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Innovator U.S. Equity Accelerated 9 Buffer ETF - April (XBAP) Institutional Ownership

Innovator U.S. Equity Accelerated 9 Buffer ETF - April logo
$36.96 -0.15 (-0.41%)
As of 08/1/2025 03:58 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Accelerated 9 Buffer ETF - April (BATS:XBAP)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$175.32M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$5.76M
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XBAP Institutional Buying and Selling by Quarter

Innovator U.S. Equity Accelerated 9 Buffer ETF - April Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Stuart Chaussee & Associates Inc.1,424,118$52.32M11.8%N/A20.550%
8/1/2025Brookwood Investment Group LLC42,548$1.56M0.3%+19.4%0.614%
8/1/2025Envestnet Asset Management Inc.25,914$952K0.0%+19.1%0.374%
7/31/2025 Orion Capital Management LLC38,768$1.42M0.5%-5.9%0.559%
7/30/2025 IMG Wealth Management Inc.4,133$152K0.1%-56.6%0.060%
7/29/2025 Mattson Financial Services LLC12,186$448K0.1%N/A0.176%
7/25/2025 CWM LLC26,284$966K0.0%+7.3%0.379%
7/24/2025 IFP Advisors Inc13,361$491K0.0%+434.4%0.193%
7/22/2025 Berkshire Money Management Inc.964$35K0.0%N/A0.014%
7/9/2025 Fragasso Financial Advisors Inc43,230$1.59M0.1%-1.5%0.624%
7/8/2025 Paladin Wealth LLC11,900$437K0.3%N/A0.172%
7/8/2025 Gradient Investments LLC1,249,798$45.92M0.8%N/A18.035%
5/14/2025CreativeOne Wealth LLC9,253$323K0.0%-12.8%0.135%
5/14/2025 Orion Capital Management LLC41,194$1.44M0.6%+4.9%0.603%
5/14/2025JT Stratford LLC6,622$231K0.0%-4.1%0.097%
5/13/2025HighTower Advisors LLC14,429$504K0.0%-10.0%0.211%
5/9/2025 Chicago Partners Investment Group LLC5,814$203K0.0%N/A0.085%
5/9/2025Encompass More Asset Management32,494$1.13M0.3%+46.2%0.472%
5/9/2025 Blair William & Co. IL6,757$236K0.0%-21.3%0.098%
5/6/2025Cetera Investment Advisers388,504$13.56M0.0%-8.4%5.647%
5/6/2025Brookwood Investment Group LLC35,647$1.24M0.2%N/A0.518%
5/6/2025AE Wealth Management LLC1,052$37K0.0%-73.8%0.015%
5/6/2025WorthPointe LLC35,513$1.24M0.6%-9.6%0.516%
5/5/2025 IFP Advisors Inc2,500$87K0.0%-87.9%0.036%
5/1/2025 CWM LLC24,500$855K0.0%+46.1%0.356%
5/1/2025Crosspoint Financial LLC358,019$12.50M36.2%N/A5.204%
4/30/2025 Vestia Personal Wealth Advisors24,409$852K0.6%-11.8%0.355%
4/30/2025Allworth Financial LP1,437,374$49.59M0.3%N/A20.892%
4/29/2025Wood Tarver Financial Group LLC2,203$77K0.0%N/A0.032%
4/29/2025Envestnet Asset Management Inc.21,754$759K0.0%+14.3%0.316%
4/24/2025Sunbelt Securities Inc.5,180$181K0.0%-20.3%0.075%
4/23/2025 Sequoia Financial Advisors LLC5,832$204K0.0%N/A0.085%
4/22/2025Bright Futures Wealth Management LLC.10,816$357K0.4%-10.1%0.157%
4/18/2025 DHJJ Financial Advisors Ltd.10,924$381K0.2%-12.0%0.423%
4/14/2025Millington Financial Advisors LLC185,084$6.26M3.8%-7.8%7.174%
4/9/2025 Fragasso Financial Advisors Inc43,896$1.53M0.1%-3.7%1.701%
3/12/2025Centaurus Financial Inc.63,653$2.17M0.1%-0.7%2.420%
2/18/2025 Orion Capital Management LLC39,277$1.34M0.6%-13.5%1.466%
2/17/2025Snowden Capital Advisors LLC43,455$1.48M0.0%-21.6%1.621%
2/13/2025First Commonwealth Financial Corp PA317,988$10.85M2.6%-1.6%11.865%
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2/13/2025Barclays PLC1,421$48K0.0%+70,950.0%0.053%
2/13/2025Envestnet Asset Management Inc.19,031$649K0.0%+21.5%0.710%
2/12/2025OLD Mission Capital LLC27,153$926K0.0%N/A1.013%
2/12/2025JPMorgan Chase & Co.5,855$200K0.0%+258.5%0.218%
2/10/2025 IMG Wealth Management Inc.9,530$325K0.3%N/A0.356%
2/10/2025Commonwealth Equity Services LLC17,684$603K0.0%-11.3%0.660%
2/4/2025Millington Financial Advisors LLC200,648$6.91M4.0%+217.3%7.487%
1/30/2025Bright Futures Wealth Management LLC.12,030$416K0.4%+7.0%0.449%
1/27/2025 Vestia Personal Wealth Advisors27,674$944K0.7%-1.4%1.033%
1/21/2025Encompass More Asset Management22,221$758K0.2%+63.6%0.829%
1/14/2025Outlook Wealth Advisors LLC12,252$418K0.1%-8.1%0.457%
1/13/2025 Fragasso Financial Advisors Inc45,561$1.55M0.1%-21.0%1.700%
11/14/2024Encompass More Asset Management13,579$453K0.2%N/A0.507%
11/14/2024First Commonwealth Financial Corp PA323,306$10.79M2.6%+5.5%12.064%
11/13/2024WorthPointe LLC39,365$1.31M0.6%-4.8%1.469%
11/12/2024Centaurus Financial Inc.64,118$2.14M0.1%-1.2%2.392%
11/5/2024 Apollon Wealth Management LLC6,000$200K0.0%N/A0.224%
10/25/2024 Andina Capital Management LLC72,470$2.42M1.8%+27.9%2.704%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV850$28K0.0%-37.0%0.032%
10/18/2024Crosspoint Financial LLC359,409$12.00M41.2%-0.3%13.411%
10/8/2024 CWM LLC8,162$272K0.0%+4,907.4%0.305%
10/8/2024 Brookstone Capital Management11,523$385K0.0%-12.9%0.430%
9/23/2024Centaurus Financial Inc.64,923$2.10M0.1%+217.8%2.423%
8/22/2024Cetera Investment Advisers404,854$13.07M0.0%-5.4%15.106%
8/16/2024Sunbelt Securities Inc.6,520$210K0.0%+27.2%0.243%
7/30/2024 Sterling Financial Planning Inc.8,008$259K0.1%N/A0.299%
7/30/2024Millington Financial Advisors LLC56,530$1.83M1.3%+185.6%2.109%
7/26/2024Crosspoint Financial LLC360,629$11.64M47.5%N/A13.456%
7/18/2024 Brookstone Capital Management13,235$432K0.0%+29.9%0.494%
7/16/2024 Andina Capital Management LLC56,682$1.83M1.4%N/A2.115%
7/12/2024 CRA Financial Services LLC7,695$248K0.1%N/A0.287%
7/12/2024 DHJJ Financial Advisors Ltd.12,439$402K0.2%+16.5%0.464%
6/28/2024Bright Futures Wealth Management LLC.10,667$345K0.2%N/A0.398%
5/24/2024Cetera Advisors LLC158,647$4.96M0.0%N/A5.920%
5/24/2024Cetera Investment Advisers427,782$13.36M0.0%+180.9%15.962%
5/14/2024JT Stratford LLC6,444$201K0.0%N/A0.240%
5/14/2024First Commonwealth Financial Corp PA 481,973$15.06M4.0%-1.7%17.984%
5/11/2024 Orion Capital Management LLC43,920$1.37M0.7%+1.0%1.639%
4/30/2024Commonwealth Equity Services LLC20,244$632K0.0%-62.1%0.869%
4/24/2024 Arlington Capital Management Inc.26,171$818K0.7%-2.9%1.123%
4/15/2024 Brookstone Capital Management10,191$318K0.0%-90.8%0.437%
4/15/2024Sunbelt Securities Inc.5,124$160K0.0%-60.1%0.220%
4/11/2024 DHJJ Financial Advisors Ltd.10,679$334K0.1%-3.1%0.406%
4/10/2024 Fragasso Group Inc.58,489$1.83M0.2%-1.2%2.224%
2/7/2024 Arlington Capital Management Inc.26,954$824K0.7%N/A1.025%
2/6/2024 Orion Capital Management LLC43,467$1.33M0.8%+8.0%1.653%
2/1/2024Millington Financial Advisors LLC190,693$5.83M4.7%+0.4%7.251%
1/30/2024 DHJJ Financial Advisors Ltd.11,023$337K0.2%-9.2%0.419%
1/29/2024Outlook Wealth Advisors LLC13,304$407K0.1%-13.5%0.506%
1/26/2024 Sequoia Financial Advisors LLC13,204$404K0.0%-16.5%0.502%
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1/8/2024 Fragasso Group Inc.59,219$1.81M0.2%-0.8%2.252%
1/5/2024 WealthPLAN Partners LLC13,427$411K0.0%-24.7%0.511%
12/11/2023Sunbelt Securities Inc.21,654$626K0.1%-3.8%0.823%
11/15/2023 WealthPlan Investment Management LLC17,828$515K0.1%N/A0.678%
11/6/2023Corrado Advisors LLC79,571$2.30M1.6%-1.0%3.026%
11/2/2023Millington Financial Advisors LLC189,901$5.49M4.9%-1.9%7.221%
11/2/2023 WealthPlan Investment Management LLC17,828$515K0.1%N/A0.678%
10/23/2023Commonwealth Equity Services LLC45,244$1.31M0.0%+196.0%1.720%
10/20/2023 Brookstone Capital Management110,162$3.18M0.1%+5.1%4.189%
10/13/2023Arkadios Wealth Advisors13,173$381K0.0%-9.0%0.501%
(Data available from 1/1/2016 forward)

XBAP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XBAP shares?

During the previous two years, 54 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - April. The most heavily invested institutionals were Stuart Chaussee & Associates Inc. ($52.32M), Allworth Financial LP ($49.59M), Gradient Investments LLC ($45.92M), Cetera Investment Advisers ($13.56M), Crosspoint Financial LLC ($12.50M), First Commonwealth Financial Corp PA ($10.85M), and Millington Financial Advisors LLC ($6.26M).Learn more on Innovator U.S. Equity Accelerated 9 Buffer ETF - April's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Accelerated 9 Buffer ETF - April's stock?

Of the 41 institutional investors that purchased Innovator U.S. Equity Accelerated 9 Buffer ETF - April's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($1.44M), Stuart Chaussee & Associates Inc. ($1.42M), Gradient Investments LLC ($1.25M), Crosspoint Financial LLC ($718.65K), First Commonwealth Financial Corp PA ($514.36K), Cetera Investment Advisers ($383.91K), and Millington Financial Advisors LLC ($368.43K).

How much institutional buying is happening at Innovator U.S. Equity Accelerated 9 Buffer ETF - April?

Institutional investors have bought a total of 4,888,768 shares in the last 24 months. This purchase volume represents approximately $175.32M in transactions.

Which of Innovator U.S. Equity Accelerated 9 Buffer ETF - April's major shareholders have been selling company stock?

Of the 24 institutional investors that sold Innovator U.S. Equity Accelerated 9 Buffer ETF - April's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($58.47K), IFP Advisors Inc ($18.10K), Millington Financial Advisors LLC ($15.56K), Fragasso Financial Advisors Inc ($14.48K), Snowden Capital Advisors LLC ($11.97K), Orion Capital Management LLC ($8.56K), and WorthPointe LLC ($5.76K).

How much institutional selling is happening at Innovator U.S. Equity Accelerated 9 Buffer ETF - April?

Institutional investors have sold a total of 167,335 shares in the last 24 months. This volume of shares sold represents approximately $5.76M in transactions.



This page (BATS:XBAP) was last updated on 8/2/2025 by MarketBeat.com Staff
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