INNOVATOR ETFS TRUST (XBJA)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
44
Reporting holders
$70.5M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $11.6M | 342,486 | 0.01% | 14q | -1.2%-$140.9K |
| Sterling Financial Planning, Inc. | $9.8M | 288,650 | 2.65% | 18q | +1.3%+$125.2K |
| OLD MISSION CAPITAL LLC | $7.8M | 231,818 | 0.12% | new | NEW |
| HighTower Advisors, LLC | $6.5M | 191,196 | 0.01% | 7q | +0.8%+$52.9K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $6.2M | 182,957 | 0.77% | 14q | -0.5%-$33.6K |
| OSAIC HOLDINGS, INC. | $4.2M | 123,974 | 0.00% | 17q | +14.8%+$539.0K |
| Steward Partners Investment Advisory, LLC | $3.6M | 105,066 | 0.02% | 13q | -1.5%-$52.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 58,012 | 0.00% | 15q | +2.4%+$45.1K |
| Brookwood Investment Group LLC | $1.9M | 57,625 | 0.22% | 6q | +6.4%+$116.5K |
| Snowden Capital Advisors LLC | $1.8M | 52,254 | 0.04% | 13q | -6.9%-$130.2K |
| Kestra Advisory Services, LLC | $1.2M | 35,505 | 0.00% | 18q | HELD |
| GWN SECURITIES INC. | $1.0M | 30,370 | 0.17% | 7q | -1.8%-$18.5K |
| First Commonwealth Financial Corp /PA/ | $935.3K | 27,668 | 0.13% | 14q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $931.5K | 27,555 | 0.00% | 2q | +157.9%+$570.3K |
| Millington Financial Advisors, LLC | $925.4K | 27,323 | 0.36% | 12q | +40.1%+$265.1K |
| CreativeOne Wealth, LLC | $911.6K | 26,965 | 0.02% | 11q | -0.5%-$5.0K |
| JT Stratford LLC | $901.9K | 26,679 | 0.10% | 6q | -2.9%-$27.0K |
| Noble Wealth Management PBC | $831.0K | 24,581 | 0.37% | 4q | -12.9%-$122.7K |
| Occidental Asset Management, LLC | $795.9K | 23,543 | 0.08% | 2q | +81.7%+$357.8K |
| GTS SECURITIES LLC | $684.0K | 20,235 | 0.01% | new | NEW |
| Blue Water Asset Management | $616.8K | 18,246 | 0.20% | 3q | HELD |
| CROSSPOINT FINANCIAL, LLC | $588.2K | 17,400 | 1.35% | 6q | HELD |
| Welch Financial Planning, LLC | $563.8K | 16,677 | 0.33% | 3q | HELD |
| Brookstone Capital Management | $559.4K | 16,549 | 0.01% | 11q | +7.5%+$39.1K |
| CoreCap Advisors, LLC | $525.3K | 15,538 | 0.02% | 2q | +2.6%+$13.4K |
| Global Trust Wealth Management LLC | $399.9K | 11,830 | 0.28% | 3q | -26.1%-$141.0K |
| SEI INVESTMENTS CO | $381.6K | 11,289 | 0.00% | 2q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $363.3K | 10,747 | 0.00% | 9q | +14.2%+$45.1K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $338.1K | 10,000 | 0.00% | 14q | HELD |
| RAYMOND JAMES FINANCIAL INC | $263.9K | 7,808 | 0.00% | 3q | HELD |
| Orion Capital Management LLC | $262.0K | 7,750 | 0.08% | 12q | HELD |
| VESTIA PERSONAL WEALTH ADVISORS | $240.2K | 7,106 | 0.09% | 9q | HELD |
| CRA Financial Services, LLC | $211.1K | 6,245 | 0.02% | new | NEW |
| Visionary Wealth Advisors | $203.8K | 6,030 | 0.01% | new | NEW |
| MML INVESTORS SERVICES, LLC | $200.4K | 5,928 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $166.8K | 4,935 | 0.04% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $80.5K | 2,380 | 0.02% | 12q | HELD |
| BANK OF MONTREAL /CAN/ | $33.8K | 1,000 | 0.00% | 14q | HELD |
| IFP Advisors, Inc | $32.2K | 952 | 0.00% | 6q | HELD |
| Luminist Capital LLC | $30.1K | 910 | 0.03% | new | NEW |
| AE Wealth Management LLC | $19.0K | 561 | 0.00% | 7q | HELD |
| Farther Finance Advisors, LLC | $8.0K | 236 | 0.00% | 5q | +237.1%+$5.6K |
| Ashton Thomas Private Wealth, LLC | $6.9K | 204 | 0.00% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $3.4K | 100 | 0.00% | 3q | HELD |
| CENTAURUS FINANCIAL, INC. | $708 | 20,945 | 0.03% | 14q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 44 | $70.5M | 2,084,883 | 7 | 12 | 9 | 0.0% |
| Q1 2026 | 44 | $65.9M | 2,106,705 | 9 | 13 | 10 | 0.0% |
| Q4 2025 | 45 | $65.9M | 2,060,634 | 4 | 11 | 17 | 0.0% |
| Q3 2025 | 42 | $64.9M | 2,074,609 | 5 | 15 | 13 | 0.0% |
| Q2 2025 | 43 | $61.6M | 2,046,296 | 5 | 16 | 10 | 0.0% |
| Q1 2025 | 41 | $115.6M | 4,095,125 | 9 | 11 | 10 | 0.0% |
| Q4 2024 | 35 | $45.2M | 1,570,966 | 6 | 4 | 14 | 0.0% |
| Q3 2024 | 28 | $51.5M | 1,817,325 | 2 | 6 | 9 | 0.0% |
| Q2 2024 | 28 | $52.4M | 1,894,414 | 1 | 7 | 7 | 0.0% |
| Q1 2024 | 30 | $51.2M | 1,900,202 | 7 | 11 | 6 | 0.0% |
| Q4 2023 | 27 | $39.2M | 1,521,789 | 3 | 5 | 9 | 0.0% |
| Q3 2023 | 27 | $35.1M | 1,414,993 | 5 | 6 | 6 | 0.0% |
| Q2 2023 | 25 | $33.5M | 1,362,361 | 4 | 7 | 5 | 0.0% |
| Q1 2023 | 23 | $20.9M | 897,219 | 12 | 6 | 1 | 0.0% |
| Q4 2022 | 9 | $6.1M | 279,478 | 4 | 4 | 1 | 0.0% |
| Q3 2022 | 12 | $5.8M | 281,619 | 2 | 5 | 2 | 0.0% |
| Q2 2022 | 12 | $5.8M | 271,489 | 5 | 3 | 3 | 0.0% |
| Q1 2022 | 9 | $7.4M | 306,199 | 9 | 0 | 0 | 0.0% |