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Innovator U.S. Equity Accelerated 9 Buffer ETF - April (XBAP) Institutional Ownership

Innovator U.S. Equity Accelerated 9 Buffer ETF - April logo
$41.95 +0.14 (+0.33%)
As of 06/30/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$155.16M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$109.19M
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XBAP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Sonoma Allocations LLC30,804$1.21M0.4%N/A0.445%
5/19/2026Centaurus Financial Inc.14,075$551K0.0%-13.3%0.203%
5/14/2026Crosspoint Financial LLC336,908$13.19M33.1%-1.9%4.862%
5/14/2026Lido Advisors LLC1,048,212$41.03M0.1%-1.0%15.126%
5/13/2026Cetera Investment Advisers313,123$12.26M0.0%-4.1%4.518%
4/30/2026Kestra Advisory Services LLC25,015$979K0.0%-3.8%0.361%
4/22/2026Welch Financial Planning LLC21,137$827K0.6%-12.6%0.305%
4/17/2026Outlook Wealth Advisors LLC8,728$342K0.1%-27.9%0.126%
2/20/2026Sunbelt Securities Inc.4,596$178K0.0%-12.4%0.066%
2/18/2026First Commonwealth Financial Corp PA 280,679$10.85M1.8%-4.0%4.050%
2/18/2026OLD Mission Capital LLC31,461$1.22M0.0%+10.8%0.454%
2/17/2026Cetera Investment Advisers326,422$12.62M0.0%-0.5%4.710%
2/17/2026Osaic Holdings Inc.132,404$5.12M0.0%+1.9%1.911%
2/16/2026Barclays PLC1,221$47K0.0%+2,203.8%0.018%
2/13/2026Safe Harbor Wealth Advisors LLC5,285$205K0.2%N/A0.076%
2/12/2026Orion Porfolio Solutions LLC41,438$1.60M0.0%+15.2%0.598%
2/10/2026Lido Advisors LLC1,059,239$40.96M0.1%N/A15.285%
2/10/2026Foundations Investment Advisors LLC11,307$437K0.0%+59.9%0.163%
2/9/2026Millington Financial Advisors LLC93,507$3.63M1.6%-13.9%1.349%
2/6/2026HighTower Advisors LLC28,180$1.09M0.0%+41.9%0.407%
2/5/2026IMG Wealth Management Inc.1,352$52K0.0%-67.3%0.020%
2/5/2026Blue Water Asset Management9,247$358K0.1%N/A0.133%
2/5/2026Allworth Financial LP131,751$5.10M0.0%-7.8%1.901%
2/5/2026Crosspoint Financial LLC343,463$13.28M31.3%-0.3%4.956%
2/3/2026Orion Capital Management LLC38,401$1.49M0.5%-0.9%0.554%
2/3/2026Encompass More Asset Management34,224$1.32M0.2%-5.2%0.494%
2/2/2026Welch Financial Planning LLC24,189$935K0.7%N/A0.349%
1/28/2026Global Trust Wealth Management LLC5,800$224K0.2%N/A0.084%
1/27/2026Vestia Personal Wealth Advisors20,011$775K0.4%-9.9%0.289%
1/26/2026CWM LLC28,702$1.11M0.0%+7.8%0.414%
1/22/2026Triad Wealth Partners LLC13,668$529K0.1%+61.1%0.197%
1/8/2026Gradient Investments LLC6,045$234K0.0%-57.1%0.087%
1/7/2026Fragasso Financial Advisors Inc40,132$1.55M0.1%-5.0%0.579%
1/1/2026JPMorgan Chase & Co.3,951$150K0.0%N/A0.057%
12/3/2025Crosspoint Financial LLC344,337$13.04M32.0%-3.2%4.969%
12/2/2025Allworth Financial LP142,902$5.41M0.0%-90.8%2.062%
11/20/2025Centaurus Financial Inc.14,382$545K0.0%-3.8%0.208%
11/19/2025First Commonwealth Financial Corp PA292,283$11.07M1.9%-0.4%4.218%
11/19/2025Sunbelt Securities Inc.5,246$199K0.0%-19.3%0.076%
11/17/2025Susquehanna International Group LLP29,270$1.11M0.0%+169.7%0.422%
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11/17/2025Northwestern Mutual Wealth Management Co.2,454$93K0.0%N/A0.035%
11/12/2025Orion Porfolio Solutions LLC35,973$1.36M0.0%+18.0%0.519%
11/7/2025JPMorgan Chase & Co.3,951$150K0.0%N/A0.057%
11/5/2025Envestnet Asset Management Inc.27,154$1.03M0.0%+4.8%0.392%
11/3/2025Foundations Investment Advisors LLC7,070$268K0.0%N/A0.102%
10/30/2025Millington Financial Advisors LLC108,644$4.11M2.0%-11.6%1.568%
10/30/2025Triad Wealth Partners LLC8,482$321K0.0%N/A0.122%
10/22/2025Stuart Chaussee & Associates Inc.1,420,593$53.79M11.7%-0.2%20.499%
10/21/2025Brookwood Investment Group LLC43,397$1.64M0.2%+2.0%0.626%
10/17/2025WorthPointe LLC26,420$1M0.4%-1.5%0.381%
10/17/2025Encompass More Asset Management36,089$1.37M0.3%-6.4%0.521%
10/15/2025CWM LLC26,617$1.01M0.0%+1.3%0.384%
10/15/2025Vestia Personal Wealth Advisors22,210$841K0.5%-8.8%0.320%
10/6/2025Fragasso Financial Advisors Inc42,230$1.60M0.1%-2.3%0.609%
10/6/2025Gradient Investments LLC14,106$534K0.0%-98.9%0.204%
9/4/2025Osaic Holdings Inc.121,755$4.47M0.0%+42.7%1.757%
8/29/2025Centaurus Financial Inc.14,949$549K0.0%-30.7%0.216%
8/27/2025Orion Porfolio Solutions LLC30,492$1.12M0.0%+254.9%0.440%
8/15/2025Brown Financial Advisors14,528$534K0.2%N/A0.210%
8/15/2025Orion Porfolio Solutions LLC30,492$1.12M0.0%+254.9%0.440%
8/13/2025Fisher Asset Management LLC12,439$457K0.0%N/A0.179%
8/13/2025Millington Financial Advisors LLC122,961$4.55M2.3%-33.6%1.774%
8/13/2025Crosspoint Financial LLC355,873$13.08M35.0%-0.6%5.135%
8/8/2025Cetera Investment Advisers370,792$13.62M0.0%-4.6%5.351%
8/7/2025Allworth Financial LP1,548,569$56.89M0.3%+7.7%22.346%
8/5/2025WorthPointe LLC26,816$985K0.4%-24.5%0.387%
8/1/2025Stuart Chaussee & Associates Inc.1,424,118$52.32M11.8%N/A20.550%
8/1/2025Brookwood Investment Group LLC42,548$1.56M0.3%+19.4%0.614%
8/1/2025Envestnet Asset Management Inc.25,914$952K0.0%+19.1%0.374%
7/31/2025Orion Capital Management LLC38,768$1.42M0.5%-5.9%0.559%
7/30/2025IMG Wealth Management Inc.4,133$152K0.1%-56.6%0.060%
7/29/2025Mattson Financial Services LLC12,186$448K0.1%N/A0.176%
7/25/2025CWM LLC26,284$966K0.0%+7.3%0.379%
7/24/2025IFP Advisors Inc13,361$491K0.0%+434.4%0.193%
7/22/2025Berkshire Money Management Inc.964$35K0.0%N/A0.014%
7/9/2025Fragasso Financial Advisors Inc43,230$1.59M0.1%-1.5%0.624%
7/8/2025Paladin Wealth LLC11,900$437K0.3%N/A0.172%
7/8/2025Gradient Investments LLC1,249,798$45.92M0.8%N/A18.035%
5/14/2025CreativeOne Wealth LLC9,253$323K0.0%-12.8%0.135%
5/14/2025Orion Capital Management LLC41,194$1.44M0.6%+4.9%0.603%
5/14/2025JT Stratford LLC6,622$231K0.0%-4.1%0.097%
5/13/2025HighTower Advisors LLC14,429$504K0.0%-10.0%0.211%
5/9/2025Chicago Partners Investment Group LLC5,814$203K0.0%N/A0.085%
5/9/2025Encompass More Asset Management32,494$1.13M0.3%+46.2%0.472%
5/9/2025Blair William & Co. IL6,757$236K0.0%-21.3%0.098%
5/6/2025Cetera Investment Advisers388,504$13.56M0.0%-8.4%5.647%
5/6/2025Brookwood Investment Group LLC35,647$1.24M0.2%N/A0.518%
5/6/2025AE Wealth Management LLC1,052$37K0.0%-73.8%0.015%
5/6/2025WorthPointe LLC35,513$1.24M0.6%-9.6%0.516%
5/5/2025IFP Advisors Inc2,500$87K0.0%-87.9%0.036%
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5/1/2025CWM LLC24,500$855K0.0%+46.1%0.356%
5/1/2025Crosspoint Financial LLC358,019$12.50M36.2%N/A5.204%
4/30/2025Vestia Personal Wealth Advisors24,409$852K0.6%-11.8%0.355%
4/30/2025Allworth Financial LP1,437,374$49.59M0.3%N/A20.892%
4/29/2025Wood Tarver Financial Group LLC2,203$77K0.0%N/A0.032%
4/29/2025Envestnet Asset Management Inc.21,754$759K0.0%+14.3%0.316%
4/24/2025Sunbelt Securities Inc.5,180$181K0.0%-20.3%0.075%
4/23/2025Sequoia Financial Advisors LLC5,832$204K0.0%N/A0.085%
4/22/2025Bright Futures Wealth Management LLC.10,816$357K0.4%-10.1%0.157%
4/18/2025DHJJ Financial Advisors Ltd.10,924$381K0.2%-12.0%0.423%


XBAP Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - April. The most heavily invested institutionals were Stuart Chaussee & Associates Inc. ($53.79M), Lido Advisors LLC ($41.03M), Crosspoint Financial LLC ($13.19M), Cetera Investment Advisers ($12.26M), First Commonwealth Financial Corp PA ($10.85M), Osaic Holdings Inc. ($5.12M), and Allworth Financial LP ($5.10M).Learn more on Innovator U.S. Equity Accelerated 9 Buffer ETF - April's institutional investors.

Of the 46 institutional investors that purchased Innovator U.S. Equity Accelerated 9 Buffer ETF - April's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($1.55M), Stuart Chaussee & Associates Inc. ($1.42M), Gradient Investments LLC ($1.25M), Lido Advisors LLC ($1.06M), Crosspoint Financial LLC ($718.65K), Millington Financial Advisors LLC ($174.15K), and Andina Capital Management LLC ($72.47K).

Institutional investors have bought a total of 4,159,907 shares in the last 24 months. This purchase volume represents approximately $155.16M in transactions.

Of the 19 institutional investors that sold Innovator U.S. Equity Accelerated 9 Buffer ETF - April's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allworth Financial LP ($1.42M), Gradient Investments LLC ($1.24M), Millington Financial Advisors LLC ($91.58K), Cetera Investment Advisers ($32.56K), Crosspoint Financial LLC ($21.11K), First Commonwealth Financial Corp PA ($12.83K), and Lido Advisors LLC ($11.03K).

Institutional investors have sold a total of 2,884,388 shares in the last 24 months. This volume of shares sold represents approximately $109.19M in transactions.



This page (BATS:XBAP) was last updated on 7/1/2026 by MarketBeat.com Staff.
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