Inn US Eq Acc 9 Buff JulyXBJLETF
13F holders, Q1 2025 (March 31)48holders +6
6new positions
2sold out
1famous investor
$33.83avg. 13F price*
At the end of Q1 2025, 48 institutions reported holding Inn US Eq Acc 9 Buff July (XBJL) in their 13F filings, up 6 from Q4 2024. 6 opened new positions and 2 sold out. The largest holders were Gradient Investments LLC ($69.2M), Cetera Investment Advisers ($11.8M) and Mattson Financial Services, LLC ($4.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Inn US Eq Acc 9 Buff July
- Filed as
- INNOVATOR ETFS TRUST (Q1 2025)
- CUSIP
- 45783Y889
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.3M |
| Exits | 2 | $471K |
All 13F filers, Q4 2024 → Q1 2025: 106,897 shares bought and 1,482,591 shares sold, net −1,375,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Gradient Investments LLC | 1.40% | Reduce -35.1% | 2,046,084 | $69.2M |
| Cetera Investment Advisers | 0.02% | Reduce -9.7% | 348,827 | $11.8M |
| Mattson Financial Services, LLC | 1.36% | Reduce -44.3% | 133,373 | $4.5M |
| Brown Financial Advisors | 1.83% | Reduce -49.4% | 130,986 | $4.4M |
| HighTower Advisors, LLC | 0.01% | No change | 117,923 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +11.9% | 104,027 | $3.5M |
| Blue Bell Private Wealth Management, LLC | 0.48% | No change | 74,959 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.7% | 72,755 | $2.5M |
| Weaver Consulting Group | 0.74% | Reduce -2.4% | 72,578 | $2.5M |
| Chicago Partners Investment Group LLC | 0.07% | No change | 61,235 | $2.1M |
| Centaurus Financial, Inc. | 0.12% | Reduce -4.5% | 58,113 | $2.0M |
| Millington Financial Advisors, LLC | 0.85% | Add +83.3% | 42,294 | $1.4M |
| Brookwood Investment Group LLC | 0.22% | — | 38,079 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | No change | 35,079 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.1% | 32,555 | $1.1M |
| Encompass More Asset Management | 0.33% | Add +46.1% | 32,412 | $1.1M |
| Paladin Wealth, LLC | 0.97% | Reduce -49.8% | 31,867 | $1.1M |
| GWN Securities Inc. | 0.06% | Add +68.2% | 29,372 | $994K |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.4% | 26,783 | $906K |
| First Commonwealth Financial Corp | 0.21% | Reduce -0.5% | 25,776 | $872K |
| Cwm, LLC | 0.00% | Add +46.7% | 24,415 | $826K |
| Crosspoint Financial, LLC | 2.18% | — | 22,250 | $753K |
| Jane Street Group, LLC | 0.00% | Reduce -15.2% | 17,963 | $608K |
| Visionary Wealth Advisors | 0.03% | No change | 16,011 | $542K |
| WorthPointe, LLC | 0.24% | Reduce -0.3% | 15,792 | $534K |
| Orion Capital Management LLC | 0.19% | Reduce -0.5% | 13,007 | $440K |
| Citadel Advisors | 0.00% | New | 10,909 | $369K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.6% | 10,798 | $365K |
| Old Mission Capital LLC | 0.01% | New | 10,174 | $344K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 8,942 | $303K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 8,942 | $303K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.9% | 8,078 | $273K |
| Sunbelt Securities, Inc. | 0.02% | No change | 7,927 | $268K |
| Evolution Wealth Advisors, LLC | 0.04% | Reduce -41.5% | 7,265 | $246K |
| Diligent Investors, LLC | 0.06% | No change | 6,800 | $230K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 6,012 | $203K |
| AE Wealth Management LLC | 0.00% | Reduce -36.9% | 5,054 | $171K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Reduce -3.9% | 4,696 | $159K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.0% | 3,717 | $126K |
| UBS Group AG | 0.00% | Add +274.6% | 3,049 | $103K |
| BlackRock, Inc. | 0.00% | No change | 1,984 | $67K |
| Royal Bank of Canada | 0.00% | Add +108.5% | 1,981 | $67K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | Reduce -22.2% | 700 | $24K |
| IFP Advisors, Inc | 0.00% | Reduce -87.0% | 300 | $10K |
| Ameriflex Group, Inc. | 0.00% | No change | 115 | $4K |
| Luminist Capital LLC | 0.00% | Reduce -48.9% | 89 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 77 | $3K |
| Barclays PLC | 0.00% | New | 59 | $2K |
"% of holder's portfolio" is XBJL's weight in each manager's 13F, not the share of Inn US Eq Acc 9 Buff July the manager owns.