Who Owns INNOVATOR ETFS TRUST (XBOC)? -- Institutional Holders (2026-03-31)

50 institutions reported holding $34.1M of INNOVATOR ETFS TRUST (XBOC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Cetera Investment Advisers ($6.2M), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ($3.7M), OSAIC HOLDINGS, INC. ($3.6M), HighTower Advisors, LLC ($3.4M), COMMONWEALTH EQUITY SERVICES, LLC ($1.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cetera Investment Advisers$6.2M187,611Trimmed
2BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$3.7M111,006Added
3OSAIC HOLDINGS, INC.$3.6M110,557Trimmed
4HighTower Advisors, LLC$3.4M103,045Hold
5COMMONWEALTH EQUITY SERVICES, LLC$1.7M50,939Trimmed
6Brookwood Investment Group LLC$1.7M50,304Added
7CROSSPOINT FINANCIAL, LLC$1.4M43,466Hold
8Advisory Services Network, LLC$1.2M36,296Trimmed
9First Commonwealth Financial Corp /PA/$1.2M35,337Added
10Brookstone Capital Management$1.0M31,880Added
11Snowden Capital Advisors LLC$1.0M31,850Hold
12Welch Financial Planning, LLC$868,58626,411Added
13Sunbelt Securities, Inc.$842,83625,628Trimmed
14Kestra Advisory Services, LLC$764,23523,238Trimmed
15ENVESTNET ASSET MANAGEMENT INC$748,61422,763Trimmed
16IFP Advisors, Inc$625,58219,022Trimmed
17CRA Financial Services, LLC$602,36418,316Trimmed
18CENTAURUS FINANCIAL, INC.$569,00017,292Trimmed
19VESTIA PERSONAL WEALTH ADVISORS$403,75712,277Hold
20Lido Advisors, LLC$380,89711,582Hold
21Diligent Investors, LLC$340,38410,350Trimmed
22Foundations Investment Advisors, LLC$328,7419,996Trimmed
23CAPTRUST FINANCIAL ADVISORS$320,6519,750Trimmed
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$318,1859,675New
25DHJJ Financial Advisors, Ltd.$222,8126,775Hold

Source: SEC Form 13F filings · as of 2026-03-31