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Innovator US EQ AC 9 Buff (XBJA)

CUSIP: 45783Y780 | NYSE | 92 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Sterling Financial Planning, Inc.292,995
2.8% of portfolio›$10.2M
Blue Bell Private Wealth Management, LLC179,960
0.7% of portfolio›$6.2M
Commonwealth Equity Services, LLC50,117
0.0% of portfolio›$1.7M
Kestra Advisory Services, LLC35,305
0.0% of portfolio›$1.2M
Occidental Asset Management, LLC23,543
0.1% of portfolio›$817.2K
Noble Wealth Management PBC22,195
0.3% of portfolio›$770.4K
Blue Water Asset Management18,246
0.2% of portfolio›$633.4K
Brookstone Capital Management17,583
0.0% of portfolio›$610.4K
Crosspoint Financial, LLC16,900
1.2% of portfolio›$586.6K
Welch Financial Planning, LLC14,866
0.3% of portfolio›$516.0K
Global Trust Wealth Management LLC11,830
0.3% of portfolio›$410.7K
Fort Washington Investment Advisors Inc10,000
0.0% of portfolio›$347.1K
CoreCap Advisors, LLC7,120
0.0% of portfolio›$247.2K
Vestia Personal Wealth Advisors7,106
0.1% of portfolio›$246.7K
CRA Financial Services, LLC6,245
0.0% of portfolio›$216.8K
Visionary Wealth Advisors6,030
0.0% of portfolio›$209.3K
Cape Investment Advisory, Inc.4,935
0.0% of portfolio›$171.3K
Dhjj Financial Advisors, Ltd.2,380
0.0% of portfolio›$82.6K
IFP Advisors, Inc952
0.0% of portfolio›$33.0K
Ashton Thomas Private Wealth, LLC204
0.0% of portfolio›$7.1K
Farther Finance Advisors, LLC145
0.0% of portfolio›$5.0K
EverSource Wealth Advisors, LLC100
0.0% of portfolio›$3.5K
StyleTurnoverLocationFiled
Sterling Financial Planning, Inc.
292,995$10.2M2.8%ETFVery LowSparta, NJ2026-10-28
Blue Bell Private Wealth Management, LLC
179,960$6.2M0.7%YieldVery LowBlue Bell, PA2026-10-29
Commonwealth Equity Services, LLC
50,117$1.7M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
35,305$1.2M0.0%CoreLowAustin, TX2026-11-02
Occidental Asset Management, LLC
23,543$817.2K0.1%GrowthLowBurlingame, CA2026-11-05
Noble Wealth Management PBC
22,195$770.4K0.3%YieldMediumGreenwood Village, CO2026-10-01
Blue Water Asset Management
18,246$633.4K0.2%ETFLowGrand Rapids, MI2026-11-04
Brookstone Capital Management
17,583$610.4K0.0%ETFMediumWheaton, IL2026-10-22
Crosspoint Financial, LLC
16,900$586.6K1.2%ValueMediumTustin, CA2026-11-03
Welch Financial Planning, LLC
14,866$516.0K0.3%CoreMediumBoulder, CO2026-11-06
Global Trust Wealth Management LLC
11,830$410.7K0.3%ETFMediumWest Palm Beach, FL2026-10-14
Fort Washington Investment Advisors Inc
10,000$347.1K0.0%CoreLowCincinnati, OH2026-10-15
CoreCap Advisors, LLC
7,120$247.2K0.0%ETFMediumSouthfield, MI2026-10-08
Vestia Personal Wealth Advisors
7,106$246.7K0.1%ETFMediumFort Wayne, IN2026-10-20
CRA Financial Services, LLC
6,245$216.8K0.0%ETFVery LowNorthfield, NJ2026-10-16
Visionary Wealth Advisors
6,030$209.3K0.0%ETFLowO'Fallon, IL2026-11-04
Cape Investment Advisory, Inc.
4,935$171.3K0.0%ETFLowMcdonough, GA2026-10-13
Dhjj Financial Advisors, Ltd.
2,380$82.6K0.0%ETFVery LowNaperville, IL2026-10-23
IFP Advisors, Inc
952$33.0K0.0%GrowthLowTampa, FL2026-10-16
Ashton Thomas Private Wealth, LLC
204$7.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Farther Finance Advisors, LLC
145$5.0K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
100$3.5K0.0%CoreMediumBirmingham, AL2026-11-04