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 1.41 Million shares, which have been reported (via 13F filing form) to have a value of $42.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
428,199
shares
|
$12.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
147,037
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
125,277
shares
|
$3.77 Million
5.46% of portfolio
|
Q3 2024
Added 33.25%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
117,615
shares
|
$3.54 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
93,876
shares
|
$2.83 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
51,858
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
36,400
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 14.75%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
35,499
shares
|
$1.07 Million
0.66% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,850
shares
|
$958,685
0.03% of portfolio
|
Q3 2024
Reduced 25.33%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
31,539
shares
|
$949,323
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
28,692
shares
|
$863,629
0.0% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
25,154
shares
|
$757,135
0.14% of portfolio
|
Q3 2023
Reduced 20.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,490
shares
|
$737,149
0.0% of portfolio
|
Q3 2024
Added 137.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
23,097
shares
|
$695,219
0.0% of portfolio
|
Q3 2024
Reduced 28.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
22,074
shares
|
$664,427
0.0% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
21,727
shares
|
$653,982
0.16% of portfolio
|
Q3 2024
Added 19.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
19,606
shares
|
$590,140
0.0% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
18,605
shares
|
$560,010
0.22% of portfolio
|
Q1 2024
Added 5.7%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
14,867
shares
|
$447,496
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
13,400
shares
|
$403,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
12,937
shares
|
$389,403
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
12,277
shares
|
$369,537
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
11,550
shares
|
$347,655
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
11,000
shares
|
$331,100
0.08% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
10,079
shares
|
$303,377
0.15% of portfolio
|
Q2 2024
Added 22.35%
|