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 45 institutions that hold shares in the stock, with a total of 4.23 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
2,147,157
shares
|
$62.1 Million
26.17% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
396,763
shares
|
$11.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
390,203
shares
|
$11.3 Million
0.02% of portfolio
|
Q1 2025
Added 3705.74%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
249,942
shares
|
$7.23 Million
2.65% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
146,522
shares
|
$4.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
124,911
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2025
Added 19.12%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
89,517
shares
|
$2.59 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
52,400
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
51,625
shares
|
$1.49 Million
0.14% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
50,793
shares
|
$1.47 Million
0.1% of portfolio
|
Q1 2025
Reduced 20.48%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
47,009
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 38.71%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
46,113
shares
|
$1.33 Million
0.77% of portfolio
|
Q1 2025
Added 88.94%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
45,219
shares
|
$1.31 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
38,438
shares
|
$1.11 Million
0.32% of portfolio
|
Q1 2025
Added 45.89%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
33,718
shares
|
$975,461
0.0% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
30,889
shares
|
$893,618
0.0% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
29,174
shares
|
$844,003
0.0% of portfolio
|
Q1 2025
Added 47.1%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
28,605
shares
|
$827,542
0.2% of portfolio
|
Q1 2024
Reduced 80.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
28,583
shares
|
$826,906
0.03% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
28,176
shares
|
$815,131
0.01% of portfolio
|
Q1 2025
Added 102.56%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
23,368
shares
|
$676,036
0.04% of portfolio
|
Q1 2025
Added 80.85%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Apr 30, 2025 Q1 2025 |
17,400
shares
|
$503,382
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
14,503
shares
|
$419,571
0.47% of portfolio
|
Q4 2022
Reduced 1.36%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,160
shares
|
$351,788
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,645
shares
|
$307,959
0.0% of portfolio
|
Q1 2025
New holding
|