Who Owns Innovator U.S. Equity Accelerated 9 Buffer ETF (XBJL)?Hedge Fund & Institutional Holders

$38.06-0.03 (-0.08%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.120010963900067e+142T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$30.83$32.79$34.74$36.70$38.66Sep 24Jun 25Mar 26

XBJL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Welch Financial Planning, LLCNew Position+175K+$6.7M
Mattson Financial Services, LLCNew Position+121K+$4.6M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+86K+$3.3M
Millington Financial Advisors, LLCNew Position+62K+$2.4M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+56K+$2.2M
Brookwood Investment Group LLCNew Position+44K+$1.7M
Chicago Partners Investment Group LLCNew Position+40K+$1.5M
GWN SECURITIES INC.New Position+37K+$1.4M
Encompass More Asset ManagementNew Position+34K+$1.3M
CWM, LLCNew Position+29K+$1.1M
FIRST COMMONWEALTH FINANCIAL CORP /PA/New Position+25K+$956K
Triad Wealth Partners, LLCNew Position+14K+$529K
Orion Capital Management LLCNew Position+13K+$493K
A4 Wealth Advisors LLCNew Position+12K+$440K
Evolution Wealth Advisors, LLCNew Position+7K+$277K

XBJL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Gradient Investments LLCDecreased-24K-$41.2B
OLD MISSION CAPITAL LLCDecreased-226K-$9.7B
Cetera Investment AdvisersDecreased-2K-$9.6B
Brown Financial AdvisorsDecreased-2K-$4.3B
OSAIC HOLDINGS, INC.Decreased-2K-$3.9B
Weaver Consulting GroupDecreased-426-$2.6B
Snowden Capital Advisors LLCDecreased-666-$1.4B
Kestra Advisory Services, LLCDecreased-260-$1.3B
Paladin Wealth, LLCDecreased-1K-$863.5M
LPL Financial LLCDecreased-4K-$803.7M
CITADEL ADVISORS LLCClosed Position-14K-$527.9M
Visionary Wealth AdvisorsDecreased-3K-$513.8M
IFP Advisors, IncDecreased-109-$285.8M
Sunbelt Securities, Inc.Decreased-278-$263.0M
Steward Partners Investment Advisory, LLCDecreased-479-$115.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Gradient Investments LLC1,076,998$41.2M0.65%Share
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO44,539$11.0M0.01%Share
3Cetera Investment Advisers254,503$9.0M0.01%Share
4Welch Financial Planning, LLC174,648$6.7M4.87%Share
5HighTower Advisors, LLC132,020$5.0M0.01%Share
6Mattson Financial Services, LLC120,638$4.6M1.08%Share
7Brown Financial Advisors113,115$4.3M1.58%Share
8BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC86,376$3.3M0.48%Share
9OSAIC HOLDINGS, INC.93,323$3.0M0.00%Share
10Weaver Consulting Group69,729$2.7M0.65%Share
11Millington Financial Advisors, LLC62,423$2.4M1.07%Share
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC56,053$2.2M0.00%Share
13Brookwood Investment Group LLC43,809$1.7M0.20%Share
14Chicago Partners Investment Group LLC39,804$1.5M0.04%Share
15Brookstone Capital Management38,949$1.5M0.02%Share
16GWN SECURITIES INC.36,909$1.4M0.29%Share
17Encompass More Asset Management34,151$1.3M0.24%Share
18OLD MISSION CAPITAL LLC33,130$1.3M0.03%Share
19CWM, LLC29,087$1.1M0.00%Share
20SUSQUEHANNA INTERNATIONAL GROUP, LLP49,060$1.0M0.00%Share
21Kestra Advisory Services, LLC34,410$1.0M0.00%Share
22Snowden Capital Advisors LLC35,633$1.0M0.03%Share
23Orion Porfolio Solutions, LLC41,960$1.0M0.01%Share
24FIRST COMMONWEALTH FINANCIAL CORP /PA/25,000$956K0.16%Share
25CROSSPOINT FINANCIAL, LLC22,250$851K2.00%Share
26Paladin Wealth, LLC21,821$834K0.57%Share
27Triad Wealth Partners, LLC13,836$529K0.05%Share
28Orion Capital Management LLC12,907$493K0.17%Share
29A4 Wealth Advisors LLC11,505$440K0.38%Share
30Visionary Wealth Advisors11,141$426K0.02%Share
31Evolution Wealth Advisors, LLC7,265$277K0.03%Share
32Diligent Investors, LLC6,800$260K0.06%Share
33Sunbelt Securities, Inc.6,753$258K0.02%Share
34WorthPointe, LLC6,739$257K0.07%Share
35Global Trust Wealth Management LLC6,015$230K0.17%Share
36Stratos Wealth Partners, LTD.6,012$229K0.00%Share
37DHJJ Financial Advisors, Ltd.4,726$180K0.06%Share
38AE Wealth Management LLC1,912$73K0.00%Share
39WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV1,670$63K0.01%Share
40Financial Network Wealth Advisors LLC843$32K0.03%Share
41EverSource Wealth Advisors, LLC100$3K0.00%Share
42Atria Investments, Inc25,773$00.00%Share
43FOUNDATIONS INVESTMENT ADVISORS, LLC9,003$00.00%Share
44ENVESTNET ASSET MANAGEMENT INC9,962$00.00%Share
45LPL Financial LLC17,367$00.00%Share
46COMMONWEALTH EQUITY SERVICES, LLC22,227$00.00%Share
47BARCLAYS PLC59$00.00%Share
48IFP Advisors, Inc7,524$00.00%Share
49ROYAL BANK OF CANADA2,230$00.00%Share
50CENTAURUS FINANCIAL, INC.9,381$00.00%Share

XBJL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202551$115.5M+23
Q3 202528$87.9B-15
Q2 202543$87.3B-3
Q1 202546$121.9B+8
Q4 202438$110.0T+14
Q3 202424$80.4T+3
Q2 202421$8.1T-1
Q1 202422$9.8T—

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As of Q4 2025, 50 institutional investors hold XBJL (Innovator U.S. Equity Accelerated 9 Buffer ETF). The largest holder is Gradient Investments LLC with $41.2M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own XBJL?

As of Q4 2025, 50 institutional investors report holding XBJL (Innovator U.S. Equity Accelerated 9 Buffer ETF) in their 13F filings.

Who is the largest institutional holder of XBJL?

The largest institutional holder of XBJL is Gradient Investments LLC with $41.2M in shares.

Is institutional ownership of XBJL increasing or decreasing?

This quarter, 15 institutions opened new positions in XBJL and 1 closed their positions.