INNOVATOR US EQY ACCEL 9 BUF (XBAP) Institutional Ownership Changes & 13F Activity
INNOVATOR US EQY ACCEL 9 BUF (XBAP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lido Advisors, Llc, Allworth Financial Lp, Susquehanna International Group, Llp, Crosspoint Financial, Llc, and Sonoma Allocations Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Orion Capital Management Llc | Buy | +66 | +0.2% | 36,891 | $1.55M | Q2 2026 | Aug 18, 2026 |
| Centaurus Financial, Inc. | Buy | +5,326 | +37.8% | 19,401 | $814.00K | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Buy | +63,287 | +530.0% | 75,228 | $3.16M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -3,933 | -3.1% | 121,298 | $5.09M | Q2 2026 | Aug 14, 2026 |
| Captrust Financial Advisors | Sell | -8,397 | -27.3% | 22,324 | $936.41K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -237 | -2.7% | 8,592 | $360.40K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -13 | -1.6% | 805 | $33.77K | Q2 2026 | Aug 13, 2026 |
| First Commonwealth Financial Corp | Sell | -14,682 | -5.2% | 265,033 | $11.12M | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +13,852 | — | 13,852 | $581.04K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -9,549 | -3.0% | 303,574 | $12.73M | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Sell | -75,106 | -88.8% | 9,475 | $397.44K | Q2 2026 | Aug 11, 2026 |
| Sterling Financial Planning, Inc. | Sell | -98 | -1.3% | 7,634 | $320.22K | Q2 2026 | Aug 11, 2026 |
| Vestia Personal Wealth Advisors | Sell | -5,439 | -40.1% | 8,122 | $340.68K | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, Llc | Sell | -79,462 | -7.6% | 968,750 | $40.64M | Q2 2026 | Aug 07, 2026 |
| Crosspoint Financial, Llc | Sell | -31,619 | -9.4% | 305,289 | $12.81M | Q2 2026 | Aug 07, 2026 |
| Millington Financial Advisors, Llc | Buy | +2,354 | +1.7% | 144,583 | $6.06M | Q2 2026 | Aug 07, 2026 |
| Luminist Capital Llc | Buy | +454 | — | 454 | $18.41K | Q2 2026 | Aug 07, 2026 |
| Img Wealth Management, Inc. | Sell | -2 | -0.1% | 1,350 | $56.63K | Q2 2026 | Aug 07, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +4,133 | +63.4% | 10,651 | $446.77K | Q2 2026 | Aug 06, 2026 |
| Envestnet Asset Management Inc | Buy | +5,747 | +21.2% | 32,865 | $1.38M | Q2 2026 | Aug 03, 2026 |
| Blue Water Asset Management | Sell | -904 | -9.8% | 8,343 | $349.96K | Q2 2026 | Aug 03, 2026 |
| Commonwealth Equity Services, Llc | Sell | -353 | -2.3% | 15,298 | $641.70K | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Buy | +3,955 | +15.8% | 28,970 | $1.22M | Q2 2026 | Jul 28, 2026 |
| Cra Financial Services, Llc | Sell | -1,857 | -27.4% | 4,928 | $206.71K | Q2 2026 | Jul 24, 2026 |
| Brookwood Investment Group Llc | Buy | +2,640 | +5.9% | 47,654 | $2.00M | Q2 2026 | Jul 23, 2026 |
| Ifp Advisors, Inc | Sell | -49 | -2.7% | 1,747 | $73.28K | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, Llc | Buy | +1,624 | +49.2% | 4,924 | $206.54K | Q2 2026 | Jul 17, 2026 |
| Welch Financial Planning, Llc | Buy | +2,802 | +13.3% | 23,939 | $1.00M | Q2 2026 | Jul 15, 2026 |
| Sonoma Allocations Llc | Sell | -30,804 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Sunbelt Securities, Inc. | Sell | -4,529 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
Frequently asked questions about XBAP activity
Which institutional owners are buying XBAP?
Institutional owners buying XBAP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XBAP activity?
"Buy" means an investor increased their reported position in XBAP compared to the prior reporting period. This reflects growing exposure to INNOVATOR US EQY ACCEL 9 BUF (XBAP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XBAP increasing?
Institutional interest in XBAP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.