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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | Reduced | 1,076,998 | 41,200 | 0.65% | 0.69% | 1 | -23,737 | -2.16% | Q4 2025 | Jan 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 254,503 | 9,736 | 0.01% | 0.01% | 2 | -1,853 | -0.72% | Q4 2025 | Feb 17, 2026 |
| Welch Financial Planning, LLC | History | New | 174,648 | 6,681 | 4.87% | — | 3 | +174,648 | New | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | No change | 132,020 | 5,050 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 120,638 | 4,615 | 1.08% | 1.12% | 5 | -4,512 | -3.61% | Q4 2025 | Feb 12, 2026 |
| Brown Financial Advisors | History | Reduced | 113,115 | 4,327 | 1.58% | 1.6% | 6 | -2,331 | -2.02% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 102,842 | 3,934 | 0.01% | 0.01% | 7 | -1,906 | -1.82% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 86,376 | 3,304 | 0.48% | 0.5% | 8 | -970 | -1.11% | Q4 2025 | Feb 09, 2026 |
| Weaver Consulting Group | History | Reduced | 69,729 | 2,667 | 0.65% | 0.67% | 9 | -426 | -0.61% | Q4 2025 | Feb 10, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 62,423 | 2,404 | 1.07% | 1.1% | 10 | +1,724 | 2.84% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 56,053 | 2,151 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 49,060 | 1,876 | 0.0% | 0.0% | 12 | +35,174 | 253.31% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | Added to | 43,809 | 1,675 | 0.2% | 0.21% | 13 | +198 | 0.45% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 41,960 | 1,605 | 0.01% | 0.01% | 14 | +5,499 | 15.08% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 39,804 | 1,531 | 0.04% | 0.06% | 15 | -20,466 | -33.96% | Q4 2025 | Jan 28, 2026 |
| Brookstone Capital Management | History | Added to | 38,949 | 1,490 | 0.02% | 0.01% | 16 | +9,668 | 33.02% | Q4 2025 | Jan 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 36,909 | 1,411 | 0.29% | 0.26% | 17 | +7,064 | 23.67% | Q4 2025 | Feb 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 35,633 | 1,363 | 0.04% | 0.04% | 18 | -666 | -1.83% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,410 | 1,316 | 0.01% | 0.01% | 19 | -260 | -0.75% | Q4 2025 | Feb 13, 2026 |
| Encompass More Asset Management | History | Reduced | 34,151 | 1,306 | 0.24% | 0.26% | 20 | -1,856 | -5.15% | Q4 2025 | Feb 03, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 33,130 | 1,267 | 0.03% | 0.19% | 21 | -226,278 | -87.23% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 29,087 | 1,113 | 0.0% | 0.0% | 22 | +2,014 | 7.44% | Q4 2025 | Jan 26, 2026 |
| Atria Investments, Inc | History | Added to | 25,773 | 985 | 0.01% | 0.01% | 23 | +1,632 | 6.76% | Q4 2025 | Feb 05, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 25,000 | 956 | 0.16% | — | 24 | +25,000 | New | Q4 2025 | Feb 18, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 22,250 | 851 | 2.0% | 2.05% | 25 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,227 | 850 | 0.0% | 0.0% | 26 | -1,106 | -4.74% | Q4 2025 | Feb 12, 2026 |
| Paladin Wealth, LLC | History | Reduced | 21,821 | 834 | 0.57% | 0.63% | 27 | -1,262 | -5.47% | Q4 2025 | Jan 15, 2026 |
| LPL Financial LLC | History | Reduced | 17,367 | 664 | 0.0% | 0.0% | 28 | -4,095 | -19.08% | Q4 2025 | Feb 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 13,836 | 529 | 0.05% | 0.04% | 29 | +5,241 | 60.98% | Q4 2025 | Jan 22, 2026 |
| Orion Capital Management LLC | History | Added to | 12,907 | 493 | 0.17% | 0.17% | 30 | +50 | 0.39% | Q4 2025 | Feb 03, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 11,505 | 440 | 0.38% | 0.82% | 31 | -14,492 | -55.74% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 11,141 | 426 | 0.02% | 0.02% | 32 | -2,591 | -18.87% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,962 | 381 | 0.0% | 0.0% | 33 | +331 | 3.44% | Q4 2025 | Feb 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 9,381 | 359 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 9,003 | 344 | 0.0% | — | 35 | +9,003 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,524 | 287 | 0.01% | 0.01% | 36 | -109 | -1.43% | Q4 2025 | Feb 06, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 7,265 | 277 | 0.03% | 0.04% | 37 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Diligent Investors, LLC | History | No change | 6,800 | 260 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 6,753 | 258 | 0.02% | 0.02% | 39 | -278 | -3.95% | Q4 2025 | Feb 20, 2026 |
| WorthPointe, LLC | History | No change | 6,739 | 257 | 0.07% | 0.09% | 40 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Trust Wealth Management LLC | History | New | 6,015 | 230 | 0.17% | — | 41 | +6,015 | New | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,012 | 229 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4,726 | 180 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,595 | 99 | 0.0% | 0.0% | 44 | -479 | -15.58% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,514 | 96 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,230 | 85 | 0.0% | — | 46 | +2,230 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,912 | 73 | 0.0% | 0.0% | 47 | -2,406 | -55.72% | Q4 2025 | Jan 26, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 1,670 | 63 | 0.01% | 0.01% | 48 | -400 | -19.32% | Q4 2025 | Feb 02, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 843 | 32 | 0.03% | 0.03% | 49 | +1 | 0.12% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 100 | 3 | 0.0% | — | 50 | +100 | New | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Reduced | 59 | 2 | 0.0% | 0.0% | 51 | -2,464 | -97.66% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,144 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,099 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BLVD Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -5,660 | -100.0% | Q3 2025 | Oct 29, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,280 | -100.0% | Q3 2025 | Nov 26, 2025 |