Institutional Ownership Innovator ETF Tr Us Equity Acc (XBAP)
This table provides information about the institutional ownership of Innovator ETF Tr Us Equity Acc (XBAP). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 4.92 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
13,637
shares
|
$515,887
0.38% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
13,361
shares
|
$505,446
0.01% of portfolio
|
Q2 2025
Added 434.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
12,487
shares
|
$472,383
0.0% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
12,439
shares
|
$470,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
12,108
shares
|
$458,045
0.14% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
10,924
shares
|
$413,254
0.16% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,851
shares
|
$410,493
0.0% of portfolio
|
Q2 2025
Reduced 81.9%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
10,816
shares
|
$409,169
0.43% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
9,030
shares
|
$341,604
0.01% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,592
shares
|
$325,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
7,745
shares
|
$292,993
0.1% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
7,695
shares
|
$291,101
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,757
shares
|
$255,617
0.0% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
6,622
shares
|
$250,510
0.04% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
6,518
shares
|
$246,575
0.04% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,500
shares
|
$245,895
0.02% of portfolio
|
Q2 2025
Added 25.48%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
5,814
shares
|
$219,943
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
4,133
shares
|
$156,351
0.12% of portfolio
|
Q2 2025
Reduced 56.63%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,203
shares
|
$83,339
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,542
shares
|
$58,333
0.06% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,200
shares
|
$45,396
0.0% of portfolio
|
Q1 2025
Reduced 79.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
950
shares
|
$35,938
0.0% of portfolio
|
Q3 2024
Reduced 87.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
818
shares
|
$30,944
0.0% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
546
shares
|
$20,655
0.0% of portfolio
|
Q2 2025
Reduced 48.1%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
250
shares
|
$9,457
0.0% of portfolio
|
Q2 2025
Added 25.0%
|