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 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $100 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
1,092,508
shares
|
$40 Million
0.89% of portfolio
|
Q2 2025
Reduced 46.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
330,758
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
123,161
shares
|
$4.51 Million
1.2% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
118,135
shares
|
$4.33 Million
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
115,856
shares
|
$4.25 Million
1.63% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
87,593
shares
|
$3.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
74,758
shares
|
$2.74 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
72,578
shares
|
$2.66 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
61,235
shares
|
$2.24 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
58,113
shares
|
$2.13 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
55,578
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.61%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
55,220
shares
|
$2.02 Million
1.02% of portfolio
|
Q2 2025
Added 30.56%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
42,674
shares
|
$1.56 Million
0.25% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
40,000
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
38,481
shares
|
$1.41 Million
0.41% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
33,234
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
32,900
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
32,156
shares
|
$1.18 Million
0.22% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
31,424
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 251.42%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
27,863
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
26,729
shares
|
$979,617
0.0% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
25,663
shares
|
$940,548
0.21% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Aug 13, 2025 Q2 2025 |
22,250
shares
|
$815,462
2.14% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
21,967
shares
|
$805,090
0.61% of portfolio
|
Q2 2025
Reduced 31.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
14,196
shares
|
$520,283
0.0% of portfolio
|
Q2 2025
Added 30.13%
|