Innovator ETFs Trust - XBOC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | Reduced | 183,332 | 6,512 | 0.01% | 0.01% | 1 | -4,279 | -2.28% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 116,130 | 4,126 | 0.0% | 0.01% | 2 | +5,573 | 5.04% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 109,243 | 3,880 | 0.48% | 0.52% | 3 | -1,763 | -1.59% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 103,045 | 3,660 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 61,238 | 2,175 | 0.0% | 0.0% | 5 | +51,563 | 532.95% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 53,564 | 1,902 | 0.21% | 0.2% | 6 | +3,260 | 6.48% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 47,823 | 1,698 | 0.0% | 0.0% | 7 | -3,116 | -6.12% | Q2 2026 | Jul 29, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 39,266 | 1,394 | 3.19% | 3.59% | 8 | -4,200 | -9.66% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 36,217 | 1,286 | 0.01% | 0.02% | 9 | -79 | -0.22% | Q2 2026 | Aug 12, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 35,043 | 1,244 | 0.17% | 0.18% | 10 | -294 | -0.83% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Added to | 34,815 | 1,236 | 0.01% | 0.01% | 11 | +2,935 | 9.21% | Q2 2026 | Jul 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,850 | 1,131 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 29,671 | 1,054 | 0.52% | 0.56% | 13 | -2,103 | -6.62% | Q2 2026 | Sep 11, 2026 |
| Welch Financial Planning, LLC | History | Reduced | 26,229 | 931 | 0.54% | 0.62% | 14 | -182 | -0.69% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 24,216 | 860 | 0.0% | 0.0% | 15 | +1,453 | 6.38% | Q2 2026 | Sep 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 25,628 | 842 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 23,138 | 821 | 0.0% | 0.0% | 17 | -100 | -0.43% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 19,022 | 675 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CRA Financial Services, LLC | History | No change | 18,316 | 650 | 0.07% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 16,797 | 597 | 0.02% | 0.03% | 20 | -495 | -2.86% | Q2 2026 | Aug 17, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 13,054 | 464 | 0.18% | 0.09% | 21 | +6,872 | 111.16% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 12,280 | 436 | 0.01% | — | 23 | +12,280 | New | Q2 2026 | Aug 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 12,277 | 436 | 0.17% | 0.19% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 11,497 | 408 | 0.0% | 0.0% | 24 | -85 | -0.73% | Q2 2026 | Aug 07, 2026 |
| Diligent Investors, LLC | History | No change | 10,350 | 367 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,750 | 346 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | New | 8,900 | 316 | 0.01% | — | 27 | +8,900 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,262 | 293 | 0.0% | — | 28 | +8,262 | New | Q2 2026 | Sep 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 6,775 | 240 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Orion Capital Management LLC | History | No change | 6,340 | 225 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,400 | 85 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,900 | 67 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 1,779 | 63 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,299 | 46 | 0.0% | 0.0% | 34 | -13 | -0.99% | Q2 2026 | Aug 07, 2026 |
| Luminist Capital LLC | History | New | 640 | 22 | 0.02% | — | 35 | +640 | New | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 376 | 13 | 0.0% | 0.0% | 36 | -12 | -3.09% | Q2 2026 | Jul 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 324 | 11 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 265 | 9 | 0.0% | 0.0% | 38 | +153 | 136.61% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 251 | 8 | 0.0% | 0.0% | 39 | +156 | 164.21% | Q2 2026 | Jul 17, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 200 | 7 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 194 | 6 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,996 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q2 2026 | Jul 24, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q2 2026 | Aug 14, 2026 |