Innovator US Eqy Acc 9 BuffXBOCETF
13F holders, Q1 2024 (March 31)30holders
1famous investor
$28.73avg. 13F price*
At the end of Q1 2024, 30 institutions reported holding Innovator US Eqy Acc 9 Buff (XBOC) in their 13F filings. The largest holders were Cetera Investment Advisers ($13.4M), Osaic Holdings, Inc. ($5.8M) and Bullseye Investment Management, LLC ($3.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator US Eqy Acc 9 Buff
- CUSIP
- 45783Y848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.7M |
| Exits | 4 | $1.4M |
Ownership 30 holders
| Cetera Investment Advisers | 0.03% | Add +147.6% | 465,503 | $13.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.5% | 202,383 | $5.8M |
| Bullseye Investment Management, LLC | 2.28% | Reduce -10.8% | 129,961 | $3.7M |
| Blue Bell Private Wealth Management, LLC | 0.75% | Reduce -0.9% | 120,992 | $3.5M |
| Centaurus Financial, Inc. | 0.21% | Reduce -6.5% | 106,523 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -36.9% | 72,163 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -63.8% | 55,409 | $1.6M |
| Sunbelt Securities, Inc. | 0.16% | Reduce -57.4% | 50,712 | $1.5M |
| Old Mission Capital LLC | 0.03% | New | 47,712 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -3.0% | 42,655 | $1.2M |
| Millington Financial Advisors, LLC | 0.76% | Add +0.2% | 37,066 | $1.1M |
| Advisory Services Network, LLC | 0.02% | No change | 31,539 | $906K |
| CRA Financial Services, LLC | 0.16% | No change | 25,154 | $723K |
| Goldman Sachs Group Inc. | 0.00% | New | 25,000 | $718K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.9% | 22,024 | $633K |
| Jane Street Group, LLC | 0.00% | New | 20,782 | $597K |
| Bank of Montreal | 0.00% | No change | 19,000 | $546K |
| Capasso Planning Partners LLC | 0.22% | Add +5.7% | 18,605 | $535K |
| First Commonwealth Financial Corp | 0.13% | Add +15.3% | 16,952 | $487K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -0.1% | 13,121 | $377K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.6% | 13,090 | $376K |
| Citadel Advisors | 0.00% | No change | 11,856 | $341K |
| Diligent Investors, LLC | 0.08% | No change | 11,000 | $316K |
| Brookstone Capital Management | 0.01% | Reduce -10.3% | 10,347 | $297K |
| Orion Capital Management LLC | 0.13% | Reduce -5.7% | 8,238 | $237K |
| Arkadios Wealth Advisors | 0.02% | Reduce -9.2% | 7,856 | $226K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Reduce -0.3% | 6,580 | $189K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,842 | $53K |
| UBS Group AG | 0.00% | Reduce -39.7% | 867 | $25K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 176 | $5K |
"% of holder's portfolio" is XBOC's weight in each manager's 13F, not the share of Innovator US Eqy Acc 9 Buff the manager owns.