Skip to content
Disclosery

XBJA INNOVATOR ETFS TRUST

Follow

US EQT ACC 9 BFR (fund)

46 managers (46 13F filers) reported a position in XBJA shares at 2026-03-31, 2,128,253 shares in all. 9 filers opened a position and 11 filers sold out during the quarter.

Managers
46
13F filers
46
New
9
Added
15
Reduced
11
Sold out
11
Shares held by filers
2,128,253

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cetera Investment Advisers346,654$10.8M0.01%-2,32513F-HRTimeline
Sterling Financial Planning, Inc.284,947$8.91M2.64%+10,09713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC269,799$8.44M1.19%new13F-HRTimeline
HighTower Advisors, LLC189,630$5.93M0.01%-194,66313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC183,950$5.75M0.83%+96,43913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.108,031$3.38M<0.01%-15,01713F-HRTimelineGroup
Steward Partners Investment Advisory, L…106,614$3.33M0.02%+1,26913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,678$1.77M<0.01%+32,39313F-HRTimeline
Snowden Capital Advisors LLC56,106$1.75M0.05%013F-HRTimeline
Brookwood Investment Group LLC54,179$1.69M0.22%+1,93713F-HRTimeline
Sunbelt Securities, Inc.42,318$1.32M0.08%+1213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,505$1.11M<0.01%+6,86513F-HRTimelineGroup
GWN SECURITIES INC.30,916$967K0.19%+31913F-HRTimeline
Noble Wealth Management PBC28,210$882K0.45%-4,07013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …27,668$865K0.14%013F-HRTimelineGroup
JT Stratford LLC27,479$860K0.11%+20,27413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,113$848K0.02%-79013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.21,016$657K0.03%+2,60013F-HRTimeline
Millington Financial Advisors, LLC19,497$643K0.27%-63,98013F-HRTimeline
Blue Water Asset Management18,246$571K0.2%013F-HRTimeline
LeClair Wealth Partners LLC18,246$571K0.2%new13F-HRTimeline
CROSSPOINT FINANCIAL, LLC17,400$544K1.37%013F-HRTimeline
Welch Financial Planning, LLC16,687$522K0.38%+1,35213F-HRTimeline
Global Trust Wealth Management LLC16,000$500K0.38%-50013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,392$481K0.01%+2,20913F-HRTimelineGroup
CoreCap Advisors, LLC15,143$474K0.02%new13F-HRTimeline
Occidental Asset Management, LLC12,958$405K0.05%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,289$353K<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC10,838$339K<0.01%-82613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,684$334K<0.01%new13F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…10,000$313K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,412$294K<0.01%+9913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,808$244K<0.01%013F-HRTimelineGroup
Orion Capital Management LLC7,750$242K0.08%+20013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,106$222K0.1%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,380$74.4K0.02%-14513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,000$31.3K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc952$29.8K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…619$19.4K0.01%new13F-HRTimelineGroup
AE Wealth Management LLC561$17.5K<0.01%-5913F-HRTimeline
Bullseye Investment Management, LLC532$16.6K0.01%-2,98813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC466$14.6K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC204$6.38K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG100$3.13K<0.01%+3913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$3.13K<0.01%013F-HR/ATimelineGroup
Farther Finance Advisors, LLC70$2.2K<0.01%013F-HRTimeline