Innovator US Eq Ac 9 Buff-JXBJAETF
13F holders, Q1 2025 (March 31)44holders +6
8new positions
4sold out
$28.22avg. 13F price*
At the end of Q1 2025, 44 institutions reported holding Innovator US Eq Ac 9 Buff-J (XBJA) in their 13F filings, up 6 from Q4 2024. 8 opened new positions and 4 sold out. The largest holders were Stuart Chaussee & Associates, Inc. ($60.6M), Cetera Investment Advisers ($11.2M) and HighTower Advisors, LLC ($11.0M).
- Company
- Innovator US Eq Ac 9 Buff-J
- CUSIP
- 45783Y780
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $62.0M |
| Exits | 4 | $1.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,695,296 shares bought and 224,378 shares sold, net +2,470,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Stuart Chaussee & Associates, Inc. | 15.10% | New | 2,147,157 | $60.6M |
| Cetera Investment Advisers | 0.02% | Reduce -14.7% | 396,763 | $11.2M |
| HighTower Advisors, LLC | 0.01% | Add +3705.7% | 390,203 | $11.0M |
| Sterling Financial Planning, Inc. | 2.56% | Add +8.7% | 249,942 | $7.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -12.8% | 146,522 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +15.2% | 124,911 | $3.5M |
| Blue Bell Private Wealth Management, LLC | 0.48% | Reduce -0.2% | 89,517 | $2.5M |
| Snowden Capital Advisors LLC | 0.05% | No change | 52,400 | $1.5M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -10.4% | 51,625 | $1.5M |
| Centaurus Financial, Inc. | 0.09% | Reduce -20.5% | 50,793 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +38.7% | 47,009 | $1.3M |
| Brookwood Investment Group LLC | 0.22% | — | 45,219 | $1.3M |
| Millington Financial Advisors, LLC | 0.77% | Add +88.9% | 46,113 | $1.3M |
| Encompass More Asset Management | 0.32% | Add +45.9% | 38,438 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | No change | 33,718 | $952K |
| Old Mission Capital LLC | 0.02% | Reduce -18.9% | 30,889 | $872K |
| Cwm, LLC | 0.00% | Add +47.1% | 29,174 | $824K |
| First Commonwealth Financial Corp | 0.19% | No change | 28,605 | $808K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -21.0% | 28,583 | $807K |
| Brookstone Capital Management | 0.01% | Add +102.6% | 28,176 | $795K |
| GWN Securities Inc. | 0.04% | Add +80.8% | 23,368 | $660K |
| Crosspoint Financial, LLC | 1.42% | — | 17,400 | $491K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 12,160 | $343K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 10,645 | $301K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 10,645 | $301K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 10,000 | $282K |
| Visionary Wealth Advisors | 0.02% | Add +11.6% | 9,931 | $280K |
| Virtue Capital Management, LLC | 0.03% | New | 9,588 | $271K |
| IFP Advisors, Inc | 0.01% | New | 9,200 | $260K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.4% | 8,981 | $254K |
| Vestia Personal Wealth Advisors | 0.17% | Reduce -18.2% | 7,573 | $214K |
| JT Stratford LLC | 0.04% | New | 7,355 | $208K |
| Orion Capital Management LLC | 0.09% | Reduce -2.3% | 7,210 | $204K |
| JPMorgan Chase & Co. | 0.00% | No change | 6,561 | $185K |
| Barclays PLC | 0.00% | Reduce -23.9% | 5,014 | $142K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 2,685 | $76K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 2,400 | $68K |
| UBS Group AG | 0.00% | Add +386.2% | 1,760 | $50K |
| AE Wealth Management LLC | 0.00% | Reduce -68.7% | 1,601 | $45K |
| Bank of Montreal | 0.00% | No change | 1,000 | $28K |
| Royal Bank of Canada | 0.00% | New | 630 | $18K |
| Luminist Capital LLC | 0.01% | Add +98.1% | 410 | $12K |
| Ameriflex Group, Inc. | 0.00% | No change | 136 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 91 | $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.