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 | Reduced | 346,654 | 10,843 | 0.01% | 0.01% | 1 | -2,325 | -0.67% | Q1 2026 | May 13, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 284,947 | 8,913 | 2.64% | 2.65% | 2 | +10,097 | 3.67% | Q1 2026 | May 06, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 269,799 | 8,439 | 1.19% | — | 3 | +269,799 | New | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 189,630 | 5,931 | 0.01% | 0.01% | 4 | -194,663 | -50.65% | Q1 2026 | May 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 183,950 | 5,753 | 0.83% | 0.41% | 5 | +96,439 | 110.2% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 108,031 | 3,379 | 0.0% | 0.01% | 6 | -15,017 | -12.2% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 106,614 | 3,334 | 0.02% | 0.02% | 7 | +1,269 | 1.2% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 56,678 | 1,772 | 0.0% | 0.0% | 8 | +32,393 | 133.39% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 56,106 | 1,754 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 54,179 | 1,694 | 0.21% | 0.2% | 10 | +1,937 | 3.71% | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 42,318 | 1,323 | 0.08% | 0.09% | 11 | +12 | 0.03% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 35,505 | 1,110 | 0.0% | 0.0% | 12 | +6,865 | 23.97% | Q1 2026 | Apr 30, 2026 |
| GWN SECURITIES INC. | History | Added to | 30,916 | 967 | 0.19% | 0.2% | 13 | +319 | 1.04% | Q1 2026 | May 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 28,210 | 882 | 0.44% | 0.52% | 14 | -4,070 | -12.61% | Q1 2026 | Apr 02, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 27,668 | 865 | 0.14% | 0.15% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JT Stratford LLC | History | Added to | 27,479 | 859 | 0.11% | 0.03% | 16 | +20,274 | 281.39% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 27,113 | 848 | 0.02% | 0.02% | 17 | -790 | -2.83% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 21,016 | 657 | 0.03% | 0.03% | 18 | +2,600 | 14.12% | Q1 2026 | May 18, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 19,497 | 642 | 0.27% | 1.19% | 19 | -63,980 | -76.64% | Q1 2026 | May 08, 2026 |
| LeClair Wealth Partners LLC | History | New | 18,246 | 570 | 0.2% | — | 21 | +18,246 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | No change | 18,246 | 570 | 0.2% | 0.21% | 20 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 17,400 | 544 | 1.37% | 1.31% | 22 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Welch Financial Planning, LLC | History | Added to | 16,687 | 521 | 0.37% | 0.36% | 23 | +1,352 | 8.82% | Q1 2026 | Apr 21, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 16,000 | 500 | 0.38% | 0.39% | 24 | -500 | -3.03% | Q1 2026 | Apr 14, 2026 |
| Brookstone Capital Management | History | Added to | 15,392 | 481 | 0.01% | 0.0% | 25 | +2,209 | 16.76% | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | New | 15,143 | 473 | 0.02% | — | 26 | +15,143 | New | Q1 2026 | Apr 07, 2026 |
| Occidental Asset Management, LLC | History | New | 12,958 | 405 | 0.05% | — | 27 | +12,958 | New | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | New | 11,289 | 353 | 0.0% | — | 28 | +11,289 | New | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 10,838 | 339 | 0.0% | 0.0% | 29 | -826 | -7.08% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,684 | 334 | 0.0% | — | 30 | +10,684 | New | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 10,000 | 312 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,412 | 294 | 0.0% | 0.0% | 32 | +99 | 1.06% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 7,808 | 244 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Orion Capital Management LLC | History | Added to | 7,750 | 242 | 0.08% | 0.08% | 34 | +200 | 2.65% | Q1 2026 | May 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 7,106 | 222 | 0.1% | 0.12% | 35 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 2,380 | 74 | 0.02% | 0.03% | 36 | -145 | -5.74% | Q1 2026 | Apr 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,000 | 31 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 952 | 29 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 619 | 19 | 0.01% | — | 39 | +619 | New | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 561 | 17 | 0.0% | 0.0% | 40 | -59 | -9.52% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 466 | 14 | 0.0% | — | 41 | +466 | New | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 204 | 6 | 0.0% | — | 42 | +204 | New | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 100 | 3 | 0.0% | 0.0% | 43 | +39 | 63.93% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,173 | -100.0% | Q1 2026 | May 13, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.24% | — | -40,483 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,761 | -100.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -34,301 | -100.0% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -30,801 | -100.0% | Q1 2026 | May 05, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -16,576 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -6,373 | -100.0% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,400 | -100.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,712 | -100.0% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,006 | -100.0% | Q1 2026 | May 14, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -641 | -100.0% | Q1 2026 | Apr 24, 2026 |