Inn US Eq Acc 9 Buff JulyXBJLETF

13F holders, Q4 2025 (December 31)
52holders +1
3new positions
4sold out
$38.27avg. 13F price*

At the end of Q4 2025, 52 institutions reported holding Inn US Eq Acc 9 Buff July (XBJL) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 4 sold out. The largest holders were Gradient Investments LLC ($41.2M), Cetera Investment Advisers ($9.7M) and Welch Financial Planning, LLC ($6.7M).

Company
Inn US Eq Acc 9 Buff July
Filed as
INNOVATOR ETFS TRUST (Q4 2025)
CUSIP
45783Y889
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 31Q1 2024Q2 2024: 30Q2 2024Q3 2024: 39Q3 2024Q4 2024: 42Q4 2024Q1 2025: 48Q1 2025Q2 2025: 45Q2 2025Q3 2025: 51Q3 2025Q4 2025: 52Q4 2025Q1 2026: 43Q1 2026Q2 2026: 41Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$400K
Exits4$1.5M

All 13F filers, Q3 2025 → Q4 2025: 79,055 shares bought and 354,215 shares sold, net −275,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 52 holders

Gradient Investments LLC 0.65% Reduce -2.2% 1,076,998 $41.2M
Cetera Investment Advisers 0.01% Reduce -0.7% 254,503 $9.7M
Welch Financial Planning, LLC 4.87% — 174,648 $6.7M
HighTower Advisors, LLC 0.01% No change 132,020 $5.1M
Mattson Financial Services, LLC 1.08% Reduce -3.6% 120,638 $4.6M
Brown Financial Advisors 1.58% Reduce -2.0% 113,115 $4.3M
Osaic Holdings, Inc. 0.01% Reduce -1.8% 102,842 $3.9M
Blue Bell Private Wealth Management, LLC 0.48% Reduce -1.1% 86,376 $3.3M
Weaver Consulting Group 0.65% Reduce -0.6% 69,729 $2.7M
Millington Financial Advisors, LLC 1.07% Add +2.8% 62,423 $2.4M
Wealth Enhancement Advisory Services, LLC 0.00% No change 56,053 $2.2M
Susquehanna International Group, LLP 0.00% Add +253.3% 49,060 $1.9M
Brookwood Investment Group LLC 0.20% Add +0.5% 43,809 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +15.1% 41,960 $1.6M
Chicago Partners Investment Group LLC 0.04% Reduce -34.0% 39,804 $1.5M
Brookstone Capital Management 0.02% Add +33.0% 38,949 $1.5M
GWN Securities Inc. 0.29% Add +23.7% 36,909 $1.4M
Snowden Capital Advisors LLC 0.04% Reduce -1.8% 35,633 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -0.8% 34,410 $1.3M
Encompass More Asset Management 0.24% Reduce -5.2% 34,151 $1.3M
Old Mission Capital LLC 0.05% Reduce -87.2% 33,130 $1.3M
Cwm, LLC 0.00% Add +7.4% 29,087 $1.1M
Atria Investments, Inc 0.01% Add +6.8% 25,773 $986K
First Commonwealth Financial Corp 0.16% Reduce -0.3% 25,000 $956K
Crosspoint Financial, LLC 2.00% No change 22,250 $851K
Commonwealth Equity Services, LLC 0.00% Reduce -4.7% 22,227 $850K
Paladin Wealth, LLC 0.57% Reduce -5.5% 21,821 $835K
LPL Financial LLC 0.00% Reduce -19.1% 17,367 $664K
Triad Wealth Partners, LLC 0.05% Add +61.0% 13,836 $529K
Orion Capital Management LLC 0.17% Add +0.4% 12,907 $494K
A4 Wealth Advisors LLC 0.38% Reduce -55.7% 11,505 $440K
Visionary Wealth Advisors 0.02% Reduce -18.9% 11,141 $426K
Envestnet Asset Management Inc. 0.00% Add +3.4% 9,962 $381K
Centaurus Financial, Inc. 0.02% No change 9,381 $359K
Foundations Investment Advisors, LLC 0.00% New 9,003 $344K
IFP Advisors, Inc 0.01% Reduce -1.4% 7,524 $288K
Evolution Wealth Advisors, LLC 0.03% No change 7,265 $278K
Diligent Investors, LLC 0.06% No change 6,800 $260K
Sunbelt Securities, Inc. 0.02% Reduce -4.0% 6,753 $258K
WorthPointe, LLC 0.07% No change 6,739 $258K
Global Trust Wealth Management LLC 0.17% — 6,015 $230K
Stratos Wealth Partners, LTD. 0.00% No change 6,012 $230K
DHJJ Financial Advisors, Ltd. 0.06% No change 4,726 $181K
Steward Partners Investment Advisory, LLC 0.00% Reduce -15.6% 2,595 $99K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,514 $96K
Royal Bank of Canada 0.00% No change 2,230 $85K
AE Wealth Management LLC 0.00% Reduce -55.7% 1,912 $73K
Woodard & Co. Asset Management Group Inc. 0.01% Reduce -19.3% 1,670 $64K
Bullseye Investment Management, LLC 0.03% New 1,356 $52K
Financial Network Wealth Advisors LLC 0.03% Add +0.1% 843 $32K
EverSource Wealth Advisors, LLC 0.00% New 100 $4K
Barclays PLC 0.00% Reduce -97.7% 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.