Innovator US Eqy Acc 9 BuffXBOCETF
13F holders, Q4 2025 (December 31)49holders +2
5new positions
3sold out
$33.57avg. 13F price*
At the end of Q4 2025, 49 institutions reported holding Innovator US Eqy Acc 9 Buff (XBOC) in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 3 sold out. The largest holders were Cetera Investment Advisers ($6.3M), Osaic Holdings, Inc. ($3.9M) and Blue Bell Private Wealth Management, LLC ($3.7M).
- Company
- Innovator US Eqy Acc 9 Buff
- CUSIP
- 45783Y848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.4M |
| Exits | 3 | $6.5M |
All 13F filers, Q3 2025 → Q4 2025: 139,302 shares bought and 345,897 shares sold, net −206,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Cetera Investment Advisers | 0.01% | Reduce -4.7% | 188,033 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -21.1% | 116,418 | $3.9M |
| Blue Bell Private Wealth Management, LLC | 0.54% | Reduce -2.7% | 110,569 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Add +4.7% | 103,045 | $3.5M |
| Millington Financial Advisors, LLC | 1.08% | Reduce -5.5% | 72,347 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.3% | 71,595 | $2.4M |
| Brookwood Investment Group LLC | 0.20% | Add +2.5% | 48,427 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +15.0% | 47,630 | $1.6M |
| Crosspoint Financial, LLC | 3.43% | No change | 43,466 | $1.5M |
| Encompass More Asset Management | 0.24% | Reduce -5.2% | 38,622 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -0.4% | 36,375 | $1.2M |
| First Commonwealth Financial Corp | 0.19% | Add +0.2% | 34,479 | $1.2M |
| Bullseye Investment Management, LLC | 0.58% | Reduce -37.0% | 33,449 | $1.1M |
| Cwm, LLC | 0.00% | Add +7.8% | 33,060 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | No change | 31,850 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +7.0% | 29,177 | $979K |
| Brookstone Capital Management | 0.01% | New | 28,951 | $971K |
| Welch Financial Planning, LLC | 0.64% | — | 26,351 | $884K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -9.8% | 25,703 | $862K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.3% | 23,278 | $781K |
| Envestnet Asset Management Inc. | 0.00% | Add +21.4% | 23,142 | $777K |
| Farther Finance Advisors, LLC | 0.01% | Add +10937.5% | 22,075 | $741K |
| CRA Financial Services, LLC | 0.09% | Reduce -11.6% | 20,040 | $672K |
| IFP Advisors, Inc | 0.01% | Add +2637.5% | 19,217 | $645K |
| Centaurus Financial, Inc. | 0.03% | Reduce -7.9% | 17,489 | $587K |
| Triad Wealth Partners, LLC | 0.05% | Add +60.9% | 15,681 | $526K |
| Vestia Personal Wealth Advisors | 0.21% | No change | 12,277 | $413K |
| Lido Advisors, LLC | 0.00% | New | 11,582 | $389K |
| CoreCap Advisors, LLC | 0.01% | Add +2986.3% | 11,296 | $379K |
| Foundations Investment Advisors, LLC | 0.00% | Add +77.9% | 11,134 | $374K |
| Diligent Investors, LLC | 0.09% | No change | 11,000 | $369K |
| Captrust Financial Advisors | 0.00% | No change | 10,400 | $349K |
| Old Mission Capital LLC | 0.01% | Reduce -88.1% | 8,594 | $288K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Add +18.0% | 6,775 | $227K |
| Orion Capital Management LLC | 0.07% | Reduce -9.9% | 6,340 | $213K |
| Royal Bank of Canada | 0.00% | No change | 2,400 | $81K |
| Bank of Montreal | 0.00% | No change | 1,900 | $64K |
| AE Wealth Management LLC | 0.00% | Reduce -5.2% | 1,835 | $62K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,312 | $44K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +0.1% | 961 | $32K |
| GAMMA Investing LLC | 0.00% | No change | 796 | $27K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 700 | $23K |
| JPMorgan Chase & Co. | 0.00% | New | 648 | $22K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -60.3% | 324 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 198 | $7K |
| Luminist Capital LLC | 0.01% | No change | 197 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 176 | $6K |
| Barclays PLC | 0.00% | Reduce -98.9% | 63 | $2K |
| UBS Group AG | 0.00% | New | 13 | $436 |
"% 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.