Who owns Innovator U.S. Equity Accelerated 9 Buffer ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XBAP from SEC Form 13F filings across 44 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 44 institutions disclosed 2.6M shares of Innovator U.S. Equity Accelerated 9 Buffer ETF worth $110.6M — about 82.9% of shares outstanding; the largest disclosed holder is Lido Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
44
13F holders
$110.6M
value, 2026 filers
82.9%
of shares outstanding (2.6M sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XBAP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 968,750 | $40.6M | 0.1% | 30.5% | -7.6% |
| 2 | CROSSPOINT FINANCIAL, LLC | 305,289 | $12.8M | 29.3% | 9.6% | -9.4% |
| 3 | Cetera Investment Advisers | 303,574 | $12.7M | 0.0% | 9.5% | -3.0% |
| 4 | First Commonwealth Financial Corp /PA/ | 265,033 | $11.1M | 1.6% | 8.3% | -5.2% |
| 5 | Millington Financial Advisors, LLC | 144,583 | $6.1M | 2.4% | 4.5% | +1.7% |
| 6 | OSAIC HOLDINGS, INC. | 121,298 | $5.1M | 0.0% | 3.8% | -3.1% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 75,228 | $3.2M | 0.0% | 2.4% | +530.0% |
| 8 | Brookwood Investment Group LLC | 47,654 | $2.0M | 0.2% | 1.5% | +5.9% |
| 9 | Orion Capital Management LLC | 36,891 | $1.5M | 0.5% | 1.2% | +0.2% |
| 10 | Snowden Capital Advisors LLC | 36,310 | $1.5M | 0.0% | 1.1% | 0.0% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 32,865 | $1.4M | 0.0% | 1% | +21.2% |
| 12 | Fragasso Financial Advisors Inc | 31,296 | $1.3M | 0.1% | 1% | 0.0% |
| 13 | Kestra Advisory Services, LLC | 28,970 | $1.2M | 0.0% | 0.9% | +15.8% |
| 14 | HighTower Advisors, LLC | 28,180 | $1.2M | 0.0% | 0.9% | 0.0% |
| 15 | Welch Financial Planning, LLC | 23,939 | $1.0M | 0.6% | 0.8% | +13.3% |
| 16 | CAPTRUST FINANCIAL ADVISORS | 22,324 | $936,411 | 0.0% | 0.7% | -27.3% |
| 17 | CENTAURUS FINANCIAL, INC. | 19,401 | $814,000 | 0.0% | 0.6% | +37.8% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 15,298 | $641,700 | 0.0% | 0.5% | -2.3% |
| 19 | Summit Financial, LLCNEW | 13,852 | $581,042 | 0.0% | 0.4% | new |
| 20 | DHJJ Financial Advisors, Ltd. | 10,704 | $448,995 | 0.1% | 0.3% | 0.0% |
| 21 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10,651 | $446,771 | 0.1% | 0.3% | +63.4% |
| 22 | Allworth Financial LP | 9,475 | $397,443 | 0.0% | 0.3% | -88.8% |
| 23 | Outlook Wealth Advisors, LLC | 8,728 | $366,109 | 0.1% | 0.3% | 0.0% |
| 24 | CreativeOne Wealth, LLC | 8,592 | $360,403 | 0.0% | 0.3% | -2.7% |
| 25 | Blue Water Asset Management | 8,343 | $349,959 | 0.1% | 0.3% | -9.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.