Innovator US Equity Accel OcXDOCETF
13F holders, Q3 2024 (September 30)8holders
1new positions
1sold out
$29.61avg. 13F price*
At the end of Q3 2024, 8 institutions reported holding Innovator US Equity Accel Oc (XDOC) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Unique Wealth, LLC ($3.2M), Old Mission Capital LLC ($527K) and Osaic Holdings, Inc. ($420K).
- Company
- Innovator US Equity Accel Oc
- CUSIP
- 45782C110
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $303K |
| Exits | 1 | $24K |
All 13F filers, Q2 2024 → Q3 2024: 13,402 shares bought and 30,174 shares sold, net −16,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Unique Wealth, LLC | 0.74% | Reduce -12.8% | 109,200 | $3.2M |
| Old Mission Capital LLC | 0.01% | Reduce -42.3% | 17,812 | $527K |
| Osaic Holdings, Inc. | 0.00% | Add +28.9% | 14,178 | $420K |
| Susquehanna International Group, LLP | 0.00% | New | 10,227 | $303K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,949 | $87K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -6.6% | 2,810 | $83K |
| UBS Group AG | 0.00% | Reduce -1.5% | 2,695 | $80K |
| 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.