BSTP Institutional Ownership
Innovator Buffer Step-Up Strategy ETF
1W: -0.2%
1M: +0.7%
3M: +2.3%
YTD: +8.6%
1Y: +10.7%
3Y: +53.2%
$40.35
+0.19 (+0.47%)
Weekly Expected Move ±1.0%
$40
$40
$40
$41
$41
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSTP
42
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
44M
Total Invested
2
New Positions
9
Increased
19
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (44 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | D.B. Root & Company, LLC | 217,514 | $9M | +6,076 | +2.9% | 13Q | SEC ↗ |
| 2 | Sunbelt Securities, Inc. | 205,710 | $8M | -43,201 | -17.4% | 13Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 119,539 | $5M | +5,329 | +4.7% | 17Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 92,510 | $4M | +28,971 | +45.6% | 2Q | SEC ↗ |
| 5 | Cambridge Advisors Inc. | 78,910 | $3M | -7,155 | -8.3% | 17Q | SEC ↗ |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 77,567 | $3M | +2,043 | +2.7% | 16Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,469 | $2M | +31,821 | +140.5% | 7Q | SEC ↗ |
| 8 | Valtinson Bruner Financial Planning LL | 49,786 | $2M | — | +0.0% | 17Q | SEC ↗ |
| 9 | Triton Financial Group Inc | 48,903 | $2M | -41,450 | -45.9% | 5Q | SEC ↗ |
| 10 | Capital Investment Advisory Services, | 42,142 | $2M | +278 | +0.7% | 12Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 39,690 | $2M | -16,092 | -28.8% | 18Q | SEC ↗ |
| 12 | Vista Cima Wealth Management LLC | 32,835 | $1M | -26 | -0.1% | 7Q | SEC ↗ |
| 13 | OFC FINANCIAL PLANNING, LLC | 29,332 | $1M | -2,508 | -7.9% | 7Q | SEC ↗ |
| 14 | Brookstone Capital Management | 27,630 | $1M | -12 | -0.0% | 11Q | SEC ↗ |
| 15 | HighTower Advisors, LLC | 26,127 | $1M | — | +0.0% | 10Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 22,058 | $890K | -879 | -3.8% | 12Q | SEC ↗ |
| 17 | Krilogy Financial LLC | 21,730 | $877K | -150 | -0.7% | 13Q | SEC ↗ |
| 18 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 19,489 | $786K | -105 | -0.5% | 7Q | SEC ↗ |
| 19 | GeoWealth Management, LLC | 16,002 | $646K | +1,052 | +7.0% | 2Q | SEC ↗ |
| 20 | LPL Financial LLC | 15,405 | $622K | -855 | -5.3% | 8Q | SEC ↗ |
| 21 | PRINCIPAL SECURITIES, INC. | 11,048 | $446K | -1,424 | -11.4% | 11Q | SEC ↗ |
| 22 | OLD MISSION CAPITAL LLC | 10,926 | $441K | -27,772 | -71.8% | 7Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC | 7,927 | $320K | +291 | +3.8% | 2Q | SEC ↗ |
| 24 | Merit Financial Group, LLC | 7,812 | $315K | -361 | -4.4% | 7Q | SEC ↗ |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | 7,731 | $312K | — | +0.0% | 8Q | SEC ↗ |
| 26 | Diversify Advisory Services, LLC NEW | 7,731 | $312K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Bedel Financial Consulting, Inc. | 6,794 | $274K | -579 | -7.9% | 17Q | SEC ↗ |
| 28 | CAPTRUST FINANCIAL ADVISORS | 5,950 | $240K | — | +0.0% | 5Q | SEC ↗ |
| 29 | Kestra Advisory Services, LLC | 5,842 | $236K | — | +0.0% | 3Q | SEC ↗ |
| 30 | FSA Advisors, Inc. | 5,741 | $232K | -302 | -5.0% | 6Q | SEC ↗ |
| 31 | KFG WEALTH MANAGEMENT, LLC | 5,683 | $229K | +68 | +1.2% | 7Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 5,479 | $221K | -556 | -9.2% | 4Q | SEC ↗ |
| 33 | Aptus Capital Advisors, LLC | 4,075 | $164K | — | +0.0% | 10Q | SEC ↗ |
| 34 | Luminist Capital LLC NEW | 1,265 | $51K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Allworth Financial LP | 850 | $34K | — | +0.0% | 7Q | SEC ↗ |
| 36 | Steward Partners Investment Advisory, | 439 | $18K | — | +0.0% | 12Q | SEC ↗ |
| 37 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 45 | $2K | — | +0.0% | 17Q | SEC ↗ |
| 38 | AE Wealth Management LLC | 37 | $1K | — | +0.0% | 7Q | SEC ↗ |
| 39 | DHJJ Financial Advisors, Ltd. | 10 | $0K | — | +0.0% | 12Q | SEC ↗ |
| 40 | IFP Advisors, Inc | 6 | $0K | — | +0.0% | 5Q | SEC ↗ |
| 41 | BARCLAYS PLC | 0 | $0K | -10 | -100.0% | 7Q | SEC ↗ |
| 42 | Arlington Capital Management, Inc. | 0 | $0K | -13,896 | -100.0% | 1Q | SEC ↗ |
| 43 | UBS Group AG | 0 | $0K | -80 | -100.0% | 3Q | SEC ↗ |
| 44 | ASSETMARK, INC | 0 | $0K | -280 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 7,731 | $312K |
| Luminist Capital LLC | 1,265 | $51K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Arlington Capital Management, Inc. | 13,896 | $561K |
| ASSETMARK, INC | 280 | $11K |
| UBS Group AG | 80 | $3K |
| BARCLAYS PLC | 10 | $0K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +31,821 | +140.5% | 54,469 |
| Cetera Investment Advisers | +28,971 | +45.6% | 92,510 |
| D.B. Root & Company, LLC | +6,076 | +2.9% | 217,514 |
| OSAIC HOLDINGS, INC. | +5,329 | +4.7% | 119,539 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | +2,043 | +2.7% | 77,567 |
| GeoWealth Management, LLC | +1,052 | +7.0% | 16,002 |
| CITADEL ADVISORS LLC | +291 | +3.8% | 7,927 |
| Capital Investment Advisory Service | +278 | +0.7% | 42,142 |
| KFG WEALTH MANAGEMENT, LLC | +68 | +1.2% | 5,683 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Sunbelt Securities, Inc. | -43,201 | -17.4% | 205,710 |
| Triton Financial Group Inc | -41,450 | -45.9% | 48,903 |
| OLD MISSION CAPITAL LLC | -27,772 | -71.8% | 10,926 |
| COMMONWEALTH EQUITY SERVICES, LLC | -16,092 | -28.8% | 39,690 |
| Cambridge Advisors Inc. | -7,155 | -8.3% | 78,910 |
| OFC FINANCIAL PLANNING, LLC | -2,508 | -7.9% | 29,332 |
| PRINCIPAL SECURITIES, INC. | -1,424 | -11.4% | 11,048 |
| ENVESTNET ASSET MANAGEMENT INC | -879 | -3.8% | 22,058 |
| LPL Financial LLC | -855 | -5.3% | 15,405 |
| Bedel Financial Consulting, Inc. | -579 | -7.9% | 6,794 |
| JPMORGAN CHASE & CO | -556 | -9.2% | 5,479 |
| Merit Financial Group, LLC | -361 | -4.4% | 7,812 |
| FSA Advisors, Inc. | -302 | -5.0% | 5,741 |
| Krilogy Financial LLC | -150 | -0.7% | 21,730 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | -105 | -0.5% | 19,489 |
| Vista Cima Wealth Management LLC | -26 | -0.1% | 32,835 |
| Brookstone Capital Management | -12 | -0.0% | 27,630 |