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 160,116 shares, which have been reported (via 13F filing form) to have a value of $4.87 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
109,200
shares
|
$3.34 Million
0.74% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
17,812
shares
|
$544,869
0.01% of portfolio
|
Q3 2024
Reduced 42.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
14,178
shares
|
$433,705
0.0% of portfolio
|
Q3 2024
Added 28.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,227
shares
|
$312,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,949
shares
|
$90,209
0.02% of portfolio
|
Q3 2023
Reduced 25.32%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,810
shares
|
$85,957
0.04% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,695
shares
|
$82,440
0.0% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
245
shares
|
$7,494
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
|