Innovator US Eqy Accel 9 BufXBAPETF

13F holders, Q1 2024 (March 31)
31holders
$31.24avg. 13F price*

At the end of Q1 2024, 31 institutions reported holding Innovator US Eqy Accel 9 Buf (XBAP) in their 13F filings. The largest holders were First Commonwealth Financial Corp ($15.1M), Cetera Investment Advisers ($13.4M) and Osaic Holdings, Inc. ($3.1M).

Company
Innovator US Eqy Accel 9 Buf
CUSIP
45783Y301
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 31Q1 2024Q2 2024: 45Q2 2024Q3 2024: 45Q3 2024Q4 2024: 43Q4 2024Q1 2025: 48Q1 2025Q2 2025: 53Q2 2025Q3 2025: 52Q3 2025Q4 2025: 55Q4 2025Q1 2026: 55Q1 2026Q2 2026: 44Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$234K
Exits6$1.5M

Ownership 31 holders

First Commonwealth Financial Corp 4.00% Reduce -1.7% 481,973 $15.1M
Cetera Investment Advisers 0.03% Add +180.9% 427,782 $13.4M
Osaic Holdings, Inc. 0.01% Reduce -5.3% 97,694 $3.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -39.0% 65,453 $2.0M
Old Mission Capital LLC 0.05% Add +124.4% 59,028 $1.8M
Fragasso Financial Advisors Inc 0.15% Reduce -1.2% 58,489 $1.8M
Orion Capital Management LLC 0.73% Add +1.0% 43,920 $1.4M
WorthPointe, LLC 0.65% Add +4.5% 41,391 $1.3M
Arlington Capital Management, Inc. 0.68% Reduce -2.9% 26,171 $818K
Centaurus Financial, Inc. 0.04% Add +2.4% 20,431 $638K
Commonwealth Equity Services, LLC 0.00% Reduce -62.1% 20,244 $632K
Millington Financial Advisors, LLC 0.44% Reduce -89.6% 19,791 $618K
Envestnet Asset Management Inc. 0.00% Add +14.0% 14,767 $461K
LPL Financial LLC 0.00% No change 13,637 $426K
Outlook Wealth Advisors, LLC 0.13% No change 13,304 $416K
Sequoia Financial Advisors, LLC 0.01% No change 13,204 $412K
Bright Futures Wealth Management, LLC. 0.19% — 10,667 $345K
DHJJ Financial Advisors, Ltd. 0.15% Reduce -3.1% 10,679 $334K
Susquehanna International Group, LLP 0.00% Add +10.5% 10,512 $328K
Brookstone Capital Management 0.01% Reduce -90.8% 10,191 $318K
Blair William & Co. 0.00% No change 8,582 $268K
Bank of Montreal 0.00% No change 8,400 $263K
Global Trust Asset Management, LLC 0.11% No change 8,210 $256K
Snowden Capital Advisors LLC 0.01% No change 8,095 $253K
Chicago Partners Investment Group LLC 0.01% No change 7,562 $232K
Kestra Advisory Services, LLC 0.00% No change 6,860 $214K
JT Stratford LLC 0.04% New 6,444 $201K
Blue Bell Private Wealth Management, LLC 0.04% No change 5,640 $176K
Sunbelt Securities, Inc. 0.02% Reduce -60.1% 5,124 $160K
CoreCap Advisors, LLC 0.00% New 1,041 $33K
Clear Point Advisors Inc. 0.01% Reduce -73.3% 400 $12K

"% of holder's portfolio" is XBAP's weight in each manager's 13F, not the share of Innovator US Eqy Accel 9 Buf the manager owns.