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 10 institutions that hold shares in the stock, with a total of 170,410 shares, which have been reported (via 13F filing form) to have a value of $4.97 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2024 Q1 2024 |
124,598
shares
|
$3.64 Million
1.0% of portfolio
|
Q1 2024
Added 172.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
10,728
shares
|
$313,150
0.0% of portfolio
|
Q1 2024
Reduced 12.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
9,947
shares
|
$290,352
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 13, 2024 Q1 2024 |
8,370
shares
|
$244,320
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
8,370
shares
|
$244,320
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
3,705
shares
|
$108,148
0.05% of portfolio
|
Q4 2023
Reduced 7.61%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
2,949
shares
|
$86,081
0.02% of portfolio
|
Q3 2023
Reduced 25.32%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,498
shares
|
$43,726
0.0% of portfolio
|
Q1 2024
Added 11.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
245
shares
|
$7,151
0.0% of portfolio
|
Q1 2024
Reduced 95.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|