Free Trial
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free XBOC Stock Alerts

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

$35.29 0.00 (0.00%)
As of 06/12/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$15.52M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$41.27M
Get XBOC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Accelerated 9 Buffer ETF - October stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XBOC Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers187,611$6.17M0.0%-0.2%7.415%
4/17/2026 Brookstone Capital Management31,880$1.05M0.0%+10.1%1.260%
2/20/2026 Sunbelt Securities Inc.25,703$862K0.1%-9.8%1.016%
2/18/2026 OLD Mission Capital LLC8,594$288K0.0%-88.1%0.340%
2/17/2026 Cetera Investment Advisers188,033$6.31M0.0%-4.7%7.432%
2/17/2026 Osaic Holdings Inc.116,418$3.91M0.0%-21.1%4.602%
2/13/2026 Kestra Advisory Services LLC23,278$781K0.0%+22.3%0.920%
2/12/2026 Orion Porfolio Solutions LLC47,630$1.60M0.0%+15.0%1.883%
2/12/2026 Commonwealth Equity Services LLC71,595$2.40M0.0%+14.3%2.830%
2/10/2026 Lido Advisors LLC11,582$389K0.0%N/A0.458%
2/10/2026 Foundations Investment Advisors LLC11,134$374K0.0%+77.9%0.440%
2/9/2026 Millington Financial Advisors LLC72,347$2.44M1.1%-5.5%2.860%
2/9/2026 Blue Bell Private Wealth Management LLC110,569$3.71M0.5%-2.7%4.370%
2/6/2026 IFP Advisors Inc19,217$645K0.0%+2,637.5%0.760%
2/6/2026 HighTower Advisors LLC103,045$3.46M0.0%+4.7%4.073%
2/3/2026 Orion Capital Management LLC6,340$213K0.1%-9.9%0.251%
2/3/2026 Encompass More Asset Management38,622$1.30M0.2%-5.2%1.527%
2/2/2026 Welch Financial Planning LLC26,351$884K0.6%N/A1.042%
1/26/2026 CWM LLC33,060$1.11M0.0%+7.7%1.307%
1/23/2026 Farther Finance Advisors LLC22,075$741K0.0%+10,937.5%0.873%
1/23/2026 DHJJ Financial Advisors Ltd.6,775$227K0.1%+18.0%0.268%
1/22/2026 Triad Wealth Partners LLC15,681$526K0.0%+60.9%0.620%
1/22/2026 Brookwood Investment Group LLC48,427$1.63M0.2%+2.5%1.914%
1/16/2026 CRA Financial Services LLC20,040$672K0.1%-11.6%0.792%
1/15/2026 Brookstone Capital Management28,951$971K0.0%N/A1.144%
1/13/2026 CoreCap Advisors LLC11,296$379K0.0%+2,986.3%0.446%
12/3/2025 Crosspoint Financial LLC43,466$1.43M3.5%-6.5%1.718%
11/20/2025 Centaurus Financial Inc.18,980$623K0.0%-70.4%0.750%
11/19/2025 First Commonwealth Financial Corp PA34,407$1.13M0.2%+7.5%1.360%
11/19/2025 Sunbelt Securities Inc.28,500$935K0.1%-6.1%1.126%
11/18/2025 Advisory Services Network LLC36,508$1.20M0.0%+13.0%1.443%
11/17/2025 Susquehanna International Group LLP158,583$5.20M0.0%+1,306.8%6.268%
11/17/2025 Citadel Advisors LLC27,987$918K0.0%+251.8%1.106%
11/12/2025 Orion Porfolio Solutions LLC41,433$1.36M0.0%+15.8%1.638%
11/5/2025 Envestnet Asset Management Inc.19,061$625K0.0%+2.2%0.753%
11/3/2025 Foundations Investment Advisors LLC6,258$205K0.0%N/A0.247%
10/30/2025 Millington Financial Advisors LLC76,544$2.50M1.2%+1.5%3.025%
10/30/2025 Triad Wealth Partners LLC9,747$320K0.0%N/A0.385%
10/22/2025Stuart Chaussee & Associates Inc.19,276$632K0.1%-3.0%0.762%
10/22/2025 Blue Bell Private Wealth Management LLC113,591$3.73M0.6%-1.9%4.490%
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
10/21/2025 Brookwood Investment Group LLC47,241$1.55M0.2%+2.4%1.867%
10/17/2025 Encompass More Asset Management40,732$1.34M0.3%-6.5%1.610%
10/15/2025 CWM LLC30,683$1.01M0.0%+1.2%1.213%
10/6/2025 Gradient Investments LLC12,206$400K0.0%-4.8%0.482%
9/4/2025 Osaic Holdings Inc.142,673$4.54M0.0%+9.3%5.639%
8/29/2025 Centaurus Financial Inc.64,076$2.04M0.1%-14.7%2.533%
8/27/2025 Orion Porfolio Solutions LLC35,768$1.14M0.0%+254.0%1.414%
8/19/2025 Advisory Services Network LLC32,298$1.04M0.0%+4.0%1.277%
8/15/2025 Orion Porfolio Solutions LLC35,768$1.14M0.0%+254.0%1.414%
8/14/2025 Raymond James Financial Inc.3,360$107K0.0%N/A0.133%
8/13/2025 Millington Financial Advisors LLC75,419$2.42M1.2%+24.4%2.981%
8/13/2025 Crosspoint Financial LLC46,466$1.48M4.0%-6.7%1.837%
8/8/2025 Cetera Investment Advisers219,576$6.99M0.0%-4.7%8.679%
8/6/2025 AE Wealth Management LLC1,784$57K0.0%-35.7%0.071%
8/1/2025Stuart Chaussee & Associates Inc.19,876$633K0.1%N/A0.786%
8/1/2025 Brookwood Investment Group LLC46,128$1.47M0.2%+13.0%1.823%
8/1/2025 Envestnet Asset Management Inc.18,643$594K0.0%-34.1%0.737%
7/31/2025 Orion Capital Management LLC7,040$224K0.1%-14.6%0.278%
7/30/2025 Brookstone Capital Management31,020$988K0.0%+9.1%1.226%
7/25/2025 CWM LLC30,324$966K0.0%+9.8%1.199%
7/24/2025 IFP Advisors Inc14,267$454K0.0%-27.6%0.564%
7/14/2025 GAMMA Investing LLC796$25K0.0%N/A0.031%
7/8/2025 Gradient Investments LLC12,815$408K0.0%-98.8%0.507%
5/22/2025Mattson Financial Services LLC10,865$324K0.1%N/A0.158%
5/19/2025Jane Street Group LLC7,833$233K0.0%N/A0.114%
5/14/2025Orion Capital Management LLC8,240$245K0.1%+69.7%0.120%
5/13/2025HighTower Advisors LLC101,839$3.03M0.0%+5.2%1.480%
5/9/2025Encompass More Asset Management36,650$1.09M0.3%+50.5%1.117%
5/6/2025Cetera Investment Advisers230,303$6.86M0.0%-17.1%7.021%
5/6/2025Brookwood Investment Group LLC40,831$1.22M0.2%N/A1.245%
5/6/2025AE Wealth Management LLC2,773$83K0.0%-53.9%0.085%
5/1/2025CWM LLC27,610$822K0.0%+47.1%0.842%
5/1/2025Crosspoint Financial LLC49,808$1.48M4.3%N/A1.519%
4/29/2025Envestnet Asset Management Inc.28,269$842K0.0%-4.1%0.862%
4/16/2025CRA Financial Services LLC22,915$682K0.1%-8.9%0.705%
4/14/2025Millington Financial Advisors LLC60,646$1.74M1.1%+28.8%1.866%
4/9/2025Paladin Wealth LLC10,547$314K0.3%-40.7%0.325%
4/9/2025Gradient Investments LLC1,085,699$32.33M0.7%+2.2%33.406%
3/12/2025Centaurus Financial Inc.76,891$2.32M0.1%-18.1%2.381%
2/18/2025Sunbelt Securities Inc.30,347$920K0.1%-16.6%1.214%
2/18/2025Orion Capital Management LLC4,855$147K0.1%-51.8%0.194%
2/17/2025CoreCap Advisors LLC9,360$283K0.0%N/A0.374%
2/17/2025Cetera Investment Advisers277,927$8.39M0.0%-35.1%11.117%
2/17/2025Captrust Financial Advisors10,400$314K0.0%-22.4%0.416%
2/13/2025First Commonwealth Financial Corp PA24,268$733K0.2%+11.7%0.971%
2/13/2025Barclays PLC3,529$107K0.0%+352,800.0%0.141%
2/13/2025Envestnet Asset Management Inc.29,478$890K0.0%+33.5%1.179%
2/12/2025Bullseye Investment Management LLC49,387$1.49M1.0%-60.6%1.975%
2/10/2025Commonwealth Equity Services LLC49,118$1.48M0.0%-5.3%1.965%
2/7/2025HighTower Advisors LLC96,792$2.92M0.0%N/A3.872%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/7/2025Blue Bell Private Wealth Management LLC116,662$3.52M0.7%-0.8%4.666%
2/4/2025Brown Financial Advisors11,996$362K0.1%N/A0.480%
2/4/2025Millington Financial Advisors LLC47,096$1.44M0.8%+32.7%1.884%
2/4/2025IFP Advisors Inc19,700$595K0.0%N/A0.788%
1/29/2025Paladin Wealth LLC17,771$537K0.5%N/A0.711%
1/21/2025Gradient Investments LLC1,062,635$32.08M0.6%N/A42.505%
1/21/2025Encompass More Asset Management24,351$735K0.2%+63.8%0.974%
1/13/2025Brookstone Capital Management27,662$835K0.0%+113.8%1.106%
12/2/2024Capasso Planning Partners LLC39,632$1.18M0.3%+120.9%1.585%
11/18/2024Sunbelt Securities Inc.36,400$1.08M0.1%-14.7%1.456%


XBOC Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 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 ($6.17M), Susquehanna International Group LLP ($5.20M), Osaic Holdings Inc. ($3.91M), Blue Bell Private Wealth Management LLC ($3.71M), HighTower Advisors LLC ($3.46M), Millington Financial Advisors LLC ($2.44M), and Commonwealth Equity Services LLC ($2.40M).Learn more on Innovator U.S. Equity Accelerated 9 Buffer ETF - October's institutional investors.

Of the 36 institutional investors that purchased Innovator U.S. Equity Accelerated 9 Buffer ETF - October's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.09M), Susquehanna International Group LLP ($147.31K), HighTower Advisors LLC ($106.42K), Orion Porfolio Solutions LLC ($63.19K), Crosspoint Financial LLC ($61.36K), Brookstone Capital Management ($51.76K), and Brookwood Investment Group LLC ($48.43K).

Institutional investors have bought a total of 473,302 shares in the last 24 months. This purchase volume represents approximately $15.52M in transactions.

Of the 16 institutional investors that sold Innovator U.S. Equity Accelerated 9 Buffer ETF - October's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($1.07M), OLD Mission Capital LLC ($63.57K), Centaurus Financial Inc. ($56.15K), Osaic Holdings Inc. ($31.21K), Cetera Investment Advisers ($20.41K), Envestnet Asset Management Inc. ($9.63K), and Crosspoint Financial LLC ($6.34K).

Institutional investors have sold a total of 1,291,297 shares in the last 24 months. This volume of shares sold represents approximately $41.27M in transactions.


Related Companies

This page (BATS:XBOC) was last updated on 6/15/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Is SpaceX really worth 1.78 Trillion?
With SpaceX approaching a near-$2 trillion valuation, most investors are focused on the IPO itself - but analy...
InvestPub | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel