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Disclosery

XBJL INNOVATOR ETFS TRUST

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US EQT ACLRTD 9 (fund)

51 managers (51 13F filers) reported a position in XBJL shares at 2025-09-30, 3,038,030 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
51
13F filers
51
New
10
Added
19
Reduced
16
Sold out
5
Shares held by filers
3,038,030

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,100,735$41.2M0.69%+8,22713F-HRTimelineGroup
OLD MISSION CAPITAL LLC259,408$9.71M0.35%new13F-HRTimeline
Cetera Investment Advisers256,356$9.6M0.01%-74,40213F-HRTimeline
HighTower Advisors, LLC132,020$4.94M0.01%+13,88513F-HRTimeline
Mattson Financial Services, LLC125,150$4.69M1.12%+1,98913F-HRTimeline
Brown Financial Advisors115,446$4.32M1.6%-41013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104,748$3.87M0.01%+10,28513F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC87,346$3.27M0.5%+12,58813F-HRTimeline
Weaver Consulting Group70,155$2.63M0.67%-96213F-HRTimeline
Chicago Partners Investment Group LLC60,270$2.28M0.06%-96513F-HRTimeline
Millington Financial Advisors, LLC60,699$2.27M1.1%+5,47913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…56,053$2.1M<0.01%+47513F-HRTimeline
Brookwood Investment Group LLC43,611$1.63M0.21%+93713F-HRTimeline
Orion Porfolio Solutions, LLC36,461$1.37M0.01%+5,03713F-HRTimeline
Snowden Capital Advisors LLC36,299$1.36M0.04%+3,06513F-HRTimeline
Encompass More Asset Management36,007$1.35M0.26%-2,47413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,670$1.3M0.01%+1,77013F-HRTimelineGroup
GWN SECURITIES INC.29,845$1.12M0.26%-2,31113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management29,281$1.1M0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC27,073$1.01M<0.01%+34413F-HRTimelineGroup
A4 Wealth Advisors LLC25,997$973K0.82%13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …25,089$939K0.16%-57413F-HRTimelineGroup
Atria Investments, Inc24,141$904K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,333$874K<0.01%-4,53013F-HRTimeline
Paladin Wealth, LLC23,083$864K0.63%+1,11613F-HRTimeline
CROSSPOINT FINANCIAL, LLC22,250$833K2.05%013F-HRTimeline
LPL Financial LLC21,462$804K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC18,144$679K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,099$528K<0.01%-9713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,886$520K<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors13,732$514K0.02%-18113F-HRTimeline
Orion Capital Management LLC12,857$481K0.17%-20013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,631$361K<0.01%+22613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.9,381$351K0.02%-1,26413F-HRTimeline
Triad Wealth Partners, LLC8,595$322K0.04%new13F-HRTimeline
IFP Advisors, Inc7,633$286K0.01%+6,44513F-HR/ATimeline
Evolution Wealth Advisors, LLC7,265$272K0.04%013F-HRTimeline
Sunbelt Securities, Inc.7,031$263K0.02%-89613F-HRTimeline
Diligent Investors, LLC6,800$255K0.06%013F-HRTimeline
WorthPointe, LLC6,739$252K0.09%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,012$225K<0.01%013F-HRTimelineGroup
BLVD Private Wealth, LLC5,660$212K0.18%-2,32613F-HRTimeline
DHJJ Financial Advisors, Ltd.4,726$177K0.06%+3013F-HRTimeline
AE Wealth Management LLC4,318$162K<0.01%+13513F-HRTimeline
Steward Partners Investment Advisory, L…3,074$115K<0.01%-1,01213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,523$94.5K<0.01%new13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,514$94.1K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,230$84K<0.01%-45113F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,070$77.5K0.01%+87513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,280$47.9K<0.01%new13F-HR/ATimelineGroup
Financial Network Wealth Advisors LLC842$31.5K0.03%+19313F-HRTimeline