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 2.77 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
13,913
shares
|
$509,911
0.03% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
13,057
shares
|
$478,539
0.18% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
9,405
shares
|
$344,693
0.0% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,942
shares
|
$327,724
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,927
shares
|
$290,524
0.03% of portfolio
|
Q2 2024
Reduced 10.45%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,265
shares
|
$266,262
0.04% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
6,800
shares
|
$249,220
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
6,739
shares
|
$246,984
0.1% of portfolio
|
Q2 2025
Reduced 57.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
6,012
shares
|
$220,339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
4,696
shares
|
$172,108
0.07% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,183
shares
|
$153,306
0.0% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,086
shares
|
$149,751
0.0% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,970
shares
|
$145,500
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,681
shares
|
$98,258
0.0% of portfolio
|
Q2 2025
Added 35.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,616
shares
|
$59,226
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
1,195
shares
|
$43,796
0.01% of portfolio
|
Q2 2025
Added 70.71%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,188
shares
|
$43,540
0.0% of portfolio
|
Q2 2025
Added 296.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
649
shares
|
$23,785
0.03% of portfolio
|
Q2 2025
Added 742.86%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
507
shares
|
$18,581
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
115
shares
|
$4,214
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
109
shares
|
$3,994
0.0% of portfolio
|
Q2 2025
Reduced 96.43%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
89
shares
|
$3,261
0.0% of portfolio
|
Q1 2025
Reduced 48.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|