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

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$20.80M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$20.68M
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XBJA Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025 CWM LLC29,174$824K0.0%+47.1%0.454%
5/1/2025 Crosspoint 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%
4/14/2025 Millington 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%
2/18/2025 Sunbelt Securities Inc.57,594$1.66M0.1%-9.8%1.655%
2/18/2025Orion 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%
2/13/2025 Envestnet 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%
2/4/2025 Millington 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%
12/2/2024 Capasso Planning Partners LLC27,973$793K0.2%-75.7%0.804%
11/19/2024Barclays PLC6,992$198K0.0%N/A0.201%
11/18/2024 Sunbelt 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%
8/16/2024 Sunbelt 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%
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7/30/2024 Sterling Financial Planning Inc.208,997$5.78M2.3%+10.2%6.006%
7/30/2024 Millington 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%
5/11/2024Orion 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%
4/24/2024 Capasso 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%
4/15/2024 Sunbelt 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%
2/7/2024Arlington Capital Management Inc.11,431$294K0.3%N/A0.000%
2/6/2024Orion Capital Management LLC9,721$250K0.1%+203.8%0.000%
2/1/2024 Millington 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%
1/26/2024 Capasso 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%
12/11/2023 Sunbelt Securities Inc.142,150$3.52M0.5%-5.7%0.000%
11/16/2023Orion Capital Management LLC3,200$79K0.1%N/A0.000%
11/15/2023WealthPlan Investment Management LLC9,970$247K0.0%N/A0.000%
11/9/2023WealthPlan 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%
11/2/2023 Millington 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%
8/16/2023 Sunbelt Securities Inc.150,690$3.71M0.5%+1.9%0.000%
8/14/2023Snowden Capital Advisors LLC22,550$554K0.0%N/A0.000%
8/11/2023SageView Advisory Group LLC19,938$490K0.0%N/A0.000%
8/11/2023Kestra Advisory Services LLC32,965$810K0.0%-25.0%0.000%
8/10/2023Osaic Holdings Inc.115,580$2.84M0.0%+6.8%0.000%
8/10/2023First Commonwealth Financial Corp PA149,581$3.68M1.2%-3.4%0.000%
8/10/2023Cetera Advisor Networks LLC13,160$324K0.0%+43.7%0.000%
8/10/2023Cetera Investment Advisers140,580$3.46M0.0%+271.8%0.000%
8/8/2023Blue Bell Private Wealth Management LLC96,456$2.37M0.6%+11.0%0.000%
8/2/2023Bank of Montreal Can3,250$80K0.0%N/A0.000%
Think NVDA’s run was epic? You ain’t seen nothin’ yet (Ad)

Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, it surged 239%. And in 2024, it soared another 171% on the year… But what if I told you there was a way to target those types of “peak Nvidia” profit opportunities in 24 hours or less?

Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.
7/28/2023 Sterling Financial Planning Inc.117,832$2.90M1.4%+39.7%0.000%
7/18/2023 Allworth Financial LP232,410$5.71M0.0%N/A0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.103,363$2.54M0.0%N/A0.000%
5/18/2023Centaurus Financial Inc.85,362$1.99M0.2%N/A0.000%
5/17/2023 Sunbelt Securities Inc.147,860$3.43M0.6%+928.6%0.000%
5/15/2023First Commonwealth Financial Corp PA154,826$3.61M1.3%N/A0.000%
5/10/2023Orion Capital Management LLC3,000$70K0.0%N/A0.000%
5/8/2023Blue Bell Private Wealth Management LLC86,872$2.03M0.6%N/A0.000%
5/4/2023 Sterling Financial Planning Inc.84,338$1.97M1.1%+248.1%0.000%
4/28/2023 Fort Washington Investment Advisors Inc. OH10,000$233K0.0%N/A0.000%
(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, 39 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - January. The most heavily invested institutionals were Cetera Investment Advisers ($13.39M), Sterling Financial Planning Inc. ($7.06M), Allworth Financial LP ($5.71M), Cetera Advisor Networks LLC ($5.50M), Cetera Advisors LLC ($5.09M), Steward Partners Investment Advisory LLC ($4.84M), and Osaic Holdings Inc. ($2.84M).Learn more on XBJA's institutional investors.

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

Of the 35 institutional investors that purchased Innovator U.S. Equity Accelerated 9 Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($436.48K), Allworth Financial LP ($232.41K), Cetera Advisors LLC ($188.72K), Sterling Financial Planning Inc. ($179.48K), First Commonwealth Financial Corp PA ($154.83K), Cambridge Investment Research Advisors Inc. ($144.50K), and Sunbelt Securities Inc. ($137.95K).

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

Institutional investors have bought a total of 2,365,372 shares in the last 24 months. This purchase volume represents approximately $60.22M in transactions.

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

Of the 20 institutional investors that sold Innovator U.S. Equity Accelerated 9 Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millington Financial Advisors LLC ($174.99K), First Commonwealth Financial Corp PA ($120.83K), Commonwealth Equity Services LLC ($109.47K), Brookstone Capital Management ($99.38K), Cetera Investment Advisers ($88.15K), Capasso Planning Partners LLC ($86.98K), and Sunbelt Securities Inc. ($74.90K).

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

Institutional investors have sold a total of 965,002 shares in the last 24 months. This volume of shares sold represents approximately $26.91M in transactions.


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This page (BATS:XBJA) was last updated on 5/3/2025 by MarketBeat.com Staff
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