Innovator ETFs Trust - XBJA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Reduced | 384,293 | 12,285 | 0.01% | 0.01% | 1 | -500 | -0.13% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 348,979 | 11,156 | 0.01% | 0.01% | 2 | +2,194 | 0.63% | Q4 2025 | Feb 17, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 274,850 | 8,787 | 2.65% | 2.64% | 3 | +7,575 | 2.83% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 123,048 | 3,933 | 0.01% | 0.01% | 4 | -29,764 | -19.48% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 105,345 | 3,367 | 0.02% | 0.02% | 5 | -11,537 | -9.87% | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 87,511 | 2,797 | 0.41% | 0.42% | 6 | -1,523 | -1.71% | Q4 2025 | Feb 09, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 83,477 | 2,688 | 1.19% | 1.17% | 7 | +6,148 | 7.95% | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 56,106 | 1,793 | 0.05% | 0.05% | 8 | -955 | -1.67% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | Added to | 52,242 | 1,670 | 0.2% | 0.21% | 9 | +311 | 0.6% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 50,173 | 1,604 | 0.01% | 0.01% | 10 | +6,313 | 14.39% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 42,306 | 1,352 | 0.09% | 0.1% | 11 | -4,163 | -8.96% | Q4 2025 | Feb 20, 2026 |
| Encompass More Asset Management | History | Reduced | 40,483 | 1,294 | 0.24% | 0.26% | 12 | -2,209 | -5.17% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 34,761 | 1,111 | 0.0% | 0.0% | 13 | +2,284 | 7.03% | Q4 2025 | Jan 26, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 34,301 | 1,096 | 0.03% | 0.01% | 14 | +22,197 | 183.39% | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | Reduced | 32,280 | 1,031 | 0.52% | 0.61% | 15 | -4,312 | -11.78% | Q4 2025 | Jan 05, 2026 |
| Atria Investments, Inc | History | Added to | 30,801 | 984 | 0.01% | 0.01% | 16 | +2,028 | 7.05% | Q4 2025 | Feb 05, 2026 |
| GWN SECURITIES INC. | History | Added to | 30,597 | 978 | 0.2% | 0.18% | 17 | +6,148 | 25.15% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 28,640 | 915 | 0.0% | 0.0% | 18 | -1,372 | -4.57% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 27,903 | 892 | 0.02% | 0.02% | 19 | -128 | -0.46% | Q4 2025 | Feb 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 27,668 | 884 | 0.15% | — | 20 | +27,668 | New | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 24,285 | 776 | 0.0% | 0.0% | 21 | -2,591 | -9.64% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 18,416 | 589 | 0.03% | 0.04% | 22 | -12,021 | -39.49% | Q4 2025 | Feb 13, 2026 |
| Blue Water Asset Management | History | New | 18,246 | 583 | 0.21% | — | 23 | +18,246 | New | Q4 2025 | Feb 05, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 17,400 | 556 | 1.31% | 1.34% | 24 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 16,576 | 529 | 0.05% | 0.04% | 25 | +6,270 | 60.84% | Q4 2025 | Jan 22, 2026 |
| Global Trust Wealth Management LLC | History | New | 16,500 | 527 | 0.39% | — | 26 | +16,500 | New | Q4 2025 | Jan 28, 2026 |
| Welch Financial Planning, LLC | History | New | 15,335 | 490 | 0.36% | — | 27 | +15,335 | New | Q4 2025 | Feb 02, 2026 |
| Brookstone Capital Management | History | Reduced | 13,183 | 421 | 0.0% | 0.01% | 28 | -18,554 | -58.46% | Q4 2025 | Jan 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 11,664 | 372 | 0.0% | 0.0% | 29 | +5,255 | 81.99% | Q4 2025 | Feb 10, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 10,000 | 319 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,313 | 297 | 0.0% | 0.0% | 31 | +302 | 3.35% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 7,808 | 249 | 0.0% | — | 32 | +7,808 | New | Q4 2025 | Feb 18, 2026 |
| Orion Capital Management LLC | History | No change | 7,550 | 241 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JT Stratford LLC | History | Reduced | 7,205 | 230 | 0.03% | 0.03% | 34 | -150 | -2.04% | Q4 2025 | Feb 12, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 7,106 | 228 | 0.12% | 0.14% | 35 | -467 | -6.17% | Q4 2025 | Jan 27, 2026 |
| Visionary Wealth Advisors | History | Reduced | 6,373 | 203 | 0.01% | 0.01% | 36 | -1,342 | -17.39% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,525 | 80 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | New | 2,400 | 76 | 0.02% | — | 38 | +2,400 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 1,712 | 54 | 0.0% | 0.0% | 39 | -238 | -12.21% | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,006 | 32 | 0.03% | 0.03% | 40 | +3 | 0.3% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,000 | 31 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 952 | 30 | 0.0% | 0.01% | 42 | -6,300 | -86.87% | Q4 2025 | Feb 06, 2026 |
| Luminist Capital LLC | History | No change | 641 | 20 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 620 | 19 | 0.0% | 0.0% | 44 | -106 | -14.6% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 100 | 3 | 0.0% | — | 45 | +100 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 70 | 2 | 0.0% | 0.0% | 46 | -44 | -38.6% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | New | 61 | 1 | 0.0% | — | 47 | +61 | New | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,107 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,402 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,370 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,789 | -100.0% | Q3 2025 | Nov 04, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,561 | -100.0% | Q3 2025 | Nov 26, 2025 |