XBAP Institutional Ownership & Shareholders
INNOVATOR US EQY ACCEL 9 BUF (XBAP) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $66.34M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of XBAP tracked by InsiderSet, reporting ownership valued at approximately $12.73M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.08M, representing an estimated gain of +2.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed XBAP value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, First Commonwealth Financial Corp, Crosspoint Financial, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR US EQY ACCEL 9 BUF (XBAP).
This page ranks the largest institutional XBAP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
40
Total Reported Value
$66.34M
Largest Holder
Cetera Investment Advisers
Largest Position
$12.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.01% | 303,574 | $12,733,841 | $13,076,450 | +$342,609 | +2.69% | |
| First Commonwealth Financial Corp | 1.56% | 265,033 | $11,117,180 | $11,416,296 | +$299,116 | +2.69% | |
| Crosspoint Financial, Llc | 20.36% | 239,210 | $10,288,365 | $10,303,971 | +$15,606 | +0.15% | |
| Millington Financial Advisors, Llc | 2.38% | 144,583 | $6,063,811 | $6,227,913 | +$164,102 | +2.71% | |
| Osaic Holdings, Inc. | 0.01% | 121,298 | $5,088,332 | $5,224,911 | +$136,579 | +2.68% | |
| Susquehanna International Group, Llp | 0.00% | 75,228 | $3,155,544 | $3,240,446 | +$84,902 | +2.69% | |
| Brookwood Investment Group Llc | 0.23% | 47,654 | $1,998,914 | $2,052,696 | +$53,782 | +2.69% | |
| Orion Capital Management Llc | 0.48% | 36,891 | $1,547,445 | $1,589,080 | +$41,635 | +2.69% | |
| Snowden Capital Advisors Llc | 0.04% | 36,310 | $1,523,074 | $1,564,053 | +$40,979 | +2.69% | |
| Envestnet Asset Management Inc | 0.00% | 32,865 | $1,378,568 | $1,415,660 | +$37,092 | +2.69% | |
| Fragasso Financial Advisors Inc | 0.07% | 31,296 | $1,353,083 | $1,348,075 | -$5,008 | -0.37% | |
| Kestra Advisory Services, Llc | 0.00% | 28,970 | $1,246,000 | $1,247,883 | +$1,883 | +0.15% | |
| Welch Financial Planning, Llc | 0.59% | 23,939 | $1,004,155 | $1,031,172 | +$27,017 | +2.69% | |
| Captrust Financial Advisors | 0.00% | 22,324 | $936,411 | $961,606 | +$25,195 | +2.69% | |
| Centaurus Financial, Inc. | 0.03% | 19,401 | $814,000 | $835,698 | +$21,698 | +2.67% | |
| Summit Financial, Llc | 0.01% | 13,852 | $581,042 | $596,675 | +$15,633 | +2.69% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,374 | $575,220 | $576,085 | +$865 | +0.15% | |
| Dhjj Financial Advisors, Ltd. | 0.13% | 10,644 | $457,799 | $458,490 | +$691 | +0.15% | |
| Blue Bell Private Wealth Management, Llc | 0.05% | 10,593 | $455,605 | $456,293 | +$688 | +0.15% | |
| Allworth Financial Lp | 0.00% | 9,475 | $397,443 | $408,136 | +$10,693 | +2.69% | |
| Outlook Wealth Advisors, Llc | 0.08% | 8,728 | $375,391 | $375,959 | +$568 | +0.15% | |
| Creativeone Wealth, Llc | 0.01% | 8,592 | $360,403 | $370,100 | +$9,697 | +2.69% | |
| Blue Water Asset Management | 0.12% | 8,343 | $358,832 | $359,375 | +$543 | +0.15% | |
| Vestia Personal Wealth Advisors | 0.13% | 8,122 | $349,315 | $349,855 | +$540 | +0.15% | |
| Sterling Financial Planning, Inc. | 0.09% | 7,634 | $328,338 | $328,835 | +$497 | +0.15% | |
| Blair William & Co/Il | 0.00% | 6,757 | $283,432 | $291,058 | +$7,626 | +2.69% | |
| Chicago Partners Investment Group Llc | 0.00% | 5,814 | $250,319 | $250,438 | +$119 | +0.05% | |
| Sequoia Financial Advisors | 0.00% | 5,804 | $243,457 | $250,007 | +$6,550 | +2.69% | |
| Cra Financial Services, Llc | 0.02% | 4,928 | $211,953 | $212,274 | +$321 | +0.15% | |
| Barclays Plc | 0.00% | 4,757 | $199,539 | $204,908 | +$5,369 | +2.69% | |
| Sunbelt Securities, Inc. | 0.01% | 4,529 | $177,282 | $195,087 | +$17,805 | +10.04% | |
| Farther Finance Advisors, Llc | 0.00% | 3,059 | $131,568 | $131,766 | +$198 | +0.15% | |
| Tidemark, Llc | 0.02% | 2,098 | $88,004 | $90,371 | +$2,367 | +2.69% | |
| Ifp Advisors, Inc | 0.00% | 1,737 | $74,708 | $74,821 | +$113 | +0.15% | |
| Img Wealth Management, Inc. | 0.03% | 1,337 | $57,504 | $57,591 | +$87 | +0.15% | |
| Royal Bank Of Canada | 0.00% | 950 | $40,000 | $40,921 | +$921 | +2.30% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 805 | $33,767 | $34,675 | +$908 | +2.69% | |
| Financial Network Wealth Advisors Llc | 0.03% | 721 | $31,010 | $31,057 | +$47 | +0.15% | |
| Luminist Capital Llc | 0.02% | 454 | $18,415 | $19,556 | +$1,141 | +6.20% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 173 | $7,441 | $7,452 | +$11 | +0.15% |
Frequently asked questions about XBAP
Who are the largest institutional holders of XBAP?
The largest institutional holders of XBAP reported in the latest SEC Form 13F filings include Cetera Investment Advisers, First Commonwealth Financial Corp, Crosspoint Financial, Llc, Millington Financial Advisors, Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported XBAP position.
What is XBAP institutional ownership?
This page tracks XBAP positions reported by institutional investment managers through SEC Form 13F. INNOVATOR US EQY ACCEL 9 BUF (XBAP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XBAP?
InsiderSet currently tracks 40 institutional managers reporting XBAP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XBAP shareholders.
How much XBAP stock do institutions own?
Institutional investment managers disclosed approximately $66.34M in XBAP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XBAP institutional ownership last updated?
The latest XBAP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XBAP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XBAP position after the reporting date.
Are institutions buying or selling XBAP?
Institutional buying and selling can be analyzed by comparing XBAP positions across consecutive 13F reporting periods. InsiderSet's XBAP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XBAP ownership changes.
How has XBAP institutional ownership changed over time?
InsiderSet tracks XBAP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.