XBJL Institutional Ownership & Shareholders
INN US EQ ACC 9 BUFF JULY (XBJL) is currently held by 37 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $42.85M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 +2.30% 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
$42.85M
Largest Holder
Cetera Investment Advisers
Largest Position
$9.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
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 | $9,791,188 | +$220,573 | +2.30% | |
| Millington Financial Advisors, Llc | 1.94% | 123,884 | $4,944,451 | $5,066,397 | +$121,946 | +2.47% | |
| Osaic Holdings, Inc. | 0.00% | 87,690 | $3,505,762 | $3,586,197 | +$80,435 | +2.29% | |
| Blue Bell Private Wealth Management, Llc | 0.40% | 81,871 | $3,354,762 | $3,348,221 | -$6,541 | -0.19% | |
| Weaver Consulting Group | 0.52% | 64,699 | $2,651,130 | $2,645,950 | -$5,180 | -0.20% | |
| Brookwood Investment Group Llc | 0.22% | 48,192 | $1,926,476 | $1,970,874 | +$44,398 | +2.30% | |
| Welch Financial Planning, Llc | 1.02% | 43,752 | $1,748,986 | $1,789,295 | +$40,309 | +2.30% | |
| Gwn Securities Inc. | 0.24% | 35,599 | $1,423,070 | $1,455,867 | +$32,797 | +2.30% | |
| Chicago Partners Investment Group Llc | 0.03% | 33,684 | $1,380,872 | $1,377,551 | -$3,321 | -0.24% | |
| Kestra Advisory Services, Llc | 0.00% | 33,485 | $1,372,088 | $1,369,413 | -$2,675 | -0.19% | |
| Snowden Capital Advisors Llc | 0.03% | 33,243 | $1,328,889 | $1,359,516 | +$30,627 | +2.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 25,442 | $1,051,108 | $1,040,484 | -$10,624 | -1.01% | |
| First Commonwealth Financial Corp | 0.14% | 24,843 | $993,099 | $1,015,987 | +$22,888 | +2.30% | |
| Susquehanna International Group, Llp | 0.00% | 20,700 | $827,483 | $846,553 | +$19,070 | +2.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,520 | $799,860 | $798,296 | -$1,564 | -0.20% | |
| Crosspoint Financial, Llc | 1.83% | 19,950 | $797,502 | $815,881 | +$18,379 | +2.30% | |
| Old Mission Capital Llc | 0.02% | 15,506 | $619,852 | $634,138 | +$14,286 | +2.30% | |
| Lpl Financial Llc | 0.00% | 14,738 | $589,152 | $602,730 | +$13,578 | +2.30% | |
| Orion Capital Management Llc | 0.16% | 13,157 | $525,951 | $538,073 | +$12,122 | +2.30% | |
| Envestnet Asset Management Inc | 0.00% | 11,246 | $449,559 | $459,920 | +$10,361 | +2.30% | |
| Visionary Wealth Advisors | 0.02% | 10,266 | $410,384 | $419,841 | +$9,457 | +2.30% | |
| Centaurus Financial, Inc. | 0.01% | 9,124 | $365,000 | $373,138 | +$8,138 | +2.23% | |
| Diligent Investors, Llc | 0.06% | 6,800 | $278,638 | $278,095 | -$543 | -0.19% | |
| Ifp Advisors, Inc | 0.00% | 6,334 | $259,543 | $259,037 | -$506 | -0.19% | |
| Sunbelt Securities, Inc. | 0.02% | 6,477 | $246,239 | $264,885 | +$18,646 | +7.57% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 6,012 | $240,330 | $245,869 | +$5,539 | +2.30% | |
| Global Trust Wealth Management Llc | 0.15% | 5,215 | $213,691 | $213,274 | -$417 | -0.20% | |
| Evolution Wealth Advisors, Llc | 0.02% | 5,165 | $206,471 | $211,229 | +$4,758 | +2.30% | |
| Dhjj Financial Advisors, Ltd. | 0.05% | 4,626 | $189,556 | $189,186 | -$370 | -0.20% | |
| Farther Finance Advisors, Llc | 0.00% | 3,534 | $144,810 | $144,528 | -$282 | -0.20% | |
| Jpmorgan Chase & Co | 0.00% | 3,300 | $131,901 | $134,958 | +$3,057 | +2.32% | |
| Royal Bank Of Canada | 0.00% | 2,230 | $89,000 | $91,199 | +$2,199 | +2.47% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,168 | $86,666 | $88,663 | +$1,997 | +2.30% | |
| Barclays Plc | 0.00% | 2,044 | $81,709 | $83,592 | +$1,883 | +2.30% | |
| Corecap Advisors, Llc | 0.00% | 458 | $18,767 | $18,731 | -$36 | -0.19% | |
| Luminist Capital Llc | 0.02% | 476 | $18,429 | $19,467 | +$1,038 | +5.63% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 173 | $6,916 | $7,075 | +$159 | +2.30% |
Frequently asked questions about XBJL
Who are the largest institutional holders of XBJL?
The largest institutional holders of XBJL reported in the latest SEC Form 13F filings include Cetera Investment Advisers, Millington Financial Advisors, Llc, Osaic Holdings, Inc., Blue Bell Private Wealth Management, Llc, and Weaver Consulting Group. InsiderSet ranks institutional holders by their latest reported XBJL position.
What is XBJL institutional ownership?
This page tracks XBJL positions reported by institutional investment managers through SEC Form 13F. INN US EQ ACC 9 BUFF JULY (XBJL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XBJL?
InsiderSet currently tracks 37 institutional managers reporting XBJL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XBJL shareholders.
How much XBJL stock do institutions own?
Institutional investment managers disclosed approximately $42.85M in XBJL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XBJL institutional ownership last updated?
The latest XBJL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XBJL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XBJL position after the reporting date.
Are institutions buying or selling XBJL?
Institutional buying and selling can be analyzed by comparing XBJL positions across consecutive 13F reporting periods. InsiderSet's XBJL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XBJL ownership changes.
How has XBJL institutional ownership changed over time?
InsiderSet tracks XBJL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.