Innovator Buff Su Strat ETFBSTPETF

13F holders, Q4 2024 (December 31)
39holders +9
9new positions
2sold out
1famous investor
$33.25avg. 13F price*

At the end of Q4 2024, 39 institutions reported holding Innovator Buff Su Strat ETF (BSTP) in their 13F filings, up 9 from Q3 2024. 9 opened new positions and 2 sold out. The largest holders were Brookstone Capital Management ($8.0M), Sunbelt Securities, Inc. ($7.6M) and D.B. Root & Company, LLC ($5.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$3.1M
Exits2$260K

All 13F filers, Q3 2024 → Q4 2024: 145,992 shares bought and 35,209 shares sold, net +110,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Brookstone Capital Management 0.12% Reduce -0.3% 240,310 $8.0M
Sunbelt Securities, Inc. 0.67% Add +15.0% 227,572 $7.6M
D.B. Root & Company, LLC 1.87% Add +5.0% 176,772 $5.9M
Cambridge Advisors Inc. 0.67% Reduce -1.6% 90,961 $3.0M
Commonwealth Equity Services, LLC 0.00% Reduce -4.1% 77,260 $2.6M
Nations Financial Group Inc, /Ia/ 0.13% Add +10.2% 52,095 $1.7M
Valtinson Bruner Financial Planning LLC 0.58% Reduce -6.3% 50,334 $1.7M
LPL Financial LLC 0.00% Reduce -15.0% 44,654 $1.5M
Capital Investment Advisory Services, LLC 0.14% Reduce -0.3% 43,838 $1.5M
Triton Financial Group Inc 0.76% Add +5.7% 36,719 $1.2M
Vista Cima Wealth Management LLC 1.15% — 33,370 $1.1M
Susquehanna International Group, LLP 0.00% New 31,293 $1.0M
Ofc Financial Planning, LLC 1.05% — 29,926 $994K
HighTower Advisors, LLC 0.00% Add +57.8% 24,396 $810K
Envestnet Asset Management Inc. 0.00% Reduce -11.8% 24,300 $807K
Freedom Investment Management, Inc. 0.07% Reduce -7.7% 24,075 $800K
Krilogy Financial LLC 0.05% No change 21,930 $728K
Principal Securities, Inc. 0.02% Reduce -11.3% 20,577 $683K
Merit Financial Group, LLC 0.01% New 16,981 $564K
Signature Estate & Investment Advisors LLC 0.01% New 16,182 $537K
Captrust Financial Advisors 0.00% No change 14,015 $465K
Bedel Financial Consulting, Inc. 0.06% Reduce -3.5% 12,989 $443K
Old Mission Capital LLC 0.01% New 9,837 $327K
Diversify Wealth Management, LLC 0.02% No change 9,369 $310K
Citadel Advisors 0.00% New 8,376 $278K
Cetera Investment Advisers 0.00% No change 8,172 $271K
Osaic Holdings, Inc. 0.00% Reduce -10.3% 7,549 $251K
KFG Wealth Management, LLC 0.05% New 7,377 $245K
Barclays PLC 0.00% Reduce -19.3% 4,359 $145K
Aptus Capital Advisors, LLC 0.00% No change 4,075 $135K
JPMorgan Chase & Co. 0.00% No change 2,284 $76K
Transcendent Capital Group LLC 0.02% No change 1,391 $46K
Allworth Financial LP 0.00% New 1,204 $41K
UBS Group AG 0.00% New 850 $28K
Steward Partners Investment Advisory, LLC 0.00% No change 439 $15K
Luminist Capital LLC 0.02% — 354 $12K
Blue Bell Private Wealth Management, LLC 0.00% No change 45 $1K
AE Wealth Management LLC 0.00% New 37 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $333

"% 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.