Innovator US Eq Ac 9 Buff-JXBJAETF

13F holders, Q1 2024 (March 31)
34holders
$26.97avg. 13F price*

At the end of Q1 2024, 34 institutions reported holding Innovator US Eq Ac 9 Buff-J (XBJA) in their 13F filings. The largest holders were Cetera Investment Advisers ($13.8M), Millington Financial Advisors, LLC ($6.0M) and Sterling Financial Planning, Inc. ($5.1M).

Company
Innovator US Eq Ac 9 Buff-J
CUSIP
45783Y780
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 34Q1 2024Q2 2024: 33Q2 2024Q3 2024: 32Q3 2024Q4 2024: 38Q4 2024Q1 2025: 44Q1 2025Q2 2025: 46Q2 2025Q3 2025: 45Q3 2025Q4 2025: 48Q4 2025Q1 2026: 46Q1 2026Q2 2026: 46Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$2.5M
Exits3$821K

Ownership 34 holders

Cetera Investment Advisers 0.03% Add +187.6% 511,593 $13.8M
Millington Financial Advisors, LLC 4.29% Add +1243.7% 223,157 $6.0M
Sterling Financial Planning, Inc. 2.07% Add +21.2% 189,597 $5.1M
Steward Partners Investment Advisory, LLC 0.04% Reduce -1.4% 150,677 $4.1M
Capasso Planning Partners LLC 1.51% Add +3.9% 135,144 $3.6M
Osaic Holdings, Inc. 0.01% Add +9.2% 121,799 $3.3M
Brookstone Capital Management 0.05% Add +918.3% 112,703 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -14.9% 106,726 $2.9M
Centaurus Financial, Inc. 0.19% Reduce -16.7% 102,908 $2.8M
Blue Bell Private Wealth Management, LLC 0.54% Reduce -0.5% 93,366 $2.5M
Sunbelt Securities, Inc. 0.19% Reduce -48.2% 63,362 $1.7M
Snowden Capital Advisors LLC 0.05% Add +29.9% 57,740 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -66.1% 49,608 $1.3M
CreativeOne Wealth, LLC 0.04% Add +104.4% 36,719 $990K
Kestra Advisory Services, LLC 0.01% Add +4.0% 35,316 $952K
Old Mission Capital LLC 0.02% New 34,748 $937K
First Commonwealth Financial Corp 0.20% Reduce -80.2% 28,605 $771K
Susquehanna International Group, LLP 0.00% New 18,746 $506K
Jane Street Group, LLC 0.00% New 16,821 $454K
Global Trust Asset Management, LLC 0.18% No change 16,500 $445K
Epic Trust Investment Advisors, LLC 0.48% No change 14,503 $391K
Wealth Enhancement Advisory Services, LLC 0.00% No change 13,257 $358K
Orion Capital Management LLC 0.15% Add +10.3% 10,721 $289K
Fort Washington Investment Advisors Inc. 0.00% No change 10,000 $270K
HighTower Advisors, LLC 0.00% No change 9,670 $260K
Visionary Wealth Advisors 0.02% New 8,898 $240K
Arkadios Wealth Advisors 0.02% New 8,714 $235K
CoreCap Advisors, LLC 0.01% New 5,229 $141K
Bank of Montreal 0.00% Add +50.0% 3,000 $81K
Cape Investment Advisory, Inc. 0.03% Reduce -6.9% 2,700 $73K
DHJJ Financial Advisors, Ltd. 0.03% Add +17.0% 2,685 $72K
Harbour Investments, Inc. 0.00% No change 451 $12K
UBS Group AG 0.00% New 378 $10K
Allworth Financial LP 0.00% Reduce -43.5% 122 $3K

"% of holder's portfolio" is XBJA's weight in each manager's 13F, not the share of Innovator US Eq Ac 9 Buff-J the manager owns.