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XTJL INNOVATOR ETFS TRUST

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US EQT ALRTD PLS (fund)

16 managers (16 13F filers) reported a position in XTJL shares at 2024-12-31, 149,487 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
16
13F filers
16
New
4
Added
2
Reduced
4
Sold out
3
Shares held by filers
149,487

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HighTower Advisors, LLC39,781$1.34M<0.01%+14713F-HRTimeline
Foundations Investment Advisors, LLC33,218$1.12M0.02%-1,06413F-HRTimeline
Millington Financial Advisors, LLC22,597$773K0.45%+74013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,163$747K<0.01%-2013F-HR/ATimelineGroup
Sunbelt Securities, Inc.11,915$402K0.04%-2,60113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,871$231K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,352$147K<0.01%-15513F-HR/ATimelineGroup
Arax Advisory Partners2,460$82.9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,684$56.7K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,543$52K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC1,440$48K0.02%13F-HRTimeline
Allworth Financial LP993$34.1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.310$10.4K<0.01%013F-HRTimeline
Orion Capital Management LLC112$3.77K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…48$1.62K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.