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Innovator U.S. Equity Accelerated 9 Buffer ETF - July (XBJL) Institutional Ownership

$36.17 +2.18 (+6.42%)
As of 07/3/2025 12:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Accelerated 9 Buffer ETF - July (BATS:XBJL)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$67.23M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$48.76M
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XBJL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025Mattson Financial Services LLC133,373$4.51M1.4%-44.3%4.194%
5/19/2025Jane Street Group LLC17,963$608K0.0%-15.2%0.565%
5/15/2025OLD Mission Capital LLC10,174$344K0.0%N/A0.320%
5/14/2025Kestra Advisory Services LLC32,555$1.10M0.0%-1.0%1.024%
5/9/2025Evolution Wealth Advisors LLC7,265$246K0.0%-41.6%0.175%
5/9/2025Encompass More Asset Management32,412$1.10M0.3%+46.1%0.781%
5/6/2025Cetera Investment Advisers348,827$11.80M0.0%-9.7%8.405%
5/6/2025Brookwood Investment Group LLC38,079$1.29M0.2%N/A0.918%
5/6/2025AE Wealth Management LLC5,054$171K0.0%-36.9%0.122%
5/1/2025CWM LLC24,415$826K0.0%+46.7%0.588%
5/1/2025Crosspoint Financial LLC22,250$753K2.2%N/A0.536%
4/28/2025Weaver Consulting Group72,578$2.46M0.7%-2.4%1.749%
4/16/2025Wealth Enhancement Advisory Services LLC72,755$2.46M0.0%-12.7%1.720%
4/14/2025Millington Financial Advisors LLC42,294$1.39M0.8%+83.3%1.000%
4/9/2025Paladin Wealth LLC31,867$1.08M1.0%-49.8%0.753%
4/9/2025Gradient Investments LLC2,046,084$69.23M1.4%-35.1%48.371%
3/17/2025Wealth Enhancement Advisory Services LLC83,297$2.84M0.0%-1.5%1.557%
3/12/2025Centaurus Financial Inc.60,877$2.08M0.1%-4.7%1.142%
3/10/2025Mattson Financial Services LLC239,254$8.01M2.5%N/A4.489%
2/18/2025Orion Capital Management LLC13,075$446K0.2%-30.5%0.556%
2/17/2025Wolverine Trading LLC7,759$265K0.0%N/A0.330%
2/17/2025Snowden Capital Advisors LLC35,079$1.20M0.0%-28.2%1.493%
2/14/2025Jane Street Group LLC21,173$723K0.0%N/A0.901%
2/13/2025First Commonwealth Financial Corp PA25,898$884K0.2%-1.4%1.102%
2/13/2025Envestnet Asset Management Inc.7,702$263K0.0%N/A0.328%
2/10/2025GWN Securities Inc.17,468$596K0.2%N/A0.743%
2/10/2025Commonwealth Equity Services LLC23,007$786K0.0%-10.4%0.979%
2/6/2025Steward Partners Investment Advisory LLC3,505$120K0.0%-78.7%0.149%
2/4/2025Brown Financial Advisors258,754$8.83M3.5%+8.5%11.011%
2/4/2025Millington Financial Advisors LLC23,072$798K0.5%+23.1%0.982%
1/29/2025Paladin Wealth LLC63,486$2.17M1.9%+45.9%2.702%
1/24/2025Chicago Partners Investment Group LLC61,235$2.10M0.1%-4.4%2.606%
1/21/2025Gradient Investments LLC3,152,690$107.64M2.2%+49.3%134.157%
1/21/2025Encompass More Asset Management22,178$757K0.2%+63.8%0.944%
1/8/2025Weaver Consulting Group74,377$2.54M0.8%-18.4%3.165%
11/19/2024Barclays PLC4,453$149K0.0%N/A0.189%
11/18/2024Brown Financial Advisors238,476$7.98M3.3%N/A10.148%
11/18/2024Orion Capital Management LLC18,816$630K0.3%+4.3%0.801%
11/15/2024Barclays PLC4,453$149K0.0%N/A0.189%
11/15/2024Weaver Consulting Group91,143$3.05M1.0%-4.8%3.878%
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11/15/2024HighTower Advisors LLC117,923$3.95M0.0%N/A5.018%
11/14/2024Encompass More Asset Management13,541$453K0.2%N/A0.576%
11/14/2024First Commonwealth Financial Corp PA26,259$879K0.2%+2.3%1.117%
11/13/2024WorthPointe LLC15,837$530K0.2%+131.2%0.674%
11/12/2024Centaurus Financial Inc.63,864$2.14M0.1%+14.7%2.718%
10/29/2024Chicago Partners Investment Group LLC64,045$2.15M0.1%+0.9%2.725%
10/24/2024Wealth Enhancement Advisory Services LLC84,552$2.83M0.0%-4.1%3.598%
10/23/2024Woodard & Co. Asset Management Group Inc. ADV900$30K0.0%+50.0%0.038%
10/18/2024Crosspoint Financial LLC22,250$745K2.6%N/A0.947%
10/11/2024Paladin Wealth LLC43,507$1.46M1.3%N/A1.851%
10/8/2024CWM LLC8,131$272K0.0%+4,888.3%0.346%
9/23/2024Centaurus Financial Inc.55,661$1.80M0.1%-36.8%2.369%
8/22/2024Cetera Investment Advisers380,777$12.28M0.0%-1.4%16.203%
8/16/2024Sunbelt Securities Inc.7,927$256K0.0%-10.4%0.337%
8/14/2024Bank of Montreal Can17,400$561K0.0%-5.9%0.740%
8/5/2024Blue Bell Private Wealth Management LLC75,690$2.44M0.5%-0.5%3.221%
7/31/2024Commonwealth Equity Services LLC24,893$803K0.0%+2.3%1.059%
7/26/2024Cambridge Investment Research Advisors Inc.63,801$2.06M0.0%-31.9%2.715%
7/16/2024Wealth Enhancement Advisory Services LLC88,209$2.84M0.0%+12.6%3.754%
5/24/2024Cetera Advisors LLC170,747$5.41M0.0%N/A7.266%
5/24/2024Cetera Investment Advisers386,076$12.24M0.0%+140.6%16.429%
4/30/2024Commonwealth Equity Services LLC24,327$771K0.0%-78.0%1.014%
4/25/2024Cambridge Investment Research Advisors Inc.93,712$2.97M0.0%-16.7%3.905%
4/24/2024Blue Bell Private Wealth Management LLC76,071$2.41M0.5%-1.1%3.170%
4/16/2024Weaver Consulting Group99,060$3.14M1.2%-1.0%4.128%
4/16/2024Cambridge Advisors Inc.12,555$398K0.1%-4.6%0.523%
4/16/2024Wealth Enhancement Advisory Services LLC78,334$2.48M0.0%-12.9%3.264%
4/15/2024Brookstone Capital Management9,301$295K0.0%+8.1%0.388%
4/15/2024Sunbelt Securities Inc.8,852$281K0.0%-53.5%0.369%
2/26/2024Centaurus Financial Inc.91,077$2.79M0.2%-0.4%3.411%
2/13/2024Cetera Advisor Networks LLC211,602$6.48M0.0%-2.4%7.925%
2/12/2024Steward Partners Investment Advisory LLC13,185$404K0.0%+16.7%0.494%
2/9/2024Cambridge Investment Research Advisors Inc.112,442$3.44M0.0%-16.3%4.211%
2/7/2024Arlington Capital Management Inc.22,719$696K0.6%N/A0.851%
2/6/2024Orion Capital Management LLC18,398$563K0.3%+21.8%0.689%
2/1/2024Millington Financial Advisors LLC34,140$1.05M0.8%+19.6%1.279%
1/25/2024Blue Bell Private Wealth Management LLC76,929$2.36M0.6%-1.4%2.881%
1/24/2024Arkadios Wealth Advisors7,762$238K0.0%N/A0.291%
1/22/2024Weaver Consulting Group100,102$3.07M1.2%+2.0%3.749%
1/11/2024Brookstone Capital Management8,607$264K0.0%+21.7%0.322%
1/11/2024Diligent Investors LLC6,800$208K0.1%N/A0.255%
1/5/2024WealthPLAN Partners LLC193,844$5.94M0.6%+5.0%7.260%
11/16/2023Orion Capital Management LLC15,105$429K0.3%-7.5%0.566%
11/15/2023WealthPlan Investment Management LLC184,551$5.24M0.6%N/A6.912%
11/13/2023Visionary Wealth Advisors14,561$414K0.0%N/A0.545%
11/13/2023Kestra Advisory Services LLC26,270$746K0.0%+38.2%0.984%
11/2/2023Millington Financial Advisors LLC28,546$811K0.7%+15.5%1.069%
11/2/2023WealthPlan Investment Management LLC184,551$5.24M0.6%N/A6.912%
10/31/2023Allworth Financial LP4,189$119K0.0%N/A0.157%
10/30/2023Blue Bell Private Wealth Management LLC78,013$2.22M0.6%+71.7%2.922%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
10/24/2023Cambridge Investment Research Advisors Inc.134,393$3.82M0.0%+48.7%5.033%
10/23/2023Commonwealth Equity Services LLC104,717$2.97M0.0%+488.6%3.922%
10/18/2023Cambridge Advisors Inc.13,155$374K0.1%+45.4%0.493%
10/13/2023Weaver Consulting Group98,185$2.79M1.3%+6.2%3.677%
10/12/2023Global Trust Asset Management LLC6,015$171K0.1%N/A0.225%
10/11/2023AE Wealth Management LLC7,145$203K0.0%N/A0.268%
10/10/2023DHJJ Financial Advisors Ltd.4,886$139K0.1%N/A0.183%
8/14/2023Snowden Capital Advisors LLC46,442$1.34M0.0%N/A1.739%
8/11/2023Kestra Advisory Services LLC19,005$549K0.0%-5.0%0.712%
8/10/2023Osaic Holdings Inc.90,372$2.61M0.0%+3.9%3.385%
(Data available from 1/1/2016 forward)

XBJL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XBJL shares?

During the previous two years, 49 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - July. The most heavily invested institutionals were Gradient Investments LLC ($69.23M), Cetera Investment Advisers ($11.80M), Brown Financial Advisors ($8.83M), Cetera Advisor Networks LLC ($6.48M), WealthPLAN Partners LLC ($5.94M), Cetera Advisors LLC ($5.41M), and WealthPlan Investment Management LLC ($5.24M).Learn more on Innovator U.S. Equity Accelerated 9 Buffer ETF - July's institutional investors.

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

Of the 46 institutional investors that purchased Innovator U.S. Equity Accelerated 9 Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.04M), WealthPlan Investment Management LLC ($369.10K), Brown Financial Advisors ($258.75K), Mattson Financial Services LLC ($239.25K), Cetera Investment Advisers ($234.13K), Cetera Advisors LLC ($170.75K), and Cambridge Investment Research Advisors Inc. ($134.39K).

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

Institutional investors have bought a total of 1,977,950 shares in the last 24 months. This purchase volume represents approximately $67.23M in transactions.

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

Of the 21 institutional investors that sold Innovator U.S. Equity Accelerated 9 Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($1.11M), Mattson Financial Services LLC ($105.88K), Cetera Investment Advisers ($42.62K), Centaurus Financial Inc. ($35.41K), Paladin Wealth LLC ($31.62K), Cambridge Investment Research Advisors Inc. ($29.91K), and Weaver Consulting Group ($23.12K).

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

Institutional investors have sold a total of 1,442,982 shares in the last 24 months. This volume of shares sold represents approximately $48.76M in transactions.


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