Skip to content
Disclosery

XBOC INNOVATOR ETFS TRUST

Follow

US EQTY ACCELRT9 (fund)

39 managers (39 13F filers) reported a position in XBOC shares at 2026-06-30, 1,088,397 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
39
13F filers
39
New
4
Added
8
Reduced
12
Sold out
4
Shares held by filers
1,088,397

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Cetera Investment Advisers183,332$6.51M0.01%-4,27913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.116,130$4.13M<0.01%+5,57313F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC109,243$3.88M0.48%-1,76313F-HRTimeline
HighTower Advisors, LLC103,045$3.66M<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,238$2.18M<0.01%+51,56313F-HRTimelineGroup
Brookwood Investment Group LLC53,564$1.9M0.22%+3,26013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,823$1.7M<0.01%-3,11613F-HRTimeline
CROSSPOINT FINANCIAL, LLC39,266$1.39M3.19%-4,20013F-HRTimeline
Advisory Services Network, LLC36,217$1.29M0.01%-7913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …35,043$1.24M0.17%-29413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management34,815$1.24M0.01%+2,93513F-HRTimelineGroup
Snowden Capital Advisors LLC31,850$1.13M0.03%013F-HRTimeline
Welch Financial Planning, LLC26,229$932K0.54%-18213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,216$860K<0.01%+1,45313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,138$822K<0.01%-10013F-HRTimelineGroup
IFP Advisors, Inc19,022$676K0.01%013F-HRTimeline
CRA Financial Services, LLC18,316$651K0.07%013F-HRTimeline
CENTAURUS FINANCIAL, INC.16,797$597K0.02%-49513F-HRTimeline
Millington Financial Advisors, LLC13,054$465K0.18%+6,87213F-HRTimeline
OLD MISSION CAPITAL LLC12,280$436K0.01%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS12,277$436K0.17%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,497$408K<0.01%-8513F-HRTimelineGroup
Diligent Investors, LLC10,350$368K0.08%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,750$346K<0.01%013F-HRTimeline
GTS SECURITIES LLC8,900$316K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,262$294K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.6,775$241K0.07%013F-HRTimeline
Orion Capital Management LLC6,340$225K0.07%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,400$85K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,900$67.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,779$63.2K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,299$46.1K<0.01%-1313F-HRTimeline
Luminist Capital LLC640$22.1K0.02%new13F-HRTimeline
CoreCap Advisors, LLC376$13.4K<0.01%-1213F-HRTimeline
Steward Partners Investment Advisory, L…324$11.5K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG265$9.41K<0.01%+15313F-HRTimelineGroup
Farther Finance Advisors, LLC251$8.92K<0.01%+15613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…200$7.11K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC194$6.89K<0.01%013F-HRTimeline