Free Trial
→ October 16 Changes the Microchip Game — and Investing (From Banyan Hill Publishing) (Ad)tc pixel Free XBJA Stock Alerts

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

$31.14 +0.48 (+1.55%)
As of 03:58 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)
22
Total
Institutional Inflows
(last 12 months)
$83.90M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$21.64M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
9/4/2025 Osaic Holdings Inc.148,196$4.47M0.0%+18.6%4.491%
8/29/2025 Centaurus Financial Inc.36,485$1.10M0.1%-28.2%1.106%
8/27/2025 Orion Porfolio Solutions LLC37,722$1.14M0.0%+254.4%1.143%
8/15/2025 Visionary Wealth Advisors7,790$235K0.0%-21.6%0.236%
8/15/2025 Snowden Capital Advisors LLC57,061$1.72M0.1%+8.9%1.729%
8/15/2025 Orion Porfolio Solutions LLC37,722$1.14M0.0%+254.4%1.143%
8/14/2025 Raymond James Financial Inc.3,430$103K0.0%N/A0.104%
8/13/2025 Millington Financial Advisors LLC74,648$2.28M1.2%+61.9%2.262%
8/12/2025 Steward Partners Investment Advisory LLC121,802$3.67M0.0%-16.9%3.691%
8/12/2025 CreativeOne Wealth LLC28,178$849K0.0%-1.4%0.854%
8/8/2025 Cetera Investment Advisers360,162$10.86M0.0%-9.2%10.914%
8/1/2025 GWN Securities Inc.23,699$714K0.1%+1.4%0.718%
8/1/2025 Brookwood Investment Group LLC50,782$1.53M0.2%+12.3%1.539%
8/1/2025 Envestnet 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%
5/5/2025IFP 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%
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%
(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), HighTower Advisors LLC ($11.02M), Cetera Investment Advisers ($10.86M), Sterling Financial Planning Inc. ($7.89M), Cetera Advisor Networks LLC ($5.50M), Cetera Advisors LLC ($5.09M), and Osaic Holdings Inc. ($4.47M).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 35 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), HighTower Advisors LLC ($390.20K), Cetera Investment Advisers ($333.71K), 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 2,953,069 shares in the last 24 months. This purchase volume represents approximately $83.90M in transactions.

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

Of the 19 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: Cetera Investment Advisers ($185.40K), Millington Financial Advisors LLC ($170.02K), Brookstone Capital Management ($99.38K), Capasso Planning Partners LLC ($86.98K), OLD Mission Capital LLC ($60.88K), Centaurus Financial Inc. ($53.34K), and Steward Partners Investment Advisory LLC ($46.93K).

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

Institutional investors have sold a total of 752,564 shares in the last 24 months. This volume of shares sold represents approximately $21.64M in transactions.


Related Companies

This page (BATS:XBJA) was last updated on 9/12/2025 by MarketBeat.com Staff
From Our Partners
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel
IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead?
On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...
American Alternative | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel
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 | Sponsoredtc pixel
Do NOT Day Trade (Do THIS instead)
Forget day trading (especially in markets like these). Trade OVERNIGHT instead! I've uncovered a shockin...
Monument Traders Alliance | Sponsoredtc pixel
College grad makes $64,000 a month
It's easy to feel like you've missed out on the biggest stock market boom of the century. But if you want t...
Stansberry Research | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Alert: Prepare for Trump's Dollar Overhaul
President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking a...
Brownstone Research | Sponsoredtc pixel