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 XBOC from SEC Form 13F filings across 40 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, 40 institutions disclosed 1.1M shares of Innovator U.S. Equity Accelerated 9 Buffer ETF worth $39.7M — about 61.3% of shares outstanding; the largest disclosed holder is Cetera Investment Advisers. Source: SEC Form 13F filings, parsed by EvidInvest.
40
13F holders
$39.7M
value, 2026 filers
61.3%
of shares outstanding (1.1M sh)
5
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 XBOC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 183,332 | $6.5M | 0.0% | 10% | -2.3% |
| 2 | OSAIC HOLDINGS, INC. | 116,130 | $4.1M | 0.0% | 6.4% | +5.0% |
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 109,243 | $3.9M | 0.5% | 6% | -1.6% |
| 4 | HighTower Advisors, LLC | 103,045 | $3.7M | 0.0% | 5.6% | 0.0% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 61,238 | $2.2M | 0.0% | 3.4% | +533.0% |
| 6 | Brookwood Investment Group LLC | 53,564 | $1.9M | 0.2% | 2.9% | +6.5% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 47,823 | $1.7M | 0.0% | 2.6% | -6.1% |
| 8 | CROSSPOINT FINANCIAL, LLC | 39,266 | $1.4M | 3.2% | 2.2% | -9.7% |
| 9 | Advisory Services Network, LLC | 36,217 | $1.3M | 0.0% | 2% | -0.2% |
| 10 | First Commonwealth Financial Corp /PA/ | 35,043 | $1.2M | 0.2% | 1.9% | -0.8% |
| 11 | Brookstone Capital Management | 34,815 | $1.2M | 0.0% | 1.9% | +9.2% |
| 12 | Snowden Capital Advisors LLC | 31,850 | $1.1M | 0.0% | 1.7% | 0.0% |
| 13 | Bullseye Investment Management, LLCNEW | 29,671 | $1.1M | 0.5% | 1.6% | new |
| 14 | Welch Financial Planning, LLC | 26,229 | $931,786 | 0.5% | 1.4% | -0.7% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 24,216 | $860,273 | 0.0% | 1.3% | +6.4% |
| 16 | Kestra Advisory Services, LLC | 23,138 | $821,977 | 0.0% | 1.3% | -0.4% |
| 17 | IFP Advisors, Inc | 19,022 | $675,757 | 0.0% | 1% | 0.0% |
| 18 | CRA Financial Services, LLC | 18,316 | $650,676 | 0.1% | 1% | 0.0% |
| 19 | CENTAURUS FINANCIAL, INC. | 16,797 | $597,000 | 0.0% | 0.9% | -2.9% |
| 20 | Millington Financial Advisors, LLC | 13,054 | $464,983 | 0.2% | 0.7% | +111.2% |
| 21 | OLD MISSION CAPITAL LLCNEW | 12,280 | $436,247 | 0.0% | 0.7% | new |
| 22 | VESTIA PERSONAL WEALTH ADVISORS | 12,277 | $436,140 | 0.2% | 0.7% | 0.0% |
| 23 | Lido Advisors, LLC | 11,497 | $408,431 | 0.0% | 0.6% | -0.7% |
| 24 | Diligent Investors, LLC | 10,350 | $367,684 | 0.1% | 0.6% | 0.0% |
| 25 | CAPTRUST FINANCIAL ADVISORS | 9,750 | $346,369 | 0.0% | 0.5% | 0.0% |
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.