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

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

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$54.72M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$14.16M
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XBOC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/12/2025Centaurus Financial Inc.76,891$2.32M0.1%-18.1%2.381%
2/18/2025Sunbelt Securities Inc.30,347$920K0.1%-16.6%1.214%
2/18/2025Orion Capital Management LLC4,855$147K0.1%-51.8%0.194%
2/17/2025CoreCap Advisors LLC9,360$283K0.0%N/A0.374%
2/17/2025Cetera Investment Advisers277,927$8.39M0.0%-35.1%11.117%
2/17/2025Captrust Financial Advisors10,400$314K0.0%-22.4%0.416%
2/13/2025First Commonwealth Financial Corp PA 24,268$733K0.2%+11.7%0.971%
2/13/2025Barclays PLC3,529$107K0.0%+352,800.0%0.141%
2/13/2025Envestnet Asset Management Inc.29,478$890K0.0%+33.5%1.179%
2/12/2025Bullseye Investment Management LLC49,387$1.49M1.0%-60.6%1.975%
2/10/2025Commonwealth Equity Services LLC49,118$1.48M0.0%-5.3%1.965%
2/7/2025HighTower Advisors LLC96,792$2.92M0.0%N/A3.872%
2/7/2025Blue Bell Private Wealth Management LLC116,662$3.52M0.7%-0.8%4.666%
2/4/2025Brown Financial Advisors11,996$362K0.1%N/A0.480%
2/4/2025Millington Financial Advisors LLC47,096$1.44M0.8%+32.7%1.884%
2/4/2025IFP Advisors Inc19,700$595K0.0%N/A0.788%
1/29/2025Paladin Wealth LLC17,771$537K0.5%N/A0.711%
1/21/2025Gradient Investments LLC1,062,635$32.08M0.6%N/A42.505%
1/21/2025Encompass More Asset Management24,351$735K0.2%+63.8%0.974%
1/13/2025Brookstone Capital Management27,662$835K0.0%+113.8%1.106%
12/2/2024Capasso Planning Partners LLC39,632$1.18M0.3%+120.9%1.585%
11/18/2024Sunbelt Securities Inc.36,400$1.08M0.1%-14.7%1.456%
11/15/2024Jane Street Group LLC24,490$728K0.0%+137.6%0.980%
11/14/2024Encompass More Asset Management14,867$442K0.2%N/A0.595%
11/14/2024Captrust Financial Advisors13,400$398K0.0%N/A0.536%
11/14/2024First 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%
10/24/2024Arkadios Wealth Advisors7,506$223K0.0%-4.5%0.300%
10/18/2024Crosspoint Financial LLC11,550$343K1.2%N/A0.462%
10/8/2024CWM LLC9,007$268K0.0%+4,903.9%0.360%
9/23/2024Centaurus Financial Inc.100,973$2.95M0.2%-5.2%4.039%
8/16/2024Sunbelt Securities Inc.42,697$1.25M0.1%-15.8%1.708%
8/5/2024Blue Bell Private Wealth Management LLC119,232$3.49M0.7%-1.5%4.769%
7/31/2024Commonwealth Equity Services LLC54,182$1.59M0.0%-2.2%2.167%
7/18/2024Brookstone Capital Management12,920$379K0.0%+24.9%0.517%
7/12/2024DHJJ Financial Advisors Ltd.5,805$170K0.1%-11.8%0.232%
5/24/2024Cetera Advisors LLC192,595$5.53M0.0%N/A7.704%
5/24/2024Cetera Investment Advisers465,503$13.37M0.0%+147.6%18.620%
5/20/2024Bullseye Investment Management LLC129,961$3.73M2.2%-10.8%5.198%
5/14/2024First Commonwealth Financial Corp PA16,952$487K0.1%+15.4%0.678%
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5/11/2024Orion Capital Management LLC8,238$237K0.1%-5.7%0.330%
4/30/2024Arkadios Wealth Advisors7,856$226K0.0%-9.2%0.314%
4/29/2024Commonwealth Equity Services LLC55,409$1.59M0.0%-63.8%2.190%
4/24/2024Blue Bell Private Wealth Management LLC120,992$3.48M0.7%-0.9%4.782%
4/24/2024Capasso Planning Partners LLC18,605$535K0.2%+5.7%0.735%
4/15/2024Brookstone Capital Management10,347$297K0.0%-10.3%0.409%
4/15/2024Sunbelt 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%
2/9/2024Advisory Services Network LLC31,539$879K0.0%N/A1.577%
2/6/2024Ifrah Financial Services Inc.13,137$366K0.1%N/A0.657%
2/6/2024Orion Capital Management LLC8,738$243K0.1%+108.0%0.437%
2/2/2024Atria Wealth Solutions Inc.9,200$256K0.0%N/A0.460%
2/1/2024Millington Financial Advisors LLC36,993$1.03M0.8%+137.9%1.850%
1/30/2024DHJJ Financial Advisors Ltd.6,600$184K0.1%+11.5%0.330%
1/25/2024Blue Bell Private Wealth Management LLC122,060$3.40M0.8%+1.8%6.103%
1/24/2024Arkadios Wealth Advisors8,656$241K0.0%-9.5%0.433%
1/11/2024Brookstone Capital Management11,531$321K0.0%N/A0.577%
1/11/2024Diligent Investors LLC11,000$306K0.1%+10.0%0.550%
1/5/2024WealthPLAN Partners LLC32,571$907K0.1%+5.1%1.629%
12/11/2023Sunbelt Securities Inc.118,151$3.10M0.4%-3.3%5.908%
11/16/2023Orion Capital Management LLC4,200$110K0.1%N/A0.210%
11/15/2023WealthPlan Investment Management LLC30,984$813K0.1%N/A1.549%
11/2/2023Millington Financial Advisors LLC15,549$408K0.4%-38.1%0.777%
11/2/2023WealthPlan Investment Management LLC30,984$813K0.1%N/A1.549%
10/30/2023Blue Bell Private Wealth Management LLC119,932$3.15M0.8%-3.0%5.997%
10/26/2023Capasso Planning Partners LLC17,907$470K0.3%N/A0.895%
10/23/2023Commonwealth Equity Services LLC135,520$3.56M0.0%+49.5%6.776%
10/13/2023CRA Financial Services LLC25,154$660K0.2%-20.8%1.258%
10/13/2023Arkadios Wealth Advisors9,568$251K0.0%+19.5%0.478%
10/10/2023DHJJ Financial Advisors Ltd.5,920$155K0.1%N/A0.296%
8/16/2023Sunbelt Securities Inc.122,181$3.14M0.5%-5.1%6.109%
8/10/2023Osaic Holdings Inc.174,815$4.50M0.0%+14.8%8.741%
8/10/2023First Commonwealth Financial Corp PA10,146$261K0.1%N/A0.507%
8/10/2023Commonwealth Equity Services LLC90,635$2.33M0.0%+8.8%4.532%
8/10/2023Cetera Investment Advisers221,481$5.70M0.0%+3.7%11.074%
8/8/2023Blue Bell Private Wealth Management LLC123,579$3.18M0.8%-0.4%6.179%
8/8/2023Millington Financial Advisors LLC25,138$646K0.6%-89.4%1.257%
8/2/2023Bank of Montreal Can15,400$396K0.0%N/A0.770%
7/31/2023WealthPLAN Partners LLC52,043$1.34M0.2%-44.4%2.602%
7/14/2023Macroview Investment Management LLC46,834$1.20M1.8%-1.1%2.342%
5/17/2023Sunbelt Securities Inc.128,745$3.15M0.5%-30.4%6.502%
5/11/2023Envestnet Asset Management Inc.22,522$554K0.0%+21.2%1.137%
5/8/2023Blue Bell Private Wealth Management LLC124,072$3.05M0.9%+1.1%6.266%
4/28/2023Strategic Blueprint LLC46,086$1.13M0.1%+21.6%2.328%
3/6/2023OLD Mission Capital LLC11,143$259K0.0%N/A0.000%
2/13/2023Kingsview Wealth Management LLC9,250$215K0.0%N/A0.000%
2/10/2023Advisor Group Holdings Inc.128,791$2.99M0.0%+866.2%0.000%
2/10/2023Corrado Advisors LLC13,707$318K0.2%N/A0.000%
2/8/2023Sunbelt Securities Inc.184,850$4.29M0.8%+944.9%0.000%
2/8/2023Millington Financial Advisors LLC231,700$5.38M5.2%N/A0.000%
Now I look stupid. Real stupid... (Ad)

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Here’s the full story for you.
2/7/2023Commonwealth Equity Services LLC80,708$1.87M0.0%N/A0.000%
2/7/2023Envestnet Asset Management Inc.18,584$431K0.0%N/A0.000%
2/3/2023Blue Bell Private Wealth Management LLC122,757$2.85M0.9%+1,077.2%0.000%
2/1/2023Bank of Montreal Can15,400$359K0.0%+175.0%0.000%
1/31/2023Kestra Advisory Services LLC16,995$394K0.0%N/A0.000%
1/26/2023Strategic Blueprint LLC37,897$879K0.1%N/A0.000%
1/24/2023CRA Financial Services LLC31,754$737K0.2%N/A0.000%
1/23/2023Orion Capital Management LLC4,000$93K0.1%N/A0.000%
1/20/2023Diligent Investors LLC10,000$232K0.1%N/A0.000%
1/11/2023Macroview Investment Management LLC47,025$1.09M1.9%N/A0.000%
(Data available from 1/1/2016 forward)

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XBOC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XBOC shares?

During the previous two years, 38 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. ($2.32M).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 34 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 2,170,301 shares in the last 24 months. This purchase volume represents approximately $63.76M 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. ($29.63K).

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

Institutional investors have sold a total of 819,880 shares in the last 24 months. This volume of shares sold represents approximately $22.91M in transactions.


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This page (BATS:XBOC) was last updated on 4/3/2025 by MarketBeat.com Staff
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