Vault-13

INNOVATOR ETFS TRUST XTJA

US EQTY ACC PLUS · ETP · CUSIP 45783Y772

19 institutional holders +0 vs Q1 2026
138,259138.3k shares reported held*
$4.7mreported value*
3 new 3 added 5 reduced 3 sold out net sold ≈ $1.1m (-31.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $34.06.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 6Q4 22: 5Q1 23: 10Q2 23: 12Q3 23: 15Q4 23: 14Q1 24: 15Q2 24: 13Q3 24: 15Q4 24: 19Q1 25: 19Q2 25: 20Q3 25: 15Q4 25: 17Q1 26: 19Q2 26: 1919Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20226
Q4 20225
Q1 202310
Q2 202312
Q3 202315
Q4 202314
Q1 202415
Q2 202413
Q3 202415
Q4 202419
Q1 202519
Q2 202520
Q3 202515
Q4 202517
Q1 202619
Q2 202619

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 7 bought or addedQ3 24: 6 cut or sold outQ4 24: 9 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 8 cut or sold outQ2 25: 10 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 12 cut or sold outQ4 25: 3 bought or addedQ4 25: 8 cut or sold outQ4 25Q1 26: 5 bought or addedQ1 26: 8 cut or sold outQ2 26: 6 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202476
Q4 202495
Q1 202578
Q2 2025102
Q3 2025212
Q4 202538
Q1 202658
Q2 202668

Biggest buyers

Prime Capital Investment Advisors, LLC New +10,000+10.0k
JPMORGAN CHASE & CO New +4,711+4.7k
UBS Group AG Added +2,482+2.5k
Soltis Investment Advisors LLC Added +775+775
COMMONWEALTH EQUITY SERVICES, LLC Added +209+209
COUNTRY TRUST BANK New +31+31

Biggest sellers

OLD MISSION CAPITAL LLC Sold out -20,176-20.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -13,129-13.1k
Welch Financial Planning, LLC Sold out -12,832-12.8k
Millington Financial Advisors, LLC Reduced -1,355-1.4k
HighTower Advisors, LLC Reduced -1,226-1.2k
Foundations Investment Advisors, LLC Reduced -461-461
BARCLAYS PLC Sold out -171-171
Arax Advisory Partners Reduced -72-72

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Millington Financial Advisors, LLC 0.34% of their portfolio NAPERVILLE, IL 25,55825.6k $872.8k $872.8k 0.34% Reduced -1.4k -1,355
2 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 22,82822.8k $777.1k $777.1k 0.00% Reduced -1.2k -1,226
3 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,65115.7k $532.8k $532.8k 0.00% Unchanged
4 Soltis Investment Advisors LLC 0.03% of their portfolio ST. GEORGE, UT 14,97815.0k $509.9k $509.9k 0.03% Added +775 +775
5 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 10,00010.0k $340.4k $340.4k 0.00% New
6 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.04% of their portfolio BLUE BELL, PA 8,4368.4k $287.2k $287.2k 0.04% Unchanged
7 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 7,4937.5k $255.1k $255.1k 0.00% Reduced -461 -461
8 VESTIA PERSONAL WEALTH ADVISORS 0.10% of their portfolio FORT WAYNE, IN 7,4937.5k $255.1k $255.1k 0.10% Unchanged
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,3227.3k $249.3k $249.3k 0.00% Added +209 +209
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,1157.1k $242.2k $242.2k 0.00% Reduced -13.1k -13,129
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,7114.7k $159.7k $159.7k 0.00% New
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,5472.5k $86.7k $86.7k 0.00% Added +2.5k +2,482
13 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2,4232.4k $82.5k $82.5k 0.00% Reduced -72 -72
14 Regatta Research & Money Management 0.05% of their portfolio METAIRIE, LA 1,4991.5k $51.0k $51.0k 0.05% First filing
15 Orion Capital Management LLC 0.00% of their portfolio CORONADO, CA 135135 $4.6k $4.6k 0.00% Unchanged
16 COUNTRY TRUST BANK 0.00% of their portfolio Bloomington, IL 3131 $1.1k $1.1k 0.00% New
17 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2020 $681 $681 0.00% Unchanged
18 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 1010 $341 $341 0.00% Unchanged
19 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 99 $306 $306 0.00% Unchanged