Who Owns XBOC?
Innovator U.S. Equity Accelerated 9 Buffer ETF — Institutional Ownership & 13F Holdings
$34.57
-0.04 (-0.11%)
Market Cap
$66.3M
Shares Outstanding
1,825,157
Institutional Holders
47
Total Inst. Value
$65.1M
% of Float Held
—
QoQ Holder Change
+25
Institutional data as of Q1 2025
New Positions
10
Closed Positions
2
Increased
15
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Gradient Investments LLC | $32.3M | 1,085,699 |
| 2 | Cetera Investment Advisers | $6.9M | 230,303 |
| 3 | OSAIC HOLDINGS, INC. | $3.9M | 130,510 |
| 4 | HighTower Advisors, LLC | $3.0M | 101,839 |
| 5 | CENTAURUS FINANCIAL, INC. | $2.2M | 75,127 |
| 6 | Millington Financial Advisors, LLC | $1.7M | 60,646 |
| 7 | Bullseye Investment Management, LLC | $1.6M | 53,095 |
| 8 | CROSSPOINT FINANCIAL, LLCNew | $1.5M | 49,808 |
| 9 | Brookwood Investment Group LLCNew | $1.2M | 40,831 |
| 10 | Encompass More Asset ManagementNew | $1.1M | 36,650 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Gradient Investments LLC | +23K | $32.3M |
| HighTower Advisors, LLC | +5K | $3.0M |
| Millington Financial Advisors, LLC | +14K | $1.7M |
| Bullseye Investment Management, LLC | +4K | $1.6M |
| CROSSPOINT FINANCIAL, LLCNew | +50K | $1.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cetera Investment Advisers | -48K | $6.9M |
| OSAIC HOLDINGS, INC. | -17K | $3.9M |
| CoreCap Advisors, LLC | -9K | $12K |
| UBS Group AG | -5K | $3K |
| AE Wealth Management LLC | -3K | $83K |
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Frequently Asked Questions
How many institutional investors hold XBOC?
As of Q1 2025, 47 institutional investors report holding XBOC (Innovator U.S. Equity Accelerated 9 Buffer ETF) in their 13F filings.
Which hedge fund owns the most XBOC?
The largest institutional holder of XBOC is Gradient Investments LLC with $32.3M in shares.
Are institutions buying or selling XBOC?
This quarter, 10 institutions opened new positions in XBOC and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.