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Innovator U.S. Equity Accelerated 9 Buffer ETF - October (XBOC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Accelerated 9 Buffer ETF - October (BATS:XBOC)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$22.31M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$12.70M
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XBOC Institutional Buying and Selling by Quarter

Innovator U.S. Equity Accelerated 9 Buffer ETF - October Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC192,595$5.53M0.0%N/A7.704%
5/24/2024 Cetera Investment Advisers465,503$13.37M0.0%+147.6%18.620%
5/20/2024 Bullseye Investment Management LLC129,961$3.73M2.2%-10.8%5.198%
5/14/2024 First Commonwealth Financial Corp PA 16,952$487K0.1%+15.4%0.678%
5/11/2024 Orion Capital Management LLC8,238$237K0.1%-5.7%0.330%
4/30/2024 Arkadios Wealth Advisors7,856$226K0.0%-9.2%0.314%
4/29/2024Commonwealth Equity Services LLC55,409$1.59M0.0%-63.8%2.190%
4/24/2024 Blue Bell Private Wealth Management LLC120,992$3.48M0.7%-0.9%4.782%
4/24/2024 Capasso Planning Partners LLC18,605$535K0.2%+5.7%0.735%
4/15/2024 Brookstone Capital Management10,347$297K0.0%-10.3%0.409%
4/15/2024 Sunbelt Securities Inc.50,712$1.46M0.2%-57.4%2.004%
2/26/2024 Centaurus Financial Inc.113,879$3.17M0.2%+33.9%5.694%
2/9/2024 Advisory Services Network LLC31,539$879K0.0%N/A1.577%
2/6/2024 Ifrah Financial Services Inc.13,137$366K0.1%N/A0.657%
2/6/2024 Orion Capital Management LLC8,738$243K0.1%+108.0%0.437%
2/2/2024 Atria Wealth Solutions Inc.9,200$256K0.0%N/A0.460%
2/1/2024 Millington Financial Advisors LLC36,993$1.03M0.8%+137.9%1.850%
1/30/2024 DHJJ Financial Advisors Ltd.6,600$184K0.1%+11.5%0.330%
1/25/2024 Blue Bell Private Wealth Management LLC122,060$3.40M0.8%+1.8%6.103%
1/24/2024 Arkadios Wealth Advisors8,656$241K0.0%-9.5%0.433%
1/11/2024 Brookstone Capital Management11,531$321K0.0%N/A0.577%
1/11/2024 Diligent Investors LLC11,000$306K0.1%+10.0%0.550%
1/5/2024 WealthPLAN Partners LLC32,571$907K0.1%+5.1%1.629%
12/11/2023 Sunbelt Securities Inc.118,151$3.10M0.4%-3.3%5.908%
11/16/2023 Orion Capital Management LLC4,200$110K0.1%N/A0.210%
11/15/2023 WealthPlan Investment Management LLC30,984$813K0.1%N/A1.549%
11/2/2023 Millington Financial Advisors LLC15,549$408K0.4%-38.1%0.777%
11/2/2023 WealthPlan Investment Management LLC30,984$813K0.1%N/A1.549%
10/30/2023 Blue Bell Private Wealth Management LLC119,932$3.15M0.8%-3.0%5.997%
10/26/2023 Capasso Planning Partners LLC17,907$470K0.3%N/A0.895%
10/23/2023Commonwealth Equity Services LLC135,520$3.56M0.0%+49.5%6.776%
10/13/2023 CRA Financial Services LLC25,154$660K0.2%-20.8%1.258%
10/13/2023 Arkadios Wealth Advisors9,568$251K0.0%+19.5%0.478%
10/10/2023 DHJJ Financial Advisors Ltd.5,920$155K0.1%N/A0.296%
8/16/2023 Sunbelt Securities Inc.122,181$3.14M0.5%-5.1%6.109%
8/10/2023 Osaic Holdings Inc.174,815$4.50M0.0%+14.8%8.741%
8/10/2023 First Commonwealth Financial Corp PA10,146$261K0.1%N/A0.507%
8/10/2023Commonwealth Equity Services LLC90,635$2.33M0.0%+8.8%4.532%
8/10/2023 Cetera Investment Advisers221,481$5.70M0.0%+3.7%11.074%
8/8/2023 Blue Bell Private Wealth Management LLC123,579$3.18M0.8%-0.4%6.179%
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8/8/2023 Millington Financial Advisors LLC25,138$646K0.6%-89.4%1.257%
8/2/2023 Bank of Montreal Can15,400$396K0.0%N/A0.770%
7/31/2023 WealthPLAN Partners LLC52,043$1.34M0.2%-44.4%2.602%
7/14/2023 Macroview Investment Management LLC46,834$1.20M1.8%-1.1%2.342%
5/17/2023 Sunbelt Securities Inc.128,745$3.15M0.5%-30.4%6.502%
5/11/2023 Envestnet Asset Management Inc.22,522$554K0.0%+21.2%1.137%
5/8/2023 Blue Bell Private Wealth Management LLC124,072$3.05M0.9%+1.1%6.266%
4/28/2023 Strategic Blueprint LLC46,086$1.13M0.1%+21.6%2.328%
3/6/2023 OLD Mission Capital LLC11,143$259K0.0%N/A0.000%
2/13/2023 Kingsview Wealth Management LLC9,250$215K0.0%N/A0.000%
2/10/2023 Advisor Group Holdings Inc.128,791$2.99M0.0%+866.2%0.000%
2/10/2023 Corrado Advisors LLC13,707$318K0.2%N/A0.000%
2/8/2023 Sunbelt Securities Inc.184,850$4.29M0.8%+944.9%0.000%
2/8/2023 Millington Financial Advisors LLC231,700$5.38M5.2%N/A0.000%
2/7/2023Commonwealth Equity Services LLC80,708$1.87M0.0%N/A0.000%
2/7/2023 Envestnet Asset Management Inc.18,584$431K0.0%N/A0.000%
2/3/2023 Blue Bell Private Wealth Management LLC122,757$2.85M0.9%+1,077.2%0.000%
2/1/2023 Bank of Montreal Can15,400$359K0.0%+175.0%0.000%
1/31/2023 Kestra Advisory Services LLC16,995$394K0.0%N/A0.000%
1/26/2023 Strategic Blueprint LLC37,897$879K0.1%N/A0.000%
1/24/2023 CRA Financial Services LLC31,754$737K0.2%N/A0.000%
1/23/2023 Orion Capital Management LLC4,000$93K0.1%N/A0.000%
1/20/2023 Diligent Investors LLC10,000$232K0.1%N/A0.000%
1/11/2023 Macroview Investment Management LLC47,025$1.09M1.9%N/A0.000%
1/11/2023 Sound Income Strategies LLC1,127$26K0.0%N/A0.000%
12/12/2022 WealthPlan Investment Management LLC94,147$2.19M0.2%N/A0.000%
(Data available from 1/1/2016 forward)

XBOC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XBOC shares?

During the previous two years, 32 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - October. The most heavily invested institutionals were Cetera Investment Advisers ($13.37M), Cetera Advisors LLC ($5.53M), Osaic Holdings Inc. ($4.50M), Bullseye Investment Management LLC ($3.73M), Blue Bell Private Wealth Management LLC ($3.48M), Centaurus Financial Inc. ($3.17M), and Advisor Group Holdings Inc. ($2.99M).Learn more on XBOC's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Accelerated 9 Buffer ETF - October stock?

Of the 31 institutional investors that purchased Innovator U.S. Equity Accelerated 9 Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($285.41K), Millington Financial Advisors LLC ($253.14K), Cetera Advisors LLC ($192.60K), Sunbelt Securities Inc. ($167.16K), WealthPlan Investment Management LLC ($156.12K), Commonwealth Equity Services LLC ($132.90K), and Blue Bell Private Wealth Management LLC ($115.77K).

How much institutional buying is happening at Innovator U.S. Equity Accelerated 9 Buffer ETF - October?

Institutional investors have bought a total of 1,824,968 shares in the last 24 months. This purchase volume represents approximately $46.03M in transactions.

Which Innovator U.S. Equity Accelerated 9 Buffer ETF - October major shareholders have been selling company stock?

Of the 11 institutional investors that sold Innovator U.S. Equity Accelerated 9 Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millington Financial Advisors LLC ($222.07K), Sunbelt Securities Inc. ($134.94K), Commonwealth Equity Services LLC ($97.74K), WealthPLAN Partners LLC ($41.50K), Bullseye Investment Management LLC ($15.71K), CRA Financial Services LLC ($6.60K), and Blue Bell Private Wealth Management LLC ($5.21K).

How much institutional selling is happening at Innovator U.S. Equity Accelerated 9 Buffer ETF - October?

Institutional investors have sold a total of 527,692 shares in the last 24 months. This volume of shares sold represents approximately $14.08M in transactions.


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This page (BATS:XBOC) was last updated on 5/28/2024 by MarketBeat.com Staff

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