Institutional Ownership Innovator Etfs Tr U S Equity A (XDOC)
This table provides information about the institutional ownership of Innovator Etfs Tr U S Equity A (XDOC). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 117,040 shares, which have been reported (via 13F filing form) to have a value of $3.63 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
88,735
shares
|
$2.73 Million
0.56% of portfolio
|
Q4 2024
Reduced 18.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
14,178
shares
|
$436,682
0.0% of portfolio
|
Q3 2024
Added 28.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
7,685
shares
|
$236,698
0.0% of portfolio
|
Q4 2024
Reduced 24.86%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,949
shares
|
$90,829
0.02% of portfolio
|
Q3 2023
Reduced 25.32%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,810
shares
|
$86,548
0.04% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
349
shares
|
$10,749
0.0% of portfolio
|
Q4 2024
Reduced 87.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
245
shares
|
$7,546
0.0% of portfolio
|
Q1 2024
Reduced 95.14%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
89
shares
|
$2,741
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|