Innovator Buff Su Strat ETFBSTPETF

13F holders, Q3 2024 (September 30)
30holders
3new positions
3sold out
$32.72avg. 13F price*

At the end of Q3 2024, 30 institutions reported holding Innovator Buff Su Strat ETF (BSTP) in their 13F filings, unchanged from Q2 2024. 3 opened new positions and 3 sold out. The largest holders were Brookstone Capital Management ($7.9M), Sunbelt Securities, Inc. ($6.5M) and D.B. Root & Company, LLC ($5.5M).

Company
Innovator Buff Su Strat ETF
CUSIP
45783Y731
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 29Q1 2024Q2 2024: 30Q2 2024Q3 2024: 30Q3 2024Q4 2024: 39Q4 2024Q1 2025: 36Q1 2025Q2 2025: 40Q2 2025Q3 2025: 40Q3 2025Q4 2025: 39Q4 2025Q1 2026: 41Q1 2026Q2 2026: 39Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions3$2.2M
Exits3$791K

All 13F filers, Q2 2024 → Q3 2024: 137,166 shares bought and 87,098 shares sold, net +50,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Brookstone Capital Management 0.12% Add +6.4% 241,163 $7.9M
Sunbelt Securities, Inc. 0.63% Reduce -1.4% 197,835 $6.5M
D.B. Root & Company, LLC 1.82% Add +21.6% 168,377 $5.5M
Cambridge Advisors Inc. 0.66% Add +2.0% 92,430 $3.0M
Commonwealth Equity Services, LLC 0.00% Add +4.5% 80,572 $2.6M
Valtinson Bruner Financial Planning LLC 0.61% Reduce -0.5% 53,732 $1.8M
LPL Financial LLC 0.00% New 52,527 $1.7M
Nations Financial Group Inc, /Ia/ 0.11% Add +5.2% 47,275 $1.5M
Capital Investment Advisory Services, LLC 0.14% No change 43,947 $1.4M
Triton Financial Group Inc 0.73% Add +11.2% 34,755 $1.1M
Envestnet Asset Management Inc. 0.00% Add +0.0% 27,536 $901K
Freedom Investment Management, Inc. 0.07% Add +31.3% 26,077 $853K
Principal Securities, Inc. 0.02% Add +0.6% 23,193 $759K
Krilogy Financial LLC 0.05% Reduce -16.3% 21,930 $718K
Zimmermann Investment Management & Planning LLC 0.17% Add +31.2% 16,691 $546K
HighTower Advisors, LLC 0.00% Add +8.9% 15,457 $507K
Captrust Financial Advisors 0.00% No change 14,015 $459K
Bedel Financial Consulting, Inc. 0.06% Add +18.4% 13,466 $441K
Diversify Wealth Management, LLC 0.03% New 9,369 $307K
Osaic Holdings, Inc. 0.00% Reduce -86.6% 8,419 $275K
Cetera Investment Advisers 0.00% Add +1.5% 8,172 $267K
FSA Advisors, Inc. 0.26% Add +8.9% 7,939 $260K
Barclays PLC 0.00% New 5,404 $177K
Aptus Capital Advisors, LLC 0.00% No change 4,075 $133K
JPMorgan Chase & Co. 0.00% No change 2,284 $75K
Transcendent Capital Group LLC 0.02% No change 1,391 $46K
Steward Partners Investment Advisory, LLC 0.00% No change 439 $14K
Blue Bell Private Wealth Management, LLC 0.00% No change 45 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $328
Clear Point Advisors Inc. 0.00% No change 10 $327

"% of holder's portfolio" is BSTP's weight in each manager's 13F, not the share of Innovator Buff Su Strat ETF the manager owns.