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Disclosery

XBJA INNOVATOR ETFS TRUST

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US EQT ACC 9 BFR (fund)

48 managers (48 13F filers) reported a position in XBJA shares at 2025-12-31, 2,117,331 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
48
13F filers
48
New
5
Added
13
Reduced
20
Sold out
5
Shares held by filers
2,117,331

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
HighTower Advisors, LLC384,293$12.3M0.01%-50013F-HRTimeline
Cetera Investment Advisers348,979$11.2M0.01%+2,19413F-HRTimeline
Sterling Financial Planning, Inc.274,850$8.79M2.65%+7,57513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.123,048$3.93M0.01%-29,76413F-HRTimelineGroup
Steward Partners Investment Advisory, L…105,345$3.37M0.02%-11,53713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC87,511$2.8M0.41%-1,52313F-HRTimeline
Millington Financial Advisors, LLC83,477$2.69M1.19%+6,14813F-HRTimeline
Snowden Capital Advisors LLC56,106$1.79M0.05%-95513F-HRTimeline
Brookwood Investment Group LLC52,242$1.67M0.2%+31113F-HRTimeline
Orion Porfolio Solutions, LLC50,173$1.6M0.01%+6,31313F-HRTimeline
Sunbelt Securities, Inc.42,306$1.35M0.09%-4,16313F-HRTimeline
Encompass More Asset Management40,483$1.29M0.24%-2,20913F-HRTimeline
CWM, LLCin group CWM, LLC34,761$1.11M<0.01%+2,28413F-HRTimelineGroup
OLD MISSION CAPITAL LLC34,301$1.1M0.04%+22,19713F-HRTimeline
Noble Wealth Management PBC32,280$1.03M0.52%-4,31213F-HRTimeline
Atria Investments, Inc30,801$985K0.01%+2,02813F-HRTimeline
GWN SECURITIES INC.30,597$978K0.2%+6,14813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,640$916K<0.01%-1,37213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,903$892K0.02%-12813F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …27,668$885K0.15%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,285$776K<0.01%-2,59113F-HRTimeline
CENTAURUS FINANCIAL, INC.18,416$589K0.03%-12,02113F-HRTimeline
Blue Water Asset Management18,246$583K0.21%13F-HRTimeline
CROSSPOINT FINANCIAL, LLC17,400$556K1.31%013F-HRTimeline
Triad Wealth Partners, LLC16,576$530K0.05%+6,27013F-HRTimeline
Global Trust Wealth Management LLC16,500$528K0.39%13F-HRTimeline
Welch Financial Planning, LLC15,335$490K0.36%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,183$421K<0.01%-18,55413F-HRTimelineGroup
Foundations Investment Advisors, LLC11,664$373K<0.01%+5,25513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…10,000$320K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,313$298K<0.01%+30213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,808$250K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC7,550$241K0.08%013F-HRTimeline
JT Stratford LLC7,205$230K0.03%-15013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,106$228K0.12%-46713F-HRTimeline
Visionary Wealth Advisors6,373$204K0.01%-1,34213F-HRTimeline
Bullseye Investment Management, LLC3,520$113K0.06%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2,525$80.7K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.2,400$76.7K0.02%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,712$54.7K<0.01%-23813F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,006$32.2K0.03%+313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,000$32K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc952$30.4K<0.01%-6,30013F-HRTimeline
Luminist Capital LLC641$20.5K0.03%013F-HRTimeline
AE Wealth Management LLC620$19.8K<0.01%-10613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$3.2K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC70$2.24K<0.01%-4413F-HRTimeline
UBS Group AGin group UBS Group AG61$1.95K<0.01%new13F-HRTimelineGroup