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 8 institutions that hold shares in the stock, with a total of 121,839 shares, which have been reported (via 13F filing form) to have a value of $3.8 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
|
$2.76 Million
0.56% of portfolio
|
Q4 2024
Reduced 18.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
14,178
shares
|
$440,935
0.0% of portfolio
|
Q3 2024
Added 28.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,227
shares
|
$318,059
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,949
shares
|
$91,713
0.02% of portfolio
|
Q3 2023
Reduced 25.32%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,810
shares
|
$87,391
0.04% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,695
shares
|
$83,814
0.0% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
245
shares
|
$7,619
0.0% of portfolio
|
Q1 2024
Reduced 95.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|