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 11 institutions that hold shares in the stock, with a total of 79,531 shares, which have been reported (via 13F filing form) to have a value of $2.64 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
33,277
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 230.65%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
13,071
shares
|
$433,957
0.13% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
11,321
shares
|
$375,857
0.06% of portfolio
|
Q2 2025
Reduced 60.88%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
6,155
shares
|
$204,346
0.0% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
4,661
shares
|
$154,745
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,081
shares
|
$102,289
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2,810
shares
|
$93,292
0.04% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$83,000
0.0% of portfolio
|
Q2 2025
Reduced 30.61%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,410
shares
|
$80,012
0.01% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
245
shares
|
$8,134
0.0% of portfolio
|
Q1 2024
Reduced 95.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|