| 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 31 Dec 2025, 38 institutional investors reported holding 1,048,215 shares of Innovator ETFs Trust - Innovator Buffer Step-Up Strategy ETF (BSTP). This represents 62% 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 61% 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 |
|---|---|---|---|---|---|
| D.B. Root & Company, LLC | 13% | 221,970 | +2.8% | 2% | $8,241,569 |
| ROVIN CAPITAL /UT/ /ADV | 6.1% | 102,391 | -0.01% | 1% | $3,802,000 |
| Cambridge Advisors Inc. | 5.1% | 86,485 | -1.2% | 0.61% | $3,211,119 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.5% | 75,743 | -6.9% | 0% | $2,812,280 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4.4% | 74,402 | -0.28% | 0.15% | $2,762,487 |
| Valtinson Bruner Financial Planning LLC | 2.9% | 49,786 | -0.85% | 0.53% | $1,848,514 |
| Triton Financial Group Inc | 2.6% | 44,402 | -1.7% | 1.1% | $1,648,611 |
| Vista Cima Wealth Management LLC | 2.2% | 37,178 | -1.2% | 1.2% | $1,380,389 |
| Capital Investment Advisory Services, LLC | 2.1% | 36,294 | +1.5% | 0.1% | $1,347,567 |
| LPL Financial LLC | 2% | 33,072 | -9.1% | 0% | $1,227,936 |
| OFC FINANCIAL PLANNING, LLC | 1.9% | 31,892 | +6.2% | 1.1% | $1,184,124 |
| ENVESTNET ASSET MANAGEMENT INC | 1.7% | 29,008 | +7.8% | 0% | $1,077,044 |
| Brookstone Capital Management | 1.6% | 27,680 | -0.13% | 0.01% | $1,027,736 |
| HighTower Advisors, LLC | 1.5% | 25,914 | +0.63% | 0% | $962,166 |
| Krilogy Financial LLC | 1.3% | 21,930 | 0% | 0.03% | $823,393 |
| OLD MISSION CAPITAL LLC | 1.3% | 21,618 | +55% | 0.03% | $802,659 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.1% | 19,335 | +4.5% | 0.01% | $717,893 |
| PRINCIPAL SECURITIES, INC. | 1.1% | 18,893 | +6.3% | 0.01% | $701,482 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1% | 18,398 | +33% | 0% | $683,103 |
| FSA Advisors, Inc. | 1% | 16,852 | +161% | 0.19% | $229,569 |
| Bedel Financial Consulting, Inc. | 0.5% | 8,471 | -16% | 0.03% | $314,521 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 0.46% | 7,847 | 0% | 0.01% | $294,488 |
| Merit Financial Group, LLC | 0.45% | 7,678 | -16% | 0% | $285,078 |
| OSAIC HOLDINGS, INC. | 0.37% | 6,202 | -10% | 0% | $230,310 |
| CAPTRUST FINANCIAL ADVISORS | 0.35% | 5,950 | 0% | 0% | $220,919 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,048,215 | $38,535,878 | -$375,507 | $37.13 | 38 |
| 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 |