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Disclosery

XBJA INNOVATOR ETFS TRUST

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US EQT ACC 9 BFR (fund)

47 managers (47 13F filers) reported a position in XBJA shares at 2025-06-30, 2,162,792 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
47
13F filers
47
New
5
Added
17
Reduced
12
Sold out
2
Shares held by filers
2,162,792

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
HighTower Advisors, LLC390,203$11.8M0.01%013F-HRTimeline
Cetera Investment Advisers360,162$10.9M0.02%-36,60113F-HRTimeline
Sterling Financial Planning, Inc.261,717$7.89M2.64%+11,77513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.148,196$4.47M0.01%+23,28513F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…121,802$3.67M0.03%-24,72013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC89,488$2.7M0.45%-2913F-HRTimeline
Millington Financial Advisors, LLC74,648$2.28M1.15%+28,53513F-HRTimeline
Snowden Capital Advisors LLC57,061$1.72M0.05%+4,66113F-HRTimeline
Sunbelt Securities, Inc.57,594$1.66M0.15%+5,96913F-HRTimeline
Brookwood Investment Group LLC50,782$1.53M0.25%+5,56313F-HRTimeline
OLD MISSION CAPITAL LLC49,975$1.51M0.04%+19,08613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,529$1.46M<0.01%+1,52013F-HRTimeline
Encompass More Asset Management45,630$1.38M0.32%+7,19213F-HRTimeline
Orion Porfolio Solutions, LLC37,722$1.14M0.01%+27,07713F-HR/ATimeline
CENTAURUS FINANCIAL, INC.36,485$1.1M0.06%-14,30813F-HRTimeline
CWM, LLCin group CWM, LLC32,112$968K<0.01%+2,93813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management29,347$885K0.01%+1,17113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,926$872K<0.01%-4,79213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC28,178$849K0.02%-40513F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …27,668$834K0.18%-93713F-HRTimelineGroup
GWN SECURITIES INC.23,699$714K0.13%+33113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC20,078$605K0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,987$572K<0.01%new13F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC17,400$524K1.4%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,509$498K<0.01%+7,52813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,530$317K<0.01%-1,63013F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…10,000$301K<0.01%013F-HRTimeline
IFP Advisors, Inc9,752$294K0.01%+55213F-HRTimeline
Visionary Wealth Advisors7,790$235K0.01%-2,14113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,573$228K0.16%013F-HRTimeline
JT Stratford LLC7,355$222K0.03%013F-HRTimeline
Orion Capital Management LLC7,210$217K0.08%013F-HRTimeline
LPL Financial LLC6,845$206K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,561$198K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,430$103K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,525$76.1K0.03%-16013F-HRTimeline
Cape Investment Advisory, Inc.2,400$72.3K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,950$58.8K<0.01%-3,06413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,939$58.4K<0.01%+17913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,000$30.1K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC772$23.3K0.03%+68113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA630$19K<0.01%013F-HR/ATimelineGroup
AE Wealth Management LLC566$17.1K<0.01%-1,03513F-HRTimeline
Farther Finance Advisors, LLC520$15.7K<0.01%new13F-HRTimeline
Luminist Capital LLC410$12.4K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.136$4.08K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.