Who Owns XBJL?
Innovator U.S. Equity Accelerated 9 Buffer ETF — Institutional Ownership & 13F Holdings
$39.36
+0.00 (+0.00%)
Market Cap
$119.7M
Shares Outstanding
3,119,702
Institutional Holders
46
Total Inst. Value
$120.1M
% of Float Held
—
QoQ Holder Change
+25
Institutional data as of Q1 2025
New Positions
10
Closed Positions
2
Increased
9
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Gradient Investments LLC | $69.2M | 2,046,084 |
| 2 | Cetera Investment Advisers | $11.8M | 348,827 |
| 3 | Mattson Financial Services, LLC | $4.5M | 133,373 |
| 4 | Brown Financial Advisors | $4.4M | 130,986 |
| 5 | HighTower Advisors, LLC | $4.0M | 117,923 |
| 6 | OSAIC HOLDINGS, INC. | $3.5M | 104,027 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 72,755 |
| 8 | Weaver Consulting GroupNew | $2.5M | 72,578 |
| 9 | Chicago Partners Investment Group LLC | $2.1M | 61,235 |
| 10 | CENTAURUS FINANCIAL, INC. | $2.0M | 58,113 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +21K | $3.5M |
| Weaver Consulting GroupNew | +73K | $2.5M |
| Millington Financial Advisors, LLC | +19K | $1.4M |
| Brookwood Investment Group LLCNew | +38K | $1.3M |
| Encompass More Asset ManagementNew | +32K | $1.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Gradient Investments LLC | -1.1M | $69.2M |
| Brown Financial Advisors | -128K | $4.4M |
| Mattson Financial Services, LLC | -106K | $4.5M |
| Cetera Investment Advisers | -37K | $11.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -30K | $365K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold XBJL?
As of Q1 2025, 46 institutional investors report holding XBJL (Innovator U.S. Equity Accelerated 9 Buffer ETF) in their 13F filings.
Which hedge fund owns the most XBJL?
The largest institutional holder of XBJL is Gradient Investments LLC with $69.2M in shares.
Are institutions buying or selling XBJL?
This quarter, 10 institutions opened new positions in XBJL and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.