Innovator US Eq Ac 9 Buff-JXBJAETF
13F holders, Q4 2024 (December 31)38holders +6
6new positions
3sold out
$28.78avg. 13F price*
At the end of Q4 2024, 38 institutions reported holding Innovator US Eq Ac 9 Buff-J (XBJA) in their 13F filings, up 6 from Q3 2024. 6 opened new positions and 3 sold out. The largest holders were Cetera Investment Advisers ($13.4M), Sterling Financial Planning, Inc. ($6.6M) and Steward Partners Investment Advisory, LLC ($4.8M).
- Company
- Innovator US Eq Ac 9 Buff-J
- CUSIP
- 45783Y780
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.7M |
| Exits | 3 | $3.0M |
All 13F filers, Q3 2024 → Q4 2024: 132,753 shares bought and 488,102 shares sold, net −355,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Cetera Investment Advisers | 0.03% | Reduce -14.7% | 465,334 | $13.4M |
| Sterling Financial Planning, Inc. | 2.43% | Add +3.6% | 230,013 | $6.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -0.4% | 168,041 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.5% | 108,477 | $3.1M |
| Blue Bell Private Wealth Management, LLC | 0.49% | Reduce -1.4% | 89,710 | $2.6M |
| Centaurus Financial, Inc. | 0.11% | Reduce -27.6% | 63,874 | $1.8M |
| Sunbelt Securities, Inc. | 0.15% | Reduce -9.8% | 57,594 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -6.9% | 52,400 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +477.9% | 50,912 | $1.5M |
| Old Mission Capital LLC | 0.03% | Reduce -58.5% | 38,110 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -0.5% | 36,197 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.7% | 33,891 | $975K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.9% | 33,718 | $970K |
| Jane Street Group, LLC | 0.00% | New | 28,609 | $823K |
| First Commonwealth Financial Corp | 0.19% | No change | 28,605 | $823K |
| Encompass More Asset Management | 0.25% | Add +63.7% | 26,347 | $758K |
| Millington Financial Advisors, LLC | 0.41% | Reduce -87.5% | 24,406 | $711K |
| Cwm, LLC | 0.00% | Add +107.8% | 19,833 | $571K |
| Global Trust Asset Management, LLC | 0.16% | Reduce -9.1% | 15,000 | $432K |
| Brookstone Capital Management | 0.01% | Reduce -58.7% | 13,910 | $400K |
| GWN Securities Inc. | 0.10% | — | 12,921 | $372K |
| Envestnet Asset Management Inc. | 0.00% | Add +49.0% | 12,092 | $348K |
| HighTower Advisors, LLC | 0.00% | New | 10,253 | $295K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 10,000 | $288K |
| Vestia Personal Wealth Advisors | 0.22% | Reduce -11.2% | 9,255 | $266K |
| Visionary Wealth Advisors | 0.01% | No change | 8,898 | $256K |
| Orion Capital Management LLC | 0.09% | Reduce -42.0% | 7,381 | $212K |
| Wolverine Trading, LLC | 0.00% | New | 7,280 | $209K |
| Barclays PLC | 0.00% | Reduce -5.8% | 6,590 | $190K |
| JPMorgan Chase & Co. | 0.00% | New | 6,561 | $189K |
| AE Wealth Management LLC | 0.00% | New | 5,111 | $147K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 2,685 | $77K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -11.1% | 2,400 | $69K |
| Bank of Montreal | 0.00% | No change | 1,000 | $29K |
| Harbour Investments, Inc. | 0.00% | No change | 451 | $13K |
| UBS Group AG | 0.00% | New | 362 | $10K |
| Luminist Capital LLC | 0.01% | — | 207 | $6K |
| Ameriflex Group, Inc. | 0.00% | — | 136 | $4K |
"% 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.