Innovator US Eq Acc Plus - JXTJAETF

13F holders, Q4 2024 (December 31)
18holders +4
6new positions
2sold out
$27.81avg. 13F price*

At the end of Q4 2024, 18 institutions reported holding Innovator US Eq Acc Plus - J (XTJA) in their 13F filings, up 4 from Q3 2024. 6 opened new positions and 2 sold out. The largest holders were Old Mission Capital LLC ($872K), Goldman Sachs Group Inc. ($694K) and Osaic Holdings, Inc. ($462K).

Company
Innovator US Eq Acc Plus - J
CUSIP
45783Y772
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 14Q1 2024Q2 2024: 12Q2 2024Q3 2024: 14Q3 2024Q4 2024: 18Q4 2024Q1 2025: 18Q1 2025Q2 2025: 19Q2 2025Q3 2025: 15Q3 2025Q4 2025: 17Q4 2025Q1 2026: 19Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$1.2M
Exits2$1.6M

All 13F filers, Q3 2024 → Q4 2024: 45,663 shares bought and 94,754 shares sold, net −49,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Old Mission Capital LLC 0.02% Reduce -47.9% 31,397 $872K
Goldman Sachs Group Inc. 0.00% New 25,000 $694K
Osaic Holdings, Inc. 0.00% Add +2.3% 16,623 $462K
Sunbelt Securities, Inc. 0.04% No change 15,925 $442K
Millington Financial Advisors, LLC 0.21% Reduce -21.7% 13,011 $367K
Foundations Investment Advisors, LLC 0.01% Reduce -15.4% 12,623 $351K
HighTower Advisors, LLC 0.00% New 10,224 $284K
Blue Bell Private Wealth Management, LLC 0.05% No change 8,736 $243K
Susquehanna International Group, LLP 0.00% New 7,742 $215K
Vestia Personal Wealth Advisors 0.17% No change 7,493 $208K
Arax Advisory Partners 0.01% No change 3,309 $92K
Allworth Financial LP 0.00% No change 1,659 $47K
UBS Group AG 0.00% Add +504.3% 1,408 $39K
Barclays PLC 0.00% Add +203.8% 1,367 $38K
Orion Capital Management LLC 0.00% New 135 $4K
Northwestern Mutual Wealth Management Co. 0.00% New 55 $2K
AE Wealth Management LLC 0.00% New 41 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $278

"% 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.