INNOVATOR US EQY ACC 9 BUFF (XBOC) Institutional Shareholders
INNOVATOR US EQY ACC 9 BUFF (XBOC) 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 $35.79M in XBOC holdings during the latest filing period.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of XBOC tracked by InsiderSet, reporting ownership valued at approximately $6.51M 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 $6.66M, representing an estimated gain of +2.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed XBOC value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Osaic Holdings, Inc., Blue Bell Private Wealth Management, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR US EQY ACC 9 BUFF (XBOC).
This page ranks the largest institutional XBOC 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
38
Total Reported Value
$35.79M
Largest Holder
Cetera Investment Advisers
Largest Position
$6.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
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% | 183,332 | $6,512,859 | $6,662,157 | +$149,298 | +2.29% | |
| Osaic Holdings, Inc. | 0.00% | 116,130 | $4,126,006 | $4,220,083 | +$94,077 | +2.28% | |
| Blue Bell Private Wealth Management, Llc | 0.48% | 109,243 | $3,880,859 | $3,969,814 | +$88,955 | +2.29% | |
| Susquehanna International Group, Llp | 0.00% | 61,238 | $2,175,480 | $2,225,346 | +$49,866 | +2.29% | |
| Brookwood Investment Group Llc | 0.22% | 53,564 | $1,902,861 | $1,946,478 | +$43,617 | +2.29% | |
| Commonwealth Equity Services, Llc | 0.00% | 47,823 | $1,698,910 | $1,737,854 | +$38,944 | +2.29% | |
| Crosspoint Financial, Llc | 3.19% | 39,266 | $1,394,925 | $1,426,899 | +$31,974 | +2.29% | |
| Advisory Services Network, Llc | 0.01% | 36,217 | $1,286,598 | $1,316,100 | +$29,502 | +2.29% | |
| First Commonwealth Financial Corp | 0.17% | 35,043 | $1,244,903 | $1,273,438 | +$28,535 | +2.29% | |
| Brookstone Capital Management | 0.01% | 34,815 | $1,236,803 | $1,265,153 | +$28,350 | +2.29% | |
| Snowden Capital Advisors Llc | 0.03% | 31,850 | $1,131,471 | $1,157,407 | +$25,936 | +2.29% | |
| Welch Financial Planning, Llc | 0.54% | 26,229 | $931,786 | $953,143 | +$21,357 | +2.29% | |
| Envestnet Asset Management Inc | 0.00% | 24,216 | $860,273 | $879,992 | +$19,719 | +2.29% | |
| Sunbelt Securities, Inc. | 0.05% | 25,628 | $842,836 | $931,304 | +$88,468 | +10.50% | |
| Kestra Advisory Services, Llc | 0.00% | 23,138 | $821,977 | $840,819 | +$18,842 | +2.29% | |
| Ifp Advisors, Inc | 0.01% | 19,022 | $675,757 | $691,246 | +$15,489 | +2.29% | |
| Cra Financial Services, Llc | 0.07% | 18,316 | $650,676 | $665,591 | +$14,915 | +2.29% | |
| Centaurus Financial, Inc. | 0.02% | 16,797 | $597,000 | $610,391 | +$13,391 | +2.24% | |
| Millington Financial Advisors, Llc | 0.18% | 13,054 | $464,983 | $474,373 | +$9,390 | +2.02% | |
| Old Mission Capital Llc | 0.01% | 12,280 | $436,247 | $446,247 | +$10,000 | +2.29% | |
| Vestia Personal Wealth Advisors | 0.17% | 12,277 | $436,140 | $446,138 | +$9,998 | +2.29% | |
| Lido Advisors, Llc | 0.00% | 11,497 | $408,431 | $417,793 | +$9,362 | +2.29% | |
| Diligent Investors, Llc | 0.08% | 10,350 | $367,684 | $376,112 | +$8,428 | +2.29% | |
| Captrust Financial Advisors | 0.00% | 9,750 | $346,369 | $354,308 | +$7,939 | +2.29% | |
| Gts Securities Llc | 0.01% | 8,900 | $316,173 | $323,420 | +$7,247 | +2.29% | |
| Citadel Advisors Llc | 0.00% | 8,262 | $293,508 | $300,235 | +$6,727 | +2.29% | |
| Dhjj Financial Advisors, Ltd. | 0.07% | 6,775 | $240,682 | $246,199 | +$5,517 | +2.29% | |
| Orion Capital Management Llc | 0.07% | 6,340 | $225,229 | $230,391 | +$5,162 | +2.29% | |
| Royal Bank Of Canada | 0.00% | 2,400 | $85,000 | $87,214 | +$2,214 | +2.61% | |
| Bank Of Montreal | 0.00% | 1,900 | $67,498 | $69,045 | +$1,547 | +2.29% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 1,299 | $46,147 | $47,205 | +$1,058 | +2.29% | |
| Luminist Capital Llc | 0.02% | 640 | $22,132 | $23,257 | +$1,125 | +5.08% | |
| Corecap Advisors, Llc | 0.00% | 376 | $13,357 | $13,664 | +$307 | +2.30% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 324 | $11,510 | $11,774 | +$264 | +2.29% | |
| Ubs Group Ag | 0.00% | 265 | $9,414 | $9,630 | +$216 | +2.29% | |
| Farther Finance Advisors, Llc | 0.00% | 251 | $8,917 | $9,121 | +$204 | +2.29% | |
| Woodard & Co Asset Management Group Inc | 0.00% | 200 | $7,105 | $7,268 | +$163 | +2.29% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 194 | $6,892 | $7,050 | +$158 | +2.29% |
Frequently asked questions about XBOC
Who owns the most XBOC stock?
The largest holders of XBOC 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 ACC 9 BUFF (XBOC).
Is XBOC widely held by superinvestors?
Many widely followed stocks like XBOC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XBOC 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.