Skip to content
Disclosery

XBJL INNOVATOR ETFS TRUST

Follow

US EQT ACLRTD 9 (fund)

46 managers (46 13F filers) reported a position in XBJL shares at 2025-06-30, 2,653,189 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
46
13F filers
46
New
2
Added
17
Reduced
16
Sold out
5
Shares held by filers
2,653,189

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Gradient Investments LLCin group Gradient Investments LLC1,092,508$39.3M0.72%-953,57613F-HRTimelineGroup
Cetera Investment Advisers330,758$11.9M0.02%-18,06913F-HRTimeline
Mattson Financial Services, LLC123,161$4.43M1.2%-10,21213F-HRTimeline
HighTower Advisors, LLC118,135$4.25M0.01%+21213F-HRTimeline
Brown Financial Advisors115,856$4.17M1.63%-15,13013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.94,463$3.4M0.01%-9,56413F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC74,758$2.69M0.45%-20113F-HRTimeline
Weaver Consulting Group71,117$2.56M0.71%-1,46113F-HRTimeline
Chicago Partners Investment Group LLC61,235$2.23M0.06%013F-HRTimeline
Millington Financial Advisors, LLC55,220$2.01M1.02%+12,92613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,578$2.01M<0.01%-17,17713F-HRTimeline
Brookwood Investment Group LLC42,674$1.54M0.25%+4,59513F-HRTimeline
Encompass More Asset Management38,481$1.38M0.32%+6,06913F-HRTimeline
Snowden Capital Advisors LLC33,234$1.2M0.04%-1,84513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,900$1.18M0.01%+34513F-HRTimelineGroup
GWN SECURITIES INC.32,156$1.16M0.22%+2,78413F-HRTimeline
Orion Porfolio Solutions, LLC31,424$1.13M0.01%+22,48213F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC27,863$1M<0.01%+1,08013F-HRTimeline
CWM, LLCin group CWM, LLC26,729$962K<0.01%+2,31413F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …25,663$923K0.2%-11313F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC22,250$801K2.14%013F-HRTimeline
Paladin Wealth, LLC21,967$790K0.61%-9,90013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,196$511K<0.01%+3,28713F-HRTimelineGroup
Visionary Wealth Advisors13,913$501K0.03%-2,09813F-HRTimeline
Orion Capital Management LLC13,057$470K0.18%+5013F-HRTimeline
CENTAURUS FINANCIAL, INC.10,645$383K0.02%-47,46813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,405$338K<0.01%+1,32713F-HRTimelineGroup
BLVD Private Wealth, LLC7,986$287K0.27%13F-HRTimeline
Sunbelt Securities, Inc.7,927$271K0.02%013F-HRTimeline
Evolution Wealth Advisors, LLC7,265$261K0.04%013F-HRTimeline
Diligent Investors, LLC6,800$245K0.06%013F-HRTimeline
WorthPointe, LLC6,739$242K0.1%-9,05313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,012$216K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.4,696$169K0.06%013F-HRTimeline
AE Wealth Management LLC4,183$151K<0.01%-87113F-HRTimeline
Steward Partners Investment Advisory, L…4,086$147K<0.01%+36913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,681$96K<0.01%+70013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,616$58.1K<0.01%new13F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,195$43K0.01%+49513F-HRTimeline
IFP Advisors, Inc1,188$42.7K<0.01%+88813F-HRTimeline
Financial Network Wealth Advisors LLC649$23.4K0.03%+57213F-HRTimeline
Allworth Financial LP507$18.2K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.115$4.14K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG109$3.92K<0.01%-2,94013F-HRTimelineGroup
Luminist Capital LLC89$3.2K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.