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S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

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

$30.40
-0.07 (-0.23%)
(As of 04/18/2024 ET)

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)
$40.09M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.57M
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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
4/15/2024Brookstone Capital Management10,191$318K0.0%-90.8%0.437%
4/15/2024Sunbelt Securities Inc.5,124$160K0.0%-60.1%0.220%
4/11/2024 DHJJ Financial Advisors Ltd.10,679$334K0.1%-3.1%0.406%
4/10/2024 Fragasso Group Inc.58,489$1.83M0.2%-1.2%2.224%
2/15/2024OLD Mission Capital LLC26,310$804K0.0%N/A1.000%
2/14/2024Kestra Advisory Services LLC6,860$210K0.0%N/A0.261%
2/13/2024Envestnet Asset Management Inc.12,956$396K0.0%-31.0%0.493%
2/13/2024Cetera Advisor Networks LLC107,259$3.28M0.0%-0.9%4.078%
2/7/2024Arlington Capital Management Inc.26,954$824K0.7%N/A1.025%
2/6/2024Orion Capital Management LLC43,467$1.33M0.8%+8.0%1.653%
2/1/2024Millington Financial Advisors LLC190,693$5.83M4.7%+0.4%7.251%
1/30/2024 DHJJ Financial Advisors Ltd.11,023$337K0.2%-9.2%0.419%
1/29/2024Outlook Wealth Advisors LLC13,304$407K0.1%-13.5%0.506%
1/26/2024Sequoia Financial Advisors LLC13,204$404K0.0%-16.5%0.502%
1/8/2024 Fragasso Group Inc.59,219$1.81M0.2%-0.8%2.252%
1/5/2024WealthPLAN Partners LLC13,427$411K0.0%-24.7%0.511%
12/11/2023Sunbelt Securities Inc.21,654$626K0.1%-3.8%0.823%
11/15/2023WealthPlan Investment Management LLC17,828$515K0.1%N/A0.678%
11/13/2023LPL Financial LLC9,053$262K0.0%N/A0.344%
11/13/2023Envestnet Asset Management Inc.18,766$543K0.0%-5.6%0.714%
11/6/2023Corrado Advisors LLC79,571$2.30M1.6%-1.0%3.026%
11/2/2023Millington Financial Advisors LLC189,901$5.49M4.9%-1.9%7.221%
11/2/2023WealthPlan Investment Management LLC17,828$515K0.1%N/A0.678%
10/23/2023Commonwealth Equity Services LLC45,244$1.31M0.0%+196.0%1.720%
10/20/2023Brookstone Capital Management110,162$3.18M0.1%+5.1%4.189%
10/13/2023Arkadios Wealth Advisors13,173$381K0.0%-9.0%0.501%
10/10/2023 DHJJ Financial Advisors Ltd.12,138$351K0.2%-9.7%0.462%
8/23/2023Wolverine Trading LLC14,385$415K0.0%N/A0.547%
8/16/2023Sunbelt Securities Inc.22,504$652K0.1%+178.2%0.856%
8/15/2023Centaurus Financial Inc.19,950$578K0.1%N/A0.759%
8/15/2023Citadel Advisors LLC8,572$248K0.0%N/A0.326%
8/11/2023SageView Advisory Group LLC8,265$239K0.0%N/A0.314%
8/11/2023WorthPointe LLC39,613$1.15M0.7%+4.0%1.506%
8/10/2023Osaic Holdings Inc.106,474$3.08M0.0%+76.4%4.048%
8/10/2023First Commonwealth Financial Corp PA497,590$14.41M4.7%N/A18.920%
8/10/2023Commonwealth Equity Services LLC15,283$443K0.0%N/A0.581%
8/10/2023Corrado Advisors LLC80,361$2.33M1.6%-2.6%3.056%
8/10/2023Cetera Investment Advisers131,592$3.81M0.0%+467.5%5.003%
8/8/2023Blue Bell Private Wealth Management LLC5,640$163K0.0%+5,540.0%0.214%
8/8/2023Millington Financial Advisors LLC193,491$5.60M5.0%N/A7.357%
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8/8/2023Chicago Partners Investment Group LLC7,789$227K0.0%-41.3%0.296%
8/8/2023Orion Capital Management LLC40,261$1.17M0.8%+1,677.5%1.531%
8/4/2023Envestnet Asset Management Inc.19,881$576K0.0%-3.0%0.756%
8/2/2023Bank of Montreal Can8,400$243K0.0%N/A0.319%
7/31/2023WealthPLAN Partners LLC67,035$1.94M0.3%N/A3.528%
7/24/2023 Global Trust Asset Management LLC8,210$238K0.1%N/A0.432%
7/18/2023Wealth Enhancement & Preservation of GA LLC13,637$395K0.4%N/A0.718%
7/11/2023Brookstone Capital Management104,769$3.02M0.1%+3.6%5.514%
7/10/2023 Fragasso Group Inc.59,678$1.73M0.2%-2.8%3.141%
7/10/2023Outlook Wealth Advisors LLC15,388$446K0.2%N/A0.810%
5/17/2023Sunbelt Securities Inc.8,090$219K0.0%-15.9%0.442%
5/15/2023Cetera Investment Advisers23,189$637K0.0%N/A1.267%
5/11/2023Envestnet Asset Management Inc.20,487$563K0.0%+71.8%1.120%
5/2/2023Arkadios Wealth Advisors25,735$707K0.1%-5.0%1.406%
4/28/2023Crown Wealth Group LLC7,929$218K0.2%N/A0.433%
4/26/2023Chicago Partners Investment Group LLC13,277$367K0.0%+26.6%0.726%
4/25/2023Sequoia Financial Advisors LLC15,808$434K0.0%N/A0.864%
4/19/2023Brookstone Capital Management101,124$2.80M0.1%N/A16.854%
3/6/2023OLD Mission Capital LLC33,247$843K0.0%-45.2%0.000%
2/10/2023Advisor Group Holdings Inc.43,793$1.11M0.0%-81.5%0.000%
2/10/2023Corrado Advisors LLC82,480$2.09M1.5%-2.6%0.000%
2/7/2023Envestnet Asset Management Inc.11,926$303K0.0%-92.9%0.000%
1/24/2023 Fragasso Group Inc.61,428$1.56M0.2%-1.8%0.000%
(Data available from 1/1/2016 forward)

XBAP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XBAP shares?

During the previous two years, 34 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - April. The most heavily invested institutionals were First Commonwealth Financial Corp PA ($14.41M), Millington Financial Advisors LLC ($5.83M), Cetera Investment Advisers ($3.81M), Cetera Advisor Networks LLC ($3.28M), Osaic Holdings Inc. ($3.08M), Corrado Advisors LLC ($2.30M), and Fragasso Group Inc. ($1.83M).Learn more on XBAP's institutional investors.

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

Of the 28 institutional investors that purchased Innovator U.S. Equity Accelerated 9 Buffer ETF - April stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Commonwealth Financial Corp PA ($497.59K), Millington Financial Advisors LLC ($194.28K), Cetera Investment Advisers ($131.59K), Brookstone Capital Management ($110.16K), WealthPLAN Partners LLC ($67.04K), Osaic Holdings Inc. ($46.10K), and Commonwealth Equity Services LLC ($45.24K).

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

Institutional investors have bought a total of 1,391,412 shares in the last 24 months. This purchase volume represents approximately $40.09M in transactions.

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

Of the 15 institutional investors that sold Innovator U.S. Equity Accelerated 9 Buffer ETF - April stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisor Group Holdings Inc. ($192.41K), Envestnet Asset Management Inc. ($164.11K), Brookstone Capital Management ($100.26K), OLD Mission Capital LLC ($27.40K), Sunbelt Securities Inc. ($10.09K), Chicago Partners Investment Group LLC ($5.49K), and Corrado Advisors LLC ($5.11K).

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

Institutional investors have sold a total of 527,993 shares in the last 24 months. This volume of shares sold represents approximately $14.20M in transactions.


This page (BATS:XBAP) was last updated on 4/18/2024 by MarketBeat.com Staff

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