Institutional Ownership Innovator Etfs Tr Us Equity Ac (XBOC)
This table provides information about the institutional ownership of Innovator Etfs Tr Us Equity Ac (XBOC). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 1.62 Million shares, which have been reported (via 13F filing form) to have a value of $53.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
19,036
shares
|
$626,094
0.0% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
18,980
shares
|
$624,252
0.04% of portfolio
|
Q3 2025
Reduced 70.38%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2026 Q4 2025 |
12,277
shares
|
$403,790
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
11,296
shares
|
$371,525
0.01% of portfolio
|
Q4 2025
Added 2986.34%
|
|
|
Diligent Investors, LLC
|
Jan 22, 2026 Q4 2025 |
11,000
shares
|
$361,790
0.11% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
10,400
shares
|
$342,056
0.0% of portfolio
|
Q4 2024
Reduced 22.39%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,105
shares
|
$332,353
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
9,747
shares
|
$320,578
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
7,040
shares
|
$231,545
0.08% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
6,775
shares
|
$222,829
0.09% of portfolio
|
Q4 2025
Added 18.03%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,258
shares
|
$205,825
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
5,824
shares
|
$191,551
0.0% of portfolio
|
Q3 2025
Added 24.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,400
shares
|
$78,936
0.0% of portfolio
|
Q1 2025
Added 24.96%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,900
shares
|
$62,491
0.0% of portfolio
|
Q3 2024
Reduced 83.9%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
1,835
shares
|
$60,353
0.0% of portfolio
|
Q4 2025
Reduced 5.22%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
960
shares
|
$31,574
0.03% of portfolio
|
Q3 2025
Added 29.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
815
shares
|
$26,805
0.0% of portfolio
|
Q3 2025
Reduced 69.22%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
796
shares
|
$26,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
702
shares
|
$23,088
0.0% of portfolio
|
Q3 2025
Reduced 95.08%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
700
shares
|
$23,023
0.0% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
198
shares
|
$6,512
0.0% of portfolio
|
Q4 2024
Reduced 26.67%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
197
shares
|
$6,479
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
176
shares
|
$5,788
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
Jan 29, 2026 Q4 2025 |
13
shares
|
$427
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|