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Innovator Buff SU Strat ETF (BSTP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
D.B. Root & Company, LLC
DECREASED
Shares212,699 from 217,514
Change-4,815 (-2%)
Value$8.5M (-$10.8K)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares81,251 from 77,567
Change+3,684 (+5%)
Value$3.3M (+$213.1K)
Filed 2026-11-05
Cambridge Advisors Inc.
DECREASED
Shares70,014 from 78,910
Change-8,896 (-11%)
Value$2.8M (-$291.1K)
Filed 2026-10-19
Valtinson Bruner Financial Planning LLC
DECREASED
Shares46,501 from 49,786
Change-3,285 (-7%)
Value$1.9M (-$90.2K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares42,411 from 42,142
Change+269 (+1%)
Value$1.7M (+$46.2K)
Filed 2026-10-30
OFC Financial Planning, LLC
DECREASED
Shares28,887 from 29,332
Change-445 (-2%)
Value$1.2M (+$6.8K)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares27,609 from 27,630
Change-21 (0%)
Value$1.1M (+$22.4K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares25,803 from 39,690
Change-13,887 (-35%)
Value$1.0M (-$524.5K)
Filed 2026-11-02
Krilogy Financial LLC
UNCHANGED
Shares21,730 from 21,730
Change0 (0%)
Value$883.9K (+$29.2K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
DECREASED
Shares19,182 from 19,489
Change-307 (-2%)
Value$770.5K (+$4.0K)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares14,790 from 15,405
Change-615 (-4%)
Value$594.1K (-$11.8K)
Filed 2026-11-06
Merit Financial Group, LLC
DECREASED
Shares7,538 from 7,812
Change-274 (-4%)
Value$302.8K (-$4.4K)
Filed 2026-11-06
Diversify Wealth Management, LLC
DECREASED
Shares7,154 from 7,731
Change-577 (-7%)
Value$289.5K (-$13.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares7,154 from 7,731
Change-577 (-7%)
Value$289.5K (-$13.1K)
Filed 2026-10-20
Bedel Financial Consulting, Inc.
DECREASED
Shares5,973 from 6,794
Change-821 (-12%)
Value$239.9K (-$27.3K)
Filed 2026-11-06
Kestra Advisory Services, LLC
UNCHANGED
Shares5,842 from 5,842
Change0 (0%)
Value$234.7K (+$4.9K)
Filed 2026-11-02
KFG Wealth Management, LLC
UNCHANGED
Shares5,683 from 5,683
Change0 (0%)
Value$228.3K (+$4.8K)
Filed 2026-10-16
William Mack & Associates, Inc.
NEW
Shares2,925
Change+2,925
Value$117.5K
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$33.4K ($0)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares106 from 6
Change+100 (+1667%)
Value$4.3K (+$4.0K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.8K (+$38)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$402 (+$8)
Filed 2026-10-23
Osaic Holdings, Inc.
N/A
Shares— from 119,539
Change-119,539 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 92,510
Change-92,510 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 54,469
Change-54,469 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 48,903
Change-48,903 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 32,835
Change-32,835 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 26,127
Change-26,127 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 22,058
Change-22,058 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 16,002
Change-16,002 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,048
Change-11,048 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 10,926
Change-10,926 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,927
Change-7,927 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 5,741
Change-5,741 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,479
Change-5,479 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Status
D.B. Root & Company, LLC
DECREASED212,699217,514-4,815-2%$8.6M$8.5M-$10.8K2026-11-04
Nations Financial Group Inc,
INCREASED81,25177,567+3,684+5%$3.1M$3.3M+$213.1K2026-11-05
Cambridge Advisors Inc.
DECREASED70,01478,910-8,896-11%$3.1M$2.8M-$291.1K2026-10-19
Valtinson Bruner Financial Planning LLC
DECREASED46,50149,786-3,285-7%$2.0M$1.9M-$90.2K2026-11-02
Capital Investment Advisory Services, LLC
INCREASED42,41142,142+269+1%$1.7M$1.7M+$46.2K2026-10-30
OFC Financial Planning, LLC
DECREASED28,88729,332-445-2%$1.2M$1.2M+$6.8K2026-11-06
Brookstone Capital Management
DECREASED27,60927,630-210%$1.1M$1.1M+$22.4K2026-10-22
Commonwealth Equity Services, LLC
DECREASED25,80339,690-13,887-35%$1.6M$1.0M-$524.5K2026-11-02
Krilogy Financial LLC
UNCHANGED21,73021,73000%$854.7K$883.9K+$29.2K2026-10-13
Signature Estate & Investment Advisors LLC
DECREASED19,18219,489-307-2%$766.5K$770.5K+$4.0K2026-10-13
LPL Financial LLC
DECREASED14,79015,405-615-4%$605.9K$594.1K-$11.8K2026-11-06
Merit Financial Group, LLC
DECREASED7,5387,812-274-4%$307.2K$302.8K-$4.4K2026-11-06
Diversify Wealth Management, LLC
DECREASED7,1547,731-577-7%$302.6K$289.5K-$13.1K2026-10-20
Diversify Advisory Services, LLC
DECREASED7,1547,731-577-7%$302.6K$289.5K-$13.1K2026-10-20
Bedel Financial Consulting, Inc.
DECREASED5,9736,794-821-12%$267.2K$239.9K-$27.3K2026-11-06
Kestra Advisory Services, LLC
UNCHANGED5,8425,84200%$229.8K$234.7K+$4.9K2026-11-02
KFG Wealth Management, LLC
UNCHANGED5,6835,68300%$223.5K$228.3K+$4.8K2026-10-16
William Mack & Associates, Inc.
NEW2,925—+2,925——$117.5K—2026-10-27
Allworth Financial LP
UNCHANGED85085000%$33.4K$33.4K$02026-11-06
IFP Advisors, Inc
INCREASED1066+100+1667%$236$4.3K+$4.0K2026-10-16
Blue Bell Private Wealth Management, LLC
UNCHANGED454500%$1.8K$1.8K+$382026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$394$402+$82026-10-23
Osaic Holdings, Inc.
N/A—119,539-119,539-100%$4.7M———
Cetera Investment Advisers
N/A—92,510-92,510-100%$3.6M———
Susquehanna International Group, LLP
N/A—54,469-54,469-100%$2.1M———
Triton Financial Group Inc
N/A—48,903-48,903-100%$1.9M———
Vista Cima Wealth Management LLC
N/A—32,835-32,835-100%$1.3M———
HighTower Advisors, LLC
N/A—26,127-26,127-100%$1.0M———
Envestnet Asset Management Inc
N/A—22,058-22,058-100%$867.6K———
GeoWealth Management, LLC
N/A—16,002-16,002-100%$629.4K———
Principal Securities, Inc.
N/A—11,048-11,048-100%$434.5K———
Old Mission Capital LLC
N/A—10,926-10,926-100%$429.7K———
Citadel Advisors LLC
N/A—7,927-7,927-100%$311.8K———
Captrust Financial Advisors
N/A—5,950-5,950-100%$234.0K———
FSA Advisors, Inc.
N/A—5,741-5,741-100%$225.8K———
JPMorgan Chase & Co
N/A—5,479-5,479-100%$214.3K———
Aptus Capital Advisors, LLC
N/A—4,075-4,075-100%$160.3K———
Luminist Capital LLC
N/A—1,265-1,265-100%$48.1K———
Steward Partners Investment Advisory, LLC
N/A—439-439-100%$17.3K———
AE Wealth Management LLC
N/A—37-37-100%$1.5K———
Showing 40 of 40 institutions