Innovator ETFs Trust - XBJA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | No change | 342,486 | 11,577 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 288,650 | 9,757 | 2.65% | 2.65% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 231,818 | 7,836 | 0.12% | 0.12% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 191,196 | 6,463 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 182,957 | 6,184 | 0.77% | 0.77% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 123,974 | 4,191 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 105,066 | 3,551 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 58,012 | 1,961 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookwood Investment Group LLC | History | No change | 57,625 | 1,948 | 0.22% | 0.22% | 9 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Snowden Capital Advisors LLC | History | No change | 52,254 | 1,766 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 35,505 | 1,200 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GWN SECURITIES INC. | History | No change | 30,370 | 1,026 | 0.17% | 0.17% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 27,668 | 935 | 0.13% | 0.13% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,555 | 931 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Millington Financial Advisors, LLC | History | No change | 27,323 | 925 | 0.36% | 0.36% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 26,965 | 911 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JT Stratford LLC | History | No change | 26,679 | 901 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Occidental Asset Management, LLC | History | No change | 23,543 | 795 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Noble Wealth Management PBC | History | Reduced | 22,195 | 770 | 0.34% | 0.37% | 19 | -2,386 | -9.71% | Q3 2026 | Oct 01, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 20,945 | 708 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GTS SECURITIES LLC | History | No change | 20,235 | 684 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Water Asset Management | History | No change | 18,246 | 616 | 0.2% | 0.2% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 17,400 | 588 | 1.35% | 1.35% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Welch Financial Planning, LLC | History | No change | 16,677 | 563 | 0.33% | 0.33% | 24 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brookstone Capital Management | History | No change | 16,549 | 559 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 15,538 | 525 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Global Trust Wealth Management LLC | History | No change | 11,830 | 399 | 0.27% | 0.27% | 27 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SEI INVESTMENTS CO | History | No change | 11,289 | 381 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 10,747 | 363 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 10,000 | 338 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 7,808 | 263 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Capital Management LLC | History | No change | 7,750 | 261 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 7,106 | 240 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CRA Financial Services, LLC | History | No change | 6,245 | 211 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Visionary Wealth Advisors | History | No change | 6,030 | 203 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,928 | 200 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 4,935 | 166 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,380 | 80 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,000 | 33 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 952 | 32 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Luminist Capital LLC | History | No change | 910 | 30 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 561 | 18 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bullseye Investment Management, LLC | History | No change | 520 | 17 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 236 | 7 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 204 | 6 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |