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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Sunbelt Securities, Inc.Buy+25,703—25,703$862.46KQ4 2025Feb 20, 2026
First Commonwealth Financial CorpBuy+34,479—34,479$1.16MQ4 2025Feb 18, 2026
Cetera Investment AdvisersBuy+188,033—188,033$6.31MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+116,418—116,418$3.91MQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+36,375—36,375$1.22MQ4 2025Feb 17, 2026
Snowden Capital Advisors LlcBuy+31,850—31,850$1.07MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+10,400—10,400$348.97KQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+8,594—8,594$288.37KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+2,400—2,400$81.00KQ4 2025Feb 17, 2026
Kestra Advisory Services, LlcBuy+23,278—23,278$781.09KQ4 2025Feb 13, 2026
Centaurus Financial, Inc.Buy+17,489—17,489$587.00KQ4 2025Feb 13, 2026
Pinnacle Wealth Planning Services, Inc.Buy+1,312—1,312$44.02KQ4 2025Feb 13, 2026
Financial Network Wealth Advisors LlcBuy+961—961$32.25KQ4 2025Feb 13, 2026
Luminist Capital LlcBuy+197—197$6.61KQ4 2025Feb 13, 2026
Barclays PlcBuy+63—63$2.11KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+71,595—71,595$2.40MQ4 2025Feb 12, 2026
Orion Porfolio Solutions, LlcBuy+47,630—47,630$1.60MQ4 2025Feb 12, 2026
Bank Of MontrealBuy+1,900—1,900$63.75KQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+324—324$10.87KQ4 2025Feb 12, 2026
Jpmorgan Chase & CoBuy+648—648$21.74KQ4 2025Feb 11, 2026
Envestnet Asset Management IncBuy+23,142—23,142$776.52KQ4 2025Feb 10, 2026
Lido Advisors, LlcBuy+11,582—11,582$388.63KQ4 2025Feb 10, 2026
Foundations Investment Advisors, LlcBuy+11,134—11,134$373.60KQ4 2025Feb 10, 2026
Blue Bell Private Wealth Management, LlcBuy+110,569—110,569$3.71MQ4 2025Feb 09, 2026
Millington Financial Advisors, LlcBuy+72,347—72,347$2.44MQ4 2025Feb 09, 2026
Harbour Investments, Inc.Buy+198—198$6.64KQ4 2025Feb 09, 2026
Hightower Advisors, LlcBuy+103,045—103,045$3.46MQ4 2025Feb 06, 2026
Ifp Advisors, IncBuy+19,217—19,217$644.82KQ4 2025Feb 06, 2026
Eversource Wealth Advisors, LlcBuy+176—176$5.91KQ4 2025Feb 06, 2026
Crosspoint Financial, LlcBuy+43,466—43,466$1.46MQ4 2025Feb 05, 2026
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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.