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

Innovator U.S. Equity Accelerated Plus ETF - July logo
$34.41 +0.78 (+2.31%)
As of 02/21/2025 03:31 PM Eastern
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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)
7
Total
Institutional Inflows
(last 12 months)
$2.38M
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

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

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), OLD Mission Capital LLC ($498K), Sunbelt Securities Inc. ($402K), and Brookstone Capital Management ($278K).Learn more on XTJL's institutional investors.

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

Of the 12 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 411,590 shares in the last 24 months. This purchase volume represents approximately $11.49M 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), Foundations Investment Advisors LLC ($1.06K), and OLD Mission Capital LLC ($481.00).

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

Institutional investors have sold a total of 76,398 shares in the last 24 months. This volume of shares sold represents approximately $2.35M in transactions.



This page (BATS:XTJL) was last updated on 2/22/2025 by MarketBeat.com Staff
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