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Disclosery

XBJL INNOVATOR ETFS TRUST

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US EQT ACLRTD 9 (fund)

40 managers (40 13F filers) reported a position in XBJL shares at 2026-06-30, 1,198,775 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
40
13F filers
40
New
2
Added
7
Reduced
21
Sold out
3
Shares held by filers
1,198,775

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Cetera Investment Advisers239,415$9.57M0.01%-7,79213F-HRTimeline
HighTower Advisors, LLC126,466$5.06M<0.01%013F-HRTimeline
Millington Financial Advisors, LLC123,884$4.94M1.94%+95613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.87,690$3.51M<0.01%+15013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC82,452$3.3M0.41%-91313F-HRTimeline
Weaver Consulting Group67,485$2.7M0.55%-1,33013F-HRTimeline
Brookwood Investment Group LLC48,192$1.93M0.22%+2,79713F-HRTimeline
Welch Financial Planning, LLC43,752$1.75M1.02%-132,85113F-HRTimeline
Chicago Partners Investment Group LLC38,773$1.54M0.03%-1,03113F-HRTimeline
GWN SECURITIES INC.35,599$1.42M0.24%-1,53513F-HRTimeline
Snowden Capital Advisors LLC33,243$1.33M0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,150$1.29M<0.01%-4,00013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,442$1.02M<0.01%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …24,843$993K0.14%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,250$849K<0.01%-96013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,700$827K<0.01%-11,30013F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC19,950$798K1.83%-2,30013F-HRTimeline
OLD MISSION CAPITAL LLC15,506$620K0.02%-1,60013F-HRTimeline
LPL Financial LLC14,738$589K<0.01%-77813F-HRTimeline
Orion Capital Management LLC13,157$526K0.16%+75013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,246$450K<0.01%+1,19213F-HRTimelineGroup
Visionary Wealth Advisors10,266$410K0.02%-11413F-HRTimeline
CENTAURUS FINANCIAL, INC.9,124$365K0.01%-25713F-HRTimeline
Farther Finance Advisors, LLC6,881$275K<0.01%new13F-HRTimeline
Diligent Investors, LLC6,800$272K0.06%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,012$240K<0.01%013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC5,425$217K<0.01%-2,92313F-HRTimelineGroup
Global Trust Wealth Management LLC5,215$208K0.14%-80013F-HRTimeline
Evolution Wealth Advisors, LLC5,165$206K0.02%-2,10013F-HRTimeline
DHJJ Financial Advisors, Ltd.4,626$185K0.05%-10013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,300$132K<0.01%+39913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,230$89K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,168$86.7K<0.01%-20913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,044$81.7K<0.01%+1,99113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,014$80.5K<0.01%-50013F-HRTimelineGroup
IFP Advisors, Inc749$29.9K<0.01%-1,10013F-HRTimeline
Luminist Capital LLC476$18.4K0.02%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC173$6.92K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$4K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC74$2.96K<0.01%013F-HRTimeline