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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cetera Investment Advisers, Hightower Advisors, Llc, Mattson Financial Services, Llc, Brown Financial Advisors, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Sunbelt Securities, Inc.Buy+6,753—6,753$258.34KQ4 2025Feb 20, 2026
First Commonwealth Financial CorpBuy+25,000—25,000$956.38KQ4 2025Feb 18, 2026
Cetera Investment AdvisersBuy+254,503—254,503$9.74MQ4 2025Feb 17, 2026
Brown Financial AdvisorsBuy+113,115—113,115$4.33MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+102,842—102,842$3.93MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+49,060—49,060$1.88MQ4 2025Feb 17, 2026
Snowden Capital Advisors LlcBuy+35,633—35,633$1.36MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+33,130—33,130$1.27MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+2,230—2,230$85.00KQ4 2025Feb 17, 2026
Kestra Advisory Services, LlcBuy+34,410—34,410$1.32MQ4 2025Feb 13, 2026
A4 Wealth Advisors LlcBuy+11,505—11,505$440.13KQ4 2025Feb 13, 2026
Visionary Wealth AdvisorsBuy+11,141—11,141$426.20KQ4 2025Feb 13, 2026
Centaurus Financial, Inc.Buy+9,381—9,381$359.00KQ4 2025Feb 13, 2026
Financial Network Wealth Advisors LlcBuy+843—843$32.25KQ4 2025Feb 13, 2026
Barclays PlcBuy+59—59$2.26KQ4 2025Feb 13, 2026
Mattson Financial Services, LlcBuy+120,638—120,638$4.62MQ4 2025Feb 12, 2026
Orion Porfolio Solutions, LlcBuy+41,960—41,960$1.61MQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+22,227—22,227$850.30KQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+2,595—2,595$99.27KQ4 2025Feb 12, 2026
Gwn Securities Inc.Buy+36,909—36,909$1.41MQ4 2025Feb 11, 2026
Lpl Financial LlcBuy+17,367—17,367$664.38KQ4 2025Feb 11, 2026
Weaver Consulting GroupBuy+69,729—69,729$2.67MQ4 2025Feb 10, 2026
Envestnet Asset Management IncBuy+9,962—9,962$381.10KQ4 2025Feb 10, 2026
Foundations Investment Advisors, LlcBuy+9,003—9,003$344.41KQ4 2025Feb 10, 2026
Blue Bell Private Wealth Management, LlcBuy+86,376—86,376$3.30MQ4 2025Feb 09, 2026
Millington Financial Advisors, LlcBuy+62,423—62,423$2.40MQ4 2025Feb 09, 2026
Hightower Advisors, LlcBuy+132,020—132,020$5.05MQ4 2025Feb 06, 2026
Ifp Advisors, IncBuy+7,524—7,524$287.83KQ4 2025Feb 06, 2026
Eversource Wealth Advisors, LlcBuy+100—100$3.83KQ4 2025Feb 06, 2026
Northwestern Mutual Wealth Management CoBuy+44,539—44,539$10.96MQ4 2025Feb 05, 2026
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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.