XBAP Institutional Ownership
Innovator U.S. Equity Accelerated 9 Buffer ETF
1W: +0.1%
1M: +0.7%
3M: +2.5%
YTD: +11.5%
1Y: +13.8%
3Y: +49.8%
5Y: +60.9%
$43.10
+0.04 (+0.09%)
Weekly Expected Move ±0.4%
$43
$43
$43
$43
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XBAP
56
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
111M
Total Invested
2
New Positions
11
Increased
29
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (64 total)
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Summit Financial, LLC | 13,852 | $597K |
| Luminist Capital LLC | 454 | $20K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Orion Porfolio Solutions, LLC | 41,438 | $2M |
| Encompass More Asset Management | 34,224 | $1M |
| Sonoma Allocations LLC | 30,804 | $1M |
| CWM, LLC | 28,702 | $1M |
| Atria Investments, Inc | 25,271 | $1M |
| OLD MISSION CAPITAL LLC | 18,306 | $789K |
| Triad Wealth Partners, LLC | 13,668 | $589K |
| LPL Financial LLC | 11,733 | $506K |
| Foundations Investment Advisors, LL | 10,040 | $433K |
| JANE STREET GROUP, LLC | 9,679 | $417K |
| LeClair Wealth Partners LLC | 9,247 | $399K |
| JT Stratford LLC | 6,622 | $285K |
| WorthPointe, LLC | 6,503 | $280K |
| Global Trust Wealth Management LLC | 5,385 | $232K |
| Gradient Investments LLC | 5,312 | $229K |
| Cambridge Investment Research Advis | 5,286 | $228K |
| JPMORGAN CHASE & CO | 912 | $39K |
| TopTier Wealth Management, LLC | 386 | $17K |
| UBS Group AG | 343 | $15K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +63,287 | +530.0% | 75,228 |
| ENVESTNET ASSET MANAGEMENT INC | +5,747 | +21.2% | 32,865 |
| CENTAURUS FINANCIAL, INC. | +5,326 | +37.8% | 19,401 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +4,133 | +63.4% | 10,651 |
| Kestra Advisory Services, LLC | +3,955 | +15.8% | 28,970 |
| Welch Financial Planning, LLC | +2,802 | +13.3% | 23,939 |
| Brookwood Investment Group LLC | +2,640 | +5.9% | 47,654 |
| Millington Financial Advisors, LLC | +2,354 | +1.7% | 144,583 |
| Farther Finance Advisors, LLC | +1,624 | +49.2% | 4,924 |
| Bullseye Investment Management, LLC | +437 | +137.0% | 756 |
| Orion Capital Management LLC | +66 | +0.2% | 36,891 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | -79,462 | -7.6% | 968,750 |
| Allworth Financial LP | -75,106 | -88.8% | 9,475 |
| CROSSPOINT FINANCIAL, LLC | -31,619 | -9.4% | 305,289 |
| First Commonwealth Financial Corp / | -14,682 | -5.2% | 265,033 |
| Cetera Investment Advisers | -9,549 | -3.0% | 303,574 |
| CAPTRUST FINANCIAL ADVISORS | -8,397 | -27.3% | 22,324 |
| VESTIA PERSONAL WEALTH ADVISORS | -5,439 | -40.1% | 8,122 |
| OSAIC HOLDINGS, INC. | -3,933 | -3.1% | 121,298 |
| CRA Financial Services, LLC | -1,857 | -27.4% | 4,928 |
| Blue Water Asset Management | -904 | -9.8% | 8,343 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -500 | -37.9% | 821 |
| COMMONWEALTH EQUITY SERVICES, LLC | -353 | -2.3% | 15,298 |
| CreativeOne Wealth, LLC | -237 | -2.7% | 8,592 |
| Sterling Financial Planning, Inc. | -98 | -1.3% | 7,634 |
| Sunbelt Securities, Inc. | -67 | -1.5% | 4,529 |
| IFP Advisors, Inc | -49 | -2.7% | 1,747 |
| Steward Partners Investment Advisor | -13 | -1.6% | 805 |
| IMG Wealth Management, Inc. | -2 | -0.1% | 1,350 |