Institutional Ownership Innovator Etfs Tr Us Equity Ac (XBJA)
This table provides information about the institutional ownership of Innovator Etfs Tr Us Equity Ac (XBJA). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 2.05 Million shares, which have been reported (via 13F filing form) to have a value of $58.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
545,562
shares
|
$15.7 Million
0.03% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
222,056
shares
|
$6.38 Million
2.39% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
194,423
shares
|
$5.59 Million
3.43% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
168,729
shares
|
$4.85 Million
0.04% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
109,024
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
91,765
shares
|
$2.64 Million
0.06% of portfolio
|
Q3 2024
Added 97.96%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
90,948
shares
|
$2.61 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
88,289
shares
|
$2.54 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
69,877
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
63,876
shares
|
$1.84 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
56,303
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
45,612
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,376
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
34,027
shares
|
$978,276
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
33,681
shares
|
$968,328
0.02% of portfolio
|
Q3 2024
Reduced 70.27%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
28,605
shares
|
$822,393
0.2% of portfolio
|
Q1 2024
Reduced 80.16%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
27,973
shares
|
$804,223
0.24% of portfolio
|
Q3 2024
Reduced 75.66%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
16,500
shares
|
$474,375
0.18% of portfolio
|
Q1 2023
Added 10.0%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
16,095
shares
|
$462,731
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
14,503
shares
|
$416,961
0.47% of portfolio
|
Q4 2022
Reduced 1.36%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
12,714
shares
|
$365,527
0.18% of portfolio
|
Q2 2024
Added 18.59%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
10,423
shares
|
$299,661
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
10,000
shares
|
$287,500
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
9,546
shares
|
$274,447
0.0% of portfolio
|
Q3 2024
Added 4924.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
8,898
shares
|
$255,817
0.02% of portfolio
|
Q1 2024
New holding
|