Free Trial
→ This Social Security Shift Could Boost Benefits by 400% (From InvestorPlace) (Ad) Free XBJA Stock Alerts

Innovator U.S. Equity Accelerated 9 Buffer ETF - January (XBJA) Institutional Ownership

$30.36 -0.31 (-0.99%)
As of 08/1/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Accelerated 9 Buffer ETF - January (BATS:XBJA)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$80.51M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$19.52M
Get XBJA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Accelerated 9 Buffer ETF - January stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XBJA Institutional Buying and Selling by Quarter

Innovator U.S. Equity Accelerated 9 Buffer ETF - January Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025GWN Securities Inc.23,699$714K0.1%+1.4%0.718%
8/1/2025Brookwood Investment Group LLC50,782$1.53M0.2%+12.3%1.539%
8/1/2025Envestnet Asset Management Inc.10,530$317K0.0%-13.4%0.319%
7/30/2025 Brookstone Capital Management29,347$885K0.0%+4.2%0.889%
7/28/2025 Sterling Financial Planning Inc.261,717$7.89M2.6%+4.7%7.931%
7/25/2025 CWM LLC32,112$968K0.0%+10.1%0.973%
7/24/2025 IFP Advisors Inc9,752$294K0.0%+6.0%0.296%
7/8/2025 Gradient Investments LLC20,078$605K0.0%N/A0.608%
5/16/2025Stuart Chaussee & Associates Inc.2,147,157$60.61M15.1%N/A64.479%
5/15/2025OLD Mission Capital LLC30,889$872K0.0%-18.9%0.928%
5/14/2025CreativeOne Wealth LLC28,583$807K0.0%-21.0%0.858%
5/14/2025JT Stratford LLC7,355$208K0.0%N/A0.221%
5/13/2025Steward Partners Investment Advisory LLC146,522$4.14M0.0%-12.8%4.400%
5/13/2025HighTower Advisors LLC390,203$11.02M0.0%+3,705.7%11.718%
5/9/2025Encompass More Asset Management38,438$1.09M0.3%+45.9%0.598%
5/6/2025Cetera Investment Advisers396,763$11.20M0.0%-14.7%6.170%
5/6/2025Brookwood Investment Group LLC45,219$1.28M0.2%N/A0.703%
5/6/2025AE Wealth Management LLC1,601$45K0.0%-68.7%0.025%
5/5/2025 IFP Advisors Inc9,200$260K0.0%N/A0.143%
5/1/2025 CWM LLC29,174$824K0.0%+47.1%0.454%
5/1/2025Crosspoint Financial LLC17,400$491K1.4%N/A0.271%
4/30/2025 Vestia Personal Wealth Advisors7,573$214K0.2%-18.2%0.118%
4/29/2025 Sterling Financial Planning Inc.249,942$7.06M2.6%+8.7%3.887%
4/14/2025Millington Financial Advisors LLC46,113$1.26M0.8%+88.9%1.364%
3/12/2025Centaurus Financial Inc.63,874$1.84M0.1%-27.7%1.936%
2/18/2025Sunbelt Securities Inc.57,594$1.66M0.1%-9.8%1.655%
2/18/2025 Orion Capital Management LLC7,381$212K0.1%-41.9%0.212%
2/17/2025Wolverine Trading LLC7,280$209K0.0%N/A0.209%
2/17/2025Snowden Capital Advisors LLC52,400$1.51M0.0%-6.9%1.506%
2/17/2025Cetera Investment Advisers465,334$13.39M0.0%-14.7%13.372%
2/14/2025Jane Street Group LLC28,609$823K0.0%N/A0.822%
2/13/2025Barclays PLC6,590$190K0.0%-5.7%0.189%
2/13/2025Envestnet Asset Management Inc.12,092$348K0.0%+49.0%0.347%
2/12/2025OLD Mission Capital LLC38,110$1.10M0.0%-58.5%1.095%
2/12/2025JPMorgan Chase & Co.6,561$189K0.0%N/A0.189%
2/10/2025GWN Securities Inc.12,921$372K0.1%N/A0.371%
2/10/2025Commonwealth Equity Services LLC33,891$975K0.0%-25.7%0.974%
2/7/2025HighTower Advisors LLC10,253$295K0.0%N/A0.295%
2/7/2025Blue Bell Private Wealth Management LLC89,710$2.58M0.5%-1.4%2.578%
2/6/2025Steward Partners Investment Advisory LLC168,041$4.84M0.0%-0.4%4.829%
This Crypto Is Set to Explode in January (Ad)

Free summit reveals where Bitcoin goes after $120k Don't miss this rare opportunity to learn directly from the experts who are driving this market…

Reserve your free spot now.
2/4/2025Millington Financial Advisors LLC24,406$711K0.4%-87.4%0.701%
2/3/2025 Sterling Financial Planning Inc.230,013$6.62M2.4%+3.6%6.610%
1/27/2025 Vestia Personal Wealth Advisors9,255$266K0.2%-11.2%0.266%
1/21/2025Encompass More Asset Management26,347$758K0.2%+63.7%0.757%
1/17/2025 Global Trust Asset Management LLC15,000$432K0.2%-9.1%0.431%
1/13/2025 Brookstone Capital Management13,910$400K0.0%-58.7%0.400%
12/2/2024Capasso Planning Partners LLC27,973$793K0.2%-75.7%0.804%
11/19/2024Barclays PLC6,992$198K0.0%N/A0.201%
11/18/2024Sunbelt Securities Inc.63,876$1.81M0.2%-1.7%1.836%
11/15/2024Barclays PLC6,992$198K0.0%N/A0.201%
11/14/2024Encompass More Asset Management16,095$456K0.2%N/A0.463%
11/12/2024Centaurus Financial Inc.88,289$2.50M0.2%-6.6%2.537%
10/8/2024 CWM LLC9,546$271K0.0%+4,924.2%0.274%
10/8/2024 Brookstone Capital Management33,681$955K0.0%-70.3%0.968%
9/23/2024Centaurus Financial Inc.94,574$2.62M0.2%-8.1%2.718%
8/22/2024Cetera Investment Advisers503,675$13.94M0.0%-1.5%14.473%
8/16/2024Sunbelt Securities Inc.64,992$1.80M0.2%+2.6%1.868%
8/5/2024Blue Bell Private Wealth Management LLC92,695$2.57M0.5%-0.7%2.664%
7/31/2024Commonwealth Equity Services LLC48,724$1.35M0.0%-1.8%1.400%
7/30/2024 Sterling Financial Planning Inc.208,997$5.78M2.3%+10.2%6.006%
7/30/2024Millington Financial Advisors LLC218,184$6.04M4.2%-2.2%6.270%
7/26/2024 Cambridge Investment Research Advisors Inc.70,749$1.96M0.0%-33.7%2.033%
7/18/2024 Brookstone Capital Management113,292$3.15M0.1%+0.5%3.256%
5/24/2024Cetera Advisors LLC188,724$5.09M0.0%N/A5.423%
5/24/2024Cetera Investment Advisers511,593$13.80M0.0%+187.6%14.701%
5/14/2024First Commonwealth Financial Corp PA 28,605$771K0.2%-80.2%0.822%
5/14/2024CreativeOne Wealth LLC36,719$990K0.0%+104.4%1.055%
5/11/2024 Orion Capital Management LLC10,721$289K0.2%+10.3%0.308%
4/30/2024Arkadios Wealth Advisors8,714$235K0.0%N/A0.250%
4/30/2024Commonwealth Equity Services LLC49,608$1.34M0.0%-66.1%1.397%
4/25/2024 Cambridge Investment Research Advisors Inc.106,726$2.88M0.0%-14.9%3.006%
4/24/2024Blue Bell Private Wealth Management LLC93,366$2.52M0.5%-0.5%2.630%
4/24/2024Capasso Planning Partners LLC135,144$3.65M1.5%+3.9%3.807%
4/15/2024 Brookstone Capital Management112,703$3.04M0.1%+918.3%3.175%
4/15/2024Sunbelt Securities Inc.63,362$1.71M0.2%-48.2%1.785%
4/11/2024 DHJJ Financial Advisors Ltd.2,685$72K0.0%+17.0%0.000%
2/26/2024Centaurus Financial Inc.123,515$3.18M0.2%-8.4%0.000%
2/13/2024Cetera Advisor Networks LLC213,545$5.50M0.0%-0.6%0.000%
2/12/2024Steward Partners Investment Advisory LLC152,830$3.94M0.1%+18.0%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.125,471$3.23M0.0%-13.2%0.000%
2/9/2024CreativeOne Wealth LLC17,962$463K0.0%N/A0.000%
2/7/2024 Arlington Capital Management Inc.11,431$294K0.3%N/A0.000%
2/6/2024 Orion Capital Management LLC9,721$250K0.1%+203.8%0.000%
2/1/2024Millington Financial Advisors LLC16,608$428K0.3%+101.0%0.000%
1/31/2024 Sterling Financial Planning Inc.156,424$4.03M1.7%+25.3%0.000%
1/26/2024Capasso Planning Partners LLC130,061$3.35M1.6%N/A0.000%
1/25/2024Blue Bell Private Wealth Management LLC93,875$2.42M0.6%-0.5%0.000%
1/11/2024 Brookstone Capital Management11,068$285K0.0%N/A0.000%
12/11/2023Sunbelt Securities Inc.142,150$3.52M0.5%-5.7%0.000%
11/16/2023 Orion Capital Management LLC3,200$79K0.1%N/A0.000%
This Crypto Is Set to Explode in January (Ad)

Billions Flowing Into Crypto (Here’s Where It’s Going!) Institutional money is flooding into crypto... Discover which coins they’re buying at the Crypto Hedge Fund Summit, before prices catch up.

Claim your free seat now.
11/15/2023 WealthPlan Investment Management LLC9,970$247K0.0%N/A0.000%
11/9/2023 WealthPlan Investment Management LLC9,970$247K0.0%N/A0.000%
11/8/2023HighTower Advisors LLC11,670$289K0.0%-3.7%0.000%
11/6/2023 Sterling Financial Planning Inc.124,883$3.09M1.6%+6.0%0.000%
11/2/2023Millington Financial Advisors LLC8,263$205K0.2%N/A0.000%
10/30/2023Blue Bell Private Wealth Management LLC94,310$2.34M0.6%-2.2%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.144,498$3.58M0.0%+39.8%0.000%
10/23/2023Commonwealth Equity Services LLC138,387$3.43M0.0%+288.4%0.000%
10/10/2023 DHJJ Financial Advisors Ltd.2,295$57K0.0%N/A0.000%
8/16/2023Sunbelt Securities Inc.150,690$3.71M0.5%+1.9%0.000%
(Data available from 1/1/2016 forward)

XBJA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XBJA shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - January. The most heavily invested institutionals were Stuart Chaussee & Associates Inc. ($60.61M), Cetera Investment Advisers ($11.20M), HighTower Advisors LLC ($11.02M), Sterling Financial Planning Inc. ($7.89M), Cetera Advisor Networks LLC ($5.50M), Cetera Advisors LLC ($5.09M), and Steward Partners Investment Advisory LLC ($4.14M).Learn more on Innovator U.S. Equity Accelerated 9 Buffer ETF - January's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Accelerated 9 Buffer ETF - January's stock?

Of the 37 institutional investors that purchased Innovator U.S. Equity Accelerated 9 Buffer ETF - January's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stuart Chaussee & Associates Inc. ($2.15M), Cetera Investment Advisers ($436.48K), HighTower Advisors LLC ($390.20K), Cetera Advisors LLC ($188.72K), Capasso Planning Partners LLC ($135.14K), Brookstone Capital Management ($114.46K), and Commonwealth Equity Services LLC ($102.75K).

How much institutional buying is happening at Innovator U.S. Equity Accelerated 9 Buffer ETF - January?

Institutional investors have bought a total of 2,840,634 shares in the last 24 months. This purchase volume represents approximately $80.51M in transactions.

Which of Innovator U.S. Equity Accelerated 9 Buffer ETF - January's major shareholders have been selling company stock?

Of the 18 institutional investors that sold Innovator U.S. Equity Accelerated 9 Buffer ETF - January's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millington Financial Advisors LLC ($170.02K), Cetera Investment Advisers ($156.72K), Brookstone Capital Management ($99.38K), Capasso Planning Partners LLC ($86.98K), OLD Mission Capital LLC ($60.88K), Centaurus Financial Inc. ($39.03K), and Steward Partners Investment Advisory LLC ($22.21K).

How much institutional selling is happening at Innovator U.S. Equity Accelerated 9 Buffer ETF - January?

Institutional investors have sold a total of 682,978 shares in the last 24 months. This volume of shares sold represents approximately $19.52M in transactions.


Related Companies

This page (BATS:XBJA) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Why AMZN, GOOG, MSFT might destroy NVDA
Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla an...
InvestorPlace | Sponsored
Jeff Bezos Launches "ChatGPT Killer"?
Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% ...
Stansberry Research | Sponsored
Alien rocks potentially worth trillions…
It might look like just a weird rock—but it’s tied to a discovery 60 Minutes says could be worth up to $16 tri...
Porter & Company | Sponsored
Trump’s crypto advisor may have revealed the next big crypto opportunity
While investors chase Bitcoin toward $100K, D.C. insiders are quietly loading up on something else. One of Tru...
Weiss Ratings | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored