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 47 institutions that hold shares in the stock, with a total of 2.15 Million shares, which have been reported (via 13F filing form) to have a value of $67.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
14,503
shares
|
$457,714
0.47% of portfolio
|
Q4 2022
Reduced 1.36%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
12,104
shares
|
$382,002
0.0% of portfolio
|
Q3 2025
Reduced 75.78%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,645
shares
|
$335,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
10,306
shares
|
$325,257
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
10,000
shares
|
$315,600
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
9,011
shares
|
$284,387
0.0% of portfolio
|
Q3 2025
Reduced 14.43%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
7,789
shares
|
$245,820
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
7,715
shares
|
$243,485
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
7,573
shares
|
$239,003
0.14% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
7,550
shares
|
$238,278
0.08% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
7,355
shares
|
$232,123
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
7,252
shares
|
$228,873
0.01% of portfolio
|
Q3 2025
Reduced 25.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
6,561
shares
|
$207,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,409
shares
|
$202,268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,525
shares
|
$79,689
0.03% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,950
shares
|
$61,542
0.0% of portfolio
|
Q2 2025
Reduced 61.11%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,003
shares
|
$31,654
0.03% of portfolio
|
Q3 2025
Added 29.92%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$31,560
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
726
shares
|
$22,912
0.0% of portfolio
|
Q3 2025
Added 28.27%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
641
shares
|
$20,229
0.02% of portfolio
|
Q3 2025
Added 56.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
114
shares
|
$3,597
0.0% of portfolio
|
Q3 2025
Reduced 78.08%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|