XBOC Institutional Ownership & Shareholders
INNOVATOR US EQY ACC 9 BUFF (XBOC) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $35.24M 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 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 +2.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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
$35.24M
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 | $6,663,568 | +$150,709 | +2.31% | |
| Osaic Holdings, Inc. | 0.00% | 116,130 | $4,126,006 | $4,220,977 | +$94,971 | +2.30% | |
| Blue Bell Private Wealth Management, Llc | 0.47% | 108,577 | $3,952,747 | $3,946,448 | -$6,299 | -0.16% | |
| Susquehanna International Group, Llp | 0.00% | 61,238 | $2,175,480 | $2,225,818 | +$50,338 | +2.31% | |
| Brookwood Investment Group Llc | 0.22% | 53,564 | $1,902,861 | $1,946,891 | +$44,030 | +2.31% | |
| Commonwealth Equity Services, Llc | 0.00% | 47,823 | $1,698,910 | $1,738,223 | +$39,313 | +2.31% | |
| Crosspoint Financial, Llc | 3.19% | 39,266 | $1,394,925 | $1,427,201 | +$32,276 | +2.31% | |
| Brookstone Capital Management | 0.01% | 36,823 | $1,340,542 | $1,338,406 | -$2,136 | -0.16% | |
| Advisory Services Network, Llc | 0.01% | 36,217 | $1,286,598 | $1,316,379 | +$29,781 | +2.31% | |
| First Commonwealth Financial Corp | 0.17% | 35,043 | $1,244,903 | $1,273,708 | +$28,805 | +2.31% | |
| Snowden Capital Advisors Llc | 0.03% | 31,850 | $1,131,471 | $1,157,652 | +$26,181 | +2.31% | |
| Welch Financial Planning, Llc | 0.54% | 26,229 | $931,786 | $953,345 | +$21,559 | +2.31% | |
| Envestnet Asset Management Inc | 0.00% | 24,216 | $860,273 | $880,179 | +$19,906 | +2.31% | |
| Sunbelt Securities, Inc. | 0.05% | 25,628 | $842,836 | $931,501 | +$88,665 | +10.52% | |
| Kestra Advisory Services, Llc | 0.00% | 23,138 | $821,977 | $840,997 | +$19,020 | +2.31% | |
| Cra Financial Services, Llc | 0.07% | 17,647 | $642,439 | $641,416 | -$1,023 | -0.16% | |
| Centaurus Financial, Inc. | 0.02% | 16,797 | $597,000 | $610,521 | +$13,521 | +2.26% | |
| Millington Financial Advisors, Llc | 0.18% | 13,054 | $464,983 | $474,474 | +$9,491 | +2.04% | |
| Vestia Personal Wealth Advisors | 0.17% | 12,277 | $446,944 | $446,232 | -$712 | -0.16% | |
| Old Mission Capital Llc | 0.01% | 12,280 | $436,247 | $446,341 | +$10,094 | +2.31% | |
| Lido Advisors, Llc | 0.00% | 11,497 | $408,431 | $417,881 | +$9,450 | +2.31% | |
| Diligent Investors, Llc | 0.08% | 10,350 | $376,792 | $376,191 | -$601 | -0.16% | |
| Ifp Advisors, Inc | 0.01% | 10,322 | $375,772 | $375,174 | -$598 | -0.16% | |
| Captrust Financial Advisors | 0.00% | 9,750 | $346,369 | $354,383 | +$8,014 | +2.31% | |
| Gts Securities Llc | 0.01% | 8,900 | $316,173 | $323,488 | +$7,315 | +2.31% | |
| Citadel Advisors Llc | 0.00% | 8,262 | $293,508 | $300,299 | +$6,791 | +2.31% | |
| Dhjj Financial Advisors, Ltd. | 0.07% | 6,318 | $230,007 | $229,640 | -$367 | -0.16% | |
| Orion Capital Management Llc | 0.07% | 6,340 | $225,229 | $230,440 | +$5,211 | +2.31% | |
| Royal Bank Of Canada | 0.00% | 2,400 | $85,000 | $87,233 | +$2,233 | +2.63% | |
| Bank Of Montreal | 0.00% | 1,900 | $67,498 | $69,059 | +$1,561 | +2.31% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 1,299 | $47,290 | $47,215 | -$75 | -0.16% | |
| Luminist Capital Llc | 0.02% | 640 | $22,132 | $23,262 | +$1,130 | +5.11% | |
| Corecap Advisors, Llc | 0.00% | 366 | $13,324 | $13,303 | -$21 | -0.16% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 324 | $11,510 | $11,776 | +$266 | +2.31% | |
| Ubs Group Ag | 0.00% | 265 | $9,414 | $9,632 | +$218 | +2.32% | |
| Woodard & Co Asset Management Group Inc | 0.00% | 200 | $7,105 | $7,269 | +$164 | +2.31% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 194 | $6,892 | $7,051 | +$159 | +2.31% | |
| Farther Finance Advisors, Llc | 0.00% | 162 | $5,898 | $5,888 | -$10 | -0.17% |
Frequently asked questions about XBOC
Who are the largest institutional holders of XBOC?
The largest institutional holders of XBOC reported in the latest SEC Form 13F filings include Cetera Investment Advisers, Osaic Holdings, Inc., Blue Bell Private Wealth Management, Llc, Susquehanna International Group, Llp, and Brookwood Investment Group Llc. InsiderSet ranks institutional holders by their latest reported XBOC position.
What is XBOC institutional ownership?
This page tracks XBOC positions reported by institutional investment managers through SEC Form 13F. INNOVATOR US EQY ACC 9 BUFF (XBOC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XBOC?
InsiderSet currently tracks 38 institutional managers reporting XBOC 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 XBOC shareholders.
How much XBOC stock do institutions own?
Institutional investment managers disclosed approximately $35.24M in XBOC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XBOC institutional ownership last updated?
The latest XBOC 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 XBOC 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 XBOC position after the reporting date.
Are institutions buying or selling XBOC?
Institutional buying and selling can be analyzed by comparing XBOC positions across consecutive 13F reporting periods. InsiderSet's XBOC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XBOC ownership changes.
How has XBOC institutional ownership changed over time?
InsiderSet tracks XBOC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.