Who owns XBOC?
Innovator U.S. Equity Accelerated 9 Buffer ETF - Oct · Innovator
39 institutions reported holding XBOC, worth $38.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XBOC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cetera Investment Advisers | Schaumburg, IL | $6.5M | 183,332 | −4,279 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $4.1M | 116,130 | +5,573 shares |
| Blue Bell Private Wealth Management, LLC | Blue Bell, PA | $3.9M | 109,243 | −1,763 shares |
| HighTower Advisors, LLC | Chicago, IL | $3.7M | 103,045 | No change |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.2M | 61,238 | +51,563 shares |
| Brookwood Investment Group LLC | Phoenix, AZ | $1.9M | 53,564 | +3,260 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.7M | 47,823 | −3,116 shares |
| Crosspoint Financial, LLC | Tustin, CA | $1.4M | 39,266 | −4,200 shares |
| Advisory Services Network, LLC | Atlanta, GA | $1.3M | 36,217 | −79 shares |
| First Commonwealth Financial Corp | Indiana, PA | $1.2M | 35,043 | −294 shares |
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 XBOC?
39 institutional managers reported holding XBOC in Form 13F filings for June 30, 2026, worth $38.7M in total. The largest reported position was held by Cetera Investment Advisers, at $6.5M.
Did institutions buy or sell XBOC last quarter?
Reported 13F value rose 16.2% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 4 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 XBOC 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.