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 | 239,415 | 9,570 | 0.01% | 0.01% | 1 | -7,792 | -3.15% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 126,466 | 5,055 | 0.0% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 123,884 | 4,944 | 1.94% | 2.04% | 3 | +956 | 0.78% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 87,690 | 3,505 | 0.0% | 0.0% | 4 | +150 | 0.17% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 82,452 | 3,296 | 0.41% | 0.46% | 5 | -913 | -1.1% | Q2 2026 | Aug 05, 2026 |
| Weaver Consulting Group | History | Reduced | 67,485 | 2,697 | 0.55% | 0.62% | 6 | -1,330 | -1.93% | Q2 2026 | Jul 29, 2026 |
| Brookwood Investment Group LLC | History | Added to | 48,192 | 1,926 | 0.22% | 0.21% | 7 | +2,797 | 6.16% | Q2 2026 | Jul 23, 2026 |
| Welch Financial Planning, LLC | History | Reduced | 43,752 | 1,748 | 1.02% | 4.83% | 8 | -132,851 | -75.23% | Q2 2026 | Jul 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 38,773 | 1,541 | 0.03% | 0.03% | 9 | -1,031 | -2.59% | Q2 2026 | Jul 29, 2026 |
| GWN SECURITIES INC. | History | Reduced | 35,599 | 1,423 | 0.24% | 0.27% | 10 | -1,535 | -4.13% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 33,243 | 1,328 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 32,150 | 1,285 | 0.0% | 0.01% | 12 | -4,000 | -11.07% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 25,442 | 1,022 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 24,843 | 993 | 0.14% | 0.15% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 21,250 | 849 | 0.0% | 0.0% | 15 | -960 | -4.32% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,700 | 827 | 0.0% | 0.0% | 16 | -11,300 | -35.31% | Q2 2026 | Aug 14, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 19,950 | 797 | 1.83% | 2.12% | 17 | -2,300 | -10.34% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 15,506 | 619 | 0.01% | 0.01% | 18 | -1,600 | -9.35% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 14,738 | 589 | 0.0% | 0.0% | 19 | -778 | -5.01% | Q2 2026 | Aug 07, 2026 |
| Orion Capital Management LLC | History | Added to | 13,157 | 525 | 0.16% | 0.16% | 20 | +750 | 6.04% | Q2 2026 | Aug 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,246 | 449 | 0.0% | 0.0% | 21 | +1,192 | 11.86% | Q2 2026 | Sep 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,266 | 410 | 0.02% | 0.02% | 22 | -114 | -1.1% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 9,124 | 365 | 0.01% | 0.02% | 23 | -257 | -2.74% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 6,881 | 275 | 0.0% | — | 24 | +6,881 | New | Q2 2026 | Jul 17, 2026 |
| Diligent Investors, LLC | History | No change | 6,800 | 271 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6,477 | 246 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,012 | 240 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gradient Investments LLC | History | Reduced | 5,425 | 216 | 0.0% | 0.0% | 28 | -2,923 | -35.01% | Q2 2026 | Jul 08, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 5,215 | 208 | 0.14% | 0.17% | 29 | -800 | -13.3% | Q2 2026 | Jul 16, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 5,165 | 206 | 0.02% | 0.03% | 30 | -2,100 | -28.91% | Q2 2026 | Jul 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 4,626 | 184 | 0.05% | 0.06% | 31 | -100 | -2.12% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,300 | 131 | 0.0% | 0.0% | 32 | +399 | 13.75% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,230 | 89 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,168 | 86 | 0.0% | 0.0% | 34 | -209 | -8.79% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Added to | 2,044 | 81 | 0.0% | 0.0% | 35 | +1,991 | 3756.6% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,014 | 80 | 0.0% | 0.0% | 36 | -500 | -19.89% | Q2 2026 | Aug 12, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 1,406 | 56 | 0.03% | 0.08% | 37 | -2,663 | -65.45% | Q2 2026 | Sep 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 749 | 29 | 0.0% | 0.0% | 38 | -1,100 | -59.49% | Q2 2026 | Jul 20, 2026 |
| Luminist Capital LLC | History | New | 476 | 18 | 0.02% | — | 39 | +476 | New | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 173 | 6 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 74 | 2 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -40,948 | -100.0% | Q2 2026 | Jul 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,696 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Closed out | 0 | 0 | — | 0.01% | — | -1,670 | -100.0% | Q2 2026 | Jul 29, 2026 |