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 49 institutions that hold shares in the stock, with a total of 2.16 Million shares, which have been reported (via 13F filing form) to have a value of $66.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
14,503
shares
|
$445,242
0.47% of portfolio
|
Q4 2022
Reduced 1.36%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,645
shares
|
$326,801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,530
shares
|
$323,271
0.0% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
10,000
shares
|
$307,000
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
9,752
shares
|
$299,386
0.01% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
7,790
shares
|
$239,153
0.01% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
7,573
shares
|
$232,491
0.16% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
7,355
shares
|
$225,798
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
7,210
shares
|
$221,347
0.09% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,845
shares
|
$210,141
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,561
shares
|
$201,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,430
shares
|
$105,301
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2,525
shares
|
$77,517
0.03% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,400
shares
|
$73,680
0.03% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,950
shares
|
$59,865
0.0% of portfolio
|
Q2 2025
Reduced 61.11%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,939
shares
|
$59,527
0.0% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$30,700
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
772
shares
|
$23,700
0.03% of portfolio
|
Q2 2025
Added 748.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
630
shares
|
$19,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
566
shares
|
$17,376
0.0% of portfolio
|
Q2 2025
Reduced 64.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
520
shares
|
$15,964
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
410
shares
|
$12,587
0.01% of portfolio
|
Q1 2025
Added 98.07%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
136
shares
|
$4,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|