
|
$1.49 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
34,755
shares
|
$1.18 Million
0.74% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
27,536
shares
|
$935,948
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
26,077
shares
|
$886,357
0.07% of portfolio
|
Q3 2024
Added 31.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
23,193
shares
|
$788,330
0.02% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
21,930
shares
|
$745,400
0.05% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
16,981
shares
|
$577,184
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
16,691
shares
|
$567,327
0.19% of portfolio
|
Q3 2024
Added 31.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,457
shares
|
$525,383
0.0% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,015
shares
|
$476,369
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
13,466
shares
|
$457,709
0.06% of portfolio
|
Q3 2024
Added 18.36%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
9,369
shares
|
$318,452
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
8,419
shares
|
$286,161
0.0% of portfolio
|
Q3 2024
Reduced 86.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
8,172
shares
|
$277,766
0.0% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
7,939
shares
|
$269,846
0.26% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
7,377
shares
|
$250,744
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
5,404
shares
|
$183,681
0.0% of portfolio
|
Q3 2024
New holding
|