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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 2025-09-30, 2,157,838 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
45
13F filers
45
New
4
Added
15
Reduced
15
Sold out
6
Shares held by filers
2,157,838

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC384,793$12M0.01%-5,41013F-HRTimeline
Cetera Investment Advisers346,785$10.9M0.01%-13,37713F-HRTimeline
Sterling Financial Planning, Inc.267,275$8.36M2.64%+5,55813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.152,812$4.73M0.01%+4,61613F-HRTimelineGroup
Steward Partners Investment Advisory, L…116,882$3.66M0.02%-4,92013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC89,034$2.79M0.42%-45413F-HRTimeline
Millington Financial Advisors, LLC77,329$2.42M1.17%+2,68113F-HRTimeline
Snowden Capital Advisors LLC57,061$1.79M0.05%013F-HRTimeline
Brookwood Investment Group LLC51,931$1.63M0.21%+1,14913F-HRTimeline
Sunbelt Securities, Inc.46,469$1.45M0.1%-11,12513F-HRTimeline
Orion Porfolio Solutions, LLC43,860$1.37M0.01%+6,13813F-HRTimeline
Encompass More Asset Management42,692$1.34M0.26%-2,93813F-HRTimeline
Noble Wealth Management PBC36,592$1.15M0.61%13F-HRTimeline
CWM, LLCin group CWM, LLC32,477$1.02M<0.01%+36513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management31,737$993K0.01%+2,39013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.30,437$952K0.04%-6,04813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC30,012$939K<0.01%+1,08613F-HRTimelineGroup
Atria Investments, Inc28,773$900K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC28,031$877K0.02%-14713F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …27,668$866K0.15%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC26,876$841K<0.01%-21,65313F-HRTimeline
GWN SECURITIES INC.24,449$767K0.18%+75013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,107$629K<0.01%+3,59813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,402$607K<0.01%+41513F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC19,370$606K0.01%-70813F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC17,400$544K1.34%013F-HRTimeline
OLD MISSION CAPITAL LLC12,104$379K0.01%-37,87113F-HRTimeline
Triad Wealth Partners, LLC10,306$322K0.04%new13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…10,000$313K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,011$282K<0.01%-1,51913F-HRTimelineGroup
Mutual Advisors, LLC7,789$245K0.01%new13F-HRTimeline
Visionary Wealth Advisors7,715$241K0.01%-7513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,573$237K0.14%013F-HRTimeline
Orion Capital Management LLC7,550$236K0.08%+34013F-HRTimeline
JT Stratford LLC7,355$230K0.03%013F-HRTimeline
IFP Advisors, Inc7,252$227K0.01%-2,50013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,561$205K<0.01%013F-HR/ATimelineGroup
Foundations Investment Advisors, LLC6,409$201K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2,525$79K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,950$61K<0.01%013F-HR/ATimelineGroup
Financial Network Wealth Advisors LLC1,003$31.4K0.03%+23113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,000$31.3K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC726$22.7K<0.01%+16013F-HRTimeline
Luminist Capital LLC641$20.1K0.02%+23113F-HRTimeline
Farther Finance Advisors, LLC114$3.57K<0.01%-40613F-HRTimeline