Innovator US Equity Accel OcXDOCETF
13F holders, Q1 2024 (March 31)9holders
$28.50avg. 13F price*
At the end of Q1 2024, 9 institutions reported holding Innovator US Equity Accel Oc (XDOC) in their 13F filings. The largest holders were Unique Wealth, LLC ($3.6M), Osaic Holdings, Inc. ($306K) and Goldman Sachs Group Inc. ($284K).
- Company
- Innovator US Equity Accel Oc
- CUSIP
- 45782C110
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $761K |
| Exits | 2 | $907K |
Ownership 9 holders
| Unique Wealth, LLC | 1.00% | Add +172.2% | 124,598 | $3.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.9% | 10,728 | $306K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,947 | $284K |
| Brown Wealth Management, LLC | 0.10% | New | 8,370 | $239K |
| Townsquare Capital LLC | 0.00% | New | 8,370 | $239K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 3,705 | $106K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,949 | $84K |
| UBS Group AG | 0.00% | Add +11.5% | 1,498 | $43K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -95.1% | 245 | $7K |
"% of holder's portfolio" is XDOC's weight in each manager's 13F, not the share of Innovator US Equity Accel Oc the manager owns.