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Innovator Buffer Step-Up Strategy
BSTP • ARCA
Innovator Buffer Step-Up Strategy is an exchange-traded fund on ARCA. As of Q3 2025, 40 institutional investors hold shares in this ETF, with total holdings valued at $47.7M. Sunbelt Securities, Inc. is the largest holder with a position valued at $9.4M.
Overview
Overview of institutional ownership in BSTP as of Q3 2025
All Institutions
- Institutions
- 40
- Value Held
- $47.7M
- Shares Held
- 1.3M
- Avg Position
- $1.2M
- Median Position
- $505.4K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $760.7K
- Shares Held
- 20.9K
- Avg Position
- $760.7K
- Median Position
- $760.7K
Biggest Investors
Institutions with the largest positions in BSTP as of Q3 2025
| Institution | Position Value |
|---|---|
 Sunbelt Securities, Inc. RIA/Wealth | $9.4M 0.66% of portfolio |
 D.B. Root & Company, LLC RIA/Wealth | $7.8M 2.00% of portfolio |
 FINANCIAL ADVISORY CORP /UT/ /ADV RIA/Wealth | $3.7M 1.08% of portfolio |
 Cambridge Advisors Inc. RIA/Wealth | $3.2M 0.62% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $3.0M 0.00% of portfolio |
 NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | $2.7M 0.17% of portfolio |
 Valtinson Bruner Financial Planning LLC RIA/Wealth | $1.8M 0.54% of portfolio |
 Capstone Triton Financial Group, LLC RIA/Wealth | $1.6M 1.10% of portfolio |
 Vista Cima Wealth Management LLC RIA/Wealth | $1.4M 1.14% of portfolio |
L LPL Financial LLC Institution | $1.3M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BSTP in Q3 2025
- Traded
- +$28.3K
- Buyers
- 14
- Sellers
- 17
- Total Bought
- +$2.0M
- Total Sold
- −$2.0M
- Avg Position
- $1.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Sunbelt Securities, Inc. RIA/Wealth | +$1.1M +31.3K shares |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | +$318.0K +8.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$180.8K +5.0K shares |
Vista Cima Wealth Management LLC RIA/Wealth | +$112.2K +3.1K shares |
Capstone Triton Financial Group, LLC RIA/Wealth | +$61.4K +1.7K shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | +$47.2K +1.3K shares |
+$45.7K +1.3K shares | |
 Hanson McClain, Inc. RIA/Wealth | +$30.9K +850.0 shares |
L LPL Financial LLC Institution | +$21.2K +584.0 shares |
+$11.0K +302.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Eqis Capital Management, Inc. RIA/Wealth | −$936.3K −27.1K shares |
O OLD MISSION CAPITAL LLC Institution | −$413.2K −11.4K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$174.8K −4.8K shares |
D.B. Root & Company, LLC RIA/Wealth | −$152.5K −4.2K shares |
FINANCIAL ADVISORY CORP /UT/ /ADV RIA/Wealth | −$61.4K −1.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$55.1K −1.5K shares |
 Merit Financial Group, LLC RIA/Wealth | −$43.0K −1.2K shares |
 UBS Group AG Institution | −$25.8K −710.0 shares |
 DIVERSIFY WEALTH MANAGEMENT, LLC RIA/Wealth | −$25.1K −683.0 shares |
 OFC FINANCIAL PLANNING, LLC Private Equity | −$17.8K −489.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BSTP in Q3 2025
- New Positions
- 1
- New Value
- $47.2K
- Exited Positions
- 1
- Exited Value
- $936.3K
New Positions
| Institution | Position Value |
|---|---|
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $47.2K 1.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Eqis Capital Management, Inc. RIA/Wealth | $936.3K 27.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in BSTP as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BSTP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
D.B. Root & Company, LLC RIA/Wealth | 2.00% $7.8M |
Vista Cima Wealth Management LLC RIA/Wealth | 1.14% $1.4M |
Capstone Triton Financial Group, LLC RIA/Wealth | 1.10% $1.6M |
OFC FINANCIAL PLANNING, LLC Private Equity | 1.08% $1.1M |
FINANCIAL ADVISORY CORP /UT/ /ADV RIA/Wealth | 1.08% $3.7M |
Sunbelt Securities, Inc. RIA/Wealth | 0.66% $9.4M |
Cambridge Advisors Inc. RIA/Wealth | 0.62% $3.2M |
Valtinson Bruner Financial Planning LLC RIA/Wealth | 0.54% $1.8M |
F FSA Advisors, Inc. Institution | 0.20% $235.3K |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | 0.17% $2.7M |
Hedge Fund Spotlight
Discover hedge funds investing in BSTP
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
I
Position in Innovator Buffer Step-Up Strategy
- Market Value
- $760.7K
- Shares Held
- 20.9K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
