Innovator US Eqy Acc 9 BuffXBOCETF
13F holders, Q2 2024 (June 30)35holders +5
4new positions
0sold out
1famous investor
$29.27avg. 13F price*
At the end of Q2 2024, 35 institutions reported holding Innovator US Eqy Acc 9 Buff (XBOC) in their 13F filings, up 5 from Q1 2024. 4 opened new positions and 0 sold out. The largest holders were Cetera Investment Advisers ($13.6M), Osaic Holdings, Inc. ($4.4M) and Blue Bell Private Wealth Management, LLC ($3.5M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $520K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 30,611 shares bought and 194,500 shares sold, net −163,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Cetera Investment Advisers | 0.03% | Add +0.0% | 465,609 | $13.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.0% | 151,723 | $4.4M |
| Blue Bell Private Wealth Management, LLC | 0.72% | Reduce -1.4% | 119,232 | $3.5M |
| Centaurus Financial, Inc. | 0.20% | Reduce -5.2% | 100,973 | $3.0M |
| Bullseye Investment Management, LLC | 1.92% | Reduce -27.7% | 94,019 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.2% | 54,182 | $1.6M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -15.8% | 42,697 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | No change | 42,655 | $1.2M |
| Millington Financial Advisors, LLC | 0.76% | Add +0.7% | 37,336 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -55.5% | 32,149 | $941K |
| Advisory Services Network, LLC | 0.02% | No change | 31,539 | $923K |
| CRA Financial Services, LLC | 0.15% | No change | 25,154 | $736K |
| Goldman Sachs Group Inc. | 0.00% | No change | 25,000 | $732K |
| Old Mission Capital LLC | 0.02% | Reduce -54.8% | 21,571 | $631K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.6% | 21,236 | $621K |
| Kestra Advisory Services, LLC | 0.00% | Add +46.3% | 19,156 | $561K |
| First Commonwealth Financial Corp | 0.14% | Add +7.6% | 18,233 | $533K |
| Capasso Planning Partners LLC | 0.17% | Reduce -3.6% | 17,940 | $525K |
| Susquehanna International Group, LLP | 0.00% | New | 16,975 | $497K |
| Brookstone Capital Management | 0.01% | Add +24.9% | 12,920 | $379K |
| Ifrah Financial Services, Inc. | 0.10% | Reduce -4.0% | 12,598 | $369K |
| Vestia Personal Wealth Advisors | 0.38% | — | 12,277 | $359K |
| Bank of Montreal | 0.00% | Reduce -37.9% | 11,800 | $345K |
| Diligent Investors, LLC | 0.08% | No change | 11,000 | $322K |
| Jane Street Group, LLC | 0.00% | Reduce -50.4% | 10,306 | $302K |
| Orion Capital Management LLC | 0.16% | Add +22.4% | 10,079 | $295K |
| Arkadios Wealth Advisors | 0.02% | No change | 7,856 | $230K |
| Citadel Advisors | 0.00% | Reduce -40.2% | 7,092 | $208K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Reduce -11.8% | 5,805 | $170K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.9% | 1,876 | $55K |
| UBS Group AG | 0.00% | Add +78.4% | 1,547 | $45K |
| Royal Bank of Canada | 0.00% | New | 575 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 176 | $5K |
| Cwm, LLC | 0.00% | New | 180 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 30 | $878 |
"% 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.