Innovator US Eq Acc Plus - JXTJAETF
13F holders, Q3 2024 (September 30)14holders +2
4new positions
2sold out
$27.21avg. 13F price*
At the end of Q3 2024, 14 institutions reported holding Innovator US Eq Acc Plus - J (XTJA) in their 13F filings, up 2 from Q2 2024. 4 opened new positions and 2 sold out. The largest holders were Old Mission Capital LLC ($1.6M), Cambridge Investment Research Advisors, Inc. ($841K) and Capasso Planning Partners LLC ($793K).
- Company
- Innovator US Eq Acc Plus - J
- CUSIP
- 45783Y772
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.5M |
| Exits | 2 | $293K |
All 13F filers, Q2 2024 → Q3 2024: 103,742 shares bought and 48,434 shares sold, net +55,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Old Mission Capital LLC | 0.04% | Add +434.0% | 60,208 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 30,909 | $841K |
| Capasso Planning Partners LLC | 0.23% | Reduce -51.0% | 29,133 | $793K |
| Millington Financial Advisors, LLC | 0.28% | Reduce -27.4% | 16,619 | $452K |
| Osaic Holdings, Inc. | 0.00% | Add +5.5% | 16,249 | $442K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -4.8% | 15,925 | $433K |
| Foundations Investment Advisors, LLC | 0.01% | New | 14,916 | $406K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -1.1% | 8,736 | $238K |
| Vestia Personal Wealth Advisors | 0.19% | New | 7,493 | $204K |
| Arax Advisory Partners | 0.01% | No change | 3,309 | $90K |
| Allworth Financial LP | 0.00% | No change | 1,659 | $45K |
| Barclays PLC | 0.00% | New | 450 | $12K |
| UBS Group AG | 0.00% | Add +513.2% | 233 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $273 |
"% of holder's portfolio" is XTJA's weight in each manager's 13F, not the share of Innovator US Eq Acc Plus - J the manager owns.