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

$33.12-0.12 (-0.36%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.000371030003001e+113T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$27.12$28.82$30.52$32.22$33.93Sep 24Jun 25Mar 26

XBOC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+111K+$3.7M
Millington Financial Advisors, LLCNew Position+72K+$2.4M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+72K+$2.0M
Brookwood Investment Group LLCNew Position+48K+$1.6M
Bullseye Investment Management, LLCNew Position+53K+$1.6M
Encompass More Asset ManagementNew Position+39K+$1.3M
FIRST COMMONWEALTH FINANCIAL CORP /PA/New Position+34K+$1.2M
CWM, LLCNew Position+33K+$1.1M
Brookstone Capital ManagementNew Position+29K+$971K
Welch Financial Planning, LLCNew Position+26K+$884K
CRA Financial Services, LLCNew Position+20K+$672K
Triad Wealth Partners, LLCNew Position+16K+$526K
CoreCap Advisors, LLCNew Position+11K+$379K
DHJJ Financial Advisors, Ltd.New Position+7K+$227K
Orion Capital Management LLCNew Position+6K+$212K

XBOC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-9K-$6.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-159K-$5.2B
OSAIC HOLDINGS, INC.Decreased-31K-$4.8B
OLD MISSION CAPITAL LLCDecreased-64K-$2.4B
Advisory Services Network, LLCDecreased-133-$1.2B
Sunbelt Securities, Inc.Decreased-3K-$934.0M
CITADEL ADVISORS LLCClosed Position-28K-$918.0M
Gradient Investments LLCClosed Position-12K-$400.4M
BARCLAYS PLCDecreased-6K-$191.0M
Steward Partners Investment Advisory, LLCDecreased-491-$26.7M
CENTAURUS FINANCIAL, INC.Decreased-1K-$623K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Cetera Investment Advisers188,033$6.0M0.01%Share
2BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC110,569$3.7M0.54%Share
3OSAIC HOLDINGS, INC.115,113$3.0M0.00%Share
4HighTower Advisors, LLC103,045$3.0M0.00%Share
5Millington Financial Advisors, LLC72,347$2.4M1.08%Share
6COMMONWEALTH EQUITY SERVICES, LLC71,595$2.0M0.00%Share
7Brookwood Investment Group LLC48,427$1.6M0.19%Share
8Bullseye Investment Management, LLC53,095$1.6M0.96%Share
9CROSSPOINT FINANCIAL, LLC43,466$1.5M3.43%Share
10Encompass More Asset Management38,622$1.3M0.24%Share
11FIRST COMMONWEALTH FINANCIAL CORP /PA/34,479$1.2M0.19%Share
12CWM, LLC33,060$1.1M0.00%Share
13Orion Porfolio Solutions, LLC47,630$1.0M0.01%Share
14Advisory Services Network, LLC36,375$1.0M0.01%Share
15Snowden Capital Advisors LLC31,850$1.0M0.03%Share
16Brookstone Capital Management28,951$971K0.01%Share
17Welch Financial Planning, LLC26,351$884K0.64%Share
18Sunbelt Securities, Inc.25,703$862K0.06%Share
19Farther Finance Advisors, LLC22,075$740K0.01%Share
20CRA Financial Services, LLC20,040$672K0.09%Share
21Triad Wealth Partners, LLC15,681$526K0.05%Share
22VESTIA PERSONAL WEALTH ADVISORS12,277$413K0.21%Share
23CoreCap Advisors, LLC11,296$379K0.01%Share
24Diligent Investors, LLC11,000$369K0.09%Share
25OLD MISSION CAPITAL LLC8,594$288K0.01%Share
26DHJJ Financial Advisors, Ltd.6,775$227K0.08%Share
27Orion Capital Management LLC6,340$212K0.07%Share
28AE Wealth Management LLC1,835$61K0.00%Share
29Financial Network Wealth Advisors LLC961$32K0.03%Share
30GAMMA Investing LLC796$26K0.00%Share
31WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV700$23K0.00%Share
32HARBOUR INVESTMENTS, INC.198$6K0.00%Share
33Luminist Capital LLC197$6K0.01%Share
34EverSource Wealth Advisors, LLC176$5K0.00%Share
35CENTAURUS FINANCIAL, INC.17,489$00.00%Share
36OSAIC HOLDINGS, INC.1,305$00.00%Share
37BARCLAYS PLC63$00.00%Share
38IFP Advisors, Inc19,217$00.00%Share
39Steward Partners Investment Advisory, LLC324$00.00%Share
40ROYAL BANK OF CANADA2,400$00.00%Share
41CAPTRUST FINANCIAL ADVISORS10,400$00.00%Share
42Pinnacle Wealth Planning Services, Inc.1,312$00.00%Share
43Kestra Advisory Services, LLC23,278$00.00%Share
44BANK OF MONTREAL /CAN/1,900$00.00%Share
45ENVESTNET ASSET MANAGEMENT INC23,142$00.00%Share
46Lido Advisors, LLC11,582$00.00%Share
47FOUNDATIONS INVESTMENT ADVISORS, LLC11,134$00.00%Share
48Atria Investments, Inc29,177$00.00%Share
49JPMORGAN CHASE & CO648$00.00%Share
50UBS Group AG13$00.00%Share

XBOC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202549$38.1M+21
Q3 202528$32.4B-15
Q2 202543$33.5B-4
Q1 202547$67.6B+8
Q4 202439$32.9T+11
Q3 202428$6.2T+2
Q2 202426$6.2T+4
Q1 202422$7.3T—

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As of Q4 2025, 50 institutional investors hold XBOC (Innovator U.S. Equity Accelerated 9 Buffer ETF). The largest holder is Cetera Investment Advisers with $6.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own XBOC?

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

Who is the largest institutional holder of XBOC?

The largest institutional holder of XBOC is Cetera Investment Advisers with $6.0M in shares.

Is institutional ownership of XBOC increasing or decreasing?

This quarter, 15 institutions opened new positions in XBOC and 3 closed their positions.