INNOVATOR US EQ AC 9 BUFF-J (XBJA) Institutional Shareholders
INNOVATOR US EQ AC 9 BUFF-J (XBJA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $66.03M in XBJA holdings during the latest filing period.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of XBJA tracked by InsiderSet, reporting ownership valued at approximately $11.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.86M, representing an estimated gain of +2.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed XBJA value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Sterling Financial Planning, Inc., Old Mission Capital Llc, and several other long-term asset managers with concentrated positions in INNOVATOR US EQ AC 9 BUFF-J (XBJA).
This page ranks the largest institutional XBJA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$66.03M
Largest Holder
Cetera Investment Advisers
Largest Position
$11.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.01% | 342,486 | $11,577,749 | $11,860,016 | +$282,267 | +2.44% | |
| Sterling Financial Planning, Inc. | 2.65% | 288,650 | $9,757,817 | $9,995,719 | +$237,902 | +2.44% | |
| Old Mission Capital Llc | 0.20% | 231,818 | $7,836,607 | $8,027,672 | +$191,065 | +2.44% | |
| Blue Bell Private Wealth Management, Llc | 0.77% | 182,957 | $6,184,864 | $6,335,655 | +$150,791 | +2.44% | |
| Osaic Holdings, Inc. | 0.00% | 123,974 | $4,191,428 | $4,293,120 | +$101,692 | +2.43% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 105,066 | $3,551,757 | $3,638,352 | +$86,595 | +2.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 58,012 | $1,961,100 | $2,008,909 | +$47,809 | +2.44% | |
| Brookwood Investment Group Llc | 0.23% | 57,625 | $1,948,013 | $1,995,508 | +$47,495 | +2.44% | |
| Snowden Capital Advisors Llc | 0.04% | 52,254 | $1,766,446 | $1,809,514 | +$43,068 | +2.44% | |
| Sunbelt Securities, Inc. | 0.08% | 42,318 | $1,323,707 | $1,465,438 | +$141,731 | +10.71% | |
| Kestra Advisory Services, Llc | 0.00% | 35,505 | $1,200,247 | $1,229,510 | +$29,263 | +2.44% | |
| Gwn Securities Inc. | 0.17% | 30,370 | $1,026,658 | $1,051,689 | +$25,031 | +2.44% | |
| First Commonwealth Financial Corp | 0.13% | 27,668 | $935,317 | $958,121 | +$22,804 | +2.44% | |
| Susquehanna International Group, Llp | 0.00% | 27,555 | $931,497 | $954,208 | +$22,711 | +2.44% | |
| Millington Financial Advisors, Llc | 0.36% | 27,323 | $925,416 | $946,174 | +$20,758 | +2.24% | |
| Creativeone Wealth, Llc | 0.02% | 26,965 | $911,552 | $933,776 | +$22,224 | +2.44% | |
| Jt Stratford Llc | 0.10% | 26,679 | $901,884 | $923,872 | +$21,988 | +2.44% | |
| Noble Wealth Management Pbc | 0.38% | 24,581 | $830,961 | $851,220 | +$20,259 | +2.44% | |
| Occidental Asset Management, Llc | 0.08% | 23,543 | $795,871 | $815,275 | +$19,404 | +2.44% | |
| Centaurus Financial, Inc. | 0.03% | 20,945 | $708,000 | $725,309 | +$17,309 | +2.44% | |
| Gts Securities Llc | 0.01% | 20,235 | $684,044 | $700,722 | +$16,678 | +2.44% | |
| Blue Water Asset Management | 0.20% | 18,246 | $616,806 | $631,844 | +$15,038 | +2.44% | |
| Crosspoint Financial, Llc | 1.35% | 17,400 | $588,208 | $602,548 | +$14,340 | +2.44% | |
| Welch Financial Planning, Llc | 0.33% | 16,677 | $563,766 | $577,511 | +$13,745 | +2.44% | |
| Brookstone Capital Management | 0.01% | 16,549 | $559,439 | $573,079 | +$13,640 | +2.44% | |
| Corecap Advisors, Llc | 0.02% | 15,538 | $525,262 | $538,069 | +$12,807 | +2.44% | |
| Global Trust Wealth Management Llc | 0.28% | 11,830 | $399,913 | $409,663 | +$9,750 | +2.44% | |
| Sei Investments Co | 0.00% | 11,289 | $381,620 | $390,929 | +$9,309 | +2.44% | |
| Envestnet Asset Management Inc | 0.00% | 10,747 | $363,302 | $372,160 | +$8,858 | +2.44% | |
| Fort Washington Investment Advisors Inc | 0.00% | 10,000 | $338,050 | $346,292 | +$8,242 | +2.44% | |
| Raymond James Financial Inc | 0.00% | 7,808 | $263,949 | $270,385 | +$6,436 | +2.44% | |
| Orion Capital Management Llc | 0.08% | 7,750 | $261,989 | $268,376 | +$6,387 | +2.44% | |
| Vestia Personal Wealth Advisors | 0.09% | 7,106 | $240,218 | $246,075 | +$5,857 | +2.44% | |
| Cra Financial Services, Llc | 0.02% | 6,245 | $211,112 | $216,259 | +$5,147 | +2.44% | |
| Visionary Wealth Advisors | 0.01% | 6,030 | $203,845 | $208,814 | +$4,969 | +2.44% | |
| Mml Investors Services, Llc | 0.00% | 5,928 | $200,396 | $205,282 | +$4,886 | +2.44% | |
| Cape Investment Advisory, Inc. | 0.04% | 4,935 | $166,828 | $170,895 | +$4,067 | +2.44% | |
| Dhjj Financial Advisors, Ltd. | 0.02% | 2,380 | $80,456 | $82,417 | +$1,961 | +2.44% | |
| Bank Of Montreal | 0.00% | 1,000 | $33,805 | $34,629 | +$824 | +2.44% | |
| Ifp Advisors, Inc | 0.00% | 952 | $32,182 | $32,967 | +$785 | +2.44% | |
| Luminist Capital Llc | 0.03% | 910 | $30,120 | $31,513 | +$1,393 | +4.62% | |
| Farther Finance Advisors, Llc | 0.00% | 236 | $7,978 | $8,172 | +$194 | +2.44% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 204 | $6,896 | $7,064 | +$168 | +2.44% |
Frequently asked questions about XBJA
Who owns the most XBJA stock?
The largest holders of XBJA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR US EQ AC 9 BUFF-J (XBJA).
Is XBJA widely held by superinvestors?
Many widely followed stocks like XBJA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XBJA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.