Skip to content
Disclosery

XBOC INNOVATOR ETFS TRUST

Follow

US EQTY ACCELRT9 (fund)

49 managers (49 13F filers) reported a position in XBOC shares at 2025-12-31, 1,361,390 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
49
13F filers
49
New
5
Added
16
Reduced
15
Sold out
4
Shares held by filers
1,361,390

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
Cetera Investment Advisers188,033$6.31M0.01%-9,26113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.116,418$3.91M0.01%-31,21213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC110,569$3.71M0.54%-3,02213F-HRTimeline
HighTower Advisors, LLC103,045$3.46M<0.01%+4,58513F-HRTimeline
Millington Financial Advisors, LLC72,347$2.44M1.08%-4,19713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC71,595$2.4M<0.01%+8,97913F-HRTimeline
Brookwood Investment Group LLC48,427$1.62M0.2%+1,18613F-HRTimeline
Orion Porfolio Solutions, LLC47,630$1.6M0.01%+6,19713F-HRTimeline
CROSSPOINT FINANCIAL, LLC43,466$1.46M3.43%013F-HRTimeline
Encompass More Asset Management38,622$1.3M0.24%-2,11013F-HRTimeline
Advisory Services Network, LLC36,375$1.22M0.02%-13313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …34,479$1.16M0.19%+7213F-HRTimelineGroup
Bullseye Investment Management, LLC33,449$1.12M0.58%-19,64613F-HRTimeline
CWM, LLCin group CWM, LLC33,060$1.11M<0.01%+2,37713F-HRTimelineGroup
Snowden Capital Advisors LLC31,850$1.07M0.03%013F-HRTimeline
Atria Investments, Inc29,177$979K0.01%+1,91113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management28,951$971K0.01%new13F-HRTimelineGroup
Welch Financial Planning, LLC26,351$884K0.64%13F-HRTimeline
Sunbelt Securities, Inc.25,703$862K0.06%-2,79713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,278$781K<0.01%+4,24213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,142$777K<0.01%+4,08113F-HRTimelineGroup
Farther Finance Advisors, LLC22,075$741K0.01%+21,87513F-HRTimeline
CRA Financial Services, LLC20,040$672K0.09%-2,62513F-HRTimeline
IFP Advisors, Inc19,217$645K0.01%+18,51513F-HRTimeline
CENTAURUS FINANCIAL, INC.17,489$587K0.03%-1,49113F-HRTimeline
Triad Wealth Partners, LLC15,681$526K0.05%+5,93413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS12,277$413K0.21%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,582$389K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC11,296$379K0.01%+10,93013F-HRTimeline
Foundations Investment Advisors, LLC11,134$374K<0.01%+4,87613F-HRTimeline
Diligent Investors, LLC11,000$369K0.09%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,400$349K<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC8,594$288K0.01%-63,57413F-HRTimeline
DHJJ Financial Advisors, Ltd.6,775$227K0.08%+1,03513F-HRTimeline
Orion Capital Management LLC6,340$213K0.07%-70013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,400$81K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,900$63.8K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,835$61.6K<0.01%-10113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,312$44K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC961$32.2K0.03%+113F-HRTimeline
GAMMA Investing LLC796$26.7K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…700$23.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO648$21.7K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…324$10.9K<0.01%-49113F-HRTimeline
HARBOUR INVESTMENTS, INC.198$6.64K<0.01%013F-HRTimeline
Luminist Capital LLC197$6.61K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…176$5.91K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC63$2.11K<0.01%-5,76113F-HRTimelineGroup
UBS Group AGin group UBS Group AG13$436<0.01%new13F-HRTimelineGroup