Innovator US Eqy Acc 9 BuffXBOCETF
13F holders, Q2 2025 (June 30)48holders
5new positions
4sold out
1famous investor
$31.76avg. 13F price*
At the end of Q2 2025, 48 institutions reported holding Innovator US Eqy Acc 9 Buff (XBOC) in their 13F filings, unchanged from Q1 2025. 5 opened new positions and 4 sold out. The largest holders were Cetera Investment Advisers ($7.0M), Osaic Holdings, Inc. ($4.5M) and Blue Bell Private Wealth 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.2M |
| Exits | 4 | $1.3M |
All 13F filers, Q1 2025 → Q2 2025: 186,628 shares bought and 1,168,333 shares sold, net −981,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Cetera Investment Advisers | 0.01% | Reduce -4.7% | 219,576 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Add +9.3% | 142,673 | $4.5M |
| Blue Bell Private Wealth Management, LLC | 0.62% | Reduce -0.7% | 115,755 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.3% | 98,460 | $3.1M |
| Old Mission Capital LLC | 0.07% | New | 76,699 | $2.4M |
| Millington Financial Advisors, LLC | 1.22% | Add +24.4% | 75,419 | $2.4M |
| Centaurus Financial, Inc. | 0.12% | Reduce -14.7% | 64,076 | $2.0M |
| Bullseye Investment Management, LLC | 1.01% | No change | 53,095 | $1.6M |
| Crosspoint Financial, LLC | 3.96% | Reduce -6.7% | 46,466 | $1.5M |
| Brookwood Investment Group LLC | 0.24% | Add +13.0% | 46,128 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.7% | 44,052 | $1.4M |
| Encompass More Asset Management | 0.32% | Add +18.8% | 43,541 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +254.0% | 35,768 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +4.0% | 32,298 | $1.0M |
| First Commonwealth Financial Corp | 0.22% | Add +12.4% | 32,008 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | No change | 31,850 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +9.1% | 31,020 | $988K |
| Cwm, LLC | 0.00% | Add +9.8% | 30,324 | $966K |
| Sunbelt Securities, Inc. | 0.08% | No change | 30,347 | $916K |
| CRA Financial Services, LLC | 0.11% | Reduce -1.1% | 22,665 | $722K |
| Stuart Chaussee & Associates, Inc. | 0.14% | New | 19,876 | $633K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.0% | 19,496 | $621K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.0% | 18,643 | $594K |
| IFP Advisors, Inc | 0.01% | Reduce -27.6% | 14,267 | $454K |
| Gradient Investments LLC | 0.01% | Reduce -98.8% | 12,815 | $408K |
| Vestia Personal Wealth Advisors | 0.27% | No change | 12,277 | $391K |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.2% | 11,273 | $359K |
| Diligent Investors, LLC | 0.08% | No change | 11,000 | $350K |
| Captrust Financial Advisors | 0.00% | No change | 10,400 | $331K |
| UBS Group AG | 0.00% | Add +8260.5% | 9,113 | $290K |
| Citadel Advisors | 0.00% | Add +8.5% | 7,955 | $253K |
| Orion Capital Management LLC | 0.09% | Reduce -14.6% | 7,040 | $224K |
| DHJJ Financial Advisors, Ltd. | 0.07% | No change | 5,740 | $183K |
| Barclays PLC | 0.00% | Reduce -1.7% | 4,694 | $150K |
| Raymond James Financial Inc. | 0.00% | New | 3,360 | $107K |
| Royal Bank of Canada | 0.00% | No change | 2,999 | $95K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,648 | $84K |
| Bank of Montreal | 0.00% | No change | 1,900 | $61K |
| AE Wealth Management LLC | 0.00% | Reduce -35.7% | 1,784 | $57K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 900 | $29K |
| GAMMA Investing LLC | 0.00% | New | 796 | $25K |
| Farther Finance Advisors, LLC | 0.00% | New | 761 | $24K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +751.7% | 741 | $24K |
| CoreCap Advisors, LLC | 0.00% | No change | 409 | $13K |
| 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 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 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.