Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
449,449
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
402,628
-
Shares change
-
-41,240
-
Total reported value, excl. options
-
$11,852,952
-
Value change
-
-$1,114,955
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Number of buys
-
3
-
Number of sells
-
-6
-
Price
-
$29.44
Significant Holders of Innovator ETFs Trust - Exchange Traded Product (XTJL) as of Q4 2023
12 filings reported holding XTJL - Innovator ETFs Trust - Exchange Traded Product as of Q4 2023.
Innovator ETFs Trust - Exchange Traded Product (XTJL) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 402,628 shares
of 449,449 outstanding shares and own 89.58% of the company stock.
Largest 10 shareholders include Allworth Financial LP (269,139 shares), Brookstone Capital Management (52,184 shares), Millington Financial Advisors, LLC (29,913 shares), Sunbelt Securities, Inc. (27,400 shares), OSAIC HOLDINGS, INC. (18,096 shares), SRS Capital Advisors, Inc. (2,355 shares), Orion Capital Management LLC (1,688 shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (1,543 shares), DHJJ Financial Advisors, Ltd. (310 shares), and UBS Group AG (0 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.