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

$34.45 +0.01 (+0.03%)
As of 04:10 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)
26
Total
Institutional Inflows
(last 12 months)
$17.17M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$4.36M
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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
7/7/2026 CoreCap Advisors LLC15,538$525K0.0%+2.6%0.471%
7/1/2026 Noble Wealth Management PBC24,581$831K0.4%-12.9%0.745%
5/19/2026Centaurus Financial Inc.21,016$657K0.0%+14.1%0.637%
5/14/2026Sei Investments Co.11,289$353K0.0%N/A0.342%
5/13/2026 Cetera Investment Advisers346,654$10.84M0.0%-0.7%10.505%
5/6/2026 Sterling Financial Planning Inc.284,947$8.91M2.6%+3.7%8.635%
4/30/2026 Kestra Advisory Services LLC35,505$1.11M0.0%+24.0%1.076%
4/30/2026 Personal CFO Solutions LLC269,799$8.44M1.2%N/A8.176%
4/22/2026 Welch Financial Planning LLC16,687$522K0.4%+8.8%0.506%
4/17/2026 Brookstone Capital Management15,392$481K0.0%+16.8%0.466%
2/20/2026Sunbelt Securities Inc.42,306$1.35M0.1%-9.0%1.282%
2/18/2026OLD Mission Capital LLC34,301$1.10M0.0%+183.4%1.039%
2/17/2026 Cetera Investment Advisers348,979$11.16M0.0%+0.6%10.575%
2/17/2026Osaic Holdings Inc.123,048$3.93M0.0%-19.5%3.729%
2/13/2026 Kestra Advisory Services LLC28,640$916K0.0%-4.6%0.868%
2/13/2026 Visionary Wealth Advisors6,373$204K0.0%-17.4%0.193%
2/12/2026Orion Porfolio Solutions LLC50,173$1.60M0.0%+14.4%1.520%
2/12/2026 Commonwealth Equity Services LLC24,285$776K0.0%-9.6%0.736%
2/12/2026 Steward Partners Investment Advisory LLC105,345$3.37M0.0%-9.9%3.192%
2/11/2026 GWN Securities Inc.30,597$978K0.2%+25.1%0.927%
2/10/2026Foundations Investment Advisors LLC11,664$373K0.0%+82.0%0.353%
2/9/2026 Millington Financial Advisors LLC83,477$2.69M1.2%+8.0%2.530%
2/9/2026 Blue Bell Private Wealth Management LLC87,511$2.80M0.4%-1.7%2.652%
2/6/2026 IFP Advisors Inc952$30K0.0%-86.9%0.029%
2/6/2026 HighTower Advisors LLC384,293$12.29M0.0%-0.1%11.645%
2/5/2026 Blue Water Asset Management18,246$583K0.2%N/A0.553%
2/3/2026 Encompass More Asset Management40,483$1.29M0.2%-5.2%1.227%
2/2/2026 Welch Financial Planning LLC15,335$490K0.4%N/A0.465%
1/28/2026 Global Trust Wealth Management LLC16,500$528K0.4%N/A0.500%
1/27/2026 Sterling Financial Planning Inc.274,850$8.79M2.6%+2.8%8.329%
1/27/2026 Vestia Personal Wealth Advisors7,106$228K0.1%-6.2%0.215%
1/26/2026CWM LLC34,761$1.11M0.0%+7.0%1.053%
1/22/2026 Triad Wealth Partners LLC16,576$530K0.1%+60.8%0.502%
1/22/2026 Brookwood Investment Group LLC52,242$1.67M0.2%+0.6%1.583%
1/15/2026 Brookstone Capital Management13,183$421K0.0%-58.5%0.399%
1/5/2026 Noble Wealth Management PBC32,280$1.03M0.5%-11.8%0.978%
12/2/2025 IFP Advisors Inc7,252$227K0.0%-25.6%0.220%
11/20/2025Centaurus Financial Inc.30,437$952K0.0%-16.6%0.922%
11/19/2025Sunbelt Securities Inc.46,469$1.45M0.1%-19.3%1.408%
11/17/2025Susquehanna International Group LLP20,107$629K0.0%+21.8%0.609%
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11/17/2025Citadel Advisors LLC19,402$607K0.0%+2.2%0.588%
11/12/2025Orion Porfolio Solutions LLC43,860$1.37M0.0%+16.3%1.329%
11/7/2025 HighTower Advisors LLC384,793$12.04M0.0%-1.4%11.660%
11/5/2025 Envestnet Asset Management Inc.9,011$282K0.0%-14.4%0.273%
11/4/2025Mutual Advisors LLC7,789$245K0.0%N/A0.236%
11/3/2025Foundations Investment Advisors LLC6,409$201K0.0%N/A0.194%
10/31/2025Orion Capital Management LLC7,550$236K0.1%+4.7%0.229%
10/30/2025 Millington Financial Advisors LLC77,329$2.42M1.2%+3.6%2.343%
10/30/2025 Triad Wealth Partners LLC10,306$322K0.0%N/A0.312%
10/27/2025 GWN Securities Inc.24,449$767K0.2%+3.2%0.741%
10/24/2025 Sterling Financial Planning Inc.267,275$8.36M2.6%+2.1%8.099%
10/22/2025 Blue Bell Private Wealth Management LLC89,034$2.79M0.4%-0.5%2.698%
10/21/2025 Brookwood Investment Group LLC51,931$1.63M0.2%+2.3%1.574%
10/17/2025 Encompass More Asset Management42,692$1.34M0.3%-6.4%1.294%
10/15/2025CWM LLC32,477$1.02M0.0%+1.1%0.984%
10/15/2025 Brookstone Capital Management31,737$993K0.0%+8.1%0.962%
10/6/2025 Gradient Investments LLC19,370$606K0.0%-3.5%0.587%
9/4/2025Osaic Holdings Inc.148,196$4.47M0.0%+18.6%4.491%
8/29/2025Centaurus Financial Inc.36,485$1.10M0.1%-28.2%1.106%
8/27/2025Orion 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%
8/15/2025Orion Porfolio Solutions LLC37,722$1.14M0.0%+254.4%1.143%
8/14/2025Raymond 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%
7/25/2025CWM 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%
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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%


XBJA Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 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 ($12.29M), Cetera Investment Advisers ($10.84M), Sterling Financial Planning Inc. ($8.91M), Personal CFO Solutions LLC ($8.44M), Osaic Holdings Inc. ($3.93M), and Steward Partners Investment Advisory LLC ($3.37M).Learn more on Innovator U.S. Equity Accelerated 9 Buffer ETF - January's institutional investors.

Of the 39 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), Personal CFO Solutions LLC ($269.80K), Orion Porfolio Solutions LLC ($66.61K), Sterling Financial Planning Inc. ($62.89K), Millington Financial Advisors LLC ($59.07K), and Brookwood Investment Group LLC ($52.24K).

Institutional investors have bought a total of 549,370 shares in the last 24 months. This purchase volume represents approximately $17.17M in transactions.

Of the 17 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: Osaic Holdings Inc. ($29.76K), Centaurus Financial Inc. ($20.36K), Brookstone Capital Management ($18.55K), Sunbelt Securities Inc. ($15.29K), Steward Partners Investment Advisory LLC ($11.54K), IFP Advisors Inc ($8.80K), and Noble Wealth Management PBC ($7.94K).

Institutional investors have sold a total of 137,739 shares in the last 24 months. This volume of shares sold represents approximately $4.36M in transactions.


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Institutional ownership data for BATS:XBJA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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