Innovator US Eq Ac 9 Buff-JXBJAETF

13F holders, Q4 2025 (December 31)
48holders +3
5new positions
5sold out
$31.98avg. 13F price*

At the end of Q4 2025, 48 institutions reported holding Innovator US Eq Ac 9 Buff-J (XBJA) in their 13F filings, up 3 from Q3 2025. 5 opened new positions and 5 sold out. The largest holders were HighTower Advisors, LLC ($12.3M), Cetera Investment Advisers ($11.2M) and Sterling Financial Planning, Inc. ($8.8M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$444K
Exits5$2.3M

All 13F filers, Q3 2025 → Q4 2025: 80,917 shares bought and 171,505 shares sold, net −90,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

HighTower Advisors, LLC 0.01% Reduce -0.1% 384,293 $12.3M
Cetera Investment Advisers 0.01% Add +0.6% 348,979 $11.2M
Sterling Financial Planning, Inc. 2.65% Add +2.8% 274,850 $8.8M
Osaic Holdings, Inc. 0.01% Reduce -19.5% 123,048 $3.9M
Steward Partners Investment Advisory, LLC 0.02% Reduce -9.9% 105,345 $3.4M
Blue Bell Private Wealth Management, LLC 0.41% Reduce -1.7% 87,511 $2.8M
Millington Financial Advisors, LLC 1.19% Add +8.0% 83,477 $2.7M
Snowden Capital Advisors LLC 0.05% Reduce -1.7% 56,106 $1.8M
Brookwood Investment Group LLC 0.20% Add +0.6% 52,242 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +14.4% 50,173 $1.6M
Sunbelt Securities, Inc. 0.09% Reduce -9.0% 42,306 $1.4M
Encompass More Asset Management 0.24% Reduce -5.2% 40,483 $1.3M
Cwm, LLC 0.00% Add +7.0% 34,761 $1.1M
Old Mission Capital LLC 0.04% Add +183.4% 34,301 $1.1M
Noble Wealth Management PBC 0.52% Reduce -11.8% 32,280 $1.0M
Atria Investments, Inc 0.01% Add +7.0% 30,801 $985K
GWN Securities Inc. 0.20% Add +25.1% 30,597 $978K
Kestra Advisory Services, LLC 0.00% Reduce -4.6% 28,640 $916K
CreativeOne Wealth, LLC 0.02% Reduce -0.5% 27,903 $892K
First Commonwealth Financial Corp 0.15% No change 27,668 $885K
Commonwealth Equity Services, LLC 0.00% Reduce -9.6% 24,285 $776K
Centaurus Financial, Inc. 0.03% Reduce -39.5% 18,416 $589K
Blue Water Asset Management 0.21% — 18,246 $583K
Crosspoint Financial, LLC 1.31% No change 17,400 $556K
Triad Wealth Partners, LLC 0.05% Add +60.8% 16,576 $530K
Global Trust Wealth Management LLC 0.39% — 16,500 $528K
Welch Financial Planning, LLC 0.36% — 15,335 $490K
Brookstone Capital Management 0.00% Reduce -58.5% 13,183 $421K
Foundations Investment Advisors, LLC 0.00% Add +82.0% 11,664 $373K
Fort Washington Investment Advisors Inc. 0.00% No change 10,000 $320K
Envestnet Asset Management Inc. 0.00% Add +3.4% 9,313 $298K
Raymond James Financial Inc. 0.00% New 7,808 $250K
Orion Capital Management LLC 0.08% No change 7,550 $241K
JT Stratford LLC 0.03% Reduce -2.0% 7,205 $230K
Vestia Personal Wealth Advisors 0.12% Reduce -6.2% 7,106 $228K
Visionary Wealth Advisors 0.01% Reduce -17.4% 6,373 $204K
Bullseye Investment Management, LLC 0.06% New 3,520 $113K
DHJJ Financial Advisors, Ltd. 0.03% No change 2,525 $81K
Cape Investment Advisory, Inc. 0.02% New 2,400 $77K
Barclays PLC 0.00% Reduce -12.2% 1,712 $55K
Financial Network Wealth Advisors LLC 0.03% Add +0.3% 1,006 $32K
Bank of Montreal 0.00% No change 1,000 $32K
IFP Advisors, Inc 0.00% Reduce -86.9% 952 $30K
Luminist Capital LLC 0.03% No change 641 $20K
AE Wealth Management LLC 0.00% Reduce -14.6% 620 $20K
EverSource Wealth Advisors, LLC 0.00% New 100 $3K
Farther Finance Advisors, LLC 0.00% Reduce -38.6% 70 $2K
UBS Group AG 0.00% New 61 $2K

"% 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.