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XBOC — INNOVATOR US EQY ACC 9 BUFF

Reported value held$1.08M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)2
Institutional value$302.92K · 8.53K sh
New / Add / Cut / Exit1 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +7513.4% (+8.41K sh)
Institutional value change Up +8124.9%

As of Q2 2026, 2 SEC-registered investment managers reported holding XBOC (INNOVATOR US EQY ACC 9 BUFF) in their latest 13F filings, with a combined reported value of $302.92K across 8.53K shares. That is +7513.4% by share count (+8.41K shares) versus the previous quarter, while reported value moved +8124.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 8.26K $293.51K 0.00% New
UBS Group AG history 265 $9.41K 0.00% Add

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 112 $3.68K 0.00% Add

Q4 2025 — 2 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 648 $21.74K 0.00% New
UBS Group AG history 13 $436 0.00% New

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 27.99K $917.99K 0.00% Add

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 9.11K $290.25K 0.00% Add
Citadel Advisors history 7.96K $253.37K 0.00% Add

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 7.33K $218.36K 0.00% Add
UBS Group AG history 109 $3.25K 0.00% Reduce

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 6 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021
Citadel Advisors 8.26K — — 27.99K 7.96K 7.33K 7.22K 7.09K 7.09K 11.86K 11.86K 197.49K 34.14K 37.08K 21.05K — — —
UBS Group AG 265 112 13 — 9.11K 109 4.98K 861 1.55K 867 1.44K 833 — 1.25K 1.72K 1.14K 100 7
JPMorgan Chase & Co — — 648 — — — — — — — — — 696 — — — — —
Morgan Stanley — — — — — — — — — — 9 — — — — — — —
Goldman Sachs Group — — — — — — 25.00K 28.69K 25.00K 25.00K — — — — — — — —
Wells Fargo & Co — — — — — — — — — — — — 32 32 — — — —

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