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Innovator U.S. Equity Accelerated ETF - October (XDOC) Institutional Ownership

$30.39 +0.26 (+0.85%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Accelerated ETF - October (BATS:XDOC)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$2.32M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$496.09K
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XDOC Institutional Buying and Selling by Quarter

Innovator U.S. Equity Accelerated ETF - October Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/3/2024 Unique Wealth LLC109,200$3.23M0.7%-12.8%43.680%
7/19/2024 Unique Wealth LLC125,272$3.65M1.0%+0.5%50.109%
7/12/2024 DHJJ Financial Advisors Ltd.3,010$88K0.0%-18.8%1.204%
4/11/2024 Unique Wealth LLC124,598$3.55M1.0%+172.2%7.329%
1/11/2024 Unique Wealth LLC45,778$1.25M0.4%+4.5%2.693%
10/30/2023 Blue Bell Private Wealth Management LLC2,949$74K0.0%-25.3%0.173%
10/10/2023 Unique Wealth LLC43,816$1.10M0.5%+9.4%2.577%
10/10/2023 DHJJ Financial Advisors Ltd.4,010$100K0.0%N/A0.236%
8/21/2023 Osaic Holdings Inc.1,438,758$35.29M0.1%-4.9%84.633%
8/10/2023 Osaic Holdings Inc.1,438,758$35.29M0.1%-4.9%84.633%
8/8/2023 Blue Bell Private Wealth Management LLC3,949$97K0.0%-33.6%0.232%
7/21/2023 Unique Wealth LLC40,043$982K0.4%N/A2.315%
7/13/2023 Cambridge Investment Research Advisors Inc.9,906$243K0.0%N/A0.573%
3/6/2023 OLD Mission Capital LLC2,973$63K0.0%-85.4%0.000%
2/10/2023 Advisor Group Holdings Inc.1,569,020$33.40M0.1%-0.6%0.000%
2/3/2023 Blue Bell Private Wealth Management LLC5,949$127K0.0%+80.5%0.000%
(Data available from 1/1/2016 forward)

XDOC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XDOC shares?

During the previous two years, the following institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated ETF - October shares: Osaic Holdings Inc. ($35.29M), Advisor Group Holdings Inc. ($33.40M), Unique Wealth LLC ($3.23M), Cambridge Investment Research Advisors Inc. ($243K), DHJJ Financial Advisors Ltd. ($88K), and Blue Bell Private Wealth Management LLC ($74K), and OLD Mission Capital LLC ($63K).Learn more on XDOC's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Accelerated ETF - October stock?

The following institutional investors have purchased Innovator U.S. Equity Accelerated ETF - October stock in the last 24 months: Unique Wealth LLC ($125.27K), Cambridge Investment Research Advisors Inc. ($9.91K), DHJJ Financial Advisors Ltd. ($4.01K), and Blue Bell Private Wealth Management LLC ($2.65K).

How much institutional buying is happening at Innovator U.S. Equity Accelerated ETF - October?

Institutional investors have bought a total of 141,842 shares in the last 24 months. This purchase volume represents approximately $3.80M in transactions.

Which Innovator U.S. Equity Accelerated ETF - October major shareholders have been selling company stock?

The following institutional investors have sold Innovator U.S. Equity Accelerated ETF - October stock in the last 24 months: Osaic Holdings Inc. ($148.27K), OLD Mission Capital LLC ($17.43K), Unique Wealth LLC ($16.07K), Advisor Group Holdings Inc. ($9.64K), Blue Bell Private Wealth Management LLC ($3K), and DHJJ Financial Advisors Ltd. ($695.00).

How much institutional selling is happening at Innovator U.S. Equity Accelerated ETF - October?

Institutional investors have sold a total of 195,110 shares in the last 24 months. This volume of shares sold represents approximately $4.79M in transactions.



This page (BATS:XDOC) was last updated on 12/22/2024 by MarketBeat.com Staff
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