XBJL Innovator U.S. Equity Accelerated 9 Buffer ETF - July
BATSXBJL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
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Capital Efficiency Asset turnover, inventory turnover, receivables turnover
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value · ≈ 5Y avg · industry median · verdict relative to median
Institutional owners (13F) 43 filers · $47.9M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 2 (-1 vs prior Q) | 3 (-8 vs prior Q) | 7 (-1 vs prior Q) | 22 (+2 vs prior Q) | -218K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Cetera Investment Advisers | $9,570,615 | 239,415 | 19.98% | Shares |
| HighTower Advisors, LLC | $5,055,478 | 126,466 | 10.56% | Shares |
| Millington Financial Advisors, LLC | $4,944,451 | 123,884 | 10.32% | Shares |
| OSAIC HOLDINGS, INC. | $3,505,762 | 87,690 | 7.32% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $3,296,020 | 82,452 | 6.88% | Shares |
| Weaver Consulting Group | $2,651,130 | 64,699 | 5.54% | Shares |
| Brookwood Investment Group LLC | $1,926,476 | 48,192 | 4.02% | Shares |
| Welch Financial Planning, LLC | $1,748,986 | 43,752 | 3.65% | Shares |
| GWN SECURITIES INC. | $1,423,070 | 35,599 | 2.97% | Shares |
| Chicago Partners Investment Group LLC | $1,380,872 | 33,684 | 2.88% | Shares |
| Snowden Capital Advisors LLC | $1,328,889 | 33,243 | 2.77% | Shares |
| Kestra Advisory Services, LLC | $1,285,196 | 32,150 | 2.68% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1,051,108 | 25,442 | 2.19% | Shares |
| First Commonwealth Financial Corp /PA/ | $993,099 | 24,843 | 2.07% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $849,470 | 21,250 | 1.77% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $827,483 | 20,700 | 1.73% | Shares |
| CROSSPOINT FINANCIAL, LLC | $797,502 | 19,950 | 1.67% | Shares |
| OLD MISSION CAPITAL LLC | $619,852 | 15,506 | 1.29% | Shares |
| LPL Financial LLC | $589,152 | 14,738 | 1.23% | Shares |
| Orion Capital Management LLC | $525,951 | 13,157 | 1.10% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $449,559 | 11,246 | 0.94% | Shares |
| Visionary Wealth Advisors | $410,384 | 10,266 | 0.86% | Shares |
| Orion Portfolio Solutions, LLC | $302,556 | 8,942 | 0.63% | Shares |
| Diligent Investors, LLC | $278,638 | 6,800 | 0.58% | Shares |
| IFP Advisors, Inc | $259,543 | 6,334 | 0.54% | Shares |
| Sunbelt Securities, Inc. | $246,239 | 6,477 | 0.51% | Shares |
| Stratos Wealth Partners, LTD. | $240,330 | 6,012 | 0.50% | Shares |
| Global Trust Wealth Management LLC | $213,691 | 5,215 | 0.45% | Shares |
| Evolution Wealth Advisors, LLC | $206,471 | 5,165 | 0.43% | Shares |
| DHJJ Financial Advisors, Ltd. | $189,556 | 4,626 | 0.40% | Shares |
| Farther Finance Advisors, LLC | $144,810 | 3,534 | 0.30% | Shares |
| JPMORGAN CHASE & CO | $131,901 | 3,300 | 0.28% | Shares |
| ROYAL BANK OF CANADA | $89,000 | 2,230 | 0.19% | Shares |
| Steward Partners Investment Advisory, LLC | $86,666 | 2,168 | 0.18% | Shares |
| BARCLAYS PLC | $81,709 | 2,044 | 0.17% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $80,510 | 2,014 | 0.17% | Shares |
| Bullseye Investment Management, LLC | $56,205 | 1,406 | 0.12% | Shares |
| CoreCap Advisors, LLC | $18,767 | 458 | 0.04% | Shares |
| Luminist Capital LLC | $18,429 | 476 | 0.04% | Shares |
| Ashton Thomas Private Wealth, LLC | $6,916 | 173 | 0.01% | Shares |
| EverSource Wealth Advisors, LLC | $3,998 | 100 | 0.01% | Shares |
| AE Wealth Management LLC | $2,958 | 74 | 0.01% | Shares |
| CENTAURUS FINANCIAL, INC. | $365 | 9,124 | 0.00% | Shares |
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