Innovator US Equity Accel OcXDOCETF
13F holders, Q2 2025 (June 30)9holders −2
0new positions
2sold out
$32.34avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding Innovator US Equity Accel Oc (XDOC) in their 13F filings, down 2 from Q1 2025. 0 opened new positions and 2 sold out. The largest holders were Old Mission Capital LLC ($1.1M), Wood Tarver Financial Group, LLC ($422K) and Unique Wealth, LLC ($366K).
- Company
- Innovator US Equity Accel Oc
- CUSIP
- 45782C110
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $1.5M |
All 13F filers, Q1 2025 → Q2 2025: 23,260 shares bought and 71,205 shares sold, net −47,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Old Mission Capital LLC | 0.03% | Add +230.7% | 33,277 | $1.1M |
| Wood Tarver Financial Group, LLC | 0.13% | Reduce -2.1% | 13,071 | $422K |
| Unique Wealth, LLC | 0.06% | Reduce -60.9% | 11,321 | $366K |
| Barclays PLC | 0.00% | Add +0.8% | 6,155 | $199K |
| Osaic Holdings, Inc. | 0.00% | No change | 4,648 | $150K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 2,810 | $91K |
| UBS Group AG | 0.00% | Reduce -30.6% | 2,500 | $81K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -18.3% | 2,410 | $78K |
| 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.