| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 6.9% | -31% | $1,174,455 | -$54,156 | 31,012 | -4.4% | FOUNDATIONS INVESTMENT ADVISORS, LLC | 30 Sep 2025 |
As of 31 Dec 2025, 15 institutional investors reported holding 183,381 shares of Innovator ETFs Trust - Exchange Traded Product (XTJL). This represents 41% of the company’s total 449,449 outstanding shares.
The largest institutional shareholders of Innovator ETFs Trust - Exchange Traded Product (XTJL) together control 41% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 8.2% | 36,940 | -31% | 0% | $1,436,290 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.8% | 30,512 | 0% | $1,186,358 | |
| Millington Financial Advisors, LLC | 6.7% | 30,303 | -4% | 0.53% | $1,189,811 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 6.6% | 29,595 | -4.6% | 0.02% | $1,150,709 |
| OSAIC HOLDINGS, INC. | 4.6% | 20,706 | 0% | 0% | $805,031 |
| GOLDMAN SACHS GROUP INC | 3.7% | 16,707 | 0% | $649,597 | |
| Sunbelt Securities, Inc. | 2.5% | 11,405 | -1% | 0.03% | $443,446 |
| Arax Advisory Partners | 0.54% | 2,433 | 0% | $94,600 | |
| EverSource Wealth Advisors, LLC | 0.37% | 1,684 | 0% | 0% | $65,477 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.34% | 1,543 | 0% | 0.01% | $59,994 |
| Allworth Financial LP | 0.19% | 849 | -11% | 0% | $33,011 |
| DHJJ Financial Advisors, Ltd. | 0.07% | 310 | 0% | 0% | $12,054 |
| UBS Group AG | 0.06% | 264 | 0% | $10,265 | |
| Orion Capital Management LLC | 0.02% | 112 | 0% | 0% | $4,355 |
| IFP Advisors, Inc | 0% | 18 | -38% | 0% | $700 |
| BARCLAYS PLC | 0% | 0 | -100% | $0 | |
| CoreCap Advisors, LLC | 0% | 0 | -100% | $0 | |
| OLD MISSION CAPITAL LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 183,381 | $7,141,698 | +$218,946 | $38.88 | 15 |
| 2025 Q3 | 207,804 | $7,714,945 | -$1,610,746 | $37.87 | 15 |
| 2025 Q2 | 252,077 | $8,966,553 | +$1,680,691 | $35.93 | 20 |
| 2025 Q1 | 205,890 | $6,792,968 | +$1,869,051 | $33.19 | 18 |
| 2024 Q4 | 149,487 | $5,048,276 | -$1,912,463 | $33.69 | 15 |
| 2024 Q3 | 206,297 | $6,788,862 | +$3,557,112 | $32.91 | 13 |
| 2024 Q2 | 98,564 | $3,096,323 | -$2,871,519 | $31.36 | 11 |
| 2024 Q1 | 191,105 | $5,889,266 | -$6,519,605 | $30.82 | 14 |
| 2023 Q4 | 402,628 | $11,852,952 | -$1,114,957 | $29.44 | 9 |
| 2023 Q3 | 443,868 | $11,866,071 | +$4,204,863 | $26.73 | 11 |
| 2023 Q2 | 282,749 | $7,735,441 | +$306,079 | $27.40 | 9 |
| 2023 Q1 | 272,999 | $7,005,323 | +$2,432,963 | $25.66 | 9 |
| 2022 Q4 | 180,371 | $4,230,484 | -$8,667,552 | $23.42 | 9 |
| 2022 Q3 | 539,927 | $11,647,000 | +$8,529,995 | $21.56 | 7 |
| 2022 Q2 | 144,471 | $3,228,000 | +$478,248 | $22.34 | 3 |
| 2022 Q1 | 119,303 | $3,294,000 | -$486,480 | $27.70 | 4 |
| 2021 Q4 | 136,751 | $3,797,000 | +$3,197,983 | $27.77 | 4 |
| 2021 Q3 | 21,320 | $553,000 | +$553,000 | $26.05 | 2 |