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Disclosery

XBAP INNOVATOR ETFS TRUST

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US EQUITY ACCELE (fund)

52 managers (52 13F filers) reported a position in XBAP shares at 2025-09-30, 3,455,486 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
52
13F filers
52
New
7
Added
9
Reduced
20
Sold out
8
Shares held by filers
3,455,486

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Stuart Chaussee & Associates, Inc.1,420,593$53.8M11.73%-3,52513F-HRTimeline
CROSSPOINT FINANCIAL, LLC344,337$13M32.03%-11,53613F-HRTimeline
Cetera Investment Advisers327,967$12.4M0.01%-42,82513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …292,283$11.1M1.85%-1,22613F-HRTimelineGroup
Allworth Financial LP142,902$5.41M0.02%-1,405,66713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,880$4.87M0.01%+8,12513F-HRTimelineGroup
Millington Financial Advisors, LLC108,644$4.11M1.99%-14,31713F-HRTimeline
Brookwood Investment Group LLC43,397$1.64M0.21%+84913F-HRTimeline
Snowden Capital Advisors LLC42,875$1.62M0.04%013F-HRTimeline
Fragasso Financial Advisors Inc42,230$1.6M0.1%-1,00013F-HRTimeline
Orion Capital Management LLC38,768$1.47M0.51%013F-HRTimeline
Encompass More Asset Management36,089$1.37M0.26%-2,48113F-HRTimeline
Orion Porfolio Solutions, LLC35,973$1.36M0.01%+5,48113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,721$1.16M<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,270$1.11M<0.01%+18,41913F-HRTimelineGroup
OLD MISSION CAPITAL LLC28,401$1.08M0.04%-15,22413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,154$1.03M<0.01%+1,24013F-HRTimelineGroup
CWM, LLCin group CWM, LLC26,617$1.01M<0.01%+33313F-HRTimelineGroup
WorthPointe, LLC26,420$1M0.37%-39613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,015$985K<0.01%013F-HRTimelineGroup
Atria Investments, Inc23,609$894K0.01%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS22,210$841K0.49%-2,13813F-HRTimeline
HighTower Advisors, LLC19,860$752K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,766$559K<0.01%-2,22213F-HRTimeline
CENTAURUS FINANCIAL, INC.14,382$545K0.03%-56713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC14,106$534K0.01%-1,235,69213F-HRTimelineGroup
IFP Advisors, Inc13,281$503K0.01%-8013F-HR/ATimeline
LPL Financial LLC12,748$483K<0.01%+26113F-HRTimeline
Outlook Wealth Advisors, LLC12,108$458K0.11%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10,924$414K0.14%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,872$336K0.01%-15813F-HRTimelineGroup
Triad Wealth Partners, LLC8,482$321K0.04%new13F-HRTimeline
Sterling Financial Planning, Inc.7,745$293K0.09%013F-HRTimeline
CRA Financial Services, LLC7,695$291K0.04%013F-HRTimeline
Foundations Investment Advisors, LLC7,070$268K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL6,757$256K<0.01%013F-HRTimeline
JT Stratford LLC6,622$251K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,518$247K0.04%-1213F-HRTimeline
Chicago Partners Investment Group LLC5,814$222K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC5,808$220K<0.01%-2013F-HRTimeline
Cambridge Investment Research Advisors,…5,414$205K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.5,246$199K0.01%-1,25413F-HRTimeline
IMG Wealth Management, Inc.4,133$156K0.11%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,951$150K<0.01%new13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,454$92.9K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,542$58.4K0.06%+19113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA950$36K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…818$31K<0.01%013F-HRTimeline
AE Wealth Management LLC621$23.5K<0.01%+7513F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…250$9.47K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG141$5.34K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC53$2.01K<0.01%-12213F-HR/ATimelineGroup