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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
$33.62 -0.48 (-1.39%)
As of 04/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Accelerated 9 Buffer ETF - April (BATS:XBAP)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$39.49M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$4.28M
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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
4/18/2025DHJJ Financial Advisors Ltd.10,924$381K0.2%-12.0%0.423%
4/14/2025 Millington 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%
2/18/2025Orion 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%
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%
2/10/2025IMG Wealth Management Inc.9,530$325K0.3%N/A0.356%
2/10/2025Commonwealth Equity Services LLC17,684$603K0.0%-11.3%0.660%
2/4/2025 Millington 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%
1/27/2025Vestia Personal Wealth Advisors27,674$944K0.7%-1.4%1.033%
1/21/2025Encompass More Asset Management22,221$758K0.2%+63.6%0.829%
1/14/2025 Outlook 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%
11/5/2024Apollon Wealth Management LLC6,000$200K0.0%N/A0.224%
10/25/2024Andina Capital Management LLC72,470$2.42M1.8%+27.9%2.704%
10/23/2024Woodard & 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%
10/8/2024CWM LLC8,162$272K0.0%+4,907.4%0.305%
10/8/2024Brookstone 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%
7/30/2024Sterling Financial Planning Inc.8,008$259K0.1%N/A0.299%
7/30/2024 Millington Financial Advisors LLC56,530$1.83M1.3%+185.6%2.109%
7/26/2024Crosspoint Financial LLC360,629$11.64M47.5%N/A13.456%
7/18/2024Brookstone Capital Management13,235$432K0.0%+29.9%0.494%
7/16/2024Andina Capital Management LLC56,682$1.83M1.4%N/A2.115%
7/12/2024 CRA Financial Services LLC7,695$248K0.1%N/A0.287%
7/12/2024DHJJ 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%
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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%
5/11/2024Orion Capital Management LLC43,920$1.37M0.7%+1.0%1.639%
4/30/2024Commonwealth Equity Services LLC20,244$632K0.0%-62.1%0.869%
4/24/2024Arlington Capital Management Inc.26,171$818K0.7%-2.9%1.123%
4/15/2024Brookstone Capital Management10,191$318K0.0%-90.8%0.437%
4/15/2024Sunbelt Securities Inc.5,124$160K0.0%-60.1%0.220%
4/11/2024DHJJ 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%
2/7/2024Arlington Capital Management Inc.26,954$824K0.7%N/A1.025%
2/6/2024Orion Capital Management LLC43,467$1.33M0.8%+8.0%1.653%
2/1/2024 Millington Financial Advisors LLC190,693$5.83M4.7%+0.4%7.251%
1/30/2024DHJJ Financial Advisors Ltd.11,023$337K0.2%-9.2%0.419%
1/29/2024 Outlook Wealth Advisors LLC13,304$407K0.1%-13.5%0.506%
1/26/2024Sequoia Financial Advisors LLC13,204$404K0.0%-16.5%0.502%
1/8/2024 Fragasso Group Inc.59,219$1.81M0.2%-0.8%2.252%
1/5/2024WealthPLAN Partners LLC13,427$411K0.0%-24.7%0.511%
12/11/2023Sunbelt Securities Inc.21,654$626K0.1%-3.8%0.823%
11/15/2023WealthPlan Investment Management LLC17,828$515K0.1%N/A0.678%
11/6/2023Corrado Advisors LLC79,571$2.30M1.6%-1.0%3.026%
11/2/2023 Millington Financial Advisors LLC189,901$5.49M4.9%-1.9%7.221%
11/2/2023WealthPlan Investment Management LLC17,828$515K0.1%N/A0.678%
10/23/2023Commonwealth Equity Services LLC45,244$1.31M0.0%+196.0%1.720%
10/20/2023Brookstone Capital Management110,162$3.18M0.1%+5.1%4.189%
10/13/2023Arkadios Wealth Advisors13,173$381K0.0%-9.0%0.501%
10/10/2023DHJJ Financial Advisors Ltd.12,138$351K0.2%-9.7%0.462%
8/11/2023SageView Advisory Group LLC8,265$239K0.0%N/A0.314%
8/11/2023WorthPointe LLC39,613$1.15M0.7%+4.0%1.506%
8/10/2023First Commonwealth Financial Corp PA497,590$14.41M4.7%N/A18.920%
8/10/2023Corrado Advisors LLC80,361$2.33M1.6%-2.6%3.056%
8/10/2023Cetera Investment Advisers131,592$3.81M0.0%+467.5%5.003%
8/8/2023Blue Bell Private Wealth Management LLC5,640$163K0.0%+5,540.0%0.214%
8/8/2023 Millington Financial Advisors LLC193,491$5.60M5.0%N/A7.357%
8/8/2023Chicago Partners Investment Group LLC7,789$227K0.0%-41.3%0.296%
8/8/2023Orion Capital Management LLC40,261$1.17M0.8%+1,677.5%1.531%
8/2/2023Bank of Montreal Can8,400$243K0.0%N/A0.319%
7/31/2023WealthPLAN Partners LLC67,035$1.94M0.3%N/A3.528%
7/24/2023Global Trust Asset Management LLC8,210$238K0.1%N/A0.432%
7/18/2023Wealth Enhancement & Preservation of GA LLC13,637$395K0.4%N/A0.718%
7/11/2023Brookstone Capital Management104,769$3.02M0.1%+3.6%5.514%
7/10/2023 Fragasso Group Inc.59,678$1.73M0.2%-2.8%3.141%
7/10/2023 Outlook Wealth Advisors LLC15,388$446K0.2%N/A0.810%
5/11/2023Envestnet Asset Management Inc.20,487$563K0.0%+71.8%1.120%
5/2/2023Arkadios Wealth Advisors25,735$707K0.1%-5.0%1.406%
4/28/2023Crown Wealth Group LLC7,929$218K0.2%N/A0.433%
4/26/2023Chicago Partners Investment Group LLC13,277$367K0.0%+26.6%0.726%
4/25/2023Sequoia Financial Advisors LLC15,808$434K0.0%N/A0.864%
4/19/2023Brookstone Capital Management101,124$2.80M0.1%N/A16.854%
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3/6/2023OLD Mission Capital LLC33,247$843K0.0%-45.2%0.000%
2/10/2023Corrado Advisors LLC82,480$2.09M1.5%-2.6%0.000%
2/7/2023Envestnet Asset Management Inc.11,926$303K0.0%-92.9%0.000%
1/24/2023 Fragasso Group Inc.61,428$1.56M0.2%-1.8%0.000%
(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, 44 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - April. The most heavily invested institutionals were Cetera Investment Advisers ($13.07M), Crosspoint Financial LLC ($12.00M), First Commonwealth Financial Corp PA ($10.85M), Millington Financial Advisors LLC ($6.26M), Cetera Advisors LLC ($4.96M), Andina Capital Management LLC ($2.42M), and Corrado Advisors LLC ($2.30M).Learn more on XBAP's institutional investors.

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

Of the 37 institutional investors that purchased Innovator U.S. Equity Accelerated 9 Buffer ETF - April stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Commonwealth Financial Corp PA ($514.36K), Cetera Investment Advisers ($383.91K), Millington Financial Advisors LLC ($368.43K), Crosspoint Financial LLC ($360.63K), Cetera Advisors LLC ($158.65K), Brookstone Capital Management ($113.21K), and Andina Capital Management LLC ($72.47K).

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

Institutional investors have bought a total of 2,432,136 shares in the last 24 months. This purchase volume represents approximately $74.24M in transactions.

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

Of the 23 institutional investors that sold Innovator U.S. Equity Accelerated 9 Buffer ETF - April stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($101.97K), Commonwealth Equity Services LLC ($35.36K), Cetera Investment Advisers ($22.93K), Millington Financial Advisors LLC ($19.15K), Fragasso Financial Advisors Inc ($13.81K), First Commonwealth Financial Corp PA ($13.57K), and Snowden Capital Advisors LLC ($11.97K).

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

Institutional investors have sold a total of 268,031 shares in the last 24 months. This volume of shares sold represents approximately $8.54M in transactions.



This page (BATS:XBAP) was last updated on 4/18/2025 by MarketBeat.com Staff
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