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Innovator U.S. Equity Accelerated ETF - Quarterly (XDSQ) Institutional Ownership

Innovator U.S. Equity Accelerated ETF - Quarterly logo
$36.63 +0.40 (+1.11%)
(As of 12/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$17.34M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.61M
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XDSQ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/2/2024 Capasso Planning Partners LLC27,715$972K0.3%-42.3%1.811%
11/25/2024 Sfmg LLC51,437$1.80M0.1%-1.0%3.362%
11/19/2024 Barclays PLC4,220$148K0.0%N/A0.276%
11/15/2024 Barclays PLC4,220$148K0.0%N/A0.276%
11/14/2024 Encompass More Asset Management28,023$983K0.4%N/A1.832%
11/14/2024 First Commonwealth Financial Corp PA22,837$801K0.2%+66.4%1.493%
11/13/2024 Townsquare Capital LLC10,220$358K0.0%-30.0%0.668%
11/5/2024 Vestia Personal Wealth Advisors45,376$1.59M1.3%-11.7%2.966%
10/30/2024 Maia Wealth LLC7,834$278K0.1%-11.6%0.512%
10/29/2024 Chicago Partners Investment Group LLC9,854$349K0.0%-24.1%0.644%
10/25/2024 Andina Capital Management LLC139,585$4.90M3.7%-4.3%9.123%
10/8/2024 CWM LLC15,760$553K0.0%+4,871.6%1.030%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors36,417$1.28M0.1%N/A2.380%
10/8/2024 Brookstone Capital Management30,931$1.09M0.0%-1.0%2.022%
9/23/2024 Centaurus Financial Inc.3,216$107K0.0%N/A0.210%
8/22/2024 Cetera Investment Advisers73,536$2.44M0.0%+0.6%4.806%
8/14/2024 Sfmg LLC51,952$1.73M0.2%+5.7%3.396%
8/10/2024 Yarger Wealth Strategies LLC6,831$227K0.1%N/A0.446%
8/6/2024 SRS Capital Advisors Inc.47,270$1.57M0.2%-1.8%3.090%
7/31/2024Commonwealth Equity Services LLC40,778$1.35M0.0%-46.0%2.665%
7/26/2024 Cambridge Investment Research Advisors Inc.178,832$5.94M0.0%+1.1%11.688%
7/18/2024 Brookstone Capital Management31,253$1.06M0.0%+46.2%2.043%
7/16/2024 Andina Capital Management LLC145,866$4.84M3.6%N/A9.534%
7/16/2024 Maia Wealth LLC8,867$301K0.1%N/A0.580%
5/24/2024Cetera Advisors LLC72,413$2.26M0.0%N/A4.733%
5/24/2024 Cetera Investment Advisers73,108$2.29M0.0%+100.8%4.778%
5/20/2024 Bullseye Investment Management LLC305,142$9.54M5.6%-6.0%19.944%
5/14/2024 First Commonwealth Financial Corp PA10,207$319K0.1%N/A0.667%
5/7/2024 Sfmg LLC49,154$1.54M0.1%-6.9%3.213%
4/29/2024Commonwealth Equity Services LLC75,460$2.36M0.0%+9.9%4.079%
4/25/2024 Cambridge Investment Research Advisors Inc.176,905$5.53M0.0%+2.0%9.562%
4/24/2024 Capasso Planning Partners LLC48,997$1.53M0.6%+8.3%2.648%
4/15/2024 Brookstone Capital Management21,372$668K0.0%+21.2%1.155%
2/12/2024 Steward Partners Investment Advisory LLC13,300$394K0.0%-37.3%0.842%
2/9/2024 Cambridge Investment Research Advisors Inc.173,461$5.13M0.0%+12.0%10.979%
2/6/2024 SRS Capital Advisors Inc.48,231$1.43M0.2%+4.9%3.053%
1/30/2024 Sfmg LLC52,789$1.56M0.1%N/A3.341%
1/26/2024 Capasso Planning Partners LLC45,259$1.34M0.6%N/A2.864%
1/11/2024 Brookstone Capital Management17,629$522K0.0%+37.5%1.116%
11/15/2023 SRS Capital Advisors Inc.45,966$1.27M0.2%+299.9%2.909%
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11/6/2023 Authentikos Wealth Advisory LLC114,690$3.17M3.1%-8.4%7.259%
10/24/2023 Cambridge Investment Research Advisors Inc.154,816$4.27M0.0%+16.6%9.798%
10/23/2023Commonwealth Equity Services LLC67,312$1.86M0.0%N/A4.260%
10/11/2023 AE Wealth Management LLC118,068$3.26M0.0%-5.7%7.473%
8/10/2023 Cetera Investment Advisers178,148$5.11M0.0%+371.7%11.275%
8/8/2023 Chicago Partners Investment Group LLC14,929$433K0.0%-26.8%0.945%
7/31/2023 WealthPLAN Partners LLC33,712$967K0.1%+75.7%4.495%
7/20/2023 Authentikos Wealth Advisory LLC125,186$3.59M3.4%-6.1%16.691%
7/13/2023 Cambridge Investment Research Advisors Inc.132,760$3.81M0.0%N/A17.701%
7/10/2023 AE Wealth Management LLC125,257$3.59M0.0%-4.7%16.701%
4/26/2023 Chicago Partners Investment Group LLC20,402$550K0.0%+11.2%2.720%
4/14/2023 AE Wealth Management LLC131,370$3.49M0.0%-3.8%23.047%
4/4/2023 Authentikos Wealth Advisory LLC133,352$3.21M3.2%N/A23.395%
3/6/2023 OLD Mission Capital LLC4,537$109K0.0%-77.5%0.000%
1/31/2023 AE Wealth Management LLC136,607$3.29M0.0%+1.0%0.000%
1/11/2023 Arkadios Wealth Advisors18,141$436K0.1%-36.7%0.000%
(Data available from 1/1/2016 forward)

XDSQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XDSQ shares?

During the previous two years, 27 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated ETF - Quarterly. The most heavily invested institutionals were Bullseye Investment Management LLC ($9.54M), Cambridge Investment Research Advisors Inc. ($5.94M), Andina Capital Management LLC ($4.90M), AE Wealth Management LLC ($3.26M), Authentikos Wealth Advisory LLC ($3.17M), Cetera Investment Advisers ($2.44M), and Cetera Advisors LLC ($2.26M).Learn more on XDSQ's institutional investors.

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

Of the 21 institutional investors that purchased Innovator U.S. Equity Accelerated ETF - Quarterly stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambridge Investment Research Advisors Inc. ($178.83K), Cetera Investment Advisers ($177.51K), Andina Capital Management LLC ($145.87K), Authentikos Wealth Advisory LLC ($133.35K), Commonwealth Equity Services LLC ($74.14K), Cetera Advisors LLC ($72.41K), and Sfmg LLC ($55.59K).

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

Institutional investors have bought a total of 1,086,311 shares in the last 24 months. This purchase volume represents approximately $32.64M in transactions.

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

Of the 16 institutional investors that sold Innovator U.S. Equity Accelerated ETF - Quarterly stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($34.68K), Capasso Planning Partners LLC ($20.28K), Bullseye Investment Management LLC ($19.47K), Authentikos Wealth Advisory LLC ($18.66K), AE Wealth Management LLC ($18.54K), OLD Mission Capital LLC ($15.59K), and Arkadios Wealth Advisors ($10.52K).

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

Institutional investors have sold a total of 177,258 shares in the last 24 months. This volume of shares sold represents approximately $5.43M in transactions.



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