Innovator US Eqy Accel 9 BufXBAPETF

13F holders, Q2 2024 (June 30)
45holders +14
15new positions
2sold out
$32.32avg. 13F price*

At the end of Q2 2024, 45 institutions reported holding Innovator US Eqy Accel 9 Buf (XBAP) in their 13F filings, up 14 from Q1 2024. 15 opened new positions and 2 sold out. The largest holders were Cetera Investment Advisers ($13.1M), Crosspoint Financial, LLC ($11.6M) and First Commonwealth Financial Corp ($9.9M).

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 → Q2 2024

InstitutionsTotal Value
New Positions15$16.8M
Exits2$1.0M

All 13F filers, Q1 2024 → Q2 2024: 696,090 shares bought and 278,781 shares sold, net +417,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 45 holders

Cetera Investment Advisers 0.03% Reduce -5.4% 404,854 $13.1M
Crosspoint Financial, LLC 47.54% New 360,629 $11.6M
First Commonwealth Financial Corp 2.55% Reduce -36.4% 306,532 $9.9M
Osaic Holdings, Inc. 0.01% Reduce -14.1% 83,932 $2.7M
Old Mission Capital LLC 0.06% Add +23.1% 72,687 $2.3M
Centaurus Financial, Inc. 0.14% Add +217.8% 64,923 $2.1M
Fragasso Financial Advisors Inc 0.16% No change 58,489 $1.9M
Andina Capital Management, LLC 1.38% New 56,682 $1.8M
Millington Financial Advisors, LLC 1.27% Add +185.6% 56,530 $1.8M
Snowden Capital Advisors LLC 0.05% Add +584.6% 55,420 $1.8M
Orion Capital Management LLC 0.77% Add +3.8% 45,597 $1.5M
WorthPointe, LLC 0.61% Reduce -0.1% 41,357 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -49.2% 33,276 $1.1M
Captrust Financial Advisors 0.00% New 30,721 $992K
Vestia Personal Wealth Advisors 0.97% — 28,074 $906K
Kestra Advisory Services, LLC 0.00% Add +222.2% 22,105 $714K
Commonwealth Equity Services, LLC 0.00% Add +1.1% 20,462 $661K
Atria Wealth Solutions, Inc. 0.01% New 18,600 $600K
HighTower Advisors, LLC 0.00% New 16,030 $518K
Outlook Wealth Advisors, LLC 0.16% Reduce -0.0% 13,302 $502K
Envestnet Asset Management Inc. 0.00% Add +4.7% 15,460 $499K
LPL Financial LLC 0.00% No change 13,637 $440K
Susquehanna International Group, LLP 0.00% Add +28.8% 13,535 $437K
Brookstone Capital Management 0.01% Add +29.9% 13,235 $432K
Sequoia Financial Advisors, LLC 0.01% Reduce -0.0% 13,200 $426K
DHJJ Financial Advisors, Ltd. 0.17% Add +16.5% 12,439 $402K
Bright Futures Wealth Management, LLC. 0.19% Add +0.6% 10,730 $342K
CreativeOne Wealth, LLC 0.02% New 10,608 $342K
Blair William & Co. 0.00% No change 8,582 $277K
Global Trust Asset Management, LLC 0.11% No change 8,210 $265K
Sterling Financial Planning, Inc. 0.10% New 8,008 $259K
Bank of Montreal 0.00% Reduce -7.1% 7,800 $252K
CRA Financial Services, LLC 0.05% New 7,695 $248K
Royal Bank of Canada 0.00% New 7,336 $236K
JT Stratford LLC 0.04% Add +7.1% 6,902 $223K
Sunbelt Securities, Inc. 0.02% Add +27.2% 6,520 $210K
CoreCap Advisors, LLC 0.02% Add +451.1% 5,737 $185K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -1.8% 5,540 $179K
JPMorgan Chase & Co. 0.00% New 1,698 $55K
Woodard & Co. Asset Management Group Inc. 0.01% New 1,350 $44K
Steward Partners Investment Advisory, LLC 0.00% New 755 $24K
Financial Network Wealth Advisors LLC 0.02% New 721 $23K
UBS Group AG 0.00% New 606 $20K
Clear Point Advisors Inc. 0.01% No change 400 $13K
Cwm, LLC 0.00% New 163 $5K

"% 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.