| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 1.7% | -85% | $908,456 | -$6,819,914 | 28,248 | -88% | Brookstone Capital Management, LLC | 30 Apr 2025 |
As of 30 Sep 2025, 40 institutional investors reported holding 1,311,111 shares of Innovator ETFs Trust - Innovator Buffer Step-Up Strategy ETF (BSTP). This represents 78% of the company’s total 1,691,497 outstanding shares.
The largest institutional shareholders of Innovator ETFs Trust - Innovator Buffer Step-Up Strategy ETF (BSTP) together control 76% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 15% | 258,902 | +14% | 0.65% | $9,416,369 |
| D.B. Root & Company, LLC | 13% | 215,832 | -1.9% | 2% | $7,849,896 |
| ROVIN CAPITAL /UT/ /ADV | 6.1% | 102,403 | -1.6% | 1% | $3,724,000 |
| Cambridge Advisors Inc. | 5.2% | 87,544 | -0.3% | 0.62% | $3,184,010 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.8% | 81,365 | -5.6% | 0% | $2,959,000 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4.4% | 74,611 | +13% | 0.17% | $2,713,632 |
| Valtinson Bruner Financial Planning LLC | 3% | 50,214 | -0.14% | 0.54% | $1,826,303 |
| Triton Financial Group Inc | 2.7% | 45,162 | +3.9% | 1.1% | $1,642,561 |
| Vista Cima Wealth Management LLC | 2.2% | 37,647 | +8.9% | 1.1% | $1,369,236 |
| LPL Financial LLC | 2.1% | 36,365 | +1.6% | 0% | $1,322,609 |
| Capital Investment Advisory Services, LLC | 2.1% | 35,766 | +0.85% | 0.1% | $1,300,824 |
| OFC FINANCIAL PLANNING, LLC | 1.8% | 30,043 | -1.6% | 1.1% | $1,092,676 |
| Brookstone Capital Management | 1.6% | 27,715 | -1.6% | 0.01% | $1,008,006 |
| ENVESTNET ASSET MANAGEMENT INC | 1.6% | 26,902 | +1.1% | 0% | $978,437 |
| HighTower Advisors, LLC | 1.5% | 25,752 | +0.54% | 0% | $936,611 |
| Krilogy Financial LLC | 1.3% | 21,930 | 0% | 0.03% | $804,548 |
| CITADEL ADVISORS LLC | 1.2% | 20,916 | +31% | 0% | $760,723 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.1% | 18,506 | +7.3% | 0.01% | $673,071 |
| PRINCIPAL SECURITIES, INC. | 1.1% | 17,766 | -0.84% | 0.01% | $646,156 |
| OLD MISSION CAPITAL LLC | 0.82% | 13,917 | -45% | 0.02% | $506,166 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.82% | 13,877 | -9.8% | 0% | $504,712 |
| Bedel Financial Consulting, Inc. | 0.59% | 10,059 | -2.8% | 0.05% | $365,850 |
| Merit Financial Group, LLC | 0.54% | 9,130 | -11% | 0% | $332,062 |
| KFG WEALTH MANAGEMENT, LLC | 0.49% | 8,361 | +2.8% | 0.04% | $304,093 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 0.46% | 7,847 | -8% | 0.02% | $288,917 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 156,128 | $5,796,907 | -$120,968 | $37.13 | 4 |
| 2025 Q3 | 1,311,111 | $47,690,374 | +$28,329 | $36.37 | 40 |
| 2025 Q2 | 1,311,783 | $45,013,120 | -$8,538,238 | $34.54 | 40 |
| 2025 Q1 | 1,525,121 | $49,346,474 | +$5,977,804 | $32.35 | 36 |
| 2024 Q4 | 1,376,277 | $45,759,584 | +$3,142,882 | $33.21 | 39 |
| 2024 Q3 | 1,218,535 | $39,872,544 | +$1,673,361 | $32.72 | 30 |
| 2024 Q2 | 1,168,467 | $36,752,850 | +$3,840,153 | $31.37 | 30 |
| 2024 Q1 | 1,041,264 | $31,505,496 | +$5,768,042 | $30.26 | 30 |
| 2023 Q4 | 854,869 | $24,328,167 | +$8,523,646 | $28.46 | 28 |
| 2023 Q3 | 550,954 | $14,548,410 | +$1,320,053 | $26.40 | 24 |
| 2023 Q2 | 482,506 | $13,068,015 | +$595,609 | $27.09 | 17 |
| 2023 Q1 | 463,199 | $11,763,541 | +$899,960 | $25.40 | 20 |
| 2022 Q4 | 429,292 | $10,365,427 | -$291,764 | $24.09 | 18 |
| 2022 Q3 | 446,113 | $10,157,000 | +$3,474,191 | $22.71 | 15 |
| 2022 Q2 | 292,837 | $6,955,000 | +$4,711,402 | $23.54 | 11 |
| 2022 Q1 | 93,595 | $2,524,000 | +$2,524,000 | $26.91 | 7 |