XTJL Innovator U.S. Equity Accelerated Plus ETF - July
BATSValuation 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
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · industry median · verdict relative to median
Institutional owners (13F) 17 filers · $7.6M total · As of June 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 |
|---|---|---|---|---|
| 4 (+2 vs prior Q) | 2 (-1 vs prior Q) | 1 (+1 vs prior Q) | 6 (-1 vs prior Q) | +11K |
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 |
|---|---|---|---|---|
| Millington Financial Advisors, LLC | $1,137,270 | 27,761 | 14.89% | Shares |
| Foundations Investment Advisors, LLC | $1,125,350 | 27,364 | 14.73% | Shares |
| Bullseye Investment Management, LLC | $975,710 | 29,402 | 12.77% | Shares |
| HighTower Advisors, LLC | $926,258 | 22,523 | 12.13% | Shares |
| OLD MISSION CAPITAL LLC | $889,040 | 21,618 | 11.64% | Shares |
| OSAIC HOLDINGS, INC. | $773,512 | 18,807 | 10.13% | Shares |
| HB Wealth Management, LLC | $532,980 | 12,960 | 6.98% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $454,555 | 11,053 | 5.95% | Shares |
| Sunbelt Securities, Inc. | $435,564 | 11,357 | 5.70% | Shares |
| BARCLAYS PLC | $200,567 | 4,877 | 2.63% | Shares |
| EverSource Wealth Advisors, LLC | $69,255 | 1,684 | 0.91% | Shares |
| Arax Advisory Partners | $67,569 | 1,643 | 0.88% | Shares |
| Allworth Financial LP | $32,119 | 781 | 0.42% | Shares |
| DHJJ Financial Advisors, Ltd. | $12,749 | 310 | 0.17% | Shares |
| Orion Capital Management LLC | $4,606 | 112 | 0.06% | Shares |
| COUNTRY TRUST BANK | $1,110 | 27 | 0.01% | Shares |
| IFP Advisors, Inc | $370 | 9 | 0.00% | Shares |
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