Who Owns Innovator U.S. Equity Accelerated 9 Buffer ETF (XBAP)?Hedge Fund & Institutional Holders

$38.98-0.01 (-0.03%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.0000132811200014e+139T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$32.27$33.96$35.65$37.33$39.02Sep 24Jun 25Mar 26

XBAP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Lido Advisors, LLCNew Position+1.1M+$40.0M
FIRST COMMONWEALTH FINANCIAL CORP /PA/New Position+281K+$10.9M
Millington Financial Advisors, LLCNew Position+94K+$3.6M
Brookwood Investment Group LLCNew Position+43K+$1.7M
Orion Capital Management LLCNew Position+38K+$1.5M
Encompass More Asset ManagementNew Position+34K+$1.3M
CWM, LLCNew Position+29K+$1.1M
WorthPointe, LLCNew Position+26K+$1.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+29K+$1.0M
Welch Financial Planning, LLCNew Position+24K+$935K
Triad Wealth Partners, LLCNew Position+14K+$528K
Outlook Wealth Advisors, LLCNew Position+12K+$468K
DHJJ Financial Advisors, Ltd.New Position+11K+$413K
Blue Water Asset ManagementNew Position+9K+$357K
Sterling Financial Planning, Inc.New Position+8K+$298K

XBAP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CROSSPOINT FINANCIAL, LLCDecreased-874-$13.0B
Cetera Investment AdvisersDecreased-2K-$12.4B
Allworth Financial LPDecreased-11K-$5.4B
Fragasso Financial Advisors IncDecreased-2K-$1.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-22K-$1.1B
VESTIA PERSONAL WEALTH ADVISORSDecreased-2K-$840.1M
Gradient Investments LLCDecreased-8K-$533.9M
IFP Advisors, IncDecreased-55-$502.9M
LPL Financial LLCDecreased-215-$482.7M
Sunbelt Securities, Inc.Decreased-650-$198.4M
JPMORGAN CHASE & CODecreased-1K-$149.6M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-2K-$92.9M
UBS Group AGClosed Position-141-$5.3M
Cambridge Investment Research Advisors, Inc.Decreased-128-$205K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Lido Advisors, LLC1,059,239$40.0M0.12%Share
2CROSSPOINT FINANCIAL, LLC343,463$13.3M31.26%Share
3Cetera Investment Advisers326,422$12.0M0.01%Share
4FIRST COMMONWEALTH FINANCIAL CORP /PA/280,679$10.9M1.79%Share
5Allworth Financial LP131,751$5.1M0.02%Share
6OSAIC HOLDINGS, INC.132,254$5.0M0.01%Share
7Millington Financial Advisors, LLC93,507$3.6M1.61%Share
8Brookwood Investment Group LLC43,492$1.7M0.20%Share
9Fragasso Financial Advisors Inc40,132$1.6M0.09%Share
10Orion Capital Management LLC38,401$1.5M0.50%Share
11Encompass More Asset Management34,224$1.3M0.24%Share
12OLD MISSION CAPITAL LLC31,461$1.2M0.03%Share
13CWM, LLC28,702$1.1M0.00%Share
14WorthPointe, LLC26,294$1.0M0.27%Share
15Kestra Advisory Services, LLC26,015$1.0M0.00%Share
16Snowden Capital Advisors LLC42,875$1.0M0.03%Share
17HighTower Advisors, LLC28,180$1.0M0.00%Share
18Orion Porfolio Solutions, LLC41,438$1.0M0.01%Share
19ENVESTNET ASSET MANAGEMENT INC28,677$1.0M0.00%Share
20CAPTRUST FINANCIAL ADVISORS30,721$1.0M0.00%Share
21Welch Financial Planning, LLC24,189$935K0.68%Share
22VESTIA PERSONAL WEALTH ADVISORS20,011$775K0.39%Share
23Triad Wealth Partners, LLC13,668$528K0.05%Share
24Outlook Wealth Advisors, LLC12,108$468K0.11%Share
25DHJJ Financial Advisors, Ltd.10,704$413K0.14%Share
26Blue Water Asset Management9,247$357K0.13%Share
27Sterling Financial Planning, Inc.7,732$298K0.09%Share
28CRA Financial Services, LLC7,695$297K0.04%Share
29JT Stratford LLC6,622$256K0.03%Share
30BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,518$252K0.04%Share
31Gradient Investments LLC6,045$233K0.00%Share
32Chicago Partners Investment Group LLC5,814$225K0.01%Share
33Global Trust Wealth Management LLC5,800$224K0.17%Share
34Sequoia Financial Advisors, LLC5,808$224K0.00%Share
35Safe Harbor Wealth Advisors, LLC5,285$205K0.20%Share
36Sunbelt Securities, Inc.4,596$177K0.01%Share
37Financial Network Wealth Advisors LLC1,544$59K0.06%Share
38IMG Wealth Management, Inc.1,352$52K0.03%Share
39AE Wealth Management LLC311$12K0.00%Share
40AE Wealth Management LLC222$8K0.00%Share
41NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO250$8K0.00%Share
42Steward Partners Investment Advisory, LLC818$00.00%Share
43IFP Advisors, Inc13,226$00.00%Share
44CreativeOne Wealth, LLC8,872$00.00%Share
45FOUNDATIONS INVESTMENT ADVISORS, LLC11,307$00.00%Share
46BARCLAYS PLC1,221$00.00%Share
47COMMONWEALTH EQUITY SERVICES, LLC14,836$00.00%Share
48OSAIC HOLDINGS, INC.150$00.00%Share
49CENTAURUS FINANCIAL, INC.16,225$00.00%Share
50ROYAL BANK OF CANADA950$00.00%Share

XBAP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202554$111.2M+25
Q3 202529$50.0B-18
Q2 202547$202.2B+1
Q1 202546$114.4B+9
Q4 202437$2.2T+9
Q3 202428$6.0T-2
Q2 202430$9.0T+11
Q1 202419$6.2T—

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As of Q4 2025, 50 institutional investors hold XBAP (Innovator U.S. Equity Accelerated 9 Buffer ETF). The largest holder is Lido Advisors, LLC with $40.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own XBAP?

As of Q4 2025, 50 institutional investors report holding XBAP (Innovator U.S. Equity Accelerated 9 Buffer ETF) in their 13F filings.

Who is the largest institutional holder of XBAP?

The largest institutional holder of XBAP is Lido Advisors, LLC with $40.0M in shares.

Is institutional ownership of XBAP increasing or decreasing?

This quarter, 15 institutions opened new positions in XBAP and 1 closed their positions.