20 institutions reported holding $12.9M of INNOVATOR ETFS TRUST (XBJL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Weaver Consulting Group ($2.7M), Brookwood Investment Group LLC ($1.9M), Welch Financial Planning, LLC ($1.7M), Chicago Partners Investment Group LLC ($1.5M), Kestra Advisory Services, LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Weaver Consulting Group | $2.7M | 67,485 | Trimmed |
| 2 | Brookwood Investment Group LLC | $1.9M | 48,192 | Added |
| 3 | Welch Financial Planning, LLC | $1.7M | 43,752 | Trimmed |
| 4 | Chicago Partners Investment Group LLC | $1.5M | 38,773 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $1.3M | 32,150 | Trimmed |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 25,442 | Hold |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $849,470 | 21,250 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $449,559 | 11,246 | Added |
| 9 | Farther Finance Advisors, LLC | $275,068 | 6,881 | New |
| 10 | Diligent Investors, LLC | $271,830 | 6,800 | Hold |
| 11 | Gradient Investments LLC | $216,864 | 5,425 | Trimmed |
| 12 | Global Trust Wealth Management LLC | $208,470 | 5,215 | Trimmed |
| 13 | Evolution Wealth Advisors, LLC | $206,471 | 5,165 | Trimmed |
| 14 | DHJJ Financial Advisors, Ltd. | $184,925 | 4,626 | Trimmed |
| 15 | IFP Advisors, Inc | $29,941 | 749 | Trimmed |
| 16 | Ashton Thomas Private Wealth, LLC | $6,916 | 173 | Hold |
| 17 | EverSource Wealth Advisors, LLC | $3,998 | 100 | Hold |
| 18 | AE Wealth Management LLC | $2,958 | 74 | Hold |
| 19 | Brookstone Capital Management | $0 | 0 | Exited |
| 20 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30