INN US EQ ACC 9 BUFF JULY (XBJL) Institutional Ownership Changes & 13F Activity
INN US EQ ACC 9 BUFF JULY (XBJL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Welch Financial Planning, Llc, Susquehanna International Group, Llp, Cetera Investment Advisers, Farther Finance Advisors, Llc, and Sunbelt Securities, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Orion Capital Management Llc | Buy | +750 | +6.0% | 13,157 | $525.95K | Q2 2026 | Aug 18, 2026 |
| Centaurus Financial, Inc. | Sell | -257 | -2.7% | 9,124 | $365.00K | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Sell | -11,300 | -35.3% | 20,700 | $827.48K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +1,991 | +3756.6% | 2,044 | $81.71K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -1,600 | -9.4% | 15,506 | $619.85K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +150 | +0.2% | 87,690 | $3.51M | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -209 | -8.8% | 2,168 | $86.67K | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Sell | -114 | -1.1% | 10,266 | $410.38K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -7,792 | -3.2% | 239,415 | $9.57M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +3,300 | — | 3,300 | $131.90K | Q2 2026 | Aug 12, 2026 |
| Crosspoint Financial, Llc | Sell | -2,300 | -10.3% | 19,950 | $797.50K | Q2 2026 | Aug 07, 2026 |
| Millington Financial Advisors, Llc | Buy | +956 | +0.8% | 123,884 | $4.94M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -778 | -5.0% | 14,738 | $589.15K | Q2 2026 | Aug 07, 2026 |
| Luminist Capital Llc | Buy | +476 | — | 476 | $18.43K | Q2 2026 | Aug 07, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -913 | -1.1% | 82,452 | $3.30M | Q2 2026 | Aug 06, 2026 |
| Gwn Securities Inc. | Sell | -1,535 | -4.1% | 35,599 | $1.42M | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +1,192 | +11.9% | 11,246 | $449.56K | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group Llc | Sell | -1,031 | -2.6% | 38,773 | $1.54M | Q2 2026 | Jul 30, 2026 |
| Evolution Wealth Advisors, Llc | Sell | -2,100 | -28.9% | 5,165 | $206.47K | Q2 2026 | Jul 29, 2026 |
| Weaver Consulting Group | Sell | -1,330 | -1.9% | 67,485 | $2.70M | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Sell | -960 | -4.3% | 21,250 | $849.47K | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -4,000 | -11.1% | 32,150 | $1.29M | Q2 2026 | Jul 28, 2026 |
| Dhjj Financial Advisors, Ltd. | Sell | -100 | -2.1% | 4,626 | $184.93K | Q2 2026 | Jul 24, 2026 |
| Brookwood Investment Group Llc | Buy | +2,797 | +6.2% | 48,192 | $1.93M | Q2 2026 | Jul 23, 2026 |
| Ifp Advisors, Inc | Sell | -1,100 | -59.5% | 749 | $29.94K | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, Llc | Buy | +6,881 | — | 6,881 | $275.07K | Q2 2026 | Jul 17, 2026 |
| Global Trust Wealth Management Llc | Sell | -800 | -13.3% | 5,215 | $208.47K | Q2 2026 | Jul 16, 2026 |
| Welch Financial Planning, Llc | Sell | -132,851 | -75.2% | 43,752 | $1.75M | Q2 2026 | Jul 15, 2026 |
| Gradient Investments Llc | Sell | -2,923 | -35.0% | 5,425 | $216.86K | Q2 2026 | Jul 08, 2026 |
| Sunbelt Securities, Inc. | Sell | -6,477 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
Frequently asked questions about XBJL activity
Which institutional owners are buying XBJL?
Institutional owners buying XBJL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XBJL activity?
"Buy" means an investor increased their reported position in XBJL compared to the prior reporting period. This reflects growing exposure to INN US EQ ACC 9 BUFF JULY (XBJL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XBJL increasing?
Institutional interest in XBJL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.