XBFR Institutional Ownership
Innovator Equity Managed 10 Buffer ETF
1W: -0.1%
1M: +0.7%
3M: +1.2%
YTD: +7.2%
$27.06
+0.16 (+0.59%)
Weekly Expected Move ±1.1%
$26
$27
$27
$27
$28
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — XBFR
22
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
11
New Positions
9
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Elmwood Wealth Management, Inc. | 159,075 | 4M | +21,889 | +16.0% | 2Q | SEC ↗ |
| 2 | DAYMARK WEALTH PARTNERS, LLC | 122,965 | 3M | +16,878 | +15.9% | 2Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 94,566 | 3M | +6,147 | +7.0% | 2Q | SEC ↗ |
| 4 | Visionary Wealth Advisors | 71,585 | 2M | +47,736 | +200.2% | 2Q | SEC ↗ |
| 5 | Brookstone Capital Management NEW | 57,950 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | WINNACLE WEALTH LLC | 47,814 | 1M | +2,859 | +6.4% | 2Q | SEC ↗ |
| 7 | First Commonwealth Financial Corp /PA NEW | 38,700 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 34,901 | 945K | — | +0.0% | 1Q | SEC ↗ |
| 9 | OLD MISSION CAPITAL LLC | 33,386 | 904K | +11,132 | +50.0% | 2Q | SEC ↗ |
| 10 | HighTower Advisors, LLC NEW | 24,390 | 660K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Arlington Capital Management, Inc. | 23,166 | 627K | +541 | +2.4% | 2Q | SEC ↗ |
| 12 | VESTIA PERSONAL WEALTH ADVISORS NEW | 16,622 | 450K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Cetera Investment Advisers NEW | 12,557 | 340K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Keystone Wealth Services, LLC NEW | 11,870 | 321K | — | +0.0% | 1Q | SEC ↗ |
| 15 | CAPTRUST FINANCIAL ADVISORS NEW | 8,272 | 224K | — | +0.0% | 1Q | SEC ↗ |
| 16 | GILPIN WEALTH MANAGEMENT, LLC | 7,525 | 204K | +2,915 | +63.2% | 2Q | SEC ↗ |
| 17 | Steward Partners Investment Advisory, NEW | 2,000 | 54K | — | +0.0% | 1Q | SEC ↗ |
| 18 | RED REEF ADVISORS LLC NEW | 909 | 25K | — | +0.0% | 1Q | SEC ↗ |
| 19 | HARBOUR INVESTMENTS, INC. NEW | 596 | 16K | — | +0.0% | 1Q | SEC ↗ |
| 20 | IFP Advisors, Inc | 275 | 7K | +35 | +14.6% | 2Q | SEC ↗ |
| 21 | BARCLAYS PLC | 0 | 0K | -3,467 | -100.0% | 1Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC | 0 | 0K | -15,296 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Brookstone Capital Management | 57,950 | 2M |
| First Commonwealth Financial Corp / | 38,700 | 1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 34,901 | 945K |
| HighTower Advisors, LLC | 24,390 | 660K |
| VESTIA PERSONAL WEALTH ADVISORS | 16,622 | 450K |
| Cetera Investment Advisers | 12,557 | 340K |
| Keystone Wealth Services, LLC | 11,870 | 321K |
| CAPTRUST FINANCIAL ADVISORS | 8,272 | 224K |
| Steward Partners Investment Advisor | 2,000 | 54K |
| RED REEF ADVISORS LLC | 909 | 25K |
| HARBOUR INVESTMENTS, INC. | 596 | 16K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 15,296 | 414K |
| BARCLAYS PLC | 3,467 | 94K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Visionary Wealth Advisors | +47,736 | +200.2% | 71,585 |
| Elmwood Wealth Management, Inc. | +21,889 | +16.0% | 159,075 |
| DAYMARK WEALTH PARTNERS, LLC | +16,878 | +15.9% | 122,965 |
| OLD MISSION CAPITAL LLC | +11,132 | +50.0% | 33,386 |
| COMMONWEALTH EQUITY SERVICES, LLC | +6,147 | +7.0% | 94,566 |
| GILPIN WEALTH MANAGEMENT, LLC | +2,915 | +63.2% | 7,525 |
| WINNACLE WEALTH LLC | +2,859 | +6.4% | 47,814 |
| Arlington Capital Management, Inc. | +541 | +2.4% | 23,166 |
| IFP Advisors, Inc | +35 | +14.6% | 275 |
Biggest Decreases (0)
None.