XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF - October
BATSValuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · industry median · verdict relative to median
Institutional owners (13F) 43 filers · $41.4M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 4 (+2 vs prior Q) | 4 (-6 vs prior Q) | 8 (+2 vs prior Q) | 12 (-7 vs prior Q) | +159K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Cetera Investment Advisers | $6,512,859 | 183,332 | 15.74% | Shares |
| OSAIC HOLDINGS, INC. | $4,079,823 | 114,830 | 9.86% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $3,880,859 | 109,243 | 9.38% | Shares |
| HighTower Advisors, LLC | $3,660,674 | 103,045 | 8.85% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2,175,480 | 61,238 | 5.26% | Shares |
| Brookwood Investment Group LLC | $1,902,861 | 53,564 | 4.60% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $1,698,910 | 47,823 | 4.11% | Shares |
| Bullseye Investment Management, LLC | $1,581,066 | 53,095 | 3.82% | Shares |
| CROSSPOINT FINANCIAL, LLC | $1,394,925 | 39,266 | 3.37% | Shares |
| Advisory Services Network, LLC | $1,286,598 | 36,217 | 3.11% | Shares |
| First Commonwealth Financial Corp /PA/ | $1,244,903 | 35,043 | 3.01% | Shares |
| Brookstone Capital Management | $1,236,803 | 34,815 | 2.99% | Shares |
| Snowden Capital Advisors LLC | $1,131,471 | 31,850 | 2.73% | Shares |
| Welch Financial Planning, LLC | $931,786 | 26,229 | 2.25% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $860,273 | 24,216 | 2.08% | Shares |
| Sunbelt Securities, Inc. | $842,836 | 25,628 | 2.04% | Shares |
| Kestra Advisory Services, LLC | $821,977 | 23,138 | 1.99% | Shares |
| IFP Advisors, Inc | $675,757 | 19,022 | 1.63% | Shares |
| CRA Financial Services, LLC | $650,676 | 18,316 | 1.57% | Shares |
| Stuart Chaussee & Associates, Inc. | $632,264 | 19,276 | 1.53% | Shares |
| Millington Financial Advisors, LLC | $464,983 | 13,054 | 1.12% | Shares |
| OLD MISSION CAPITAL LLC | $436,247 | 12,280 | 1.05% | Shares |
| VESTIA PERSONAL WEALTH ADVISORS | $436,140 | 12,277 | 1.05% | Shares |
| Lido Advisors, LLC | $408,431 | 11,497 | 0.99% | Shares |
| Diligent Investors, LLC | $367,684 | 10,350 | 0.89% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $346,369 | 9,750 | 0.84% | Shares |
| GTS SECURITIES LLC | $316,173 | 8,900 | 0.76% | Shares |
| Orion Portfolio Solutions, LLC | $300,909 | 10,105 | 0.73% | Shares |
| CITADEL ADVISORS LLC | $293,508 | 8,262 | 0.71% | Shares |
| DHJJ Financial Advisors, Ltd. | $240,682 | 6,775 | 0.58% | Shares |
| Orion Capital Management LLC | $225,229 | 6,340 | 0.54% | Shares |
| ROYAL BANK OF CANADA | $85,000 | 2,400 | 0.21% | Shares |
| BANK OF MONTREAL /CAN/ | $67,498 | 1,900 | 0.16% | Shares |
| AE Wealth Management LLC | $63,199 | 1,779 | 0.15% | Shares |
| Pinnacle Wealth Planning Services, Inc. | $46,147 | 1,299 | 0.11% | Shares |
| Luminist Capital LLC | $15,134 | 443 | 0.04% | Shares |
| CoreCap Advisors, LLC | $13,357 | 376 | 0.03% | Shares |
| Steward Partners Investment Advisory, LLC | $11,510 | 324 | 0.03% | Shares |
| UBS Group AG | $9,414 | 265 | 0.02% | Shares |
| Farther Finance Advisors, LLC | $8,917 | 251 | 0.02% | Shares |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $7,105 | 200 | 0.02% | Shares |
| Ashton Thomas Private Wealth, LLC | $6,892 | 194 | 0.02% | Shares |
| CENTAURUS FINANCIAL, INC. | $597 | 16,797 | 0.00% | Shares |
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