Innovator ETFs Trust - XBJL
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 | 247,207 | 9,398 | 0.01% | 0.01% | 1 | -7,296 | -2.87% | Q1 2026 | May 13, 2026 |
| Welch Financial Planning, LLC | History | Added to | 176,603 | 6,713 | 4.83% | 4.87% | 2 | +1,955 | 1.12% | Q1 2026 | Apr 21, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 122,928 | 4,840 | 2.04% | 1.07% | 3 | +60,505 | 96.93% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 126,466 | 4,807 | 0.01% | 0.01% | 4 | -5,554 | -4.21% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 87,540 | 3,328 | 0.0% | 0.01% | 5 | -15,302 | -14.88% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 83,365 | 3,169 | 0.46% | 0.48% | 6 | -3,011 | -3.49% | Q1 2026 | May 11, 2026 |
| Weaver Consulting Group | History | Reduced | 68,815 | 2,616 | 0.62% | 0.65% | 7 | -914 | -1.31% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | Added to | 45,395 | 1,725 | 0.21% | 0.2% | 8 | +1,586 | 3.62% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 39,804 | 1,564 | 0.03% | 0.04% | 9 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 40,948 | 1,556 | 0.02% | 0.02% | 10 | +1,999 | 5.13% | Q1 2026 | Apr 16, 2026 |
| GWN SECURITIES INC. | History | Added to | 37,134 | 1,411 | 0.27% | 0.29% | 11 | +225 | 0.61% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,150 | 1,374 | 0.01% | 0.01% | 12 | +1,740 | 5.06% | Q1 2026 | Apr 30, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 33,243 | 1,263 | 0.03% | 0.04% | 13 | -2,390 | -6.71% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 32,000 | 1,216 | 0.0% | 0.0% | 14 | -17,060 | -34.77% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 25,442 | 971 | 0.0% | 0.0% | 15 | -30,611 | -54.61% | Q1 2026 | Apr 08, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 24,843 | 944 | 0.15% | 0.16% | 16 | -157 | -0.63% | Q1 2026 | May 14, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 22,250 | 845 | 2.12% | 2.0% | 17 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,210 | 844 | 0.0% | 0.0% | 18 | -17 | -0.08% | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 17,106 | 650 | 0.01% | 0.03% | 19 | -16,024 | -48.37% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 15,516 | 589 | 0.0% | 0.0% | 20 | -1,851 | -10.66% | Q1 2026 | May 06, 2026 |
| Orion Capital Management LLC | History | Reduced | 12,407 | 471 | 0.16% | 0.17% | 21 | -500 | -3.87% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,380 | 394 | 0.02% | 0.02% | 22 | -761 | -6.83% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,054 | 382 | 0.0% | 0.0% | 23 | +92 | 0.92% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 9,381 | 357 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Gradient Investments LLC | History | Reduced | 8,348 | 317 | 0.0% | 0.65% | 25 | -1,068,650 | -99.22% | Q1 2026 | Apr 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 7,696 | 292 | 0.0% | 0.0% | 26 | -1,307 | -14.52% | Q1 2026 | May 11, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 7,265 | 276 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Diligent Investors, LLC | History | No change | 6,800 | 258 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 6,477 | 246 | 0.02% | 0.02% | 29 | -276 | -4.09% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,012 | 228 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Trust Wealth Management LLC | History | No change | 6,015 | 228 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4,726 | 179 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| JPMORGAN CHASE & CO | History | New | 2,901 | 108 | 0.0% | — | 33 | +2,901 | New | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,514 | 95 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,377 | 90 | 0.0% | 0.0% | 35 | -218 | -8.4% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,230 | 85 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,849 | 70 | 0.0% | 0.01% | 37 | -5,675 | -75.43% | Q1 2026 | Apr 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 1,670 | 63 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 173 | 6 | 0.0% | — | 39 | +173 | New | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 74 | 2 | 0.0% | 0.0% | 42 | -1,838 | -96.13% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 53 | 2 | 0.0% | 0.0% | 41 | -6 | -10.17% | Q1 2026 | May 14, 2026 |
| Mattson Financial Services, LLC | History | Closed out | 0 | 0 | — | 1.08% | — | -120,638 | -100.0% | Q1 2026 | May 11, 2026 |
| Brown Financial Advisors | History | Closed out | 0 | 0 | — | 1.58% | — | -113,115 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -41,960 | -100.0% | Q1 2026 | May 13, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.24% | — | -34,151 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,087 | -100.0% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -25,773 | -100.0% | Q1 2026 | May 05, 2026 |
| Paladin Wealth, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -21,821 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,836 | -100.0% | Q1 2026 | Apr 16, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -11,505 | -100.0% | Q1 2026 | May 11, 2026 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,739 | -100.0% | Q1 2026 | May 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -843 | -100.0% | Q1 2026 | May 14, 2026 |