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

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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)
26
Total
Institutional Inflows
(last 12 months)
$79.80M
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%
5/19/2025 Jane Street Group LLC17,963$608K0.0%-15.2%0.565%
5/15/2025 OLD Mission Capital LLC10,174$344K0.0%N/A0.320%
5/14/2025 Kestra Advisory Services LLC32,555$1.10M0.0%-1.0%1.024%
5/9/2025 Evolution Wealth Advisors LLC7,265$246K0.0%-41.6%0.175%
5/9/2025 Encompass More Asset Management32,412$1.10M0.3%+46.1%0.781%
5/6/2025 Cetera Investment Advisers348,827$11.80M0.0%-9.7%8.405%
5/6/2025 Brookwood Investment Group LLC38,079$1.29M0.2%N/A0.918%
5/6/2025 AE Wealth Management LLC5,054$171K0.0%-36.9%0.122%
5/1/2025 CWM LLC24,415$826K0.0%+46.7%0.588%
5/1/2025 Crosspoint Financial LLC22,250$753K2.2%N/A0.536%
4/28/2025 Weaver Consulting Group72,578$2.46M0.7%-2.4%1.749%
4/16/2025 Wealth Enhancement Advisory Services LLC72,755$2.46M0.0%-12.7%1.720%
4/14/2025 Millington Financial Advisors LLC42,294$1.39M0.8%+83.3%1.000%
4/9/2025 Paladin Wealth LLC31,867$1.08M1.0%-49.8%0.753%
4/9/2025 Gradient Investments LLC2,046,084$69.23M1.4%-35.1%48.371%
3/17/2025 Wealth Enhancement Advisory Services LLC83,297$2.84M0.0%-1.5%1.557%
3/12/2025 Centaurus Financial Inc.60,877$2.08M0.1%-4.7%1.142%
3/10/2025Mattson Financial Services LLC239,254$8.01M2.5%N/A4.489%
2/18/2025 Orion Capital Management LLC13,075$446K0.2%-30.5%0.556%
2/17/2025 Wolverine Trading LLC7,759$265K0.0%N/A0.330%
2/17/2025 Snowden Capital Advisors LLC35,079$1.20M0.0%-28.2%1.493%
2/14/2025 Jane Street Group LLC21,173$723K0.0%N/A0.901%
2/13/2025 First Commonwealth Financial Corp PA25,898$884K0.2%-1.4%1.102%
2/13/2025 Envestnet Asset Management Inc.7,702$263K0.0%N/A0.328%
2/10/2025 GWN Securities Inc.17,468$596K0.2%N/A0.743%
2/10/2025 Commonwealth Equity Services LLC23,007$786K0.0%-10.4%0.979%
2/6/2025 Steward Partners Investment Advisory LLC3,505$120K0.0%-78.7%0.149%
2/4/2025 Brown Financial Advisors258,754$8.83M3.5%+8.5%11.011%
2/4/2025 Millington Financial Advisors LLC23,072$798K0.5%+23.1%0.982%
1/29/2025 Paladin Wealth LLC63,486$2.17M1.9%+45.9%2.702%
1/24/2025 Chicago Partners Investment Group LLC61,235$2.10M0.1%-4.4%2.606%
1/21/2025 Gradient Investments LLC3,152,690$107.64M2.2%+49.3%134.157%
1/21/2025 Encompass More Asset Management22,178$757K0.2%+63.8%0.944%
1/8/2025 Weaver Consulting Group74,377$2.54M0.8%-18.4%3.165%
11/19/2024 Barclays PLC4,453$149K0.0%N/A0.189%
11/18/2024 Brown Financial Advisors238,476$7.98M3.3%N/A10.148%
11/18/2024 Orion Capital Management LLC18,816$630K0.3%+4.3%0.801%
11/15/2024 Barclays PLC4,453$149K0.0%N/A0.189%
11/15/2024 Weaver Consulting Group91,143$3.05M1.0%-4.8%3.878%
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11/15/2024 HighTower Advisors LLC117,923$3.95M0.0%N/A5.018%
11/14/2024 Encompass More Asset Management13,541$453K0.2%N/A0.576%
11/14/2024 First Commonwealth Financial Corp PA26,259$879K0.2%+2.3%1.117%
11/13/2024 WorthPointe LLC15,837$530K0.2%+131.2%0.674%
11/12/2024 Centaurus Financial Inc.63,864$2.14M0.1%+14.7%2.718%
10/29/2024 Chicago Partners Investment Group LLC64,045$2.15M0.1%+0.9%2.725%
10/24/2024 Wealth Enhancement Advisory Services LLC84,552$2.83M0.0%-4.1%3.598%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV900$30K0.0%+50.0%0.038%
10/18/2024 Crosspoint Financial LLC22,250$745K2.6%N/A0.947%
10/11/2024 Paladin Wealth LLC43,507$1.46M1.3%N/A1.851%
10/8/2024 CWM LLC8,131$272K0.0%+4,888.3%0.346%
9/23/2024 Centaurus Financial Inc.55,661$1.80M0.1%-36.8%2.369%
8/22/2024 Cetera Investment Advisers380,777$12.28M0.0%-1.4%16.203%
8/16/2024 Sunbelt Securities Inc.7,927$256K0.0%-10.4%0.337%
8/14/2024 Bank of Montreal Can17,400$561K0.0%-5.9%0.740%
8/5/2024 Blue Bell Private Wealth Management LLC75,690$2.44M0.5%-0.5%3.221%
7/31/2024 Commonwealth Equity Services LLC24,893$803K0.0%+2.3%1.059%
7/26/2024 Cambridge Investment Research Advisors Inc.63,801$2.06M0.0%-31.9%2.715%
7/16/2024 Wealth Enhancement Advisory Services LLC88,209$2.84M0.0%+12.6%3.754%
5/24/2024Cetera Advisors LLC170,747$5.41M0.0%N/A7.266%
5/24/2024 Cetera Investment Advisers386,076$12.24M0.0%+140.6%16.429%
4/30/2024 Commonwealth Equity Services LLC24,327$771K0.0%-78.0%1.014%
4/25/2024 Cambridge Investment Research Advisors Inc.93,712$2.97M0.0%-16.7%3.905%
4/24/2024 Blue Bell Private Wealth Management LLC76,071$2.41M0.5%-1.1%3.170%
4/16/2024 Weaver Consulting Group99,060$3.14M1.2%-1.0%4.128%
4/16/2024 Cambridge Advisors Inc.12,555$398K0.1%-4.6%0.523%
4/16/2024 Wealth Enhancement Advisory Services LLC78,334$2.48M0.0%-12.9%3.264%
4/15/2024 Brookstone Capital Management9,301$295K0.0%+8.1%0.388%
4/15/2024 Sunbelt Securities Inc.8,852$281K0.0%-53.5%0.369%
2/26/2024 Centaurus 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%
2/12/2024 Steward Partners Investment Advisory LLC13,185$404K0.0%+16.7%0.494%
2/9/2024 Cambridge Investment Research Advisors Inc.112,442$3.44M0.0%-16.3%4.211%
2/7/2024 Arlington Capital Management Inc.22,719$696K0.6%N/A0.851%
2/6/2024 Orion Capital Management LLC18,398$563K0.3%+21.8%0.689%
2/1/2024 Millington Financial Advisors LLC34,140$1.05M0.8%+19.6%1.279%
1/25/2024 Blue Bell Private Wealth Management LLC76,929$2.36M0.6%-1.4%2.881%
1/24/2024 Arkadios Wealth Advisors7,762$238K0.0%N/A0.291%
1/22/2024 Weaver Consulting Group100,102$3.07M1.2%+2.0%3.749%
1/11/2024 Brookstone Capital Management8,607$264K0.0%+21.7%0.322%
1/11/2024 Diligent Investors LLC6,800$208K0.1%N/A0.255%
1/5/2024 WealthPLAN Partners LLC193,844$5.94M0.6%+5.0%7.260%
11/16/2023 Orion Capital Management LLC15,105$429K0.3%-7.5%0.566%
11/15/2023 WealthPlan Investment Management LLC184,551$5.24M0.6%N/A6.912%
11/13/2023 Visionary Wealth Advisors14,561$414K0.0%N/A0.545%
11/13/2023 Kestra Advisory Services LLC26,270$746K0.0%+38.2%0.984%
11/2/2023 Millington Financial Advisors LLC28,546$811K0.7%+15.5%1.069%
11/2/2023 WealthPlan Investment Management LLC184,551$5.24M0.6%N/A6.912%
10/31/2023 Allworth Financial LP4,189$119K0.0%N/A0.157%
10/30/2023 Blue Bell Private Wealth Management LLC78,013$2.22M0.6%+71.7%2.922%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
10/24/2023 Cambridge Investment Research Advisors Inc.134,393$3.82M0.0%+48.7%5.033%
10/23/2023 Commonwealth Equity Services LLC104,717$2.97M0.0%+488.6%3.922%
10/18/2023 Cambridge Advisors Inc.13,155$374K0.1%+45.4%0.493%
10/13/2023 Weaver Consulting Group98,185$2.79M1.3%+6.2%3.677%
10/12/2023 Global Trust Asset Management LLC6,015$171K0.1%N/A0.225%
10/11/2023 AE Wealth Management LLC7,145$203K0.0%N/A0.268%
10/10/2023 DHJJ Financial Advisors Ltd.4,886$139K0.1%N/A0.183%
8/14/2023 Snowden Capital Advisors LLC46,442$1.34M0.0%N/A1.739%
8/11/2023 Kestra Advisory Services LLC19,005$549K0.0%-5.0%0.712%
8/10/2023 Osaic 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 XBJL's institutional investors.

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

Of the 46 institutional investors that purchased Innovator U.S. Equity Accelerated 9 Buffer ETF - July 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 3,255,127 shares in the last 24 months. This purchase volume represents approximately $105.07M in transactions.

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

Of the 23 institutional investors that sold Innovator U.S. Equity Accelerated 9 Buffer ETF - July 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), Commonwealth Equity Services LLC ($89.03K), Cambridge Investment Research Advisors Inc. ($70.59K), Cetera Investment Advisers ($42.62K), Centaurus Financial Inc. ($35.79K), and Paladin Wealth LLC ($31.62K).

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

Institutional investors have sold a total of 1,611,508 shares in the last 24 months. This volume of shares sold represents approximately $54.04M in transactions.


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This page (BATS:XBJL) was last updated on 5/23/2025 by MarketBeat.com Staff
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