Innovator US Eqy Acc 9 BuffXBOCETF
13F holders, Q1 2025 (March 31)48holders +7
6new positions
1sold out
1famous investor
$29.75avg. 13F price*
At the end of Q1 2025, 48 institutions reported holding Innovator US Eqy Acc 9 Buff (XBOC) in their 13F filings, up 7 from Q4 2024. 6 opened new positions and 1 sold out. The largest holders were Gradient Investments LLC ($32.3M), Cetera Investment Advisers ($6.9M) and Osaic Holdings, Inc. ($3.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 1 | $755K |
All 13F filers, Q4 2024 → Q1 2025: 131,362 shares bought and 111,524 shares sold, net +19,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Gradient Investments LLC | 0.65% | Add +2.2% | 1,085,699 | $32.3M |
| Cetera Investment Advisers | 0.01% | Reduce -17.1% | 230,303 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.8% | 130,510 | $3.9M |
| Blue Bell Private Wealth Management, LLC | 0.66% | Reduce -0.1% | 116,576 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Add +5.2% | 101,839 | $3.0M |
| Centaurus Financial, Inc. | 0.14% | Reduce -2.3% | 75,127 | $2.2M |
| Millington Financial Advisors, LLC | 1.07% | Add +28.8% | 60,646 | $1.7M |
| Bullseye Investment Management, LLC | 1.01% | Add +7.5% | 53,095 | $1.6M |
| Crosspoint Financial, LLC | 4.29% | — | 49,808 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.9% | 46,728 | $1.4M |
| Brookwood Investment Group LLC | 0.21% | — | 40,831 | $1.2M |
| Encompass More Asset Management | 0.33% | Add +50.5% | 36,650 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | No change | 31,850 | $948K |
| Advisory Services Network, LLC | 0.02% | Reduce -1.2% | 31,062 | $925K |
| Sunbelt Securities, Inc. | 0.08% | No change | 30,347 | $904K |
| First Commonwealth Financial Corp | 0.20% | Add +17.3% | 28,470 | $848K |
| Brookstone Capital Management | 0.01% | Add +2.8% | 28,439 | $847K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.1% | 28,269 | $842K |
| Cwm, LLC | 0.00% | Add +47.1% | 27,610 | $822K |
| CRA Financial Services, LLC | 0.12% | Reduce -8.9% | 22,915 | $682K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 20,106 | $599K |
| IFP Advisors, Inc | 0.02% | No change | 19,700 | $587K |
| Susquehanna International Group, LLP | 0.00% | New | 14,491 | $432K |
| Brown Financial Advisors | 0.16% | Add +6.7% | 12,803 | $381K |
| Vestia Personal Wealth Advisors | 0.29% | No change | 12,277 | $366K |
| Diligent Investors, LLC | 0.08% | No change | 11,000 | $328K |
| Mattson Financial Services, LLC | 0.10% | New | 10,865 | $324K |
| Paladin Wealth, LLC | 0.28% | Reduce -40.6% | 10,547 | $314K |
| Captrust Financial Advisors | 0.00% | No change | 10,400 | $310K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 10,105 | $301K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 10,105 | $301K |
| Orion Capital Management LLC | 0.10% | Add +69.7% | 8,240 | $245K |
| Jane Street Group, LLC | 0.00% | New | 7,833 | $233K |
| Citadel Advisors | 0.00% | Add +1.5% | 7,333 | $218K |
| DHJJ Financial Advisors, Ltd. | 0.07% | No change | 5,740 | $171K |
| Barclays PLC | 0.00% | Add +35.3% | 4,773 | $142K |
| Royal Bank of Canada | 0.00% | Add +25.0% | 2,999 | $89K |
| AE Wealth Management LLC | 0.00% | Reduce -53.9% | 2,773 | $83K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 2,648 | $79K |
| Bank of Montreal | 0.00% | No change | 1,900 | $57K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Add +28.6% | 900 | $27K |
| CoreCap Advisors, LLC | 0.00% | Reduce -95.6% | 409 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 198 | $6K |
| Luminist Capital LLC | 0.01% | No change | 197 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 176 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 126 | $4K |
| UBS Group AG | 0.00% | Reduce -97.8% | 109 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 87 | $3K |
"% 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.