Innovator US Eqy Acc 9 BuffXBOCETF
13F holders, Q4 2024 (December 31)41holders +4
7new positions
4sold out
1famous investor
$30.20avg. 13F price*
At the end of Q4 2024, 41 institutions reported holding Innovator US Eqy Acc 9 Buff (XBOC) in their 13F filings, up 4 from Q3 2024. 7 opened new positions and 4 sold out. The largest holders were Gradient Investments LLC ($32.1M), Cetera Investment Advisers ($8.4M) and Osaic Holdings, Inc. ($4.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $37.0M |
| Exits | 4 | $2.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,288,521 shares bought and 369,685 shares sold, net +918,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Gradient Investments LLC | 0.65% | New | 1,062,635 | $32.1M |
| Cetera Investment Advisers | 0.02% | Reduce -35.1% | 277,927 | $8.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.8% | 137,072 | $4.1M |
| Blue Bell Private Wealth Management, LLC | 0.67% | Reduce -0.8% | 116,662 | $3.5M |
| HighTower Advisors, LLC | 0.00% | New | 96,792 | $2.9M |
| Centaurus Financial, Inc. | 0.14% | Reduce -18.1% | 76,891 | $2.3M |
| Bullseye Investment Management, LLC | 1.04% | Reduce -60.6% | 49,387 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.3% | 49,118 | $1.5M |
| Millington Financial Advisors, LLC | 0.84% | Add +32.7% | 47,096 | $1.4M |
| Snowden Capital Advisors LLC | 0.03% | No change | 31,850 | $962K |
| Advisory Services Network, LLC | 0.02% | Reduce -0.4% | 31,425 | $949K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -16.6% | 30,347 | $920K |
| Envestnet Asset Management Inc. | 0.00% | Add +33.5% | 29,478 | $890K |
| Brookstone Capital Management | 0.01% | Add +113.8% | 27,662 | $835K |
| CRA Financial Services, LLC | 0.13% | No change | 25,154 | $759K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.9% | 25,000 | $755K |
| Encompass More Asset Management | 0.24% | Add +63.8% | 24,351 | $735K |
| First Commonwealth Financial Corp | 0.17% | Add +11.7% | 24,268 | $733K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.4% | 20,066 | $606K |
| IFP Advisors, Inc | 0.02% | New | 19,700 | $595K |
| Cwm, LLC | 0.00% | Add +108.3% | 18,766 | $567K |
| Paladin Wealth, LLC | 0.46% | New | 17,771 | $537K |
| Vestia Personal Wealth Advisors | 0.31% | No change | 12,277 | $371K |
| Brown Financial Advisors | 0.15% | New | 11,996 | $362K |
| Diligent Investors, LLC | 0.08% | No change | 11,000 | $332K |
| Captrust Financial Advisors | 0.00% | Reduce -22.4% | 10,400 | $314K |
| CoreCap Advisors, LLC | 0.01% | New | 9,360 | $283K |
| Citadel Advisors | 0.00% | Add +1.9% | 7,224 | $218K |
| AE Wealth Management LLC | 0.00% | New | 6,012 | $182K |
| DHJJ Financial Advisors, Ltd. | 0.07% | No change | 5,740 | $173K |
| UBS Group AG | 0.00% | Add +478.6% | 4,982 | $150K |
| Orion Capital Management LLC | 0.06% | Reduce -51.8% | 4,855 | $147K |
| Barclays PLC | 0.00% | Add +352800.0% | 3,529 | $107K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.2% | 2,647 | $80K |
| Royal Bank of Canada | 0.00% | No change | 2,400 | $72K |
| Bank of Montreal | 0.00% | No change | 1,900 | $57K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | Add +250.0% | 700 | $21K |
| Harbour Investments, Inc. | 0.00% | Reduce -26.7% | 198 | $6K |
| Luminist Capital LLC | 0.01% | — | 197 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 176 | $5K |
| Ameriflex Group, Inc. | 0.00% | — | 126 | $4K |
"% 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.