XDQQ Institutional Ownership
Innovator Growth Accelerated ETF - Quarterly
1W: -0.6%
1M: +5.5%
3M: +3.3%
YTD: +5.2%
1Y: +9.1%
3Y: +72.7%
5Y: +39.3%
$41.46
+0.33 (+0.81%)
Weekly Expected Move ±3.0%
$39
$40
$41
$43
$44
Overview
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Institutional Ownership — XDQQ
40
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
38M
Total Invested
5
New Positions
10
Increased
22
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (45 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 153,126 | $6M | — | +0.0% | 8Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 111,066 | $5M | +1,744 | +1.6% | 8Q | SEC ↗ |
| 3 | Orion Porfolio Solutions, LLC | 103,529 | $4M | +15,734 | +17.9% | 6Q | SEC ↗ |
| 4 | Welch Financial Planning, LLC | 93,752 | $4M | +8,753 | +10.3% | 3Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 83,626 | $3M | -2,014 | -2.4% | 13Q | SEC ↗ |
| 6 | Atria Investments, Inc | 55,108 | $2M | -3,162 | -5.4% | 4Q | SEC ↗ |
| 7 | CWM, LLC | 51,564 | $2M | -5,767 | -10.1% | 8Q | SEC ↗ |
| 8 | Brookstone Capital Management | 47,920 | $2M | +3,029 | +6.7% | 12Q | SEC ↗ |
| 9 | Kingsview Wealth Management, LLC | 38,644 | $2M | +5,248 | +15.7% | 4Q | SEC ↗ |
| 10 | Triad Wealth Partners, LLC | 28,826 | $1M | -9,924 | -25.6% | 5Q | SEC ↗ |
| 11 | OLD MISSION CAPITAL LLC | 27,418 | $1M | -1,176 | -4.1% | 2Q | SEC ↗ |
| 12 | Simplicity Wealth,LLC NEW | 23,685 | $982K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Arkadios Wealth Advisors | 18,002 | $746K | +4,698 | +35.3% | 2Q | SEC ↗ |
| 14 | MY Wealth Management Inc. NEW | 14,536 | $603K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors NEW | 12,704 | $527K | — | +0.0% | 1Q | SEC ↗ |
| 16 | GWN SECURITIES INC. | 12,104 | $502K | -500 | -4.0% | 6Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 11,639 | $483K | -712 | -5.8% | 21Q | SEC ↗ |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,180 | $464K | -12,705 | -53.2% | 2Q | SEC ↗ |
| 19 | Vantage Point Financial LLC | 9,886 | $410K | +1,919 | +24.1% | 2Q | SEC ↗ |
| 20 | Maia Wealth LLC | 8,514 | $353K | +224 | +2.7% | 9Q | SEC ↗ |
| 21 | Steward Partners Investment Advisory, | 8,468 | $351K | -115 | -1.3% | 14Q | SEC ↗ |
| 22 | CITADEL ADVISORS LLC | 8,347 | $346K | -709 | -7.8% | 2Q | SEC ↗ |
| 23 | Encompass More Asset Management | 8,147 | $338K | -2,315 | -22.1% | 8Q | SEC ↗ |
| 24 | Ashton Thomas Private Wealth, LLC | 7,675 | $318K | -671 | -8.0% | 6Q | SEC ↗ |
| 25 | Farther Finance Advisors, LLC | 7,501 | $311K | +22 | +0.3% | 4Q | SEC ↗ |
| 26 | LPL Financial LLC | 6,431 | $267K | -283 | -4.2% | 4Q | SEC ↗ |
| 27 | CENTAURUS FINANCIAL, INC. | 3,921 | $163K | -315 | -7.4% | 6Q | SEC ↗ |
| 28 | Bullseye Investment Management, LLC | 2,881 | $119K | -1,979 | -40.7% | 1Q | SEC ↗ |
| 29 | Financial Network Wealth Advisors LLC | 2,718 | $113K | +474 | +21.1% | 6Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA NEW | 1,506 | $62K | — | +0.0% | 1Q | SEC ↗ |
| 31 | AE Wealth Management LLC | 842 | $35K | -463 | -35.5% | 7Q | SEC ↗ |
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 487 | $20K | -400 | -45.1% | 4Q | SEC ↗ |
| 33 | Highland Investment Advisors LLC NEW | 460 | $19K | — | +0.0% | 1Q | SEC ↗ |
| 34 | HARBOUR INVESTMENTS, INC. | 419 | $17K | — | +0.0% | 2Q | SEC ↗ |
| 35 | IFP Advisors, Inc | 190 | $8K | -19 | -9.1% | 5Q | SEC ↗ |
| 36 | Sunbelt Securities, Inc. | 80 | $3K | +10 | +14.3% | 9Q | SEC ↗ |
| 37 | DHJJ Financial Advisors, Ltd. | 40 | $2K | — | +0.0% | 12Q | SEC ↗ |
| 38 | CoreCap Advisors, LLC | 9 | $0K | -8 | -47.1% | 10Q | SEC ↗ |
| 39 | JOURNEY RETIREMENT PLANNING & INVESTME | 0 | $0K | -6,924 | -100.0% | 1Q | SEC ↗ |
| 40 | Foundations Investment Advisors, LLC | 0 | $0K | -19,377 | -100.0% | 3Q | SEC ↗ |
| 41 | JPMORGAN CHASE & CO | 0 | $0K | -100 | -100.0% | 1Q | SEC ↗ |
| 42 | GOLDMAN SACHS GROUP INC | 0 | $0K | -17,575 | -100.0% | 2Q | SEC ↗ |
| 43 | Ballast Rock Private Wealth LLC | 0 | $0K | -6,392 | -100.0% | 2Q | SEC ↗ |
| 44 | Kestra Advisory Services, LLC | 0 | $0K | -2,631 | -100.0% | 1Q | SEC ↗ |
| 45 | JANE STREET GROUP, LLC | 0 | $0K | -8,057 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Simplicity Wealth,LLC | 23,685 | $982K |
| MY Wealth Management Inc. | 14,536 | $603K |
| Cambridge Investment Research Advis | 12,704 | $527K |
| ROYAL BANK OF CANADA | 1,506 | $62K |
| Highland Investment Advisors LLC | 460 | $19K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Foundations Investment Advisors, LL | 19,377 | $803K |
| GOLDMAN SACHS GROUP INC | 17,575 | $729K |
| JANE STREET GROUP, LLC | 8,057 | $334K |
| JOURNEY RETIREMENT PLANNING & INVES | 6,924 | $287K |
| Ballast Rock Private Wealth LLC | 6,392 | $265K |
| Kestra Advisory Services, LLC | 2,631 | $109K |
| JPMORGAN CHASE & CO | 100 | $4K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Orion Porfolio Solutions, LLC | +15,734 | +17.9% | 103,529 |
| Welch Financial Planning, LLC | +8,753 | +10.3% | 93,752 |
| Kingsview Wealth Management, LLC | +5,248 | +15.7% | 38,644 |
| Arkadios Wealth Advisors | +4,698 | +35.3% | 18,002 |
| Brookstone Capital Management | +3,029 | +6.7% | 47,920 |
| Vantage Point Financial LLC | +1,919 | +24.1% | 9,886 |
| Cetera Investment Advisers | +1,744 | +1.6% | 111,066 |
| Financial Network Wealth Advisors L | +474 | +21.1% | 2,718 |
| Maia Wealth LLC | +224 | +2.7% | 8,514 |
| Farther Finance Advisors, LLC | +22 | +0.3% | 7,501 |
| Sunbelt Securities, Inc. | +10 | +14.3% | 80 |
Biggest Decreases (19)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -12,705 | -53.2% | 11,180 |
| Triad Wealth Partners, LLC | -9,924 | -25.6% | 28,826 |
| CWM, LLC | -5,767 | -10.1% | 51,564 |
| Atria Investments, Inc | -3,162 | -5.4% | 55,108 |
| Encompass More Asset Management | -2,315 | -22.1% | 8,147 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,014 | -2.4% | 83,626 |
| Bullseye Investment Management, LLC | -1,979 | -40.7% | 2,881 |
| OLD MISSION CAPITAL LLC | -1,176 | -4.1% | 27,418 |
| OSAIC HOLDINGS, INC. | -712 | -5.8% | 11,639 |
| CITADEL ADVISORS LLC | -709 | -7.8% | 8,347 |
| Ashton Thomas Private Wealth, LLC | -671 | -8.0% | 7,675 |
| GWN SECURITIES INC. | -500 | -4.0% | 12,104 |
| AE Wealth Management LLC | -463 | -35.5% | 842 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -400 | -45.1% | 487 |
| CENTAURUS FINANCIAL, INC. | -315 | -7.4% | 3,921 |
| LPL Financial LLC | -283 | -4.2% | 6,431 |
| Steward Partners Investment Advisor | -115 | -1.3% | 8,468 |
| IFP Advisors, Inc | -19 | -9.1% | 190 |
| CoreCap Advisors, LLC | -8 | -47.1% | 9 |