Who owns Innovator U.S. Equity Accelerated 9 Buffer ETF?
Institutional ownership of XBOC from SEC Form 13F filings across 33 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.
33
13F holders
$36.5M
value, 2026 filers
56.2%
of shares outstanding (1.0M sh)
4
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 | ENVESTNET ASSET MANAGEMENT INC | 24,216 | $860,273 | 0.0% | 1.3% | +6.4% |
| 14 | Kestra Advisory Services, LLC | 23,138 | $821,977 | 0.0% | 1.3% | -0.4% |
| 15 | IFP Advisors, Inc | 19,022 | $675,757 | 0.0% | 1% | 0.0% |
| 16 | CRA Financial Services, LLC | 18,316 | $650,676 | 0.1% | 1% | 0.0% |
| 17 | Millington Financial Advisors, LLC | 13,054 | $464,983 | 0.2% | 0.7% | +111.2% |
| 18 | OLD MISSION CAPITAL LLCNEW | 12,280 | $436,247 | 0.0% | 0.7% | new |
| 19 | Lido Advisors, LLC | 11,497 | $408,431 | 0.0% | 0.6% | -0.7% |
| 20 | Diligent Investors, LLC | 10,350 | $367,684 | 0.1% | 0.6% | 0.0% |
| 21 | CAPTRUST FINANCIAL ADVISORS | 9,750 | $346,369 | 0.0% | 0.5% | 0.0% |
| 22 | GTS SECURITIES LLCNEW | 8,900 | $316,173 | 0.0% | 0.5% | new |
| 23 | CITADEL ADVISORS LLCNEW | 8,262 | $293,508 | 0.0% | 0.5% | new |
| 24 | DHJJ Financial Advisors, Ltd. | 6,775 | $240,682 | 0.1% | 0.4% | 0.0% |
| 25 | ROYAL BANK OF CANADA | 2,400 | $85,000 | 0.0% | 0.1% | 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.