HolderBook

INNOVATOR ETFS TRUST (XBOC)

Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.

38
Reporting holders
$38.1M
Reported value
0.0%
Held as options
-1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Cetera Investment Advisers$6.5M183,3320.01%15q-2.3%-$152.0K
OSAIC HOLDINGS, INC.$4.1M116,1300.00%19q+5.0%+$198.0K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$3.9M109,2430.48%19q-1.6%-$62.6K
HighTower Advisors, LLC$3.7M103,0450.00%7qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.2M61,2380.00%2q+533.0%+$1.8M
Brookwood Investment Group LLC$1.9M53,5640.21%6q+6.5%+$115.8K
COMMONWEALTH EQUITY SERVICES, LLC$1.7M47,8230.00%15q-6.1%-$110.7K
CROSSPOINT FINANCIAL, LLC$1.4M39,2663.19%7q-9.7%-$149.2K
Advisory Services Network, LLC$1.3M36,2170.01%11qHELD
First Commonwealth Financial Corp /PA/$1.2M35,0430.17%13q-0.8%-$10.4K
Brookstone Capital Management$1.2M34,8150.01%3q+9.2%+$104.3K
Snowden Capital Advisors LLC$1.1M31,8500.03%13qHELD
Welch Financial Planning, LLC$931.8K26,2290.54%3q-0.7%-$6.5K
ENVESTNET ASSET MANAGEMENT INC$860.3K24,2160.00%15q+6.4%+$51.6K
Kestra Advisory Services, LLC$822.0K23,1380.00%15qHELD
IFP Advisors, Inc$675.8K19,0220.01%7qHELD
CRA Financial Services, LLC$650.7K18,3160.07%15qHELD
Millington Financial Advisors, LLC$465.0K13,0540.18%15q+111.2%+$244.8K
OLD MISSION CAPITAL LLC$436.2K12,2800.01%newNEW
VESTIA PERSONAL WEALTH ADVISORS$436.1K12,2770.17%9qHELD
Lido Advisors, LLC$408.4K11,4970.00%3q-0.7%-$3.0K
Diligent Investors, LLC$367.7K10,3500.08%15qHELD
CAPTRUST FINANCIAL ADVISORS$346.4K9,7500.00%8qHELD
GTS SECURITIES LLC$316.2K8,9000.01%newNEW
CITADEL ADVISORS LLC$293.5K8,2620.00%newNEW
DHJJ Financial Advisors, Ltd.$240.7K6,7750.07%12qHELD
Orion Capital Management LLC$225.2K6,3400.07%12qHELD
ROYAL BANK OF CANADA$85.0K2,4000.00%9qHELD
BANK OF MONTREAL /CAN/$67.5K1,9000.00%19qHELD
AE Wealth Management LLC$63.2K1,7790.00%7qHELD
Pinnacle Wealth Planning Services, Inc.$46.1K1,2990.00%3q-1.0%
Luminist Capital LLC$22.1K6400.02%newNEW
CoreCap Advisors, LLC$13.4K3760.00%7q-3.1%
Steward Partners Investment Advisory, LLC$11.5K3240.00%11qHELD
UBS Group AG$9.4K2650.00%3q+136.6%+$5.4K
Farther Finance Advisors, LLC$8.9K2510.00%5q+164.2%+$5.5K
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$7.1K2000.00%8qHELD
Ashton Thomas Private Wealth, LLC$6.9K1940.00%2qHELD
CENTAURUS FINANCIAL, INC.$59716,7970.02%14q-2.9%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202638$38.1M1,071,6004890.0%
Q1 202639$33.5M1,019,72724140.0%
Q4 202546$42.9M1,277,392513120.0%
Q3 202544$47.3M1,448,631312150.0%
Q2 202545$41.9M1,318,351512130.0%
Q1 202546$68.4M2,297,59361490.0%
Q4 202439$66.2M2,191,80671090.0%
Q3 202434$37.3M1,251,13479100.0%
Q2 202431$36.8M1,256,01237120.0%
Q1 202427$39.1M1,361,0133590.0%
Q4 202329$33.4M1,198,392101140.0%
Q3 202320$22.6M860,6763470.0%
Q2 202323$30.0M1,167,8596360.0%
Q1 202321$29.8M1,212,1841740.0%
Q4 202226$31.6M1,352,96717530.0%
Q3 20228$4.0M174,6872330.0%
Q2 20229$1.9M86,2922510.0%
Q1 202210$1.7M67,7132120.0%
Q4 202110$2.2M88,8479000.0%