Institutional Ownership Innovator Etfs Tr Us Equity Ac (XBJL)
This table provides information about the institutional ownership of Innovator Etfs Tr Us Equity Ac (XBJL). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 4.83 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
3,152,690
shares
|
$110 Million
2.85% of portfolio
|
Q4 2024
Added 49.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
386,143
shares
|
$13.5 Million
0.03% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
258,754
shares
|
$9.04 Million
3.55% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
117,923
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
84,552
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
83,470
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2024
Added 33.22%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
74,959
shares
|
$2.62 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
74,377
shares
|
$2.6 Million
0.87% of portfolio
|
Q4 2024
Reduced 18.4%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
63,864
shares
|
$2.23 Million
0.15% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
63,486
shares
|
$2.22 Million
1.87% of portfolio
|
Q4 2024
Added 45.92%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
61,235
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
40,938
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,079
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 28.23%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,900
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
25,898
shares
|
$904,617
0.22% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
23,072
shares
|
$805,904
0.46% of portfolio
|
Q4 2024
Added 23.06%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
23,007
shares
|
$803,634
0.0% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
22,250
shares
|
$777,192
2.56% of portfolio
|
Q3 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
22,178
shares
|
$774,677
0.25% of portfolio
|
Q4 2024
Added 63.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,173
shares
|
$739,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
17,468
shares
|
$610,157
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
16,639
shares
|
$581,200
0.0% of portfolio
|
Q4 2024
Added 104.64%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
16,011
shares
|
$559,264
0.03% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
15,837
shares
|
$553,186
0.22% of portfolio
|
Q3 2024
Added 131.2%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
13,075
shares
|
$456,709
0.2% of portfolio
|
Q4 2024
Reduced 30.51%
|