Public ownership evidence

Innovator U.S. Equity Accelerated 9 Buffer ETF - April (XBAP) Ownership Disclosures

Read XBAP insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Innovator U.S. Equity Accelerated 9 Buffer ETF - April: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Orion Capital Management LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
36,891
Value (USD)
$1,547,445
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001846758-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XBAP fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XBAP fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Orion Capital Management LLC2026-06-302026-08-1936,891$1,547,445None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1819,401$814,000None
OSAIC HOLDINGS, INC.2026-06-302026-08-15150$6,292None
OSAIC HOLDINGS, INC.2026-06-302026-08-15121,148$5,082,040None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1575,228$3,155,544None
ROYAL BANK OF CANADA2026-06-302026-08-15950$40,000None
BARCLAYS PLC2026-06-302026-08-154,757$199,539None
CreativeOne Wealth, LLC2026-06-302026-08-148,592$360,403None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14805$33,767None
Snowden Capital Advisors LLC2026-06-302026-08-1436,310$1,523,074None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1422,324$936,411None
Cetera Investment Advisers2026-06-302026-08-13303,574$12,733,841None
Summit Financial, LLC2026-06-302026-08-1313,852$581,042None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13821$34,438None
First Commonwealth Financial Corp /PA/2026-06-302026-08-13265,033$11,117,180None
Sterling Financial Planning, Inc.2026-06-302026-08-127,634$320,219None
Allworth Financial LP2026-06-302026-08-129,475$397,443None
BLAIR WILLIAM & CO/IL2026-06-302026-08-126,757$283,432None
VESTIA PERSONAL WEALTH ADVISORS2026-06-302026-08-118,122$340,677None
Tidemark, LLC2026-06-302026-08-112,098$88,004None
Millington Financial Advisors, LLC2026-06-302026-08-08144,583$6,063,811None
CROSSPOINT FINANCIAL, LLC2026-06-302026-08-08305,289$12,805,720None
Luminist Capital LLC2026-06-302026-08-0879$3,314None
Luminist Capital LLC2026-06-302026-08-08375$15,101None
IMG Wealth Management, Inc.2026-06-302026-08-081,350$56,628None
Lido Advisors, LLC2026-06-302026-08-08968,750$40,635,188None
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2026-06-302026-08-0710,651$446,771None
HighTower Advisors, LLC2026-06-302026-08-0628,180$1,182,049None
Outlook Wealth Advisors, LLC2026-06-302026-08-048,728$366,109None
Blue Water Asset Management2026-06-302026-08-048,343$349,959None
AE Wealth Management LLC2026-06-302026-08-04174$7,299None
AE Wealth Management LLC2026-06-302026-08-04311$13,045None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0432,865$1,378,568None
Chicago Partners Investment Group LLC2026-06-302026-07-315,814$243,698None
Financial Network Wealth Advisors LLC2026-06-302026-07-30721$30,243None
Ashton Thomas Private Wealth, LLC2026-06-302026-07-30173$7,257None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3015,298$641,700None
Kestra Advisory Services, LLC2026-06-302026-07-2928,970$1,215,187None
DHJJ Financial Advisors, Ltd.2026-06-302026-07-2510,704$448,995None
CRA Financial Services, LLC2026-06-302026-07-254,928$206,712None
Brookwood Investment Group LLC2026-06-302026-07-2447,654$1,998,914None
IFP Advisors, Inc2026-06-302026-07-211,747$73,280None
Farther Finance Advisors, LLC2026-06-302026-07-184,924$206,544None
Sequoia Financial Advisors, LLC2026-06-302026-07-185,804$243,457None
Welch Financial Planning, LLC2026-06-302026-07-1623,939$1,004,155None

90-day public filing window, up to 50 source positions.

Orion Capital Management LLC ↗CENTAURUS FINANCIAL, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗BARCLAYS PLC ↗CreativeOne Wealth, LLC ↗Steward Partners Investment Advisory, LLC ↗Snowden Capital Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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