INNOVATOR US EQY ACC 9 BUFF (XBOC) Institutional Ownership Changes & 13F Activity
INNOVATOR US EQY ACC 9 BUFF (XBOC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cetera Investment Advisers, Osaic Holdings, Inc., Blue Bell Private Wealth Management, Llc, Hightower Advisors, Llc, and Millington Financial Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | Buy | +25,703 | — | 25,703 | $862.46K | Q4 2025 | Feb 20, 2026 |
| First Commonwealth Financial Corp | Buy | +34,479 | — | 34,479 | $1.16M | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | Buy | +188,033 | — | 188,033 | $6.31M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +116,418 | — | 116,418 | $3.91M | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +36,375 | — | 36,375 | $1.22M | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors Llc | Buy | +31,850 | — | 31,850 | $1.07M | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +10,400 | — | 10,400 | $348.97K | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +8,594 | — | 8,594 | $288.37K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +2,400 | — | 2,400 | $81.00K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +23,278 | — | 23,278 | $781.09K | Q4 2025 | Feb 13, 2026 |
| Centaurus Financial, Inc. | Buy | +17,489 | — | 17,489 | $587.00K | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Buy | +1,312 | — | 1,312 | $44.02K | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors Llc | Buy | +961 | — | 961 | $32.25K | Q4 2025 | Feb 13, 2026 |
| Luminist Capital Llc | Buy | +197 | — | 197 | $6.61K | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +63 | — | 63 | $2.11K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +71,595 | — | 71,595 | $2.40M | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +47,630 | — | 47,630 | $1.60M | Q4 2025 | Feb 12, 2026 |
| Bank Of Montreal | Buy | +1,900 | — | 1,900 | $63.75K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +324 | — | 324 | $10.87K | Q4 2025 | Feb 12, 2026 |
| Jpmorgan Chase & Co | Buy | +648 | — | 648 | $21.74K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +23,142 | — | 23,142 | $776.52K | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, Llc | Buy | +11,582 | — | 11,582 | $388.63K | Q4 2025 | Feb 10, 2026 |
| Foundations Investment Advisors, Llc | Buy | +11,134 | — | 11,134 | $373.60K | Q4 2025 | Feb 10, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +110,569 | — | 110,569 | $3.71M | Q4 2025 | Feb 09, 2026 |
| Millington Financial Advisors, Llc | Buy | +72,347 | — | 72,347 | $2.44M | Q4 2025 | Feb 09, 2026 |
| Harbour Investments, Inc. | Buy | +198 | — | 198 | $6.64K | Q4 2025 | Feb 09, 2026 |
| Hightower Advisors, Llc | Buy | +103,045 | — | 103,045 | $3.46M | Q4 2025 | Feb 06, 2026 |
| Ifp Advisors, Inc | Buy | +19,217 | — | 19,217 | $644.82K | Q4 2025 | Feb 06, 2026 |
| Eversource Wealth Advisors, Llc | Buy | +176 | — | 176 | $5.91K | Q4 2025 | Feb 06, 2026 |
| Crosspoint Financial, Llc | Buy | +43,466 | — | 43,466 | $1.46M | Q4 2025 | Feb 05, 2026 |
Frequently asked questions about XBOC activity
Which institutional owners are buying XBOC?
Institutional owners buying XBOC 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 XBOC activity?
"Buy" means an investor increased their reported position in XBOC compared to the prior reporting period. This reflects growing exposure to INNOVATOR US EQY ACC 9 BUFF (XBOC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XBOC increasing?
Institutional interest in XBOC 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.