Innovator US Equity Accel OcXDOCETF

13F holders, Q3 2025 (September 30)
9holders
1new positions
1sold out
$33.88avg. 13F price*

At the end of Q3 2025, 9 institutions reported holding Innovator US Equity Accel Oc (XDOC) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Old Mission Capital LLC ($1.5M), Wood Tarver Financial Group, LLC ($443K) and Barclays PLC ($185K).

Company
Innovator US Equity Accel Oc
CUSIP
45782C110
Latest filing quarter
Q4 2025

History

Number of 13F holders

051015 Q1 2024: 9Q1 2024Q2 2024: 8Q2 2024Q3 2024: 8Q3 2024Q4 2024: 9Q4 2024Q1 2025: 11Q1 2025Q2 2025: 9Q2 2025Q3 2025: 9Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$509
Exits1$366K

All 13F filers, Q2 2025 → Q3 2025: 9,681 shares bought and 12,049 shares sold, net −2,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Old Mission Capital LLC 0.05% Add +29.1% 42,943 $1.5M
Wood Tarver Financial Group, LLC 0.13% No change 13,071 $443K
Barclays PLC 0.00% Reduce -11.6% 5,444 $185K
Osaic Holdings, Inc. 0.00% Reduce -0.3% 4,633 $155K
DHJJ Financial Advisors, Ltd. 0.03% No change 2,810 $95K
UBS Group AG 0.00% Reduce -0.1% 2,498 $85K
Blue Bell Private Wealth Management, LLC 0.01% No change 2,410 $82K
Sunbelt Securities, Inc. 0.00% No change 245 $8K
IFP Advisors, Inc 0.00% New 15 $509

"% 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.