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

$39.88 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Accelerated 9 Buffer ETF - July (BATS:XBJL)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$20.53M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$51.91M
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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
5/18/2026Sunbelt Securities Inc.6,477$246K0.0%-4.1%0.206%
5/13/2026Cetera Investment Advisers247,207$9.40M0.0%-2.9%7.848%
4/30/2026Kestra Advisory Services LLC36,150$1.37M0.0%+5.1%1.148%
4/22/2026Welch Financial Planning LLC176,603$6.71M4.8%+1.1%5.606%
4/17/2026Brookstone Capital Management40,948$1.56M0.0%+5.1%1.300%
2/20/2026Sunbelt Securities Inc.6,753$258K0.0%-4.0%0.214%
2/18/2026OLD Mission Capital LLC33,130$1.27M0.0%-87.2%1.052%
2/17/2026Cetera Investment Advisers254,503$9.74M0.0%-0.7%8.079%
2/17/2026Osaic Holdings Inc.102,842$3.94M0.0%-1.8%3.265%
2/13/2026Visionary Wealth Advisors11,141$426K0.0%-18.9%0.354%
2/13/2026A4 Wealth Advisors LLC11,505$440K0.4%-55.7%0.365%
2/12/2026Orion Porfolio Solutions LLC41,960$1.61M0.0%+15.1%1.332%
2/12/2026Commonwealth Equity Services LLC22,227$850K0.0%-4.7%0.706%
2/12/2026Steward Partners Investment Advisory LLC2,595$99K0.0%-15.6%0.082%
2/12/2026Mattson Financial Services LLC120,638$4.62M1.1%-3.6%3.830%
2/11/2026GWN Securities Inc.36,909$1.41M0.3%+23.7%1.172%
2/11/2026LPL Financial LLC17,367$664K0.0%-19.1%0.551%
2/10/2026Weaver Consulting Group69,729$2.67M0.7%-0.6%2.214%
2/10/2026Foundations Investment Advisors LLC9,003$344K0.0%N/A0.286%
2/9/2026Millington Financial Advisors LLC62,423$2.41M1.1%+2.8%1.982%
2/9/2026Blue Bell Private Wealth Management LLC86,376$3.30M0.5%-1.1%2.742%
2/5/2026Northwestern Mutual Wealth Management Co.44,539$1.70M0.0%+1,671.6%1.414%
2/3/2026Encompass More Asset Management34,151$1.31M0.2%-5.2%1.084%
2/2/2026Welch Financial Planning LLC174,648$6.68M4.9%N/A5.544%
2/2/2026Woodard & Co. Asset Management Group Inc. ADV1,670$64K0.0%-19.3%0.053%
1/28/2026Chicago Partners Investment Group LLC39,804$1.53M0.0%-34.0%1.264%
1/28/2026Global Trust Wealth Management LLC6,015$230K0.2%N/A0.191%
1/26/2026CWM LLC29,087$1.11M0.0%+7.4%0.923%
1/22/2026Triad Wealth Partners LLC13,836$529K0.1%+61.0%0.439%
1/15/2026Brookstone Capital Management38,949$1.49M0.0%+33.0%1.236%
1/15/2026Paladin Wealth LLC21,821$835K0.6%-5.5%0.693%
1/8/2026Gradient Investments LLC1,076,998$41.20M0.7%-2.2%34.190%
1/1/2026JPMorgan Chase & Co.1,280$48K0.0%N/A0.041%
12/2/2025IFP Advisors Inc7,633$286K0.0%+542.5%0.242%
11/20/2025Centaurus Financial Inc.9,381$351K0.0%-11.9%0.298%
11/19/2025First Commonwealth Financial Corp PA25,089$939K0.2%-2.2%0.796%
11/19/2025Sunbelt Securities Inc.7,031$263K0.0%-11.3%0.223%
11/17/2025Susquehanna International Group LLP13,886$520K0.0%N/A0.441%
11/17/2025Northwestern Mutual Wealth Management Co.2,514$94K0.0%N/A0.080%
11/12/2025Orion Porfolio Solutions LLC36,461$1.37M0.0%+16.0%1.157%
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11/12/2025Weaver Consulting Group70,155$2.63M0.7%-1.4%2.227%
11/7/2025JPMorgan Chase & Co.1,280$48K0.0%N/A0.041%
11/7/2025HighTower Advisors LLC132,020$4.94M0.0%+11.8%4.191%
11/4/2025A4 Wealth Advisors LLC25,997$973K0.8%N/A0.825%
10/30/2025Woodard & Co. Asset Management Group Inc. ADV2,070$78K0.0%+73.2%0.066%
10/30/2025Millington Financial Advisors LLC60,699$2.27M1.1%+9.9%1.927%
10/30/2025Triad Wealth Partners LLC8,595$322K0.0%N/A0.273%
10/30/2025Chicago Partners Investment Group LLC60,270$2.28M0.1%-1.6%1.913%
10/29/2025Wealth Enhancement Advisory Services LLC56,053$2.10M0.0%+0.9%1.779%
10/29/2025BLVD Private Wealth LLC5,660$212K0.2%-29.1%0.180%
10/27/2025GWN Securities Inc.29,845$1.12M0.3%-7.2%0.947%
10/22/2025CoreCap Advisors LLC18,144$679K0.0%N/A0.576%
10/22/2025Blue Bell Private Wealth Management LLC87,346$3.27M0.5%+16.8%2.773%
10/21/2025Brookwood Investment Group LLC43,611$1.63M0.2%+2.2%1.384%
10/17/2025Encompass More Asset Management36,007$1.35M0.3%-6.4%1.143%
10/17/2025Mattson Financial Services LLC125,150$4.69M1.1%+1.6%3.973%
10/15/2025CWM LLC27,073$1.01M0.0%+1.3%0.859%
10/15/2025Brookstone Capital Management29,281$1.10M0.0%N/A0.930%
10/14/2025Paladin Wealth LLC23,083$864K0.6%+5.1%0.733%
10/6/2025Gradient Investments LLC1,100,735$41.22M0.7%+0.8%34.944%
9/4/2025Osaic Holdings Inc.94,463$3.40M0.0%-9.2%2.999%
8/29/2025Centaurus Financial Inc.10,645$383K0.0%-81.7%0.338%
8/27/2025Orion Porfolio Solutions LLC31,424$1.13M0.0%+251.4%0.998%
8/25/2025BLVD Private Wealth LLC7,986$287K0.3%N/A0.254%
8/15/2025Brown Financial Advisors115,856$4.17M1.6%-11.6%3.678%
8/15/2025Visionary Wealth Advisors13,913$501K0.0%-13.1%0.442%
8/15/2025Snowden Capital Advisors LLC33,234$1.20M0.0%-5.3%1.055%
8/15/2025Orion Porfolio Solutions LLC31,424$1.13M0.0%+251.4%0.998%
8/14/2025Raymond James Financial Inc.1,616$58K0.0%N/A0.051%
8/13/2025Millington Financial Advisors LLC55,220$2.01M1.0%+30.6%1.753%
8/12/2025Steward Partners Investment Advisory LLC4,086$147K0.0%+9.9%0.130%
8/12/2025Tableaux LLC40,000$1.44M0.1%N/A1.270%
8/12/2025Weaver Consulting Group71,117$2.56M0.7%-2.0%2.258%
8/8/2025Cetera Investment Advisers330,758$11.90M0.0%-5.2%10.500%
8/6/2025AE Wealth Management LLC4,183$151K0.0%-17.2%0.133%
8/5/2025WorthPointe LLC6,739$242K0.1%-57.3%0.214%
8/1/2025GWN Securities Inc.32,156$1.16M0.2%+9.5%1.021%
8/1/2025Brookwood Investment Group LLC42,674$1.54M0.2%+12.1%1.355%
8/1/2025Envestnet Asset Management Inc.9,405$338K0.0%+16.4%0.299%
7/29/2025Woodard & Co. Asset Management Group Inc. ADV1,195$43K0.0%+70.7%0.038%
7/29/2025Mattson Financial Services LLC123,161$4.43M1.2%-7.7%3.910%
7/25/2025CWM LLC26,729$962K0.0%+9.5%0.849%
7/24/2025IFP Advisors Inc1,188$43K0.0%+296.0%0.038%
7/10/2025Wealth Enhancement Advisory Services LLC55,578$2.01M0.0%-23.6%1.764%
7/8/2025Paladin Wealth LLC21,967$790K0.6%-31.1%0.697%
7/8/2025Gradient Investments LLC1,092,508$39.31M0.7%-46.6%34.683%
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%
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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%


XBJL Institutional Ownership - Frequently Asked Questions

During the previous two years, 53 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 ($41.20M), Cetera Investment Advisers ($9.40M), Welch Financial Planning LLC ($6.71M), HighTower Advisors LLC ($4.94M), Mattson Financial Services LLC ($4.62M), Brown Financial Advisors ($4.17M), and Osaic Holdings Inc. ($3.94M).Learn more on Innovator U.S. Equity Accelerated 9 Buffer ETF - July's institutional investors.

Of the 42 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 ($1.05M), Brown Financial Advisors ($258.75K), Mattson Financial Services LLC ($241.24K), Welch Financial Planning LLC ($176.60K), HighTower Advisors LLC ($131.81K), Paladin Wealth LLC ($64.60K), and Orion Porfolio Solutions LLC ($55.50K).

Institutional investors have bought a total of 547,233 shares in the last 24 months. This purchase volume represents approximately $20.53M in transactions.

Of the 26 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 ($977.31K), OLD Mission Capital LLC ($226.28K), Centaurus Financial Inc. ($48.73K), Cetera Investment Advisers ($27.22K), Chicago Partners Investment Group LLC ($21.43K), Wealth Enhancement Advisory Services LLC ($17.18K), and Brown Financial Advisors ($15.13K).

Institutional investors have sold a total of 1,422,475 shares in the last 24 months. This volume of shares sold represents approximately $51.91M in transactions.


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This page (BATS:XBJL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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