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Disclosery

XBOC INNOVATOR ETFS TRUST

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US EQTY ACCELRT9 (fund)

49 managers (49 13F filers) reported a position in XBOC shares at 2025-03-31, 2,445,614 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
49
13F filers
49
New
6
Added
16
Reduced
12
Sold out
1
Shares held by filers
2,445,614

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,085,699$32.3M0.65%+23,06413F-HRTimelineGroup
Cetera Investment Advisers230,303$6.86M0.01%-47,62413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.130,510$3.89M0.01%-6,56213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC116,576$3.47M0.66%-8613F-HRTimeline
HighTower Advisors, LLC101,839$3.03M<0.01%+5,04713F-HRTimeline
CENTAURUS FINANCIAL, INC.75,127$2.24M0.14%-1,76413F-HRTimeline
Millington Financial Advisors, LLC60,646$1.74M1.07%+13,55013F-HRTimeline
Bullseye Investment Management, LLC53,095$1.58M0.96%+3,70813F-HRTimeline
CROSSPOINT FINANCIAL, LLC49,808$1.48M4.29%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC46,728$1.39M<0.01%-2,39013F-HRTimeline
Brookwood Investment Group LLC40,831$1.22M0.21%13F-HRTimeline
Encompass More Asset Management36,650$1.09M0.33%+12,29913F-HRTimeline
Snowden Capital Advisors LLC31,850$948K0.03%013F-HRTimeline
Advisory Services Network, LLC31,062$925K0.02%-36313F-HRTimeline
Sunbelt Securities, Inc.30,347$904K0.08%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …28,470$848K0.2%+4,20213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management28,439$847K0.01%+77713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,269$842K<0.01%-1,20913F-HRTimelineGroup
CWM, LLCin group CWM, LLC27,610$822K<0.01%+8,84413F-HRTimelineGroup
CRA Financial Services, LLC22,915$682K0.12%-2,23913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,106$599K<0.01%+4013F-HRTimelineGroup
IFP Advisors, Inc19,700$587K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,491$432K<0.01%new13F-HRTimelineGroup
Brown Financial Advisors12,803$381K0.16%+80713F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS12,277$366K0.29%013F-HRTimeline
Diligent Investors, LLC11,000$328K0.08%013F-HRTimeline
Mattson Financial Services, LLC10,865$324K0.1%new13F-HRTimeline
Paladin Wealth, LLC10,547$314K0.28%-7,22413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,400$310K<0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC10,105$301K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC10,105$301K<0.01%new13F-HR/ATimeline
Orion Capital Management LLC8,240$245K0.1%+3,38513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,833$233K<0.01%new13F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,333$218K<0.01%+10913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5,740$171K0.07%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,773$142K<0.01%+1,24413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,999$89K<0.01%+59913F-HR/ATimelineGroup
AE Wealth Management LLC2,773$82.6K<0.01%-3,23913F-HRTimeline
Steward Partners Investment Advisory, L…2,648$78.9K<0.01%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,900$56.6K<0.01%013F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…900$26.8K0.01%+20013F-HRTimeline
CoreCap Advisors, LLC409$12.2K<0.01%-8,95113F-HRTimeline
HARBOUR INVESTMENTS, INC.198$5.9K<0.01%013F-HRTimeline
Luminist Capital LLC197$5.88K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…176$5.24K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.126$3.75K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG109$3.25K<0.01%-4,87313F-HRTimelineGroup
Financial Network Wealth Advisors LLC87$2.59K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.