Free Trial
→ The Real Hillbilly Elegy (From Porter & Company) (Ad) Free XBOC Stock Alerts

Innovator U.S. Equity Accelerated 9 Buffer ETF - October (XBOC) Institutional Ownership

$30.76 +0.57 (+1.90%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$55.53M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$13.64M
Get XBOC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Accelerated 9 Buffer ETF - October stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XBOC Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Sunbelt Securities Inc.30,347$920K0.1%-16.6%1.214%
2/18/2025 Orion Capital Management LLC4,855$147K0.1%-51.8%0.194%
2/17/2025 CoreCap Advisors LLC9,360$283K0.0%N/A0.374%
2/17/2025 Cetera Investment Advisers277,927$8.39M0.0%-35.1%11.117%
2/17/2025 Captrust Financial Advisors10,400$314K0.0%-22.4%0.416%
2/13/2025 First Commonwealth Financial Corp PA 24,268$733K0.2%+11.7%0.971%
2/13/2025 Barclays PLC3,529$107K0.0%+352,800.0%0.141%
2/13/2025 Envestnet Asset Management Inc.29,478$890K0.0%+33.5%1.179%
2/12/2025 Bullseye Investment Management LLC49,387$1.49M1.0%-60.6%1.975%
2/10/2025 Commonwealth Equity Services LLC49,118$1.48M0.0%-5.3%1.965%
2/7/2025 HighTower Advisors LLC96,792$2.92M0.0%N/A3.872%
2/7/2025 Blue Bell Private Wealth Management LLC116,662$3.52M0.7%-0.8%4.666%
2/4/2025 Brown Financial Advisors11,996$362K0.1%N/A0.480%
2/4/2025 Millington Financial Advisors LLC47,096$1.44M0.8%+32.7%1.884%
2/4/2025 IFP Advisors Inc19,700$595K0.0%N/A0.788%
1/29/2025 Paladin Wealth LLC17,771$537K0.5%N/A0.711%
1/21/2025 Gradient Investments LLC1,062,635$32.08M0.6%N/A42.505%
1/21/2025 Encompass More Asset Management24,351$735K0.2%+63.8%0.974%
1/13/2025 Brookstone Capital Management27,662$835K0.0%+113.8%1.106%
12/2/2024 Capasso Planning Partners LLC39,632$1.18M0.3%+120.9%1.585%
11/18/2024 Sunbelt Securities Inc.36,400$1.08M0.1%-14.7%1.456%
11/15/2024 Jane Street Group LLC24,490$728K0.0%+137.6%0.980%
11/14/2024 Encompass More Asset Management14,867$442K0.2%N/A0.595%
11/14/2024 Captrust Financial Advisors13,400$398K0.0%N/A0.536%
11/14/2024 First Commonwealth Financial Corp PA21,727$646K0.2%+19.2%0.869%
11/12/2024Centaurus Financial Inc.93,876$2.79M0.2%-7.0%3.755%
10/24/2024 Arkadios Wealth Advisors7,506$223K0.0%-4.5%0.300%
10/18/2024Crosspoint Financial LLC11,550$343K1.2%N/A0.462%
10/8/2024 CWM LLC9,007$268K0.0%+4,903.9%0.360%
9/23/2024Centaurus Financial Inc.100,973$2.95M0.2%-5.2%4.039%
8/16/2024 Sunbelt Securities Inc.42,697$1.25M0.1%-15.8%1.708%
8/5/2024 Blue Bell Private Wealth Management LLC119,232$3.49M0.7%-1.5%4.769%
7/31/2024 Commonwealth Equity Services LLC54,182$1.59M0.0%-2.2%2.167%
7/18/2024 Brookstone Capital Management12,920$379K0.0%+24.9%0.517%
7/12/2024 DHJJ Financial Advisors Ltd.5,805$170K0.1%-11.8%0.232%
5/24/2024Cetera Advisors LLC192,595$5.53M0.0%N/A7.704%
5/24/2024 Cetera Investment Advisers465,503$13.37M0.0%+147.6%18.620%
5/20/2024 Bullseye Investment Management LLC129,961$3.73M2.2%-10.8%5.198%
5/14/2024 First Commonwealth Financial Corp PA16,952$487K0.1%+15.4%0.678%
5/11/2024 Orion Capital Management LLC8,238$237K0.1%-5.7%0.330%
Elon’s “New Gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

I reveal all of the details here.
4/30/2024 Arkadios Wealth Advisors7,856$226K0.0%-9.2%0.314%
4/29/2024 Commonwealth Equity Services LLC55,409$1.59M0.0%-63.8%2.190%
4/24/2024 Blue Bell Private Wealth Management LLC120,992$3.48M0.7%-0.9%4.782%
4/24/2024 Capasso Planning Partners LLC18,605$535K0.2%+5.7%0.735%
4/15/2024 Brookstone Capital Management10,347$297K0.0%-10.3%0.409%
4/15/2024 Sunbelt Securities Inc.50,712$1.46M0.2%-57.4%2.004%
2/26/2024Centaurus Financial Inc.113,879$3.17M0.2%+33.9%5.694%
2/9/2024 Advisory Services Network LLC31,539$879K0.0%N/A1.577%
2/6/2024 Ifrah Financial Services Inc.13,137$366K0.1%N/A0.657%
2/6/2024 Orion Capital Management LLC8,738$243K0.1%+108.0%0.437%
2/2/2024 Atria Wealth Solutions Inc.9,200$256K0.0%N/A0.460%
2/1/2024 Millington Financial Advisors LLC36,993$1.03M0.8%+137.9%1.850%
1/30/2024 DHJJ Financial Advisors Ltd.6,600$184K0.1%+11.5%0.330%
1/25/2024 Blue Bell Private Wealth Management LLC122,060$3.40M0.8%+1.8%6.103%
1/24/2024 Arkadios Wealth Advisors8,656$241K0.0%-9.5%0.433%
1/11/2024 Brookstone Capital Management11,531$321K0.0%N/A0.577%
1/11/2024 Diligent Investors LLC11,000$306K0.1%+10.0%0.550%
1/5/2024 WealthPLAN Partners LLC32,571$907K0.1%+5.1%1.629%
12/11/2023 Sunbelt Securities Inc.118,151$3.10M0.4%-3.3%5.908%
11/16/2023 Orion Capital Management LLC4,200$110K0.1%N/A0.210%
11/15/2023 WealthPlan Investment Management LLC30,984$813K0.1%N/A1.549%
11/2/2023 Millington Financial Advisors LLC15,549$408K0.4%-38.1%0.777%
11/2/2023 WealthPlan Investment Management LLC30,984$813K0.1%N/A1.549%
10/30/2023 Blue Bell Private Wealth Management LLC119,932$3.15M0.8%-3.0%5.997%
10/26/2023 Capasso Planning Partners LLC17,907$470K0.3%N/A0.895%
10/23/2023 Commonwealth Equity Services LLC135,520$3.56M0.0%+49.5%6.776%
10/13/2023 CRA Financial Services LLC25,154$660K0.2%-20.8%1.258%
10/13/2023 Arkadios Wealth Advisors9,568$251K0.0%+19.5%0.478%
10/10/2023 DHJJ Financial Advisors Ltd.5,920$155K0.1%N/A0.296%
8/16/2023 Sunbelt Securities Inc.122,181$3.14M0.5%-5.1%6.109%
8/10/2023 Osaic Holdings Inc.174,815$4.50M0.0%+14.8%8.741%
8/10/2023 First Commonwealth Financial Corp PA10,146$261K0.1%N/A0.507%
8/10/2023 Commonwealth Equity Services LLC90,635$2.33M0.0%+8.8%4.532%
8/10/2023 Cetera Investment Advisers221,481$5.70M0.0%+3.7%11.074%
8/8/2023 Blue Bell Private Wealth Management LLC123,579$3.18M0.8%-0.4%6.179%
8/8/2023 Millington Financial Advisors LLC25,138$646K0.6%-89.4%1.257%
8/2/2023 Bank of Montreal Can15,400$396K0.0%N/A0.770%
7/31/2023 WealthPLAN Partners LLC52,043$1.34M0.2%-44.4%2.602%
7/14/2023 Macroview Investment Management LLC46,834$1.20M1.8%-1.1%2.342%
5/17/2023 Sunbelt Securities Inc.128,745$3.15M0.5%-30.4%6.502%
5/11/2023 Envestnet Asset Management Inc.22,522$554K0.0%+21.2%1.137%
5/8/2023 Blue Bell Private Wealth Management LLC124,072$3.05M0.9%+1.1%6.266%
4/28/2023 Strategic Blueprint LLC46,086$1.13M0.1%+21.6%2.328%
3/6/2023 OLD Mission Capital LLC11,143$259K0.0%N/A0.000%
2/13/2023 Kingsview Wealth Management LLC9,250$215K0.0%N/A0.000%
2/10/2023 Advisor Group Holdings Inc.128,791$2.99M0.0%+866.2%0.000%
2/10/2023 Corrado Advisors LLC13,707$318K0.2%N/A0.000%
2/8/2023 Sunbelt Securities Inc.184,850$4.29M0.8%+944.9%0.000%
2/8/2023 Millington Financial Advisors LLC231,700$5.38M5.2%N/A0.000%
2/7/2023 Commonwealth Equity Services LLC80,708$1.87M0.0%N/A0.000%
Elon’s “New Gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

I reveal all of the details here.
2/7/2023 Envestnet Asset Management Inc.18,584$431K0.0%N/A0.000%
2/3/2023 Blue Bell Private Wealth Management LLC122,757$2.85M0.9%+1,077.2%0.000%
2/1/2023 Bank of Montreal Can15,400$359K0.0%+175.0%0.000%
1/31/2023 Kestra Advisory Services LLC16,995$394K0.0%N/A0.000%
1/26/2023 Strategic Blueprint LLC37,897$879K0.1%N/A0.000%
1/24/2023 CRA Financial Services LLC31,754$737K0.2%N/A0.000%
1/23/2023 Orion Capital Management LLC4,000$93K0.1%N/A0.000%
1/20/2023 Diligent Investors LLC10,000$232K0.1%N/A0.000%
1/11/2023 Macroview Investment Management LLC47,025$1.09M1.9%N/A0.000%
1/11/2023 Sound Income Strategies LLC1,127$26K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

XBOC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XBOC shares?

During the previous two years, 39 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - October. The most heavily invested institutionals were Gradient Investments LLC ($32.08M), Cetera Investment Advisers ($8.39M), Cetera Advisors LLC ($5.53M), Osaic Holdings Inc. ($4.50M), Blue Bell Private Wealth Management LLC ($3.52M), HighTower Advisors LLC ($2.92M), and Centaurus Financial Inc. ($2.79M).Learn more on XBOC's institutional investors.

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

Of the 35 institutional investors that purchased Innovator U.S. Equity Accelerated 9 Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.06M), Cetera Investment Advisers ($285.41K), Cetera Advisors LLC ($192.60K), HighTower Advisors LLC ($96.79K), WealthPlan Investment Management LLC ($61.97K), Commonwealth Equity Services LLC ($52.19K), and Capasso Planning Partners LLC ($40.60K).

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

Institutional investors have bought a total of 2,181,444 shares in the last 24 months. This purchase volume represents approximately $64.02M in transactions.

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

Of the 15 institutional investors that sold Innovator U.S. Equity Accelerated 9 Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millington Financial Advisors LLC ($222.07K), Sunbelt Securities Inc. ($155.30K), Cetera Investment Advisers ($150.27K), Commonwealth Equity Services LLC ($101.71K), Bullseye Investment Management LLC ($91.60K), WealthPLAN Partners LLC ($41.50K), and Centaurus Financial Inc. ($12.65K).

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

Institutional investors have sold a total of 802,895 shares in the last 24 months. This volume of shares sold represents approximately $22.40M in transactions.


Related Companies

This page (BATS:XBOC) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
America cannot power AI
There’s a fatal flaw at the heart of the AI revolution… With AI continuing to explode in popularity, tech c...
Porter & Company | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
There's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a tra...
Investors Alley | Sponsored
Elon Social Security shock?
“A Maniacal Sense of Urgency” We could be just days away from Elon Musk launching his next big venture. One...
Altimetry | Sponsored
Major AI announcement for 2025
BIG NEWS: “Market Wizard” Larry Benedict Releases a Whole New Way to Trade AI Stocks
Brownstone Research | Sponsored
Has Trump finally met his match?
A new Chinese AI software called "DeepSeek" is sending shockwaves through the market. It's advanced enough ...
Behind the Markets | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored