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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)
22
Total
Institutional Inflows
(last 12 months)
$13.30M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$5.86M
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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
9/23/2026 Envestnet Asset Management Inc.24,216$860K0.0%+6.4%0.957%
9/11/2026 Bullseye Investment Management LLC29,671$1.05M0.5%N/A1.173%
9/2/2026 Citadel Advisors LLC8,262$294K0.0%N/A0.327%
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%
2/20/2026Sunbelt 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%
1/26/2026CWM 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%
11/19/2025Sunbelt 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%
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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%
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%
10/15/2025CWM 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%
7/25/2025CWM 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%
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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%
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%


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 37 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 ($49.19K), and Brookwood Investment Group LLC ($48.43K).

Institutional investors have bought a total of 398,566 shares in the last 24 months. This purchase volume represents approximately $13.30M in transactions.

Of the 13 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: OLD Mission Capital LLC ($63.57K), Centaurus Financial Inc. ($45.10K), Osaic Holdings Inc. ($31.21K), Cetera Investment Advisers ($9.68K), Blue Bell Private Wealth Management LLC ($5.19K), Encompass More Asset Management ($4.92K), and Sunbelt Securities Inc. ($4.64K).

Institutional investors have sold a total of 176,045 shares in the last 24 months. This volume of shares sold represents approximately $5.86M in transactions.


Related Companies

Institutional ownership data for BATS:XBOC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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