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

$30.30 +2.07 (+7.31%)
As of 07/3/2025 01:00 PM Eastern
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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)
$79.79M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$20.63M
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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
5/16/2025Stuart 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%
5/5/2025IFP Advisors Inc9,200$260K0.0%N/A0.143%
5/1/2025CWM LLC29,174$824K0.0%+47.1%0.454%
5/1/2025Crosspoint Financial LLC17,400$491K1.4%N/A0.271%
4/30/2025Vestia Personal Wealth Advisors7,573$214K0.2%-18.2%0.118%
4/29/2025Sterling 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%
2/18/2025Orion 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%
2/13/2025Envestnet 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%
2/4/2025Millington Financial Advisors LLC24,406$711K0.4%-87.4%0.701%
2/3/2025Sterling Financial Planning Inc.230,013$6.62M2.4%+3.6%6.610%
1/27/2025Vestia Personal Wealth Advisors9,255$266K0.2%-11.2%0.266%
1/21/2025Encompass More Asset Management26,347$758K0.2%+63.7%0.757%
1/17/2025Global Trust Asset Management LLC15,000$432K0.2%-9.1%0.431%
1/13/2025Brookstone 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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
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%
10/8/2024CWM LLC9,546$271K0.0%+4,924.2%0.274%
10/8/2024Brookstone 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%
7/30/2024Sterling 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%
7/26/2024Cambridge Investment Research Advisors Inc.70,749$1.96M0.0%-33.7%2.033%
7/18/2024Brookstone 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%
4/25/2024Cambridge 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%
4/15/2024Brookstone Capital Management112,703$3.04M0.1%+918.3%3.175%
4/15/2024Sunbelt Securities Inc.63,362$1.71M0.2%-48.2%1.785%
4/11/2024DHJJ 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%
2/9/2024Cambridge 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%
2/1/2024Millington Financial Advisors LLC16,608$428K0.3%+101.0%0.000%
1/31/2024Sterling 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%
1/11/2024Brookstone Capital Management11,068$285K0.0%N/A0.000%
12/11/2023Sunbelt 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%
11/6/2023Sterling 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%
10/24/2023Cambridge 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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
10/10/2023DHJJ Financial Advisors Ltd.2,295$57K0.0%N/A0.000%
8/16/2023Sunbelt 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%
(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. ($7.06M), Allworth Financial LP ($5.71M), Cetera Advisor Networks LLC ($5.50M), and Cetera Advisors LLC ($5.09M).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), Allworth Financial LP ($232.41K), Cetera Advisors LLC ($188.72K), Cambridge Investment Research Advisors Inc. ($144.50K), and Capasso Planning Partners LLC ($135.14K).

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

Institutional investors have bought a total of 2,818,215 shares in the last 24 months. This purchase volume represents approximately $79.79M 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 ($174.99K), 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 Cambridge Investment Research Advisors Inc. ($35.98K).

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

Institutional investors have sold a total of 723,182 shares in the last 24 months. This volume of shares sold represents approximately $20.63M in transactions.


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This page (BATS:XBJA) was last updated on 7/6/2025 by MarketBeat.com Staff
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