Innovator US EQ AC 9 Buff (XBJA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Sterling Financial Planning, Inc.

INCREASED

Shares292,995 from 288,650

Change+4,345 (+2%)

Value$10.2M (+$412.8K)

Filed 2026-10-28

Blue Bell Private Wealth Management, LLC

DECREASED

Shares179,960 from 182,957

Change-2,997 (-2%)

Value$6.2M (+$62.0K)

Filed 2026-10-29

Commonwealth Equity Services, LLC

DECREASED

Shares50,117 from 58,012

Change-7,895 (-14%)

Value$1.7M (-$221.4K)

Filed 2026-11-02

Kestra Advisory Services, LLC

DECREASED

Shares35,305 from 35,505

Change-200 (-1%)

Value$1.2M (+$25.3K)

Filed 2026-11-02

Occidental Asset Management, LLC

UNCHANGED

Shares23,543 from 23,543

Change0 (0%)

Value$817.2K (+$21.4K)

Filed 2026-11-05

Noble Wealth Management PBC

DECREASED

Shares22,195 from 24,581

Change-2,386 (-10%)

Value$770.4K (-$60.5K)

Filed 2026-10-01

Blue Water Asset Management

UNCHANGED

Shares18,246 from 18,246

Change0 (0%)

Value$633.4K (+$16.6K)

Filed 2026-11-04

Brookstone Capital Management

INCREASED

Shares17,583 from 16,549

Change+1,034 (+6%)

Value$610.4K (+$50.9K)

Filed 2026-10-22

Crosspoint Financial, LLC

DECREASED

Shares16,900 from 17,400

Change-500 (-3%)

Value$586.6K (-$1.6K)

Filed 2026-11-03

Welch Financial Planning, LLC

DECREASED

Shares14,866 from 16,677

Change-1,811 (-11%)

Value$516.0K (-$47.7K)

Filed 2026-11-06

Global Trust Wealth Management LLC

UNCHANGED

Shares11,830 from 11,830

Change0 (0%)

Value$410.7K (+$10.7K)

Filed 2026-10-14

Fort Washington Investment Advisors Inc

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$347.1K (+$9.1K)

Filed 2026-10-15

CoreCap Advisors, LLC

DECREASED

Shares7,120 from 15,538

Change-8,418 (-54%)

Value$247.2K (-$278.1K)

Filed 2026-10-08

Vestia Personal Wealth Advisors

UNCHANGED

Shares7,106 from 7,106

Change0 (0%)

Value$246.7K (+$6.5K)

Filed 2026-10-20

CRA Financial Services, LLC

UNCHANGED

Shares6,245 from 6,245

Change0 (0%)

Value$216.8K (+$5.7K)

Filed 2026-10-16

Visionary Wealth Advisors

UNCHANGED

Shares6,030 from 6,030

Change0 (0%)

Value$209.3K (+$5.5K)

Filed 2026-11-04

Cape Investment Advisory, Inc.

UNCHANGED

Shares4,935 from 4,935

Change0 (0%)

Value$171.3K (+$4.5K)

Filed 2026-10-13

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares2,380 from 2,380

Change0 (0%)

Value$82.6K (+$2.2K)

Filed 2026-10-23

IFP Advisors, Inc

UNCHANGED

Shares952 from 952

Change0 (0%)

Value$33.0K (+$864)

Filed 2026-10-16

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares204 from 204

Change0 (0%)

Value$7.1K (+$185)

Filed 2026-11-03

Farther Finance Advisors, LLC

DECREASED

Shares145 from 236

Change-91 (-39%)

Value$5.0K (-$2.9K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.5K (+$90)

Filed 2026-11-04

Bullseye Investment Management, LLC

CLOSED

Shares0 from 520

Change-520 (-100%)

Value$0 (-$17.6K)

Filed 2026-10-29

Cetera Investment Advisers

N/A

Shares— from 342,486

Change-342,486 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 231,818

Change-231,818 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 191,196

Change-191,196 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 123,974

Change-123,974 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 105,066

Change-105,066 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 57,625

Change-57,625 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 52,254

Change-52,254 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 30,370

Change-30,370 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 27,668

Change-27,668 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 27,555

Change-27,555 (-100%)

Value—

Millington Financial Advisors, LLC

N/A

Shares— from 27,323

Change-27,323 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 26,965

Change-26,965 (-100%)

Value—

JT Stratford LLC

N/A

Shares— from 26,679

Change-26,679 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 20,945

Change-20,945 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 20,235

Change-20,235 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 11,289

Change-11,289 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 10,747

Change-10,747 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 7,808

Change-7,808 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 7,750

Change-7,750 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 5,928

Change-5,928 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 910

Change-910 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 561

Change-561 (-100%)

Value—

	Status
Sterling Financial Planning, Inc.	INCREASED	292,995	288,650	+4,345	+2%	$9.8M	$10.2M	+$412.8K	2026-10-28
Blue Bell Private Wealth Management, LLC	DECREASED	179,960	182,957	-2,997	-2%	$6.2M	$6.2M	+$62.0K	2026-10-29
Commonwealth Equity Services, LLC	DECREASED	50,117	58,012	-7,895	-14%	$2.0M	$1.7M	-$221.4K	2026-11-02
Kestra Advisory Services, LLC	DECREASED	35,305	35,505	-200	-1%	$1.2M	$1.2M	+$25.3K	2026-11-02
Occidental Asset Management, LLC	UNCHANGED	23,543	23,543	0	0%	$795.9K	$817.2K	+$21.4K	2026-11-05
Noble Wealth Management PBC	DECREASED	22,195	24,581	-2,386	-10%	$831.0K	$770.4K	-$60.5K	2026-10-01
Blue Water Asset Management	UNCHANGED	18,246	18,246	0	0%	$616.8K	$633.4K	+$16.6K	2026-11-04
Brookstone Capital Management	INCREASED	17,583	16,549	+1,034	+6%	$559.4K	$610.4K	+$50.9K	2026-10-22
Crosspoint Financial, LLC	DECREASED	16,900	17,400	-500	-3%	$588.2K	$586.6K	-$1.6K	2026-11-03
Welch Financial Planning, LLC	DECREASED	14,866	16,677	-1,811	-11%	$563.8K	$516.0K	-$47.7K	2026-11-06
Global Trust Wealth Management LLC	UNCHANGED	11,830	11,830	0	0%	$399.9K	$410.7K	+$10.7K	2026-10-14
Fort Washington Investment Advisors Inc	UNCHANGED	10,000	10,000	0	0%	$338.1K	$347.1K	+$9.1K	2026-10-15
CoreCap Advisors, LLC	DECREASED	7,120	15,538	-8,418	-54%	$525.3K	$247.2K	-$278.1K	2026-10-08
Vestia Personal Wealth Advisors	UNCHANGED	7,106	7,106	0	0%	$240.2K	$246.7K	+$6.5K	2026-10-20
CRA Financial Services, LLC	UNCHANGED	6,245	6,245	0	0%	$211.1K	$216.8K	+$5.7K	2026-10-16
Visionary Wealth Advisors	UNCHANGED	6,030	6,030	0	0%	$203.8K	$209.3K	+$5.5K	2026-11-04
Cape Investment Advisory, Inc.	UNCHANGED	4,935	4,935	0	0%	$166.8K	$171.3K	+$4.5K	2026-10-13
Dhjj Financial Advisors, Ltd.	UNCHANGED	2,380	2,380	0	0%	$80.5K	$82.6K	+$2.2K	2026-10-23
IFP Advisors, Inc	UNCHANGED	952	952	0	0%	$32.2K	$33.0K	+$864	2026-10-16
Ashton Thomas Private Wealth, LLC	UNCHANGED	204	204	0	0%	$6.9K	$7.1K	+$185	2026-11-03
Farther Finance Advisors, LLC	DECREASED	145	236	-91	-39%	$8.0K	$5.0K	-$2.9K	2026-10-08
EverSource Wealth Advisors, LLC	UNCHANGED	100	100	0	0%	$3.4K	$3.5K	+$90	2026-11-04
Bullseye Investment Management, LLC	CLOSED	0	520	-520	-100%	$17.6K	$0	-$17.6K	2026-10-29
Cetera Investment Advisers	N/A	—	342,486	-342,486	-100%	$11.6M	—	—	—
Old Mission Capital LLC	N/A	—	231,818	-231,818	-100%	$7.8M	—	—	—
HighTower Advisors, LLC	N/A	—	191,196	-191,196	-100%	$6.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	123,974	-123,974	-100%	$4.2M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	105,066	-105,066	-100%	$3.6M	—	—	—
Brookwood Investment Group LLC	N/A	—	57,625	-57,625	-100%	$1.9M	—	—	—
Snowden Capital Advisors LLC	N/A	—	52,254	-52,254	-100%	$1.8M	—	—	—
GWN Securities Inc.	N/A	—	30,370	-30,370	-100%	$1.0M	—	—	—
First Commonwealth Financial Corp	N/A	—	27,668	-27,668	-100%	$935.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	27,555	-27,555	-100%	$931.5K	—	—	—
Millington Financial Advisors, LLC	N/A	—	27,323	-27,323	-100%	$925.4K	—	—	—
CreativeOne Wealth, LLC	N/A	—	26,965	-26,965	-100%	$911.6K	—	—	—
JT Stratford LLC	N/A	—	26,679	-26,679	-100%	$901.9K	—	—	—
Centaurus Financial, Inc.	N/A	—	20,945	-20,945	-100%	$708.0K	—	—	—
GTS Securities LLC	N/A	—	20,235	-20,235	-100%	$684.0K	—	—	—
SEI Investments Co	N/A	—	11,289	-11,289	-100%	$381.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	10,747	-10,747	-100%	$363.3K	—	—	—
Raymond James Financial Inc	N/A	—	7,808	-7,808	-100%	$263.9K	—	—	—
Orion Capital Management LLC	N/A	—	7,750	-7,750	-100%	$262.0K	—	—	—
MML Investors Services, LLC	N/A	—	5,928	-5,928	-100%	$200.4K	—	—	—
Bank of Montreal	N/A	—	1,000	-1,000	-100%	$33.8K	—	—	—
Luminist Capital LLC	N/A	—	910	-910	-100%	$30.1K	—	—	—
AE Wealth Management LLC	N/A	—	561	-561	-100%	$19.0K	—	—	—

Showing 46 of 46 institutions