Separate the three disclosure sources
Recent institutional filing receipts
Innovator U.S. Equity Accelerated 9 Buffer ETF - October: 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
- 6,340
- Value (USD)
- $225,229
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
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 0001846758-26-000003Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read XBOC fundamentals
Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read XBOC fundamentalsKeep 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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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 LLC | 2026-06-30 | 2026-08-19 | 6,340 | $225,229 | None |
| CENTAURUS FINANCIAL, INC. | 2026-06-30 | 2026-08-18 | 16,797 | $597,000 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 1,300 | $46,183 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 114,830 | $4,079,823 | None |
| OLD MISSION CAPITAL LLC | 2026-06-30 | 2026-08-15 | 12,280 | $436,247 | None |
| GTS SECURITIES LLC | 2026-06-30 | 2026-08-15 | 8,900 | $316,173 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 61,238 | $2,175,480 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 2,400 | $85,000 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 8,262 | $293,508 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 324 | $11,510 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 265 | $9,414 | None |
| Snowden Capital Advisors LLC | 2026-06-30 | 2026-08-14 | 31,850 | $1,131,471 | None |
| CAPTRUST FINANCIAL ADVISORS | 2026-06-30 | 2026-08-14 | 9,750 | $346,369 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 183,332 | $6,512,859 | None |
| Advisory Services Network, LLC | 2026-06-30 | 2026-08-13 | 36,217 | $1,286,598 | None |
| BANK OF MONTREAL /CAN/ | 2026-06-30 | 2026-08-13 | 1,900 | $67,498 | None |
| First Commonwealth Financial Corp /PA/ | 2026-06-30 | 2026-08-13 | 35,043 | $1,244,903 | None |
| VESTIA PERSONAL WEALTH ADVISORS | 2026-06-30 | 2026-08-11 | 12,277 | $436,140 | None |
| Millington Financial Advisors, LLC | 2026-06-30 | 2026-08-08 | 13,054 | $464,983 | None |
| CROSSPOINT FINANCIAL, LLC | 2026-06-30 | 2026-08-08 | 39,266 | $1,394,925 | None |
| Luminist Capital LLC | 2026-06-30 | 2026-08-08 | 96 | $3,410 | None |
| Luminist Capital LLC | 2026-06-30 | 2026-08-08 | 101 | $3,588 | None |
| Luminist Capital LLC | 2026-06-30 | 2026-08-08 | 443 | $15,134 | None |
| Pinnacle Wealth Planning Services, Inc. | 2026-06-30 | 2026-08-08 | 1,299 | $46,147 | None |
| Lido Advisors, LLC | 2026-06-30 | 2026-08-08 | 11,497 | $408,431 | None |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2026-06-30 | 2026-08-07 | 109,243 | $3,880,859 | None |
| HighTower Advisors, LLC | 2026-06-30 | 2026-08-06 | 103,045 | $3,660,674 | None |
| AE Wealth Management LLC | 2026-06-30 | 2026-08-04 | 1,779 | $63,199 | None |
| ENVESTNET ASSET MANAGEMENT INC | 2026-06-30 | 2026-08-04 | 24,216 | $860,273 | None |
| Ashton Thomas Private Wealth, LLC | 2026-06-30 | 2026-07-30 | 194 | $6,892 | None |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2026-06-30 | 2026-07-30 | 200 | $7,105 | None |
| COMMONWEALTH EQUITY SERVICES, LLC | 2026-06-30 | 2026-07-30 | 47,823 | $1,698,910 | None |
| Kestra Advisory Services, LLC | 2026-06-30 | 2026-07-29 | 23,138 | $821,977 | None |
| DHJJ Financial Advisors, Ltd. | 2026-06-30 | 2026-07-25 | 6,775 | $240,682 | None |
| CRA Financial Services, LLC | 2026-06-30 | 2026-07-25 | 18,316 | $650,676 | None |
| Diligent Investors, LLC | 2026-06-30 | 2026-07-25 | 10,350 | $367,684 | None |
| Brookwood Investment Group LLC | 2026-06-30 | 2026-07-24 | 53,564 | $1,902,861 | None |
| IFP Advisors, Inc | 2026-06-30 | 2026-07-21 | 19,022 | $675,757 | None |
| Farther Finance Advisors, LLC | 2026-06-30 | 2026-07-18 | 251 | $8,917 | None |
| Welch Financial Planning, LLC | 2026-06-30 | 2026-07-16 | 26,229 | $931,786 | None |
| Brookstone Capital Management | 2026-06-30 | 2026-07-16 | 34,815 | $1,236,803 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
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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.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
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.