Innovator US Equity Accel OcXDOCETF
13F holders, Q2 2024 (June 30)8holders −1
2new positions
3sold out
$29.14avg. 13F price*
At the end of Q2 2024, 8 institutions reported holding Innovator US Equity Accel Oc (XDOC) in their 13F filings, down 1 from Q1 2024. 2 opened new positions and 3 sold out. The largest holders were Unique Wealth, LLC ($3.6M), Old Mission Capital LLC ($899K) and Osaic Holdings, Inc. ($321K).
- Company
- Innovator US Equity Accel Oc
- CUSIP
- 45782C110
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $923K |
| Exits | 3 | $761K |
All 13F filers, Q1 2024 → Q2 2024: 33,860 shares bought and 27,382 shares sold, net +6,478 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Unique Wealth, LLC | 0.96% | Add +0.5% | 125,272 | $3.6M |
| Old Mission Capital LLC | 0.02% | New | 30,860 | $899K |
| Osaic Holdings, Inc. | 0.00% | Add +2.6% | 11,003 | $321K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -18.8% | 3,010 | $88K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,949 | $86K |
| UBS Group AG | 0.00% | Add +82.6% | 2,736 | $80K |
| Royal Bank of Canada | 0.00% | New | 813 | $24K |
| Sunbelt Securities, Inc. | 0.00% | No change | 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.