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Disclosery

XBAP INNOVATOR ETFS TRUST

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US EQUITY ACCELE (fund)

55 managers (55 13F filers) reported a position in XBAP shares at 2025-12-31, 3,093,625 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
55
13F filers
55
New
2
Added
14
Reduced
22
Sold out
3
Shares held by filers
3,093,625

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Lido Advisors, LLCin group Lido Advisors, LLC1,059,239$41M0.16%new13F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC343,463$13.3M31.26%-87413F-HRTimeline
Cetera Investment Advisers326,422$12.6M0.01%-1,54513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …280,679$10.9M1.79%-11,60413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.132,404$5.12M0.01%+2,52413F-HRTimelineGroup
Allworth Financial LP131,751$5.09M0.02%-11,15113F-HRTimeline
Millington Financial Advisors, LLC93,507$3.63M1.61%-15,13713F-HRTimeline
Brookwood Investment Group LLC43,492$1.68M0.2%+9513F-HRTimeline
Snowden Capital Advisors LLC42,875$1.66M0.04%013F-HRTimeline
Orion Porfolio Solutions, LLC41,438$1.6M0.01%+5,46513F-HRTimeline
Fragasso Financial Advisors Inc40,132$1.55M0.09%-2,09813F-HRTimeline
Orion Capital Management LLC38,401$1.48M0.5%-36713F-HRTimeline
Encompass More Asset Management34,224$1.32M0.25%-1,86513F-HRTimeline
OLD MISSION CAPITAL LLC31,461$1.22M0.05%+3,06013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,721$1.19M<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC28,702$1.11M<0.01%+2,08513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,677$1.11M<0.01%+1,52313F-HRTimelineGroup
HighTower Advisors, LLC28,180$1.09M<0.01%+8,32013F-HRTimeline
WorthPointe, LLC26,294$1.02M0.27%-12613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,015$1.01M<0.01%013F-HRTimelineGroup
Atria Investments, Inc25,271$977K0.01%+1,66213F-HRTimeline
Welch Financial Planning, LLC24,189$935K0.68%13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS20,011$775K0.39%-2,19913F-HRTimeline
CENTAURUS FINANCIAL, INC.16,225$627K0.03%+1,84313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,836$574K<0.01%+7013F-HRTimeline
Triad Wealth Partners, LLC13,668$529K0.05%+5,18613F-HRTimeline
IFP Advisors, Inc13,226$511K0.01%-5513F-HRTimeline
LPL Financial LLC12,533$485K<0.01%-21513F-HRTimeline
Outlook Wealth Advisors, LLC12,108$468K0.11%013F-HRTimeline
Foundations Investment Advisors, LLC11,307$437K0.01%+4,23713F-HRTimeline
DHJJ Financial Advisors, Ltd.10,704$414K0.14%-22013F-HRTimeline
Blue Water Asset Management9,247$358K0.13%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,872$343K0.01%013F-HRTimelineGroup
Sterling Financial Planning, Inc.7,732$299K0.09%-1313F-HRTimeline
CRA Financial Services, LLC7,695$298K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,576$293K<0.01%-21,69413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,757$261K<0.01%013F-HRTimeline
JT Stratford LLC6,622$256K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,518$252K0.04%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC6,045$234K<0.01%-8,06113F-HRTimelineGroup
Chicago Partners Investment Group LLC5,814$225K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC5,808$225K<0.01%013F-HRTimeline
Global Trust Wealth Management LLC5,800$224K0.17%13F-HRTimeline
Safe Harbor Wealth Advisors, LLC5,285$205K0.2%13F-HRTimeline
Cambridge Investment Research Advisors,…5,286$204K<0.01%-12813F-HRTimeline
Sunbelt Securities, Inc.4,596$178K0.01%-65013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,755$107K<0.01%-1,19613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,321$89.8K<0.01%-13313F-HR/ATimelineGroup
Financial Network Wealth Advisors LLC1,544$59.7K0.06%+213F-HRTimeline
IMG Wealth Management, Inc.1,352$52.3K0.03%-2,78113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,221$47.2K<0.01%+1,16813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA950$37K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…818$31.6K<0.01%013F-HRTimeline
AE Wealth Management LLC533$20.6K<0.01%-8813F-HRTimeline
Bullseye Investment Management, LLC323$12.5K0.01%new13F-HRTimeline