Who Owns INN US EQ ACC 9 BUFF JULY (XBJL)? -- Institutional Holders (2026-06-30)

44 institutions reported holding $48.0M of INN US EQ ACC 9 BUFF JULY (XBJL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cetera Investment Advisers ($9.6M), HighTower Advisors, LLC ($5.1M), Millington Financial Advisors, LLC ($4.9M), OSAIC HOLDINGS, INC. ($3.5M), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ($3.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Cetera Investment Advisers	$9.6M	239,415	Trimmed
2	HighTower Advisors, LLC	$5.1M	126,466	Hold
3	Millington Financial Advisors, LLC	$4.9M	123,884	Added
4	OSAIC HOLDINGS, INC.	$3.5M	87,690	Added
5	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$3.3M	82,452	Trimmed
6	Weaver Consulting Group	$2.7M	67,485	Trimmed
7	Brookwood Investment Group LLC	$1.9M	48,192	Added
8	Welch Financial Planning, LLC	$1.7M	43,752	Trimmed
9	Chicago Partners Investment Group LLC	$1.5M	38,773	Trimmed
10	GWN SECURITIES INC.	$1.4M	35,599	Trimmed
11	Snowden Capital Advisors LLC	$1.3M	33,243	Hold
12	Kestra Advisory Services, LLC	$1.3M	32,150	Trimmed
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.0M	25,442	Hold
14	First Commonwealth Financial Corp /PA/	$993,099	24,843	Hold
15	COMMONWEALTH EQUITY SERVICES, LLC	$849,470	21,250	Trimmed
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$827,483	20,700	Trimmed
17	CROSSPOINT FINANCIAL, LLC	$797,502	19,950	Trimmed
18	OLD MISSION CAPITAL LLC	$619,852	15,506	Trimmed
19	LPL Financial LLC	$589,152	14,738	Trimmed
20	Orion Capital Management LLC	$525,951	13,157	Added
21	ENVESTNET ASSET MANAGEMENT INC	$449,559	11,246	Added
22	Visionary Wealth Advisors	$410,384	10,266	Trimmed
23	CENTAURUS FINANCIAL, INC.	$365,000	9,124	Trimmed
24	Farther Finance Advisors, LLC	$275,068	6,881	New
25	Diligent Investors, LLC	$271,830	6,800	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30