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Disclosery

XBJL INNOVATOR ETFS TRUST

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US EQT ACLRTD 9 (fund)

52 managers (52 13F filers) reported a position in XBJL shares at 2025-12-31, 2,943,533 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
52
13F filers
52
New
3
Added
12
Reduced
24
Sold out
4
Shares held by filers
2,943,533

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,076,998$41.2M0.65%-23,73713F-HRTimelineGroup
Cetera Investment Advisers254,503$9.74M0.01%-1,85313F-HRTimeline
Welch Financial Planning, LLC174,648$6.68M4.87%13F-HRTimeline
HighTower Advisors, LLC132,020$5.05M0.01%013F-HRTimeline
Mattson Financial Services, LLC120,638$4.62M1.08%-4,51213F-HRTimeline
Brown Financial Advisors113,115$4.33M1.58%-2,33113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.102,842$3.93M0.01%-1,90613F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC86,376$3.3M0.48%-97013F-HRTimeline
Weaver Consulting Group69,729$2.67M0.65%-42613F-HRTimeline
Millington Financial Advisors, LLC62,423$2.4M1.07%+1,72413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…56,053$2.15M<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,060$1.88M<0.01%+35,17413F-HRTimelineGroup
Brookwood Investment Group LLC43,809$1.68M0.2%+19813F-HRTimeline
Orion Porfolio Solutions, LLC41,960$1.61M0.01%+5,49913F-HRTimeline
Chicago Partners Investment Group LLC39,804$1.53M0.04%-20,46613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management38,949$1.49M0.02%+9,66813F-HRTimelineGroup
GWN SECURITIES INC.36,909$1.41M0.29%+7,06413F-HRTimeline
Snowden Capital Advisors LLC35,633$1.36M0.04%-66613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,410$1.32M0.01%-26013F-HRTimelineGroup
Encompass More Asset Management34,151$1.31M0.24%-1,85613F-HRTimeline
OLD MISSION CAPITAL LLC33,130$1.27M0.05%-226,27813F-HRTimeline
CWM, LLCin group CWM, LLC29,087$1.11M<0.01%+2,01413F-HRTimelineGroup
Atria Investments, Inc25,773$986K0.01%+1,63213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …25,000$956K0.16%-8913F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC22,250$851K2%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,227$850K<0.01%-1,10613F-HRTimeline
Paladin Wealth, LLC21,821$835K0.57%-1,26213F-HRTimeline
LPL Financial LLC17,367$664K<0.01%-4,09513F-HRTimeline
Triad Wealth Partners, LLC13,836$529K0.05%+5,24113F-HRTimeline
Orion Capital Management LLC12,907$494K0.17%+5013F-HRTimeline
A4 Wealth Advisors LLC11,505$440K0.38%-14,49213F-HRTimeline
Visionary Wealth Advisors11,141$426K0.02%-2,59113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,962$381K<0.01%+33113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.9,381$359K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC9,003$344K<0.01%new13F-HRTimeline
IFP Advisors, Inc7,524$288K0.01%-10913F-HRTimeline
Evolution Wealth Advisors, LLC7,265$278K0.03%013F-HRTimeline
Diligent Investors, LLC6,800$260K0.06%013F-HRTimeline
Sunbelt Securities, Inc.6,753$258K0.02%-27813F-HRTimeline
WorthPointe, LLC6,739$258K0.07%013F-HRTimeline
Global Trust Wealth Management LLC6,015$230K0.17%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,012$230K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.4,726$181K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…2,595$99.3K<0.01%-47913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,514$96.2K<0.01%013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,230$85K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,912$73.1K<0.01%-2,40613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,670$63.9K0.01%-40013F-HRTimeline
Bullseye Investment Management, LLC1,356$51.9K0.03%new13F-HRTimeline
Financial Network Wealth Advisors LLC843$32.2K0.03%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$3.83K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC59$2.26K<0.01%-2,46413F-HRTimelineGroup