XBJAINNOVATOR ETFS TRUST
CUSIP 45783Y780 · Yahoo Finance ↗ · Google Finance ↗
Innovator Etfs Trust (XBJA) has 45 institutional holders in Filings Flow’s 13F database, together reporting 2.13M shares worth $67M as of Q1 2026. The largest reported holders are Cetera Investment Advisers, Sterling Financial Planning, Inc., and Personal Cfo Solutions, LLC.
Institutional Holders
45
Q1 2026
Reported Value
$67M
Ticker
XBJA
Quarters Tracked
17
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Sterling Financial Planning, Inc.$337M AUM | 2.64% | $9M | 284.9K | Q1 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 1.19% | $8M | 269.8K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.83% | $6M | 183.9K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.44% | $882,409 | 28.2K | Q1 2026 |
| Global Trust Wealth Management LLC$132M AUM | 0.38% | $500,480 | 16.0K | Q1 2026 |
| Welch Financial Planning, LLC$139M AUM | 0.38% | $521,969 | 16.7K | Q1 2026 |
| Millington Financial Advisors, LLC$237M AUM | 0.27% | $642,820 | 19.5K | Q1 2026 |
| Encompass More Asset Management$597M AUM | 0.24% | $1M | 40.5K | Q4 2025OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.21% | $2M | 54.2K | Q1 2026 |
| LeClair Wealth Partners LLC$289M AUM | 0.20% | $570,735 | 18.2K | Q1 2026 |
| Blue Water Asset Management$289M AUM | 0.20% | $570,735 | 18.2K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.19% | $967,052 | 30.9K | Q1 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.14% | $865,455 | 27.7K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.11% | $859,543 | 27.5K | Q1 2026 |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.10% | $222,276 | 7.1K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.08% | $1M | 42.3K | Q1 2026 |
| Orion Capital Management LLC$290M AUM | 0.08% | $242,420 | 7.8K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.05% | $529,938 | 16.6K | Q4 2025OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.05% | $405,326 | 13.0K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.05% | $2M | 56.1K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $1M | 34.3K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $74,447 | 2.4K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $76,728 | 2.4K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $848,095 | 27.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 106.6K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $473,673 | 15.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $2M | 50.2K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $11M | 346.7K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $984,714 | 30.8K | Q4 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.01% | $606,124 | 19.4K | Q3 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.01% | $19,363 | 619 | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $203,747 | 6.4K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 189.6K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $481,462 | 15.4K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $245,041 | 7.8K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 108.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 35.5K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $339,013 | 10.8K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $14,576 | 466 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 34.8K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 56.7K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $4,080 | 136 | Q2 2025OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.00% | $312,800 | 10.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $29,779 | 952 | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $353,120 | 11.3K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $6,381 | 204 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,128 | 100 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $17,548 | 561 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $607,125 | 19.4K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $294,407 | 9.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $244,234 | 7.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $206,308 | 6.8K | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $334,196 | 10.7K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $2,204 | 70 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $58,773 | 1.9K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $410,612 | 13.1K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $31,280 | 1.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $37,000 | 1.3K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3,128 | 100 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.