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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 2026-03-31, 1,418,536 shares in all. 2 filers opened a position and 11 filers sold out during the quarter.

Managers
43
13F filers
43
New
2
Added
8
Reduced
21
Sold out
11
Shares held by filers
1,418,536

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cetera Investment Advisers247,207$9.4M0.01%-7,29613F-HRTimeline
Welch Financial Planning, LLC176,603$6.71M4.83%+1,95513F-HRTimeline
Millington Financial Advisors, LLC122,928$4.84M2.04%+60,50513F-HRTimeline
HighTower Advisors, LLC126,466$4.81M0.01%-5,55413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.87,540$3.33M<0.01%-15,30213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC83,365$3.17M0.46%-3,01113F-HRTimeline
Weaver Consulting Group68,815$2.62M0.62%-91413F-HRTimeline
Brookwood Investment Group LLC45,395$1.73M0.22%+1,58613F-HRTimeline
Chicago Partners Investment Group LLC39,804$1.56M0.03%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management40,948$1.56M0.02%+1,99913F-HRTimelineGroup
GWN SECURITIES INC.37,134$1.41M0.27%+22513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC36,150$1.37M0.01%+1,74013F-HRTimelineGroup
Snowden Capital Advisors LLC33,243$1.26M0.03%-2,39013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,000$1.22M<0.01%-17,06013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,442$971K<0.01%-30,61113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …24,843$944K0.15%-15713F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC22,250$846K2.13%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,210$844K<0.01%-1713F-HRTimeline
OLD MISSION CAPITAL LLC17,106$650K0.02%-16,02413F-HRTimeline
LPL Financial LLC15,516$590K<0.01%-1,85113F-HRTimeline
Orion Capital Management LLC12,407$472K0.16%-50013F-HRTimeline
Visionary Wealth Advisors10,380$395K0.02%-76113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,054$382K<0.01%+9213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.9,381$357K0.02%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC8,348$317K<0.01%-1,068,65013F-HRTimelineGroup
Foundations Investment Advisors, LLC7,696$293K<0.01%-1,30713F-HRTimeline
Evolution Wealth Advisors, LLC7,265$276K0.03%013F-HRTimeline
Diligent Investors, LLC6,800$259K0.06%013F-HRTimeline
Sunbelt Securities, Inc.6,477$246K0.02%-27613F-HRTimeline
Global Trust Wealth Management LLC6,015$229K0.17%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,012$229K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.4,726$180K0.06%013F-HRTimeline
Bullseye Investment Management, LLC4,069$155K0.08%+2,71313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,901$108K<0.01%new13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,514$95.6K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,377$90.4K<0.01%-21813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,230$85K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,849$70.3K<0.01%-5,67513F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,670$63.5K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC173$6.58K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$3.8K<0.01%013F-HR/ATimelineGroup
AE Wealth Management LLC74$2.81K<0.01%-1,83813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC53$2.02K<0.01%-613F-HRTimelineGroup