BSTPINNOVATOR ETFS TRUST
CUSIP 45783Y731 · Yahoo Finance ↗ · Google Finance ↗
Innovator Etfs Trust (BSTP) has 41 institutional holders in Filings Flow’s 13F database, together reporting 1.36M shares worth $49M as of Q1 2026. The largest reported holders are D.b. Root & Company, LLC, Sunbelt Securities, Inc., and Osaic Holdings, Inc..
Institutional Holders
41
Q1 2026
Reported Value
$49M
Ticker
BSTP
Quarters Tracked
17
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| D.B. Root & Company, LLC$419M AUM | 1.82% | $8M | 211.4K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.47% | $7M | 205.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 114.2K | Q1 2026 |
| ROVIN CAPITAL /UT/ /ADV$377M AUM | 1.01% | $4M | 102.4K | Q4 2025OLDER |
| Triton Financial Group Inc$57M AUM | 5.76% | $3M | 90.4K | Q1 2026 |
| Cambridge Advisors Inc.$515M AUM | 0.60% | $3M | 86.1K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.14% | $3M | 75.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 63.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 55.8K | Q1 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.49% | $2M | 49.8K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.11% | $2M | 41.9K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 38.7K | Q1 2026 |
| Vista Cima Wealth Management LLC$101M AUM | 1.17% | $1M | 32.9K | Q1 2026 |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 1.13% | $1M | 31.8K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $995,347 | 27.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $940,794 | 26.1K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.07% | $936,331 | 27.1K | Q2 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.03% | $827,064 | 21.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $825,927 | 22.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $815,521 | 22.6K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $705,551 | 19.6K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $585,498 | 16.3K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.02% | $538,335 | 14.9K | Q1 2026 |
| Arlington Capital Management, Inc.$177M AUM | 0.28% | $500,374 | 13.9K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $449,098 | 12.5K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $294,377 | 7.7K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $294,298 | 8.2K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $274,961 | 7.6K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.03% | $265,491 | 7.4K | Q1 2026 |
| FSA Advisors, Inc.$152M AUM | 0.14% | $217,599 | 6.0K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $214,251 | 6.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $213,005 | 6.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $210,362 | 5.8K | Q1 2026 |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.03% | $202,188 | 5.6K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $146,735 | 4.1K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $30,608 | 850 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $15,808 | 439 | Q1 2026 |
| Luminist Capital LLC$75M AUM | 0.02% | $13,144 | 354 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $10,082 | 280 | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $3,247 | 94 | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2,970 | 80 | Q4 2025OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $1,620 | 45 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $1,332 | 37 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $361 | 10 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $360 | 10 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $216 | 6 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.