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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 2025-03-31, 4,222,101 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
45
13F filers
45
New
8
Added
13
Reduced
12
Sold out
4
Shares held by filers
4,222,101

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Stuart Chaussee & Associates, Inc.2,147,157$60.6M15.1%new13F-HRTimeline
Cetera Investment Advisers396,763$11.2M0.02%-68,57113F-HRTimeline
HighTower Advisors, LLC390,203$11M0.01%+379,95013F-HRTimeline
Sterling Financial Planning, Inc.249,942$7.06M2.56%+19,92913F-HRTimeline
Steward Partners Investment Advisory, L…146,522$4.14M0.04%-21,51913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.124,911$3.53M0.01%+16,43413F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC89,517$2.53M0.48%-19313F-HRTimeline
Snowden Capital Advisors LLC52,400$1.48M0.05%013F-HRTimeline
Sunbelt Securities, Inc.51,625$1.46M0.13%-5,96913F-HRTimeline
CENTAURUS FINANCIAL, INC.50,793$1.43M0.09%-13,08113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,009$1.33M<0.01%+13,11813F-HRTimeline
Brookwood Investment Group LLC45,219$1.28M0.22%13F-HRTimeline
Millington Financial Advisors, LLC46,113$1.26M0.77%+21,70713F-HRTimeline
Encompass More Asset Management38,438$1.09M0.32%+12,09113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC33,718$952K<0.01%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC30,889$872K0.02%-7,22113F-HRTimeline
CWM, LLCin group CWM, LLC29,174$824K<0.01%+9,34113F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …28,605$808K0.19%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC28,583$807K0.02%-7,61413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management28,176$795K0.01%+14,26613F-HRTimelineGroup
GWN SECURITIES INC.23,368$660K0.04%+10,44713F-HRTimeline
CROSSPOINT FINANCIAL, LLC17,400$491K1.42%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,160$343K<0.01%+6813F-HRTimelineGroup
Orion Porfolio Solutions, LLC10,645$301K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC10,645$301K<0.01%new13F-HR/ATimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…10,000$282K<0.01%013F-HRTimeline
Visionary Wealth Advisors9,931$280K0.02%+1,03313F-HRTimeline
Virtue Capital Management, LLC9,588$271K0.03%new13F-HRTimeline
IFP Advisors, Inc9,200$260K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,981$254K<0.01%-41,93113F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS7,573$214K0.17%-1,68213F-HRTimeline
JT Stratford LLC7,355$208K0.04%new13F-HRTimeline
Orion Capital Management LLC7,210$204K0.09%-17113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,561$185K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,014$142K<0.01%-1,57613F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.2,685$75.8K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.2,400$67.8K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG1,760$49.7K<0.01%+1,39813F-HRTimelineGroup
AE Wealth Management LLC1,601$45.2K<0.01%-3,51013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,000$28.2K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA630$18K<0.01%new13F-HR/ATimelineGroup
Luminist Capital LLC410$11.6K0.01%+20313F-HRTimeline
AMERIFLEX GROUP, INC.136$3.84K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC91$2.57K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.