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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 2025-06-30, 1,453,804 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
49
13F filers
49
New
5
Added
12
Reduced
15
Sold out
4
Shares held by filers
1,453,804

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Advisers219,576$6.99M0.01%-10,72713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.142,673$4.54M0.01%+12,16313F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC115,755$3.69M0.62%-82113F-HRTimeline
HighTower Advisors, LLC98,460$3.14M<0.01%-3,37913F-HRTimeline
OLD MISSION CAPITAL LLC76,699$2.44M0.07%new13F-HRTimeline
Millington Financial Advisors, LLC75,419$2.42M1.22%+14,77313F-HRTimeline
CENTAURUS FINANCIAL, INC.64,076$2.04M0.12%-11,05113F-HRTimeline
Bullseye Investment Management, LLC53,095$1.58M0.96%013F-HRTimeline
CROSSPOINT FINANCIAL, LLC46,466$1.48M3.96%-3,34213F-HRTimeline
Brookwood Investment Group LLC46,128$1.47M0.24%+5,29713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC44,052$1.4M<0.01%-2,67613F-HRTimeline
Encompass More Asset Management43,541$1.39M0.32%+6,89113F-HRTimeline
Orion Porfolio Solutions, LLC35,768$1.14M0.01%+25,66313F-HR/ATimeline
Advisory Services Network, LLC32,298$1.04M0.02%+1,23613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …32,008$1.02M0.22%+3,53813F-HRTimelineGroup
Snowden Capital Advisors LLC31,850$1.01M0.03%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,020$988K0.01%+2,58113F-HRTimelineGroup
CWM, LLCin group CWM, LLC30,324$966K<0.01%+2,71413F-HRTimelineGroup
Sunbelt Securities, Inc.30,347$916K0.08%013F-HRTimeline
CRA Financial Services, LLC22,665$722K0.11%-25013F-HRTimeline
Stuart Chaussee & Associates, Inc.19,876$633K0.14%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,496$621K<0.01%-61013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,643$594K<0.01%-9,62613F-HRTimelineGroup
IFP Advisors, Inc14,267$454K0.01%-5,43313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC12,815$408K0.01%-1,072,88413F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS12,277$391K0.27%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,273$359K<0.01%-3,21813F-HRTimelineGroup
Diligent Investors, LLC11,000$350K0.08%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,400$331K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG9,113$290K<0.01%+9,00413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,955$253K<0.01%+62213F-HRTimelineGroup
Orion Capital Management LLC7,040$224K0.09%-1,20013F-HRTimeline
DHJJ Financial Advisors, Ltd.5,740$183K0.07%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,694$150K<0.01%-7913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,360$107K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,999$95K<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…2,648$84.3K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,900$60.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,784$56.8K<0.01%-98913F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…900$28.7K0.01%013F-HRTimeline
GAMMA Investing LLC796$25.4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC761$24.2K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC741$23.6K0.03%+65413F-HRTimeline
CoreCap Advisors, LLC409$13K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.198$6.31K<0.01%013F-HRTimeline
Luminist Capital LLC197$6.26K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…176$5.61K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.126$3.99K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.