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 39 institutions that hold shares in the stock, with a total of 1.44 Million shares, which have been reported (via 13F filing form) to have a value of $42.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
465,609
shares
|
$13.8 Million
0.03% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
151,723
shares
|
$4.51 Million
0.01% of portfolio
|
Q2 2024
Reduced 25.03%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
117,615
shares
|
$3.5 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
100,973
shares
|
$3 Million
0.21% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Bullseye Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
94,019
shares
|
$2.8 Million
4.15% of portfolio
|
Q2 2024
Reduced 27.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
51,858
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
42,697
shares
|
$1.27 Million
0.14% of portfolio
|
Q2 2024
Reduced 15.8%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
42,655
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.96%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
35,499
shares
|
$1.06 Million
0.66% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
31,539
shares
|
$937,969
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
25,154
shares
|
$748,079
0.14% of portfolio
|
Q3 2023
Reduced 20.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
25,000
shares
|
$743,500
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
23,097
shares
|
$686,904
0.0% of portfolio
|
Q3 2024
Reduced 28.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
22,074
shares
|
$656,480
0.0% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
21,571
shares
|
$641,521
0.02% of portfolio
|
Q2 2024
Reduced 54.79%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
19,156
shares
|
$569,699
0.0% of portfolio
|
Q2 2024
Added 46.34%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
18,605
shares
|
$553,312
0.22% of portfolio
|
Q1 2024
Added 5.7%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
18,233
shares
|
$542,249
0.14% of portfolio
|
Q2 2024
Added 7.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
16,975
shares
|
$504,836
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
12,937
shares
|
$384,746
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
12,277
shares
|
$365,117
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
11,800
shares
|
$350,932
0.0% of portfolio
|
Q2 2024
Reduced 37.89%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
11,550
shares
|
$343,497
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
11,000
shares
|
$327,140
0.08% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
10,306
shares
|
$306,500
0.0% of portfolio
|
Q2 2024
Reduced 50.41%
|