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 43 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $74.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
1,062,635
shares
|
$32.9 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
277,927
shares
|
$8.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 35.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
147,037
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
116,662
shares
|
$3.61 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
96,792
shares
|
$3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
93,876
shares
|
$2.91 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
49,387
shares
|
$1.53 Million
2.61% of portfolio
|
Q4 2024
Reduced 60.58%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
49,118
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
47,096
shares
|
$1.46 Million
0.84% of portfolio
|
Q4 2024
Added 32.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
36,400
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 14.75%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,850
shares
|
$985,757
0.03% of portfolio
|
Q3 2024
Reduced 25.33%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
31,425
shares
|
$972,603
0.02% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
29,478
shares
|
$912,344
0.0% of portfolio
|
Q4 2024
Added 33.54%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
27,662
shares
|
$856,138
0.01% of portfolio
|
Q4 2024
Added 113.82%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
25,154
shares
|
$778,516
0.14% of portfolio
|
Q3 2023
Reduced 20.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
25,000
shares
|
$773,750
0.0% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
24,351
shares
|
$753,663
0.24% of portfolio
|
Q4 2024
Added 63.79%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
24,268
shares
|
$751,094
0.18% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,066
shares
|
$621,042
0.0% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
19,700
shares
|
$609,715
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
18,766
shares
|
$580,807
0.0% of portfolio
|
Q4 2024
Added 108.35%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
17,771
shares
|
$550,012
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
12,277
shares
|
$379,973
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
11,996
shares
|
$371,276
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
11,550
shares
|
$357,472
1.18% of portfolio
|
Q3 2024
New holding
|