INN US EQ ACC 9 BUFF JULY (XBJL) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $53.53M 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 $9.40M in its March 31, 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 $9.86M, representing an estimated gain of +4.97% 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, Welch Financial Planning, Llc, Millington Financial Advisors, Llc, 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
41
Total Reported Value
$53.53M
Largest Holder
Cetera Investment Advisers
Largest Position
$9.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
52
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% | 247,207 | $9,398,093 | $9,864,795 | +$466,702 | +4.97% | |
| Welch Financial Planning, Llc | 4.83% | 176,603 | $6,713,934 | $7,047,343 | +$333,409 | +4.97% | |
| Millington Financial Advisors, Llc | 2.04% | 122,928 | $4,840,905 | $4,905,442 | +$64,537 | +1.33% | |
| Hightower Advisors, Llc | 0.01% | 126,466 | $4,807,871 | $5,046,626 | +$238,755 | +4.97% | |
| Osaic Holdings, Inc. | 0.00% | 87,540 | $3,328,194 | $3,493,284 | +$165,090 | +4.96% | |
| Blue Bell Private Wealth Management, Llc | 0.46% | 83,365 | $3,169,296 | $3,326,680 | +$157,384 | +4.97% | |
| Weaver Consulting Group | 0.62% | 68,815 | $2,616,158 | $2,746,063 | +$129,905 | +4.97% | |
| Brookwood Investment Group Llc | 0.22% | 45,395 | $1,725,786 | $1,811,487 | +$85,701 | +4.97% | |
| Chicago Partners Investment Group Llc | 0.03% | 39,804 | $1,564,496 | $1,588,379 | +$23,883 | +1.53% | |
| Brookstone Capital Management | 0.02% | 40,948 | $1,556,724 | $1,634,030 | +$77,306 | +4.97% | |
| Gwn Securities Inc. | 0.27% | 37,134 | $1,411,727 | $1,481,832 | +$70,105 | +4.97% | |
| Kestra Advisory Services, Llc | 0.01% | 36,150 | $1,374,318 | $1,442,566 | +$68,248 | +4.97% | |
| Snowden Capital Advisors Llc | 0.03% | 33,243 | $1,263,802 | $1,326,562 | +$62,760 | +4.97% | |
| Susquehanna International Group, Llp | 0.00% | 32,000 | $1,216,547 | $1,276,960 | +$60,413 | +4.97% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 25,442 | $971,437 | $1,015,263 | +$43,826 | +4.51% | |
| First Commonwealth Financial Corp | 0.15% | 24,843 | $944,459 | $991,360 | +$46,901 | +4.97% | |
| Crosspoint Financial, Llc | 2.13% | 22,250 | $845,881 | $887,886 | +$42,005 | +4.97% | |
| Commonwealth Equity Services, Llc | 0.00% | 22,210 | $844,360 | $886,290 | +$41,930 | +4.97% | |
| Old Mission Capital Llc | 0.02% | 17,106 | $650,320 | $682,615 | +$32,295 | +4.97% | |
| Lpl Financial Llc | 0.00% | 15,516 | $589,873 | $619,166 | +$29,293 | +4.97% | |
| Orion Capital Management Llc | 0.16% | 12,407 | $471,678 | $495,101 | +$23,423 | +4.97% | |
| Visionary Wealth Advisors | 0.02% | 10,380 | $394,618 | $414,214 | +$19,596 | +4.97% | |
| Envestnet Asset Management Inc | 0.00% | 10,054 | $382,224 | $401,205 | +$18,981 | +4.97% | |
| Gradient Investments Llc | 0.00% | 8,348 | $317,367 | $333,127 | +$15,760 | +4.97% | |
| Foundations Investment Advisors, Llc | 0.00% | 7,696 | $292,580 | $307,109 | +$14,529 | +4.97% | |
| Evolution Wealth Advisors, Llc | 0.03% | 7,265 | $276,194 | $289,910 | +$13,716 | +4.97% | |
| Diligent Investors, Llc | 0.06% | 6,800 | $258,516 | $271,354 | +$12,838 | +4.97% | |
| Sunbelt Securities, Inc. | 0.02% | 6,477 | $246,239 | $258,465 | +$12,226 | +4.96% | |
| Global Trust Wealth Management Llc | 0.17% | 6,015 | $228,673 | $240,029 | +$11,356 | +4.97% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 6,012 | $228,559 | $239,909 | +$11,350 | +4.97% | |
| Dhjj Financial Advisors, Ltd. | 0.06% | 4,726 | $179,669 | $188,591 | +$8,922 | +4.97% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 2,514 | $95,575 | $100,321 | +$4,746 | +4.97% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,377 | $90,367 | $94,854 | +$4,487 | +4.97% | |
| Royal Bank Of Canada | 0.00% | 2,230 | $85,000 | $88,988 | +$3,988 | +4.69% | |
| Ifp Advisors, Inc | 0.00% | 1,849 | $70,294 | $73,784 | +$3,490 | +4.97% | |
| Woodard & Co Asset Management Group Inc | 0.01% | 1,670 | $63,489 | $66,641 | +$3,152 | +4.97% | |
| Eversource Wealth Advisors, Llc | 0.00% | 400 | $6,680 | $15,962 | +$9,282 | +138.95% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 173 | $6,577 | $6,904 | +$327 | +4.97% | |
| Ae Wealth Management Llc | 0.00% | 74 | $2,813 | $2,953 | +$140 | +4.98% | |
| Barclays Plc | 0.00% | 53 | $2,015 | $2,115 | +$100 | +4.96% | |
| Centaurus Financial, Inc. | 0.02% | 9,381 | $357 | $374,349 | +$373,992 | +104759.61% |
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.