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

Innovator U.S. Equity Accelerated Plus ETF - July logo
$34.34 +0.70 (+2.09%)
As of 01/21/2025 03:50 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)
5
Total
Institutional Inflows
(last 12 months)
$2.11M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.09M
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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
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%
7/18/2024 Brookstone Capital Management8,705$278K0.0%-64.1%2.902%
4/15/2024 Brookstone Capital Management24,224$747K0.0%-53.6%7.454%
4/15/2024Sunbelt 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%
1/11/2024 Brookstone 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%
10/20/2023 Brookstone 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%
7/11/2023 Brookstone 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)

XTJL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XTJL shares?

During the previous two years, 12 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 ($1.13M), Millington Financial Advisors LLC ($858K), Capital Investment Advisory Services LLC ($588K), OLD Mission Capital LLC ($498K), and Sunbelt Securities Inc. ($478K).Learn more on XTJL's institutional investors.

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

Of the 10 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 ($25.35K), 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 412,878 shares in the last 24 months. This purchase volume represents approximately $11.42M 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: Sunbelt Securities Inc. ($268.76K), Brookstone Capital Management ($43.48K), Allworth Financial LP ($4.77K), Blue Bell Private Wealth Management LLC ($4.54K), Millington Financial Advisors LLC ($3.03K), OLD Mission Capital LLC ($481.00), and Capital Investment Advisory Services LLC ($455.00).

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

Institutional investors have sold a total of 325,510 shares in the last 24 months. This volume of shares sold represents approximately $8.15M in transactions.



This page (BATS:XTJL) was last updated on 1/22/2025 by MarketBeat.com Staff
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