Innovator US Eqy Acc 9 BuffXBOCETF

13F holders, Q3 2024 (September 30)
37holders +2
6new positions
4sold out
1famous investor
$29.78avg. 13F price*

At the end of Q3 2024, 37 institutions reported holding Innovator US Eqy Acc 9 Buff (XBOC) in their 13F filings, up 2 from Q2 2024. 6 opened new positions and 4 sold out. The largest holders were Cetera Investment Advisers ($12.7M), Osaic Holdings, Inc. ($4.4M) and Bullseye Investment Management, LLC ($3.8M). 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

01020304050 Q1 2024: 30Q1 2024Q2 2024: 35Q2 2024Q3 2024: 37Q3 2024Q4 2024: 41Q4 2024Q1 2025: 48Q1 2025Q2 2025: 48Q2 2025Q3 2025: 47Q3 2025Q4 2025: 49Q4 2025Q1 2026: 41Q1 2026Q2 2026: 40Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions6$1.2M
Exits4$1.5M

All 13F filers, Q2 2024 → Q3 2024: 127,332 shares bought and 143,300 shares sold, net −15,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Cetera Investment Advisers 0.03% Reduce -8.0% 428,199 $12.7M
Osaic Holdings, Inc. 0.01% Reduce -3.1% 147,037 $4.4M
Bullseye Investment Management, LLC 2.27% Add +33.3% 125,277 $3.8M
Blue Bell Private Wealth Management, LLC 0.67% Reduce -1.4% 117,615 $3.5M
Centaurus Financial, Inc. 0.18% Reduce -7.0% 93,876 $2.8M
Commonwealth Equity Services, LLC 0.00% Reduce -4.3% 51,858 $1.5M
Capasso Planning Partners LLC 0.35% Add +120.9% 39,632 $1.2M
Sunbelt Securities, Inc. 0.11% Reduce -14.8% 36,400 $1.1M
Millington Financial Advisors, LLC 0.66% Reduce -4.9% 35,499 $1.1M
Snowden Capital Advisors LLC 0.03% Reduce -25.3% 31,850 $947K
Advisory Services Network, LLC 0.02% No change 31,539 $923K
Goldman Sachs Group Inc. 0.00% Add +14.8% 28,692 $853K
CRA Financial Services, LLC 0.14% No change 25,154 $748K
Jane Street Group, LLC 0.00% Add +137.6% 24,490 $728K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -28.2% 23,097 $687K
Envestnet Asset Management Inc. 0.00% Add +4.0% 22,074 $656K
First Commonwealth Financial Corp 0.15% Add +19.2% 21,727 $646K
Kestra Advisory Services, LLC 0.00% Add +2.4% 19,606 $583K
Encompass More Asset Management 0.17% New 14,867 $442K
Captrust Financial Advisors 0.00% New 13,400 $398K
Brookstone Capital Management 0.01% Add +0.1% 12,937 $385K
Vestia Personal Wealth Advisors 0.34% No change 12,277 $365K
Crosspoint Financial, LLC 1.18% New 11,550 $343K
Diligent Investors, LLC 0.08% No change 11,000 $327K
Orion Capital Management LLC 0.15% No change 10,079 $300K
Cwm, LLC 0.00% Add +4903.9% 9,007 $268K
Arkadios Wealth Advisors 0.01% Reduce -4.5% 7,506 $223K
Citadel Advisors 0.00% Add +0.0% 7,093 $211K
DHJJ Financial Advisors, Ltd. 0.07% Reduce -1.1% 5,740 $171K
Steward Partners Investment Advisory, LLC 0.00% Add +40.8% 2,642 $79K
Royal Bank of Canada 0.00% Add +317.4% 2,400 $71K
Bank of Montreal 0.00% Reduce -83.9% 1,900 $56K
UBS Group AG 0.00% Reduce -44.3% 861 $26K
Harbour Investments, Inc. 0.00% New 270 $8K
Woodard & Co. Asset Management Group Inc. 0.00% New 200 $6K
EverSource Wealth Advisors, LLC 0.00% No change 176 $5K
Barclays PLC 0.00% New 1 $30

"% 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.