HolderBook

INNOVATOR ETFS TRUST (XTJA)

Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.

19
Reporting holders
$4.7M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Millington Financial Advisors, LLC$872.8K25,5580.34%13q-5.0%-$46.3K
HighTower Advisors, LLC$777.1K22,8280.00%7q-5.1%-$41.7K
OSAIC HOLDINGS, INC.$532.8K15,6510.00%18qHELD
Soltis Investment Advisors LLC$509.9K14,9780.03%2q+5.5%+$26.4K
Prime Capital Investment Advisors, LLC$340.4K10,0000.00%newNEW
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$287.2K8,4360.04%14qHELD
Foundations Investment Advisors, LLC$255.1K7,4930.00%8q-5.8%-$15.7K
VESTIA PERSONAL WEALTH ADVISORS$255.1K7,4930.10%8qHELD
COMMONWEALTH EQUITY SERVICES, LLC$249.3K7,3220.00%2q+2.9%+$7.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$242.2K7,1150.00%7q-64.9%-$447.0K
JPMORGAN CHASE & CO$159.7K4,7110.00%newNEW
UBS Group AG$86.7K2,5470.00%2q+3818.5%+$84.5K
Arax Advisory Partners$82.5K2,4230.00%3q-2.9%-$2.5K
Regatta Research & Money Management$51.0K1,4990.05%newFIRST
Orion Capital Management LLC$4.6K1350.00%7qHELD
COUNTRY TRUST BANK$1.1K310.00%newNEW
AE Wealth Management LLC$681200.00%7qHELD
DHJJ Financial Advisors, Ltd.$341100.00%12qHELD
Farther Finance Advisors, LLC$30690.00%5qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202619$4.7M138,2593350.0%
Q1 202619$5.6M181,5803270.0%
Q4 202517$5.7M181,2672170.0%
Q3 202515$5.0M163,9590270.0%
Q2 202519$5.1M175,5431820.0%
Q1 202518$4.4M163,6952560.0%
Q4 202418$4.4M156,7586330.0%
Q3 202414$5.6M205,8494340.0%
Q2 202412$4.0M150,5411260.0%
Q1 202414$9.8M383,2512460.0%
Q4 202313$7.6M314,2013320.0%
Q3 202314$5.2M224,8225340.0%
Q2 202311$5.4M234,8994410.0%
Q1 20239$1.9M86,8025110.0%
Q4 20224$479.2K24,2421110.0%
Q3 20225$1.4M78,3741200.0%
Q2 20225$1.5M76,1642200.0%
Q1 20225$1.5M62,8175000.0%