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Disclosery

XBJL INNOVATOR ETFS TRUST

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US EQT ACLRTD 9 (fund)

49 managers (49 13F filers) reported a position in XBJL shares at 2025-03-31, 3,732,183 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
49
13F filers
49
New
6
Added
10
Reduced
20
Sold out
2
Shares held by filers
3,732,183

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Gradient Investments LLCin group Gradient Investments LLC2,046,084$69.2M1.4%-1,106,60613F-HRTimelineGroup
Cetera Investment Advisers348,827$11.8M0.02%-37,31613F-HRTimeline
Mattson Financial Services, LLC133,373$4.51M1.36%-105,88113F-HRTimeline
Brown Financial Advisors130,986$4.43M1.83%-127,76813F-HRTimeline
HighTower Advisors, LLC117,923$3.99M0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104,027$3.52M0.01%+11,02813F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC74,959$2.54M0.48%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…72,755$2.46M<0.01%-10,54213F-HRTimeline
Weaver Consulting Group72,578$2.46M0.74%-1,79913F-HRTimeline
Chicago Partners Investment Group LLC61,235$2.09M0.07%013F-HRTimeline
CENTAURUS FINANCIAL, INC.58,113$1.97M0.12%-2,76413F-HRTimeline
Millington Financial Advisors, LLC42,294$1.38M0.85%+19,22213F-HRTimeline
Brookwood Investment Group LLC38,079$1.29M0.22%13F-HRTimeline
Snowden Capital Advisors LLC35,079$1.19M0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,555$1.1M0.01%-34513F-HRTimelineGroup
Encompass More Asset Management32,412$1.1M0.33%+10,23413F-HRTimeline
Paladin Wealth, LLC31,867$1.08M0.97%-31,61913F-HRTimeline
GWN SECURITIES INC.29,372$994K0.06%+11,90413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,783$906K<0.01%+3,77613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …25,776$872K0.21%-12213F-HRTimelineGroup
CWM, LLCin group CWM, LLC24,415$826K<0.01%+7,77613F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC22,250$753K2.18%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,963$608K<0.01%-3,21013F-HR/ATimelineGroup
Visionary Wealth Advisors16,011$542K0.03%013F-HRTimeline
WorthPointe, LLC15,792$534K0.24%-4513F-HRTimeline
Orion Capital Management LLC13,007$440K0.19%-6813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,909$369K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,798$365K<0.01%-30,14013F-HRTimelineGroup
OLD MISSION CAPITAL LLC10,174$344K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC8,942$303K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC8,942$303K<0.01%new13F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,078$273K<0.01%+37613F-HRTimelineGroup
Sunbelt Securities, Inc.7,927$268K0.02%013F-HRTimeline
Evolution Wealth Advisors, LLC7,265$246K0.04%-5,16513F-HRTimeline
Diligent Investors, LLC6,800$230K0.06%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,012$203K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC5,054$171K<0.01%-2,95213F-HRTimeline
DHJJ Financial Advisors, Ltd.4,696$159K0.06%-19013F-HRTimeline
Steward Partners Investment Advisory, L…3,717$126K<0.01%+21213F-HRTimeline
UBS Group AGin group UBS Group AG3,049$103K<0.01%+2,23513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,984$67.1K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,981$67K<0.01%+1,03113F-HR/ATimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…700$23.7K<0.01%-20013F-HRTimeline
IFP Advisors, Inc300$10.2K<0.01%-2,00013F-HRTimeline
AMERIFLEX GROUP, INC.115$3.89K<0.01%013F-HRTimeline
Luminist Capital LLC89$3.02K<0.01%-8513F-HRTimeline
Financial Network Wealth Advisors LLC77$2.6K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC59$2K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.