Innovator US Eqy Acc 9 BuffXBOCETF

13F holders, Q1 2026 (March 31)
41holders −8
2new positions
10sold out
$32.90avg. 13F price*

At the end of Q1 2026, 41 institutions reported holding Innovator US Eqy Acc 9 Buff (XBOC) in their 13F filings, down 8 from Q4 2025. 2 opened new positions and 10 sold out. The largest holders were Cetera Investment Advisers ($6.2M), Blue Bell Private Wealth Management, LLC ($3.7M) and Osaic Holdings, Inc. ($3.6M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions2$325K
Exits10$5.9M

All 13F filers, Q4 2025 → Q1 2026: 16,129 shares bought and 308,726 shares sold, net −292,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 41 holders

Cetera Investment Advisers 0.01% Reduce -0.2% 187,611 $6.2M
Blue Bell Private Wealth Management, LLC 0.52% Add +0.4% 111,006 $3.7M
Osaic Holdings, Inc. 0.01% Reduce -5.0% 110,557 $3.6M
HighTower Advisors, LLC 0.00% No change 103,045 $3.4M
Commonwealth Equity Services, LLC 0.00% Reduce -28.9% 50,939 $1.7M
Brookwood Investment Group LLC 0.21% Add +3.9% 50,304 $1.7M
Crosspoint Financial, LLC 3.59% No change 43,466 $1.4M
Advisory Services Network, LLC 0.02% Reduce -0.2% 36,296 $1.2M
First Commonwealth Financial Corp 0.18% Add +2.5% 35,337 $1.2M
Brookstone Capital Management 0.01% Add +10.1% 31,880 $1.0M
Snowden Capital Advisors LLC 0.03% No change 31,850 $1.0M
Bullseye Investment Management, LLC 0.56% Reduce -5.0% 31,774 $1.0M
Welch Financial Planning, LLC 0.62% Add +0.2% 26,411 $869K
Sunbelt Securities, Inc. 0.05% Reduce -0.3% 25,628 $843K
Kestra Advisory Services, LLC 0.00% Reduce -0.2% 23,238 $764K
Envestnet Asset Management Inc. 0.00% Reduce -1.6% 22,763 $749K
IFP Advisors, Inc 0.01% Reduce -1.0% 19,022 $626K
CRA Financial Services, LLC 0.08% Reduce -8.6% 18,316 $602K
Centaurus Financial, Inc. 0.03% Reduce -1.1% 17,292 $569K
Vestia Personal Wealth Advisors 0.19% No change 12,277 $404K
Lido Advisors, LLC 0.00% No change 11,582 $381K
Diligent Investors, LLC 0.08% Reduce -5.9% 10,350 $340K
Foundations Investment Advisors, LLC 0.00% Reduce -10.2% 9,996 $329K
Captrust Financial Advisors 0.00% Reduce -6.3% 9,750 $321K
Susquehanna International Group, LLP 0.00% New 9,675 $318K
DHJJ Financial Advisors, Ltd. 0.07% No change 6,775 $223K
Millington Financial Advisors, LLC 0.09% Reduce -91.5% 6,182 $214K
Orion Capital Management LLC 0.07% No change 6,340 $209K
Royal Bank of Canada 0.00% No change 2,400 $79K
Bank of Montreal 0.00% No change 1,900 $62K
AE Wealth Management LLC 0.00% Reduce -3.0% 1,779 $59K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 1,312 $43K
CoreCap Advisors, LLC 0.00% Reduce -96.6% 388 $13K
Steward Partners Investment Advisory, LLC 0.00% No change 324 $11K
Woodard & Co. Asset Management Group Inc. 0.00% Reduce -71.4% 200 $7K
Harbour Investments, Inc. 0.00% No change 198 $7K
Ashton Thomas Private Wealth, LLC 0.00% New 194 $6K
EverSource Wealth Advisors, LLC 0.00% No change 176 $6K
UBS Group AG 0.00% Add +761.5% 112 $4K
Farther Finance Advisors, LLC 0.00% Reduce -99.6% 95 $3K
Barclays PLC 0.00% Reduce -15.9% 53 $2K

"% 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.