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 2.08 Million shares, which have been reported (via 13F filing form) to have a value of $59.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
503,675
shares
|
$14.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
222,056
shares
|
$6.34 Million
2.39% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
194,423
shares
|
$5.55 Million
3.43% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
159,421
shares
|
$4.55 Million
0.05% of portfolio
|
Q2 2024
Added 5.8%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
135,144
shares
|
$3.86 Million
1.52% of portfolio
|
Q1 2024
Added 3.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
104,735
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2024
Reduced 14.01%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
94,574
shares
|
$2.7 Million
0.19% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
90,948
shares
|
$2.6 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
69,877
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
64,992
shares
|
$1.86 Million
0.2% of portfolio
|
Q2 2024
Added 2.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
56,303
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
46,356
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2024
Added 33.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
45,612
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
40,387
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Added 115.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
36,719
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2024
Added 104.43%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
34,024
shares
|
$971,725
0.01% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
33,681
shares
|
$961,929
0.02% of portfolio
|
Q3 2024
Reduced 70.27%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
28,605
shares
|
$816,958
0.21% of portfolio
|
Q1 2024
Reduced 80.16%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
16,500
shares
|
$471,240
0.18% of portfolio
|
Q1 2023
Added 10.0%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
14,503
shares
|
$414,205
0.47% of portfolio
|
Q4 2022
Reduced 1.36%
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
12,714
shares
|
$363,111
0.19% of portfolio
|
Q2 2024
Added 18.59%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
10,423
shares
|
$297,680
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
10,000
shares
|
$285,600
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
9,670
shares
|
$276,175
0.0% of portfolio
|
Q4 2023
Reduced 17.14%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
9,546
shares
|
$272,633
0.0% of portfolio
|
Q3 2024
Added 4924.21%
|