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Disclosery

XBOC INNOVATOR ETFS TRUST

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US EQTY ACCELRT9 (fund)

42 managers (42 13F filers) reported a position in XBOC shares at 2024-12-31, 2,335,137 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
42
13F filers
42
New
7
Added
12
Reduced
12
Sold out
4
Shares held by filers
2,335,137

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Gradient Investments LLCin group Gradient Investments LLC1,062,635$32.1M0.65%new13F-HRTimelineGroup
Cetera Investment Advisers277,927$8.39M0.02%-150,27213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.137,072$4.14M0.01%-9,96513F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC116,662$3.52M0.67%-95313F-HRTimeline
HighTower Advisors, LLC96,792$2.92M<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.76,891$2.32M0.14%-16,98513F-HRTimeline
Bullseye Investment Management, LLC49,387$1.49M0.99%-75,89013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC49,118$1.48M<0.01%-2,74013F-HRTimeline
Millington Financial Advisors, LLC47,096$1.44M0.84%+11,59713F-HRTimeline
Snowden Capital Advisors LLC31,850$962K0.03%013F-HRTimeline
Advisory Services Network, LLC31,425$949K0.02%-11413F-HRTimeline
Sunbelt Securities, Inc.30,347$920K0.08%-6,05313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,478$890K<0.01%+7,40413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management27,662$835K0.01%+14,72513F-HRTimelineGroup
CRA Financial Services, LLC25,154$759K0.13%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,000$755K<0.01%-3,69213F-HRTimelineGroup
Encompass More Asset Management24,351$735K0.24%+9,48413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …24,268$733K0.17%+2,54113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,066$606K<0.01%+46013F-HRTimelineGroup
IFP Advisors, Inc19,700$595K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC18,766$567K<0.01%+9,75913F-HRTimelineGroup
Paladin Wealth, LLC17,771$537K0.46%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS12,277$371K0.31%013F-HRTimeline
Brown Financial Advisors11,996$362K0.15%new13F-HRTimeline
Diligent Investors, LLC11,000$332K0.08%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,400$314K<0.01%-3,00013F-HRTimeline
CoreCap Advisors, LLC9,360$283K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,224$218K<0.01%+13113F-HRTimelineGroup
AE Wealth Management LLC6,012$182K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.5,740$173K0.07%013F-HRTimeline
UBS Group AGin group UBS Group AG4,982$150K<0.01%+4,12113F-HRTimelineGroup
Orion Capital Management LLC4,855$147K0.06%-5,22413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,529$107K<0.01%+3,52813F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…2,647$79.9K<0.01%+513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,400$72K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,900$57.4K<0.01%013F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…700$21.1K<0.01%+50013F-HRTimeline
HARBOUR INVESTMENTS, INC.198$5.98K<0.01%-7213F-HRTimeline
Luminist Capital LLC197$5.95K0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…176$5.31K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.126$3.87K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.