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Disclosery

XBJA INNOVATOR ETFS TRUST

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US EQT ACC 9 BFR (fund)

45 managers (45 13F filers) reported a position in XBJA shares at 2026-06-30, 2,105,828 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
45
13F filers
45
New
7
Added
12
Reduced
11
Sold out
6
Shares held by filers
2,105,828

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cetera Investment Advisers342,486$11.6M0.01%-4,16813F-HRTimeline
Sterling Financial Planning, Inc.288,650$9.76M2.65%+3,70313F-HRTimeline
OLD MISSION CAPITAL LLC231,818$7.84M0.2%new13F-HRTimeline
HighTower Advisors, LLC191,196$6.46M0.01%+1,56613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC182,957$6.18M0.77%-99313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.123,974$4.19M<0.01%+15,94313F-HRTimelineGroup
Steward Partners Investment Advisory, L…105,066$3.55M0.02%-1,54813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,012$1.96M<0.01%+1,33413F-HRTimeline
Brookwood Investment Group LLC57,625$1.95M0.23%+3,44613F-HRTimeline
Snowden Capital Advisors LLC52,254$1.77M0.04%-3,85213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,505$1.2M<0.01%013F-HRTimelineGroup
GWN SECURITIES INC.30,370$1.03M0.17%-54613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …27,668$935K0.13%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,555$931K<0.01%+16,87113F-HRTimelineGroup
Millington Financial Advisors, LLC27,323$925K0.36%+7,82613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,965$912K0.02%-14813F-HRTimelineGroup
JT Stratford LLC26,679$902K0.1%-80013F-HRTimeline
Noble Wealth Management PBC24,581$831K0.38%-3,62913F-HRTimeline
Occidental Asset Management, LLC23,543$796K0.08%+10,58513F-HRTimeline
CENTAURUS FINANCIAL, INC.20,945$708K0.03%-7113F-HRTimeline
GTS SECURITIES LLC20,235$684K0.01%new13F-HRTimeline
Blue Water Asset Management18,246$617K0.2%013F-HRTimeline
CROSSPOINT FINANCIAL, LLC17,400$588K1.35%013F-HRTimeline
Welch Financial Planning, LLC16,677$564K0.33%-1013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,549$559K0.01%+1,15713F-HRTimelineGroup
CoreCap Advisors, LLC15,538$525K0.02%+39513F-HRTimeline
Global Trust Wealth Management LLC11,830$400K0.28%-4,17013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,289$382K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,747$363K<0.01%+1,33513F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…10,000$338K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,808$264K<0.01%013F-HRTimelineGroup
Orion Capital Management LLC7,750$262K0.08%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,106$240K0.09%013F-HRTimeline
CRA Financial Services, LLC6,245$211K0.02%new13F-HRTimeline
Visionary Wealth Advisors6,030$204K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC5,928$200K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.4,935$167K0.04%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2,380$80.5K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,000$33.8K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc952$32.2K<0.01%013F-HRTimeline
Luminist Capital LLC910$30.1K0.03%new13F-HRTimeline
AE Wealth Management LLC561$19K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC236$7.98K<0.01%+16613F-HRTimeline
Ashton Thomas Private Wealth, LLC204$6.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$3.38K<0.01%013F-HRTimelineGroup