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Disclosery

XBJL INNOVATOR ETFS TRUST

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US EQT ACLRTD 9 (fund)

43 managers (43 13F filers) reported a position in XBJL shares at 2024-12-31, 5,047,548 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
43
13F filers
43
New
7
Added
9
Reduced
11
Sold out
6
Shares held by filers
5,047,548

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Gradient Investments LLCin group Gradient Investments LLC3,152,690$108M2.18%+1,041,19713F-HRTimelineGroup
Cetera Investment Advisers386,143$13.2M0.03%+213F-HRTimeline
Brown Financial Advisors258,754$8.83M3.55%+20,27813F-HRTimeline
Mattson Financial Services, LLC239,254$8.01M2.55%new13F-HRTimeline
HighTower Advisors, LLC117,923$4.03M0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.92,999$3.17M0.01%+9,52913F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…83,297$2.84M0.01%-1,25513F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC74,959$2.56M0.49%-10713F-HRTimeline
Weaver Consulting Group74,377$2.54M0.78%-16,76613F-HRTimeline
Paladin Wealth, LLC63,486$2.17M1.87%+19,97913F-HRTimeline
Chicago Partners Investment Group LLC61,235$2.1M0.07%-2,81013F-HRTimeline
CENTAURUS FINANCIAL, INC.60,877$2.08M0.13%-2,98713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,938$1.4M<0.01%-20,95513F-HRTimelineGroup
Snowden Capital Advisors LLC35,079$1.2M0.04%-13,80013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,900$1.12M0.01%+34513F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …25,898$884K0.21%-36113F-HRTimelineGroup
Millington Financial Advisors, LLC23,072$798K0.46%+4,32413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,007$786K<0.01%-2,66013F-HRTimeline
Encompass More Asset Management22,178$757K0.25%+8,63713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,173$723K<0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.17,468$596K0.16%13F-HRTimeline
CWM, LLCin group CWM, LLC16,639$568K<0.01%+8,50813F-HRTimelineGroup
Visionary Wealth Advisors16,011$547K0.03%013F-HRTimeline
WorthPointe, LLC15,837$541K0.22%013F-HRTimeline
Orion Capital Management LLC13,075$446K0.2%-5,74113F-HRTimeline
Evolution Wealth Advisors, LLC12,430$424K0.07%013F-HRTimeline
AE Wealth Management LLC8,006$273K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.7,927$271K0.02%013F-HRTimeline
WOLVERINE TRADING, LLC7,759$265K0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,702$263K<0.01%new13F-HRTimelineGroup
Diligent Investors, LLC6,800$232K0.05%013F-HRTimeline
Global Trust Asset Management, LLC6,015$205K0.08%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,012$205K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.4,886$167K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…3,505$120K<0.01%-12,91913F-HRTimeline
IFP Advisors, Inc2,300$78.5K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,984$67.8K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA950$32K<0.01%013F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…900$30.7K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG814$27.8K<0.01%new13F-HRTimelineGroup
Luminist Capital LLC174$5.94K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.115$3.98K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.