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 48 institutions that hold shares in the stock, with a total of 3.73 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
2,046,084
shares
|
$72.7 Million
1.74% of portfolio
|
Q1 2025
Reduced 35.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
348,827
shares
|
$12.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
133,373
shares
|
$4.74 Million
1.36% of portfolio
|
Q1 2025
Reduced 44.25%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
130,986
shares
|
$4.65 Million
1.83% of portfolio
|
Q1 2025
Reduced 49.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
117,923
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
104,027
shares
|
$3.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
74,959
shares
|
$2.66 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
72,755
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
72,578
shares
|
$2.58 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
61,235
shares
|
$2.18 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
58,113
shares
|
$2.06 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
42,294
shares
|
$1.5 Million
0.85% of portfolio
|
Q1 2025
Added 83.31%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
38,079
shares
|
$1.35 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
35,079
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Reduced 28.23%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
32,555
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
32,412
shares
|
$1.15 Million
0.33% of portfolio
|
Q1 2025
Added 46.14%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
31,867
shares
|
$1.13 Million
0.97% of portfolio
|
Q1 2025
Reduced 49.8%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
29,372
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Added 68.15%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
26,783
shares
|
$951,599
0.0% of portfolio
|
Q1 2025
Added 16.41%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
25,776
shares
|
$915,821
0.22% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
24,415
shares
|
$867,464
0.0% of portfolio
|
Q1 2025
Added 46.73%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Apr 30, 2025 Q1 2025 |
22,250
shares
|
$790,542
2.18% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
17,963
shares
|
$638,225
0.0% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
16,011
shares
|
$568,870
0.03% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
15,792
shares
|
$561,089
0.24% of portfolio
|
Q1 2025
Reduced 0.28%
|