INNOVATOR ETFS TRUST (XBJL)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
39
Reporting holders
$47.5M
Reported value
0.0%
Held as options
-2
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 | $9.6M | 239,415 | 0.01% | 15q | -3.2%-$311.5K |
| HighTower Advisors, LLC | $5.1M | 126,466 | 0.00% | 8q | HELD |
| Millington Financial Advisors, LLC | $4.9M | 123,884 | 1.94% | 8q | +0.8%+$38.2K |
| OSAIC HOLDINGS, INC. | $3.5M | 87,690 | 0.00% | 20q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $3.3M | 82,452 | 0.41% | 19q | -1.1%-$36.5K |
| Weaver Consulting Group | $2.7M | 67,485 | 0.55% | 16q | -1.9%-$53.2K |
| Brookwood Investment Group LLC | $1.9M | 48,192 | 0.22% | 6q | +6.2%+$111.8K |
| Welch Financial Planning, LLC | $1.7M | 43,752 | 1.02% | 3q | -75.2%-$5.3M |
| Chicago Partners Investment Group LLC | $1.5M | 38,773 | 0.03% | 20q | -2.6%-$41.0K |
| GWN SECURITIES INC. | $1.4M | 35,599 | 0.24% | 7q | -4.1%-$61.4K |
| Snowden Capital Advisors LLC | $1.3M | 33,243 | 0.03% | 13q | HELD |
| Kestra Advisory Services, LLC | $1.3M | 32,150 | 0.00% | 16q | -11.1%-$159.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 25,442 | 0.00% | 12q | HELD |
| First Commonwealth Financial Corp /PA/ | $993.1K | 24,843 | 0.14% | 12q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $849.5K | 21,250 | 0.00% | 17q | -4.3%-$38.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $827.5K | 20,700 | 0.00% | 4q | -35.3%-$451.7K |
| CROSSPOINT FINANCIAL, LLC | $797.5K | 19,950 | 1.83% | 7q | -10.3%-$91.9K |
| OLD MISSION CAPITAL LLC | $619.9K | 15,506 | 0.01% | 4q | -9.4%-$64.0K |
| LPL Financial LLC | $589.2K | 14,738 | 0.00% | 4q | -5.0%-$31.1K |
| Orion Capital Management LLC | $526.0K | 13,157 | 0.16% | 13q | +6.0%+$30.0K |
| ENVESTNET ASSET MANAGEMENT INC | $449.6K | 11,246 | 0.00% | 7q | +11.9%+$47.7K |
| Visionary Wealth Advisors | $410.4K | 10,266 | 0.02% | 12q | -1.1%-$4.6K |
| Farther Finance Advisors, LLC | $275.1K | 6,881 | 0.00% | new | NEW |
| Diligent Investors, LLC | $271.8K | 6,800 | 0.06% | 11q | HELD |
| Stratos Wealth Partners, LTD. | $240.3K | 6,012 | 0.00% | 8q | HELD |
| Gradient Investments LLC | $216.9K | 5,425 | 0.00% | 8q | -35.0%-$116.8K |
| Global Trust Wealth Management LLC | $208.5K | 5,215 | 0.14% | 3q | -13.3%-$32.0K |
| Evolution Wealth Advisors, LLC | $206.5K | 5,165 | 0.02% | 16q | -28.9%-$83.9K |
| DHJJ Financial Advisors, Ltd. | $184.9K | 4,626 | 0.05% | 12q | -2.1%-$4.0K |
| JPMORGAN CHASE & CO | $131.9K | 3,300 | 0.00% | 2q | +13.8%+$15.9K |
| ROYAL BANK OF CANADA | $89.0K | 2,230 | 0.00% | 8q | HELD |
| Steward Partners Investment Advisory, LLC | $86.7K | 2,168 | 0.00% | 13q | -8.8%-$8.4K |
| BARCLAYS PLC | $81.7K | 2,044 | 0.00% | 4q | +3756.6%+$79.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $80.5K | 2,014 | 0.00% | 4q | -19.9%-$20.0K |
| IFP Advisors, Inc | $29.9K | 749 | 0.00% | 8q | -59.5%-$44.0K |
| Luminist Capital LLC | $18.4K | 476 | 0.02% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $6.9K | 173 | 0.00% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $4.0K | 100 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $3.0K | 74 | 0.00% | 7q | HELD |
| CENTAURUS FINANCIAL, INC. | $365 | 9,124 | 0.01% | 12q | -2.7% |
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 | 39 | $47.5M | 1,189,651 | 2 | 6 | 20 | 0.0% |
| Q1 2026 | 41 | $53.6M | 1,405,086 | 2 | 7 | 20 | 0.0% |
| Q4 2025 | 49 | $111.1M | 2,903,709 | 2 | 8 | 23 | 0.0% |
| Q3 2025 | 48 | $111.5M | 2,979,523 | 10 | 18 | 13 | 0.0% |
| Q2 2025 | 42 | $93.3M | 2,590,633 | 2 | 13 | 13 | 0.0% |
| Q1 2025 | 45 | $122.6M | 3,622,872 | 6 | 8 | 17 | 0.0% |
| Q4 2024 | 39 | $168.8M | 4,947,025 | 7 | 7 | 8 | 0.0% |
| Q3 2024 | 35 | $125.2M | 3,738,483 | 11 | 12 | 4 | 0.0% |
| Q2 2024 | 26 | $35.5M | 1,099,430 | 2 | 5 | 11 | 0.0% |
| Q1 2024 | 28 | $37.1M | 1,171,859 | 4 | 5 | 9 | 0.0% |
| Q4 2023 | 32 | $41.3M | 1,349,636 | 4 | 7 | 9 | 0.0% |
| Q3 2023 | 28 | $38.9M | 1,369,237 | 13 | 10 | 2 | 0.0% |
| Q2 2023 | 17 | $18.4M | 637,975 | 4 | 6 | 3 | 0.0% |
| Q1 2023 | 16 | $14.4M | 525,504 | 1 | 4 | 5 | 0.0% |
| Q4 2022 | 17 | $14.5M | 562,013 | 4 | 5 | 3 | 0.0% |
| Q3 2022 | 16 | $17.1M | 709,149 | 8 | 5 | 0 | 0.0% |
| Q2 2022 | 9 | $4.7M | 187,555 | 1 | 4 | 1 | 0.0% |
| Q1 2022 | 11 | $3.7M | 142,429 | 2 | 2 | 3 | 0.0% |
| Q4 2021 | 11 | $4.4M | 164,448 | 2 | 3 | 1 | 0.0% |
| Q3 2021 | 7 | $2.7M | 102,673 | 7 | 0 | 0 | 0.0% |