Who owns XBAP?
Innovator U.S. Equity Accelerated 9 Buffer ETF - Apr · Innovator
43 institutions reported holding XBAP, worth $110.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XBAP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Lido Advisors, LLC | Los Angeles, CA | $40.6M | 968,750 | −79,462 shares |
| Crosspoint Financial, LLC | Tustin, CA | $12.8M | 305,289 | −31,619 shares |
| Cetera Investment Advisers | Schaumburg, IL | $12.7M | 303,574 | −9,549 shares |
| First Commonwealth Financial Corp | Indiana, PA | $11.1M | 265,033 | −14,682 shares |
| Millington Financial Advisors, LLC | Naperville, IL | $6.1M | 144,583 | +2,354 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $5.1M | 121,298 | −3,933 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $3.2M | 75,228 | +63,287 shares |
| Brookwood Investment Group LLC | Phoenix, AZ | $2.0M | 47,654 | +2,640 shares |
| Orion Capital Management LLC | Coronado, CA | $1.5M | 36,891 | +66 shares |
| Snowden Capital Advisors LLC | New York, NY | $1.5M | 36,310 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XBAP?
43 institutional managers reported holding XBAP in Form 13F filings for June 30, 2026, worth $110.6M in total. The largest reported position was held by Lido Advisors, LLC, at $40.6M.
Did institutions buy or sell XBAP last quarter?
Reported 13F value fell 1.9% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XBAP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.