
Innovator U.S. Equity Accelerated 9 Buffer ETF is an exchange-traded fund on BATS. As of Q3 2025, 52 institutional investors hold shares in this ETF, with total holdings valued at $130.8M. Stuart Chaussee & Associates, Inc. is the largest holder with a position valued at $53.8M.
Overview of institutional ownership in XBAP as of Q3 2025
Institutions with the largest positions in XBAP as of Q3 2025
| Institution | Position Value |
|---|---|
Stuart Chaussee & Associates, Inc. RIA/Wealth | $53.8M 14.51% of portfolio |
CROSSPOINT FINANCIAL, LLC RIA/Wealth | $13.0M 32.70% of portfolio |
Cetera Investment Advisers RIA/Wealth | $12.4M 0.01% of portfolio |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ Institution | $11.1M 1.86% of portfolio |
Hanson McClain, Inc. RIA/Wealth | $5.4M 0.02% of portfolio |
A Advisor Group Holdings, Inc. Institution | $4.9M 0.01% of portfolio |
M Millington Financial Advisors, LLC RIA/Wealth | $4.1M 2.02% of portfolio |
Brookwood Investment Group LLC RIA/Wealth | $1.6M 0.22% of portfolio |
Snowden Capital Advisors LLC RIA/Wealth | $1.6M 0.04% of portfolio |
Fragasso Group Inc. RIA/Wealth | $1.6M 0.10% of portfolio |
Institutional buying and selling activity for XBAP in Q3 2025
| Institution | Net Bought |
|---|---|
A ATRIA INVESTMENTS LLC Institution | +$893.9K +23.6K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$697.4K +18.4K shares |
Gradient Investments LLC RIA/Wealth | +$534.1K +-1.2M shares |
T Triad Wealth Partners, LLC RIA/Wealth | +$321.1K +8.5K shares |
A Advisor Group Holdings, Inc. Institution | +$304.8K +8.1K shares |
Foundations Investment Advisors, LLC RIA/Wealth | +$267.7K +7.1K shares |
C CLS Investments, LLC Institution | +$207.5K +5.5K shares |
+$205.0K +5.4K shares | |
JPMORGAN CHASE & CO Institution | +$149.6K +4.0K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$92.9K +2.5K shares |
| Institution | Net Sold |
|---|---|
Hanson McClain, Inc. RIA/Wealth | −$53.2M −1.4M shares |
Cetera Investment Advisers RIA/Wealth | −$1.6M −42.8K shares |
O OLD MISSION CAPITAL LLC Institution | −$576.4K −15.2K shares |
M Millington Financial Advisors, LLC RIA/Wealth | −$541.5K −14.3K shares |
B Brown Financial Advisors RIA/Wealth | −$533.8K −14.5K shares |
F Fisher Asset Management, LLC Institution | −$457.0K −12.4K shares |
Mattson Financial Services, LLC RIA/Wealth | −$447.7K −12.2K shares |
P Paladin Wealth, LLC Institution | −$437.2K −11.9K shares |
CROSSPOINT FINANCIAL, LLC RIA/Wealth | −$436.8K −11.5K shares |
Stuart Chaussee & Associates, Inc. RIA/Wealth | −$133.5K −3.5K shares |
Institutions that initiated new positions or completely exited XBAP in Q3 2025
| Institution | Position Value |
|---|---|
A ATRIA INVESTMENTS LLC Institution | $893.9K 23.6K shares |
T Triad Wealth Partners, LLC RIA/Wealth | $321.1K 8.5K shares |
Foundations Investment Advisors, LLC RIA/Wealth | $267.7K 7.1K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $92.9K 2.5K shares |
| Institution | Previous Position |
|---|---|
B Brown Financial Advisors RIA/Wealth | $533.8K 14.5K shares |
F Fisher Asset Management, LLC Institution | $457.0K 12.4K shares |
Mattson Financial Services, LLC RIA/Wealth | $447.7K 12.2K shares |
P Paladin Wealth, LLC Institution | $437.2K 11.9K shares |
Wood Tarver Financial Group, LLC RIA/Wealth | $80.9K 2.2K shares |
B Berkshire Money Management, Inc. Institution | $35.4K 964.0 shares |
A AMERIFLEX GROUP, INC. Institution | $4.2K 114.0 shares |
Luminist Capital LLC RIA/Wealth | $3.3K 89.0 shares |
Institutions with the largest Call and Put options positions in XBAP as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with XBAP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
CROSSPOINT FINANCIAL, LLC RIA/Wealth | 32.70% $13.0M |
Stuart Chaussee & Associates, Inc. RIA/Wealth | 14.51% $53.8M |
M Millington Financial Advisors, LLC RIA/Wealth | 2.02% $4.1M |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ Institution | 1.86% $11.1M |
Orion Capital Management LLC RIA/Wealth | 0.51% $1.5M |
VESTIA PERSONAL WEALTH ADVISORS RIA/Wealth | 0.49% $840.9K |
W WorthPointe, LLC RIA/Wealth | 0.38% $1.0M |
Encompass More Asset Management RIA/Wealth | 0.28% $1.4M |
Brookwood Investment Group LLC RIA/Wealth | 0.22% $1.6M |
DHJJ Financial Advisors, Ltd. RIA/Wealth | 0.14% $413.6K |
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