Who owns XBJL?
Innovator U.S. Equity Accelerated 9 Buffer ETF - Jul · Innovator
40 institutions reported holding XBJL, worth $47.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XBJL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cetera Investment Advisers | Schaumburg, IL | $9.6M | 239,415 | −7,792 shares |
| HighTower Advisors, LLC | Chicago, IL | $5.1M | 126,466 | No change |
| Millington Financial Advisors, LLC | Naperville, IL | $4.9M | 123,884 | +956 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $3.5M | 87,690 | +150 shares |
| Blue Bell Private Wealth Management, LLC | Blue Bell, PA | $3.3M | 82,452 | −913 shares |
| Weaver Consulting Group | Huntington Beach, CA | $2.7M | 67,485 | −1,330 shares |
| Brookwood Investment Group LLC | Phoenix, AZ | $1.9M | 48,192 | +2,797 shares |
| Welch Financial Planning, LLC | Boulder, CO | $1.7M | 43,752 | −132,851 shares |
| Chicago Partners Investment Group LLC | Chicago, IL | $1.5M | 38,773 | −1,031 shares |
| GWN Securities Inc. | Palm Beach Gardens, FL | $1.4M | 35,599 | −1,535 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XBJL?
40 institutional managers reported holding XBJL in Form 13F filings for June 30, 2026, worth $47.9M in total. The largest reported position was held by Cetera Investment Advisers, at $9.6M.
Did institutions buy or sell XBJL last quarter?
Reported 13F value fell 10.9% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XBJL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.