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 | 188,033 | 6,309 | 0.01% | 0.01% | 1 | -9,261 | -4.69% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 116,418 | 3,905 | 0.01% | 0.01% | 2 | -31,212 | -21.14% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 110,569 | 3,710 | 0.54% | 0.57% | 3 | -3,022 | -2.66% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 103,045 | 3,457 | 0.0% | 0.0% | 4 | +4,585 | 4.66% | Q4 2025 | Feb 06, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 72,347 | 2,442 | 1.08% | 1.21% | 5 | -4,197 | -5.48% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 71,595 | 2,402 | 0.0% | 0.0% | 6 | +8,979 | 14.34% | Q4 2025 | Feb 12, 2026 |
| Brookwood Investment Group LLC | History | Added to | 48,427 | 1,624 | 0.19% | 0.2% | 7 | +1,186 | 2.51% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 47,630 | 1,598 | 0.01% | 0.01% | 8 | +6,197 | 14.96% | Q4 2025 | Feb 12, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 43,466 | 1,458 | 3.43% | 3.5% | 9 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Encompass More Asset Management | History | Reduced | 38,622 | 1,295 | 0.24% | 0.26% | 10 | -2,110 | -5.18% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Reduced | 36,375 | 1,220 | 0.02% | 0.02% | 11 | -133 | -0.36% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 34,479 | 1,156 | 0.19% | — | 12 | +34,479 | New | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 33,060 | 1,109 | 0.0% | 0.0% | 13 | +2,377 | 7.75% | Q4 2025 | Jan 26, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,850 | 1,068 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 29,177 | 979 | 0.01% | 0.01% | 15 | +1,911 | 7.01% | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | New | 28,951 | 971 | 0.01% | — | 16 | +28,951 | New | Q4 2025 | Jan 15, 2026 |
| Welch Financial Planning, LLC | History | New | 26,351 | 884 | 0.64% | — | 17 | +26,351 | New | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 25,703 | 862 | 0.06% | 0.06% | 18 | -2,797 | -9.81% | Q4 2025 | Feb 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 23,278 | 781 | 0.0% | 0.0% | 19 | +4,242 | 22.28% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,142 | 776 | 0.0% | 0.0% | 20 | +4,081 | 21.41% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,075 | 740 | 0.01% | 0.0% | 21 | +21,875 | 10937.5% | Q4 2025 | Jan 23, 2026 |
| CRA Financial Services, LLC | History | Reduced | 20,040 | 672 | 0.09% | 0.1% | 22 | -2,625 | -11.58% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Added to | 19,217 | 644 | 0.01% | 0.0% | 23 | +18,515 | 2637.46% | Q4 2025 | Feb 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 17,489 | 587 | 0.03% | 0.03% | 24 | -1,491 | -7.86% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 15,681 | 526 | 0.05% | 0.04% | 25 | +5,934 | 60.88% | Q4 2025 | Jan 22, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 12,277 | 413 | 0.21% | 0.23% | 26 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Lido Advisors, LLC | History | New | 11,582 | 388 | 0.0% | — | 27 | +11,582 | New | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 11,296 | 379 | 0.01% | 0.0% | 28 | +10,930 | 2986.34% | Q4 2025 | Jan 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 11,134 | 373 | 0.0% | 0.0% | 29 | +4,876 | 77.92% | Q4 2025 | Feb 10, 2026 |
| Diligent Investors, LLC | History | No change | 11,000 | 369 | 0.09% | 0.09% | 30 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,400 | 348 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 8,594 | 288 | 0.01% | 0.05% | 32 | -63,574 | -88.09% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 6,775 | 227 | 0.08% | 0.06% | 33 | +1,035 | 18.03% | Q4 2025 | Jan 23, 2026 |
| Orion Capital Management LLC | History | Reduced | 6,340 | 212 | 0.07% | 0.08% | 34 | -700 | -9.94% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,400 | 81 | 0.0% | — | 35 | +2,400 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,900 | 63 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,835 | 61 | 0.0% | 0.0% | 37 | -101 | -5.22% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,312 | 44 | 0.0% | — | 38 | +1,312 | New | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 961 | 32 | 0.03% | 0.03% | 39 | +1 | 0.1% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | No change | 796 | 26 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 700 | 23 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | New | 648 | 21 | 0.0% | — | 42 | +648 | New | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 324 | 10 | 0.0% | 0.0% | 43 | -491 | -60.25% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 198 | 6 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Luminist Capital LLC | History | No change | 197 | 6 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 176 | 5 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Reduced | 63 | 2 | 0.0% | 0.0% | 47 | -5,761 | -98.92% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -158,583 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -53,095 | -100.0% | Q3 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,987 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,206 | -100.0% | Q3 2025 | Oct 06, 2025 |
| UBS Group AG | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 29, 2026 |