INN US EQ ACC 9 BUFF JULY (XBJL) Institutional Shareholders
INN US EQ ACC 9 BUFF JULY (XBJL) 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 $43.01M in XBJL holdings during the latest filing period.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of XBJL tracked by InsiderSet, reporting ownership valued at approximately $9.57M 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 $9.79M, representing an estimated gain of +2.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed XBJL value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Millington Financial Advisors, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INN US EQ ACC 9 BUFF JULY (XBJL).
This page ranks the largest institutional XBJL 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
37
Total Reported Value
$43.01M
Largest Holder
Cetera Investment Advisers
Largest Position
$9.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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% | 239,415 | $9,570,615 | $9,787,860 | +$217,245 | +2.27% | |
| Millington Financial Advisors, Llc | 1.94% | 123,884 | $4,944,451 | $5,064,675 | +$120,224 | +2.43% | |
| Osaic Holdings, Inc. | 0.00% | 87,690 | $3,505,762 | $3,584,978 | +$79,216 | +2.26% | |
| Blue Bell Private Wealth Management, Llc | 0.41% | 82,452 | $3,296,020 | $3,370,836 | +$74,816 | +2.27% | |
| Weaver Consulting Group | 0.55% | 67,485 | $2,697,723 | $2,758,949 | +$61,226 | +2.27% | |
| Brookwood Investment Group Llc | 0.22% | 48,192 | $1,926,476 | $1,970,205 | +$43,729 | +2.27% | |
| Welch Financial Planning, Llc | 1.02% | 43,752 | $1,748,986 | $1,788,687 | +$39,701 | +2.27% | |
| Chicago Partners Investment Group Llc | 0.03% | 38,773 | $1,541,669 | $1,585,133 | +$43,464 | +2.82% | |
| Gwn Securities Inc. | 0.24% | 35,599 | $1,423,070 | $1,455,373 | +$32,303 | +2.27% | |
| Snowden Capital Advisors Llc | 0.03% | 33,243 | $1,328,889 | $1,359,054 | +$30,165 | +2.27% | |
| Kestra Advisory Services, Llc | 0.00% | 32,150 | $1,285,196 | $1,314,369 | +$29,173 | +2.27% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 25,442 | $1,022,267 | $1,040,130 | +$17,863 | +1.75% | |
| First Commonwealth Financial Corp | 0.14% | 24,843 | $993,099 | $1,015,641 | +$22,542 | +2.27% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,250 | $849,470 | $868,751 | +$19,281 | +2.27% | |
| Susquehanna International Group, Llp | 0.00% | 20,700 | $827,483 | $846,266 | +$18,783 | +2.27% | |
| Crosspoint Financial, Llc | 1.83% | 19,950 | $797,502 | $815,604 | +$18,102 | +2.27% | |
| Old Mission Capital Llc | 0.02% | 15,506 | $619,852 | $633,922 | +$14,070 | +2.27% | |
| Lpl Financial Llc | 0.00% | 14,738 | $589,152 | $602,525 | +$13,373 | +2.27% | |
| Orion Capital Management Llc | 0.16% | 13,157 | $525,951 | $537,890 | +$11,939 | +2.27% | |
| Envestnet Asset Management Inc | 0.00% | 11,246 | $449,559 | $459,763 | +$10,204 | +2.27% | |
| Visionary Wealth Advisors | 0.02% | 10,266 | $410,384 | $419,699 | +$9,315 | +2.27% | |
| Centaurus Financial, Inc. | 0.01% | 9,124 | $365,000 | $373,011 | +$8,011 | +2.19% | |
| Farther Finance Advisors, Llc | 0.00% | 6,881 | $275,068 | $281,312 | +$6,244 | +2.27% | |
| Diligent Investors, Llc | 0.06% | 6,800 | $271,830 | $278,000 | +$6,170 | +2.27% | |
| Sunbelt Securities, Inc. | 0.02% | 6,477 | $246,239 | $264,795 | +$18,556 | +7.54% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 6,012 | $240,330 | $245,785 | +$5,455 | +2.27% | |
| Gradient Investments Llc | 0.00% | 5,425 | $216,864 | $221,787 | +$4,923 | +2.27% | |
| Global Trust Wealth Management Llc | 0.14% | 5,215 | $208,470 | $213,202 | +$4,732 | +2.27% | |
| Evolution Wealth Advisors, Llc | 0.02% | 5,165 | $206,471 | $211,158 | +$4,687 | +2.27% | |
| Dhjj Financial Advisors, Ltd. | 0.05% | 4,626 | $184,925 | $189,122 | +$4,197 | +2.27% | |
| Jpmorgan Chase & Co | 0.00% | 3,300 | $131,901 | $134,912 | +$3,011 | +2.28% | |
| Royal Bank Of Canada | 0.00% | 2,230 | $89,000 | $91,168 | +$2,168 | +2.44% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,168 | $86,666 | $88,633 | +$1,967 | +2.27% | |
| Barclays Plc | 0.00% | 2,044 | $81,709 | $83,564 | +$1,855 | +2.27% | |
| Ifp Advisors, Inc | 0.00% | 749 | $29,941 | $30,621 | +$680 | +2.27% | |
| Luminist Capital Llc | 0.02% | 476 | $18,429 | $19,460 | +$1,031 | +5.59% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 173 | $6,916 | $7,073 | +$157 | +2.27% |
Frequently asked questions about XBJL
Who owns the most XBJL stock?
The largest holders of XBJL 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 INN US EQ ACC 9 BUFF JULY (XBJL).
Is XBJL widely held by superinvestors?
Many widely followed stocks like XBJL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XBJL 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.