Innovator US Eqy Accel 9 BufXBAPETF

13F holders, Q4 2024 (December 31)
43holders −2
2new positions
6sold out
$34.15avg. 13F price*

At the end of Q4 2024, 43 institutions reported holding Innovator US Eqy Accel 9 Buf (XBAP) in their 13F filings, down 2 from Q3 2024. 2 opened new positions and 6 sold out. The largest holders were Cetera Investment Advisers ($14.5M), First Commonwealth Financial Corp ($10.8M) and Millington Financial Advisors, LLC ($6.9M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$1.1M
Exits6$3.7M

All 13F filers, Q3 2024 → Q4 2024: 196,003 shares bought and 152,585 shares sold, net +43,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 43 holders

Cetera Investment Advisers 0.03% Add +0.1% 424,047 $14.5M
First Commonwealth Financial Corp 2.56% Reduce -1.6% 317,988 $10.8M
Millington Financial Advisors, LLC 4.01% Add +217.3% 200,648 $6.9M
Osaic Holdings, Inc. 0.01% Reduce -1.2% 79,910 $2.7M
Centaurus Financial, Inc. 0.13% Reduce -0.7% 63,653 $2.2M
Fragasso Financial Advisors Inc 0.12% Reduce -21.0% 45,561 $1.6M
Snowden Capital Advisors LLC 0.05% Reduce -21.6% 43,455 $1.5M
WorthPointe, LLC 0.56% Reduce -0.2% 39,279 $1.3M
Orion Capital Management LLC 0.59% Reduce -13.5% 39,277 $1.3M
Captrust Financial Advisors 0.00% No change 30,721 $1.0M
Vestia Personal Wealth Advisors 0.78% Reduce -1.4% 27,674 $944K
Old Mission Capital LLC 0.02% New 27,153 $926K
Encompass More Asset Management 0.25% Add +63.6% 22,221 $758K
Kestra Advisory Services, LLC 0.00% No change 22,105 $754K
IFP Advisors, Inc 0.02% Add +0.5% 20,600 $703K
Envestnet Asset Management Inc. 0.00% Add +21.5% 19,031 $649K
Commonwealth Equity Services, LLC 0.00% Reduce -11.3% 17,684 $603K
Cwm, LLC 0.00% Add +105.5% 16,771 $572K
HighTower Advisors, LLC 0.00% No change 16,030 $547K
LPL Financial LLC 0.00% No change 13,837 $472K
DHJJ Financial Advisors, Ltd. 0.16% No change 12,414 $423K
Outlook Wealth Advisors, LLC 0.12% Reduce -8.1% 12,252 $418K
Bright Futures Wealth Management, LLC. 0.37% Add +7.0% 12,030 $416K
Brookstone Capital Management 0.01% Add +0.7% 11,601 $396K
CreativeOne Wealth, LLC 0.01% Reduce -0.0% 10,607 $362K
IMG Wealth Management, Inc. 0.30% — 9,530 $325K
Blair William & Co. 0.00% No change 8,582 $293K
Global Trust Asset Management, LLC 0.11% No change 8,210 $280K
Sterling Financial Planning, Inc. 0.10% No change 7,745 $264K
CRA Financial Services, LLC 0.04% No change 7,695 $262K
JT Stratford LLC 0.04% No change 6,902 $235K
Sunbelt Securities, Inc. 0.02% No change 6,500 $222K
Apollon Wealth Management, LLC 0.00% No change 6,000 $205K
JPMorgan Chase & Co. 0.00% Add +258.5% 5,855 $200K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -0.2% 5,128 $175K
AE Wealth Management LLC 0.00% New 4,011 $137K
Barclays PLC 0.00% Add +70950.0% 1,421 $48K
Royal Bank of Canada 0.00% No change 950 $32K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.1% 805 $27K
Financial Network Wealth Advisors LLC 0.05% No change 721 $25K
Woodard & Co. Asset Management Group Inc. 0.01% Reduce -17.6% 700 $24K
Luminist Capital LLC 0.01% — 174 $6K
Ameriflex Group, Inc. 0.00% — 114 $4K

"% 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.