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XTJA — INNOVATOR US EQ ACC PLUS - J

Reported value held$1.38M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)2
Institutional value$246.37K · 7.26K sh
New / Add / Cut / Exit1 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +11066.2% (+7.19K sh)
Institutional value change Up +12336.6%

As of Q2 2026, 2 SEC-registered investment managers reported holding XTJA (INNOVATOR US EQ ACC PLUS - J) in their latest 13F filings, with a combined reported value of $246.37K across 7.26K shares. That is +11066.2% by share count (+7.19K shares) versus the previous quarter, while reported value moved +12336.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 4.71K $159.66K 0.00% New
UBS Group AG history 2.55K $86.71K 0.00% Add

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 65 $1.98K 0.00% New

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 14.26K $439.32K 0.00% Hold

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 14.31K $420.99K 0.00% Hold
UBS Group AG history 455 $13.38K 0.00% Add

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 14.24K $382.68K 0.00% New
UBS Group AG history 401 $10.78K 0.00% Reduce

Q4 2024 — 2 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 25.00K $694.36K 0.00% New
UBS Group AG history 1.41K $39.11K 0.00% Add

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022
JPMorgan Chase & Co 4.71K — — — — — — — — — — — — — — — —
UBS Group AG 2.55K 65 — 455 401 1.41K 233 38 53 532 — 110 6 2.34K 2.44K 706 —
Citadel Advisors — — 14.26K 14.31K 14.24K — — — — 12.09K 14.88K 41.75K — — 14.61K — 15.50K
Goldman Sachs Group — — — — — 25.00K — — — — — — — — — — —

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