INNOVATOR US EQY ACCEL 9 BUF (XBAP) Institutional Shareholders
INNOVATOR US EQY ACCEL 9 BUF (XBAP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $111.16M in XBAP holdings during the latest filing period.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of XBAP tracked by InsiderSet, reporting ownership valued at approximately $41.03M in its March 31, 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 $44.30M, representing an estimated gain of +7.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed XBAP value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Crosspoint Financial, Llc, Cetera Investment Advisers, 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
48
Total Reported Value
$111.16M
Largest Holder
Lido Advisors, Llc
Largest Position
$41.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.16% | 1,048,212 | $41,031,211 | $44,296,705 | +$3,265,494 | +7.96% | |
| Crosspoint Financial, Llc | 33.14% | 336,908 | $13,187,776 | $14,237,496 | +$1,049,720 | +7.96% | |
| Cetera Investment Advisers | 0.01% | 313,123 | $12,256,797 | $13,232,359 | +$975,562 | +7.96% | |
| First Commonwealth Financial Corp | 1.74% | 279,715 | $10,949,080 | $11,820,560 | +$871,480 | +7.96% | |
| Millington Financial Advisors, Llc | 2.46% | 142,229 | $5,833,295 | $6,010,498 | +$177,203 | +3.04% | |
| Osaic Holdings, Inc. | 0.01% | 125,231 | $4,901,480 | $5,292,174 | +$390,694 | +7.97% | |
| Allworth Financial Lp | 0.01% | 84,581 | $3,310,814 | $3,574,334 | +$263,520 | +7.96% | |
| Brookwood Investment Group Llc | 0.23% | 47,654 | $1,998,914 | $2,013,825 | +$14,911 | +0.75% | |
| Orion Capital Management Llc | 0.50% | 36,825 | $1,441,467 | $1,556,199 | +$114,732 | +7.96% | |
| Snowden Capital Advisors Llc | 0.04% | 36,310 | $1,421,308 | $1,534,435 | +$113,127 | +7.96% | |
| Fragasso Financial Advisors Inc | 0.07% | 31,296 | $1,312,755 | $1,322,547 | +$9,792 | +0.75% | |
| Kestra Advisory Services, Llc | 0.00% | 28,970 | $1,215,187 | $1,224,252 | +$9,065 | +0.75% | |
| Captrust Financial Advisors | 0.00% | 30,721 | $1,202,534 | $1,298,248 | +$95,714 | +7.96% | |
| Hightower Advisors, Llc | 0.00% | 28,180 | $1,103,069 | $1,190,867 | +$87,798 | +7.96% | |
| Envestnet Asset Management Inc | 0.00% | 27,118 | $1,061,499 | $1,145,988 | +$84,489 | +7.96% | |
| Welch Financial Planning, Llc | 0.59% | 23,939 | $1,004,155 | $1,011,645 | +$7,490 | +0.75% | |
| Old Mission Capital Llc | 0.02% | 18,306 | $716,564 | $773,599 | +$57,035 | +7.96% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,298 | $641,700 | $646,483 | +$4,783 | +0.75% | |
| Vestia Personal Wealth Advisors | 0.25% | 13,561 | $530,817 | $573,078 | +$42,261 | +7.96% | |
| Susquehanna International Group, Llp | 0.00% | 11,941 | $467,415 | $504,618 | +$37,203 | +7.96% | |
| Lpl Financial Llc | 0.00% | 11,733 | $459,273 | $495,828 | +$36,555 | +7.96% | |
| Dhjj Financial Advisors, Ltd. | 0.13% | 10,704 | $448,995 | $452,344 | +$3,349 | +0.75% | |
| Foundations Investment Advisors, Llc | 0.00% | 10,040 | $393,003 | $424,283 | +$31,280 | +7.96% | |
| Jane Street Group, Llc | 0.00% | 9,679 | $378,872 | $409,028 | +$30,156 | +7.96% | |
| Blue Water Asset Management | 0.13% | 9,247 | $361,962 | $390,772 | +$28,810 | +7.96% | |
| Leclair Wealth Partners Llc | 0.13% | 9,247 | $361,962 | $390,772 | +$28,810 | +7.96% | |
| Creativeone Wealth, Llc | 0.01% | 8,829 | $345,600 | $373,107 | +$27,507 | +7.96% | |
| Outlook Wealth Advisors, Llc | 0.08% | 8,728 | $341,646 | $368,839 | +$27,193 | +7.96% | |
| Sterling Financial Planning, Inc. | 0.09% | 7,732 | $302,659 | $326,749 | +$24,090 | +7.96% | |
| Blair William & Co/Il | 0.00% | 6,757 | $264,494 | $285,546 | +$21,052 | +7.96% | |
| Blue Bell Private Wealth Management, Llc | 0.04% | 6,518 | $255,139 | $275,446 | +$20,307 | +7.96% | |
| Chicago Partners Investment Group Llc | 0.00% | 5,814 | $243,698 | $245,696 | +$1,998 | +0.82% | |
| Sequoia Financial Advisors | 0.00% | 5,804 | $243,457 | $245,273 | +$1,816 | +0.75% | |
| Cra Financial Services, Llc | 0.02% | 4,928 | $206,712 | $208,254 | +$1,542 | +0.75% | |
| Farther Finance Advisors, Llc | 0.00% | 4,924 | $206,544 | $208,085 | +$1,541 | +0.75% | |
| Barclays Plc | 0.00% | 4,757 | $186,207 | $201,027 | +$14,820 | +7.96% | |
| Sunbelt Securities, Inc. | 0.01% | 4,529 | $177,282 | $191,392 | +$14,110 | +7.96% | |
| Tidemark, Llc | 0.02% | 2,098 | $82,123 | $88,660 | +$6,537 | +7.96% | |
| Ifp Advisors, Inc | 0.00% | 1,747 | $73,280 | $73,827 | +$547 | +0.75% | |
| Img Wealth Management, Inc. | 0.03% | 1,352 | $52,922 | $57,135 | +$4,213 | +7.96% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 1,321 | $51,709 | $55,825 | +$4,116 | +7.96% | |
| Royal Bank Of Canada | 0.00% | 950 | $37,000 | $40,146 | +$3,146 | +8.50% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 818 | $32,019 | $34,568 | +$2,549 | +7.96% | |
| Financial Network Wealth Advisors Llc | 0.03% | 721 | $30,243 | $30,469 | +$226 | +0.75% | |
| Ae Wealth Management Llc | 0.00% | 485 | $18,985 | $20,496 | +$1,511 | +7.96% | |
| Ubs Group Ag | 0.00% | 343 | $13,426 | $14,495 | +$1,069 | +7.96% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 173 | $7,257 | $7,311 | +$54 | +0.74% | |
| Centaurus Financial, Inc. | 0.03% | 14,075 | $551 | $594,800 | +$594,249 | +107849.12% |
Frequently asked questions about XBAP
Who owns the most XBAP stock?
The largest holders of XBAP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR US EQY ACCEL 9 BUF (XBAP).
Is XBAP widely held by superinvestors?
Many widely followed stocks like XBAP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XBAP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.