Innovator US Eqy Accel 9 BufXBAPETF

13F holders, Q1 2025 (March 31)
48holders +5
7new positions
4sold out
$34.67avg. 13F price*

At the end of Q1 2025, 48 institutions reported holding Innovator US Eqy Accel 9 Buf (XBAP) in their 13F filings, up 5 from Q4 2024. 7 opened new positions and 4 sold out. The largest holders were Allworth Financial LP ($49.6M), Cetera Investment Advisers ($13.6M) and Crosspoint Financial, LLC ($12.5M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$52.8M
Exits4$1.8M

All 13F filers, Q4 2024 → Q1 2025: 1,559,290 shares bought and 196,281 shares sold, net +1,363,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

Allworth Financial LP 0.28% New 1,437,374 $49.6M
Cetera Investment Advisers 0.03% Reduce -8.4% 388,504 $13.6M
Crosspoint Financial, LLC 36.18% — 358,019 $12.5M
First Commonwealth Financial Corp 2.59% Reduce -0.9% 315,013 $11.0M
Millington Financial Advisors, LLC 3.84% Reduce -7.8% 185,084 $6.3M
Osaic Holdings, Inc. 0.01% Add +6.8% 85,321 $3.0M
Susquehanna International Group, LLP 0.00% New 59,938 $2.1M
Fragasso Financial Advisors Inc 0.11% Reduce -3.6% 43,896 $1.5M
Snowden Capital Advisors LLC 0.05% Reduce -1.3% 42,875 $1.5M
Orion Capital Management LLC 0.61% Add +4.9% 41,194 $1.4M
Brookwood Investment Group LLC 0.21% — 35,647 $1.2M
WorthPointe, LLC 0.57% Reduce -9.6% 35,513 $1.2M
Encompass More Asset Management 0.34% Add +46.2% 32,494 $1.1M
Captrust Financial Advisors 0.00% No change 30,721 $1.1M
Cwm, LLC 0.00% Add +46.1% 24,500 $855K
Vestia Personal Wealth Advisors 0.67% Reduce -11.8% 24,409 $852K
Envestnet Asset Management Inc. 0.00% Add +14.3% 21,754 $759K
Kestra Advisory Services, LLC 0.00% Reduce -2.3% 21,605 $754K
Centaurus Financial, Inc. 0.05% Reduce -66.1% 21,576 $753K
Commonwealth Equity Services, LLC 0.00% Reduce -9.3% 16,043 $560K
HighTower Advisors, LLC 0.00% Reduce -10.0% 14,429 $504K
LPL Financial LLC 0.00% Reduce -1.6% 13,623 $476K
Outlook Wealth Advisors, LLC 0.12% Reduce -1.2% 12,108 $423K
DHJJ Financial Advisors, Ltd. 0.15% Reduce -12.0% 10,924 $381K
Bright Futures Wealth Management, LLC. 0.40% Reduce -10.1% 10,816 $357K
IMG Wealth Management, Inc. 0.30% No change 9,530 $333K
CreativeOne Wealth, LLC 0.01% Reduce -12.8% 9,253 $323K
Orion Porfolio Solutions, LLC 0.00% New 8,592 $300K
Orion Portfolio Solutions, LLC 0.00% New 8,592 $300K
Sterling Financial Planning, Inc. 0.10% No change 7,745 $270K
CRA Financial Services, LLC 0.05% No change 7,695 $269K
Blair William & Co. 0.00% Reduce -21.3% 6,757 $236K
JT Stratford LLC 0.04% Reduce -4.1% 6,622 $231K
Sequoia Financial Advisors, LLC 0.00% New 5,832 $204K
Chicago Partners Investment Group LLC 0.01% New 5,814 $203K
Sunbelt Securities, Inc. 0.02% Reduce -20.3% 5,180 $181K
Blue Bell Private Wealth Management, LLC 0.03% No change 5,128 $179K
Barclays PLC 0.00% Add +198.2% 4,238 $148K
IFP Advisors, Inc 0.00% Reduce -87.9% 2,500 $87K
Wood Tarver Financial Group, LLC 0.03% New 2,203 $77K
JPMorgan Chase & Co. 0.00% Reduce -79.5% 1,200 $42K
AE Wealth Management LLC 0.00% Reduce -73.8% 1,052 $37K
Royal Bank of Canada 0.00% No change 950 $33K
Steward Partners Investment Advisory, LLC 0.00% No change 805 $28K
Financial Network Wealth Advisors LLC 0.04% Add +10.4% 796 $28K
Woodard & Co. Asset Management Group Inc. 0.00% Reduce -71.4% 200 $7K
Ameriflex Group, Inc. 0.00% No change 114 $4K
Luminist Capital LLC 0.00% Reduce -48.9% 89 $3K

"% 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.