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Innovator US EQY ACC 9 Buff (XBOC)

CUSIP: 45783Y848 | NYSE | 91 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Blue Bell Private Wealth Management, LLC108,577
0.5% of portfolio›$4.0M
Brookstone Capital Management36,823
0.0% of portfolio›$1.3M
Crosspoint Financial, LLC36,766
2.6% of portfolio›$1.3M
Commonwealth Equity Services, LLC36,499
0.0% of portfolio›$1.3M
Bullseye Investment Management, LLC27,030
0.5% of portfolio›$984.0K
Kestra Advisory Services, LLC21,313
0.0% of portfolio›$775.9K
CRA Financial Services, LLC17,647
0.1% of portfolio›$642.4K
Vestia Personal Wealth Advisors12,277
0.2% of portfolio›$446.9K
Diligent Investors, LLC10,350
0.1% of portfolio›$376.8K
IFP Advisors, Inc10,322
0.0% of portfolio›$375.8K
Dhjj Financial Advisors, Ltd.6,318
0.1% of portfolio›$230.0K
Pinnacle Wealth Planning Services, Inc.1,299
0.0% of portfolio›$47.3K
CoreCap Advisors, LLC366
0.0% of portfolio›$13.3K
Ashton Thomas Private Wealth, LLC194
0.0% of portfolio›$7.1K
Farther Finance Advisors, LLC162
0.0% of portfolio›$5.9K
StyleTurnoverLocationFiled
Blue Bell Private Wealth Management, LLC
108,577$4.0M0.5%YieldVery LowBlue Bell, PA2026-10-29
Brookstone Capital Management
36,823$1.3M0.0%ETFMediumWheaton, IL2026-10-22
Crosspoint Financial, LLC
36,766$1.3M2.6%ValueMediumTustin, CA2026-11-03
Commonwealth Equity Services, LLC
36,499$1.3M0.0%ETFLowWaltham, MA2026-11-02
Bullseye Investment Management, LLC
27,030$984.0K0.5%ETFVery HighCincinnati, OH2026-10-29
Kestra Advisory Services, LLC
21,313$775.9K0.0%CoreLowAustin, TX2026-11-02
CRA Financial Services, LLC
17,647$642.4K0.1%ETFVery LowNorthfield, NJ2026-10-16
Vestia Personal Wealth Advisors
12,277$446.9K0.2%ETFMediumFort Wayne, IN2026-10-20
Diligent Investors, LLC
10,350$376.8K0.1%CoreLowRedlands, CA2026-10-21
IFP Advisors, Inc
10,322$375.8K0.0%GrowthLowTampa, FL2026-10-16
Dhjj Financial Advisors, Ltd.
6,318$230.0K0.1%ETFVery LowNaperville, IL2026-10-23
Pinnacle Wealth Planning Services, Inc.
1,299$47.3K0.0%GARPLowMansfield, OH2026-10-27
CoreCap Advisors, LLC
366$13.3K0.0%ETFMediumSouthfield, MI2026-10-08
Ashton Thomas Private Wealth, LLC
194$7.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Farther Finance Advisors, LLC
162$5.9K0.0%IndexLowSan Francisco, CA2026-10-08