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Innovator U.S. Equity Accelerated Plus ETF - July (XTJL) Institutional Ownership

Innovator U.S. Equity Accelerated Plus ETF - July logo
$32.30 -0.85 (-2.57%)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Accelerated Plus ETF - July (BATS:XTJL)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$2.43M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.07M
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XTJL Institutional Buying and Selling by Quarter

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Innovator U.S. Equity Accelerated Plus ETF - July Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/6/2025Wood Tarver Financial Group LLC1,440$48K0.0%N/A0.411%
2/18/2025Sunbelt Securities Inc.11,915$402K0.0%-17.9%3.972%
2/10/2025Commonwealth Equity Services LLC6,871$231K0.0%N/A2.290%
2/10/2025EverSource Wealth Advisors LLC1,684$57K0.0%N/A0.561%
2/4/2025Millington Financial Advisors LLC22,597$773K0.5%+3.4%7.532%
1/22/2025Foundations Investment Advisors LLC33,218$1.12M0.0%-3.1%11.073%
11/19/2024Barclays PLC4,507$148K0.0%N/A1.502%
11/18/2024Sunbelt Securities Inc.14,516$478K0.0%+37.4%4.839%
11/15/2024Barclays PLC4,507$148K0.0%N/A1.502%
11/15/2024HighTower Advisors LLC39,634$1.31M0.0%N/A13.211%
10/21/2024Foundations Investment Advisors LLC34,282$1.13M0.0%+32.8%11.427%
8/16/2024Sunbelt Securities Inc.10,563$331K0.0%-32.5%3.521%
8/2/2024Foundations Investment Advisors LLC25,824$810K0.0%+7.4%8.608%
7/30/2024Millington Financial Advisors LLC27,357$858K0.6%-8.6%9.119%
7/18/2024Brookstone Capital Management8,705$278K0.0%-64.1%2.902%
4/15/2024Brookstone Capital Management24,224$747K0.0%-53.6%7.454%
4/15/2024Sunbelt Securities Inc.15,638$482K0.1%-42.9%4.812%
2/6/2024Orion Capital Management LLC1,688$50K0.0%N/A0.338%
1/24/2024Allworth Financial LP269,139$7.92M0.1%-1.7%53.828%
1/11/2024Brookstone Capital Management52,184$1.54M0.0%+6.5%10.437%
12/11/2023Sunbelt Securities Inc.32,356$865K0.1%+40.8%6.471%
11/15/2023SRS Capital Advisors Inc.2,355$63K0.0%+301.2%0.471%
11/2/2023Millington Financial Advisors LLC30,016$802K0.7%-1.5%6.003%
10/31/2023Allworth Financial LP273,906$7.32M0.1%N/A54.781%
10/20/2023Brookstone Capital Management49,018$1.31M0.0%+12.7%9.804%
8/8/2023Blue Bell Private Wealth Management LLC1,543$42K0.0%-72.8%0.309%
8/8/2023Millington Financial Advisors LLC30,476$835K0.7%+94.0%6.095%
7/11/2023Brookstone Capital Management43,489$1.18M0.0%+158.4%9.664%
5/8/2023Blue Bell Private Wealth Management LLC5,683$146K0.0%+84.2%1.263%
3/6/2023OLD Mission Capital LLC21,271$498K0.0%-2.2%0.000%
2/8/2023Sunbelt Securities Inc.26,090$611K0.1%-90.6%0.000%
2/8/2023Millington Financial Advisors LLC10,583$248K0.2%N/A0.000%
2/3/2023Blue Bell Private Wealth Management LLC3,086$72K0.0%-11.5%0.000%
2/3/2023Capital Investment Advisory Services LLC25,101$588K0.1%-1.8%0.000%
1/1/2023Sunbelt Securities Inc.278,012$6.00M1.3%N/A0.000%
(Data available from 1/1/2016 forward)

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XTJL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XTJL shares?

During the previous two years, 13 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated Plus ETF - July. The most heavily invested institutionals were Allworth Financial LP ($7.92M), HighTower Advisors LLC ($1.31M), Foundations Investment Advisors LLC ($1.12M), Millington Financial Advisors LLC ($773K), Sunbelt Securities Inc. ($402K), Brookstone Capital Management ($278K), and Commonwealth Equity Services LLC ($231K).Learn more on XTJL's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Accelerated Plus ETF - July stock?

Of the 13 institutional investors that purchased Innovator U.S. Equity Accelerated Plus ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($273.91K), HighTower Advisors LLC ($39.63K), Brookstone Capital Management ($35.36K), Millington Financial Advisors LLC ($15.51K), Sunbelt Securities Inc. ($13.33K), Foundations Investment Advisors LLC ($10.23K), and Barclays PLC ($9.01K).

How much institutional buying is happening at Innovator U.S. Equity Accelerated Plus ETF - July?

Institutional investors have bought a total of 413,030 shares in the last 24 months. This purchase volume represents approximately $11.54M in transactions.

Which Innovator U.S. Equity Accelerated Plus ETF - July major shareholders have been selling company stock?

The following institutional investors have sold Innovator U.S. Equity Accelerated Plus ETF - July stock in the last 24 months: Brookstone Capital Management ($43.48K), Sunbelt Securities Inc. ($19.44K), Allworth Financial LP ($4.77K), Blue Bell Private Wealth Management LLC ($4.14K), Millington Financial Advisors LLC ($3.03K), and Foundations Investment Advisors LLC ($1.06K).

How much institutional selling is happening at Innovator U.S. Equity Accelerated Plus ETF - July?

Institutional investors have sold a total of 75,917 shares in the last 24 months. This volume of shares sold represents approximately $2.34M in transactions.



This page (BATS:XTJL) was last updated on 4/3/2025 by MarketBeat.com Staff
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