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 44 institutions that hold shares in the stock, with a total of 3.93 Million shares, which have been reported (via 13F filing form) to have a value of $130 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
|
$67.5 Million
1.74% of portfolio
|
Q1 2025
Reduced 35.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
386,143
shares
|
$12.7 Million
0.03% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
258,754
shares
|
$8.53 Million
3.55% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
239,254
shares
|
$7.89 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
117,923
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
83,470
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2024
Added 33.22%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
74,959
shares
|
$2.47 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
74,377
shares
|
$2.45 Million
0.87% of portfolio
|
Q4 2024
Reduced 18.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
72,755
shares
|
$2.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
61,235
shares
|
$2.02 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
60,877
shares
|
$2.01 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
42,294
shares
|
$1.39 Million
0.85% of portfolio
|
Q1 2025
Added 83.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
40,938
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,079
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 28.23%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,900
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
31,867
shares
|
$1.05 Million
0.97% of portfolio
|
Q1 2025
Reduced 49.8%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
25,898
shares
|
$853,857
0.22% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
23,007
shares
|
$758,540
0.0% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
22,250
shares
|
$733,582
2.56% of portfolio
|
Q3 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
22,178
shares
|
$731,208
0.25% of portfolio
|
Q4 2024
Added 63.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,173
shares
|
$698,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
17,468
shares
|
$575,919
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
16,639
shares
|
$548,587
0.0% of portfolio
|
Q4 2024
Added 104.64%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
16,011
shares
|
$527,882
0.03% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
15,837
shares
|
$522,145
0.22% of portfolio
|
Q3 2024
Added 131.2%
|