Innovator US Equity Accel OcXDOCETF
13F holders, Q4 2024 (December 31)9holders +1
1new positions
1sold out
$30.31avg. 13F price*
At the end of Q4 2024, 9 institutions reported holding Innovator US Equity Accel Oc (XDOC) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Unique Wealth, LLC ($2.7M), Wood Tarver Financial Group, LLC ($540K) and Susquehanna International Group, LLP ($233K).
- Company
- Innovator US Equity Accel Oc
- CUSIP
- 45782C110
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 1 | $527K |
All 13F filers, Q3 2024 → Q4 2024: 89 shares bought and 52,697 shares sold, net −52,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Unique Wealth, LLC | 0.56% | Reduce -18.7% | 88,735 | $2.7M |
| Wood Tarver Financial Group, LLC | 0.18% | — | 17,828 | $540K |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.9% | 7,685 | $233K |
| Osaic Holdings, Inc. | 0.00% | Reduce -67.2% | 4,646 | $141K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,949 | $89K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 2,810 | $85K |
| UBS Group AG | 0.00% | Reduce -87.0% | 349 | $11K |
| Sunbelt Securities, Inc. | 0.00% | No change | 245 | $7K |
| Barclays PLC | 0.00% | New | 89 | $3K |
"% 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.