— Know what they know.
Not Investment Advice

XDSQ Institutional Ownership

Innovator U.S. Equity Accelerated ETF
1W: -0.8% 1M: +1.2% 3M: +4.2% YTD: +8.0% 1Y: +12.5% 3Y: +63.9% 5Y: +58.5%
$45.00
+0.27 (+0.61%)
 
Weekly Expected Move ±1.8%
$43 $44 $45 $46 $47
ETF CBOE · AUM $72.7M

Institutional Ownership — XDSQ

50
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
6
New Positions
14
Increased
25
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (54 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Orion Porfolio Solutions, LLC 123,855 6M +19,064 +18.2% 6Q SEC ↗
2 OSAIC HOLDINGS, INC. 76,149 3M -3,635 -4.6% 20Q SEC ↗
3 Authentikos Wealth Advisory, LLC 73,713 3M -4,153 -5.3% 8Q SEC ↗
4 Atria Investments, Inc 66,573 3M -7,806 -10.5% 4Q SEC ↗
5 CWM, LLC 61,702 3M -7,209 -10.5% 8Q SEC ↗
6 First Commonwealth Financial Corp /PA 55,601 3M -778 -1.4% 10Q SEC ↗
7 HighTower Advisors, LLC 51,158 2M — +0.0% 7Q SEC ↗
8 Cetera Investment Advisers 49,791 2M +15 +0.0% 14Q SEC ↗
9 Brookstone Capital Management 47,451 2M +2,994 +6.7% 12Q SEC ↗
10 Andina Capital Management, LLC 45,687 2M -85,126 -65.1% 9Q SEC ↗
11 Triad Wealth Partners, LLC 34,173 2M -12,191 -26.3% 5Q SEC ↗
12 Keeler Thomas Management LLC 32,586 1M +26,389 +425.8% 2Q SEC ↗
13 Simplicity Wealth,LLC NEW 28,238 1M — +0.0% 1Q SEC ↗
14 Arax Advisory Partners 28,161 1M -5,628 -16.7% 3Q SEC ↗
15 COMMONWEALTH EQUITY SERVICES, LLC 25,962 1M +110 +0.4% 12Q SEC ↗
16 OLD MISSION CAPITAL LLC 25,381 1M +11,845 +87.5% 2Q SEC ↗
17 Arkadios Wealth Advisors 21,722 977K +5,692 +35.5% 3Q SEC ↗
18 YARGER WEALTH STRATEGIES, LLC 20,951 943K +2,573 +14.0% 9Q SEC ↗
19 AXXCESS WEALTH MANAGEMENT, LLC NEW 19,606 882K — +0.0% 1Q SEC ↗
20 VESTIA PERSONAL WEALTH ADVISORS 16,114 725K -18,424 -53.3% 9Q SEC ↗
21 Cambridge Investment Research Advisors NEW 14,549 655K — +0.0% 1Q SEC ↗
22 Pitti Group Wealth Management, LLC 14,367 647K -3 -0.0% 6Q SEC ↗
23 MY Wealth Management Inc. NEW 13,620 613K — +0.0% 1Q SEC ↗
24 BROWN WEALTH MANAGEMENT, LLC 13,140 591K -4,599 -25.9% 10Q SEC ↗
25 Vantage Point Financial LLC 11,868 534K +2,396 +25.3% 2Q SEC ↗
26 Encompass More Asset Management 9,802 441K -2,794 -22.2% 8Q SEC ↗
27 Ashton Thomas Private Wealth, LLC 9,251 416K -810 -8.1% 6Q SEC ↗
28 ENVESTNET ASSET MANAGEMENT INC 9,175 413K +554 +6.4% 10Q SEC ↗
29 Chicago Partners Investment Group LLC 9,121 410K -2 -0.0% 21Q SEC ↗
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,777 395K -13,830 -61.2% 4Q SEC ↗
31 LPL Financial LLC 8,254 371K -251 -3.0% 4Q SEC ↗
32 Ballast Rock Private Wealth LLC 7,094 319K -2,603 -26.8% 3Q SEC ↗
33 Steward Partners Investment Advisory, 6,873 309K -100 -1.4% 14Q SEC ↗
34 CENTAURUS FINANCIAL, INC. 6,759 304K +2 +0.0% 9Q SEC ↗
35 SFMG, LLC 5,161 232K -2,545 -33.0% 11Q SEC ↗
36 Regatta Research & Money Management NEW 3,746 169K — +0.0% 1Q SEC ↗
37 Financial Network Wealth Advisors LLC 3,259 147K +569 +21.2% 6Q SEC ↗
38 CoreCap Advisors, LLC 1,073 48K -9 -0.8% 10Q SEC ↗
39 IFP Advisors, Inc 877 39K +5 +0.6% 5Q SEC ↗
40 AE Wealth Management LLC 789 36K -458 -36.7% 7Q SEC ↗
41 COUNTRY TRUST BANK NEW 545 25K — +0.0% 1Q SEC ↗
42 HARBOUR INVESTMENTS, INC. 518 23K — +0.0% 2Q SEC ↗
43 Bullseye Investment Management, LLC 232 10K — +0.0% 1Q SEC ↗
44 Farther Finance Advisors, LLC 207 9K +142 +218.5% 5Q SEC ↗
45 WOODARD & CO ASSET MANAGEMENT GROUP IN 194 9K -306 -61.2% 9Q SEC ↗
46 DHJJ Financial Advisors, Ltd. 19 1K — +0.0% 12Q SEC ↗
47 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 1 0K — +0.0% 5Q SEC ↗
48 Foundations Investment Advisors, LLC 0 0K -19,936 -100.0% 3Q SEC ↗
49 Advisory Services Network, LLC 0 0K -4,063 -100.0% 1Q SEC ↗
50 BARCLAYS PLC 0 0K -25 -100.0% 6Q SEC ↗

Recent Activity

Biggest Increases (14)
HolderAddedChange %Total Shares
Keeler Thomas Management LLC +26,389 +425.8% 32,586
Orion Porfolio Solutions, LLC +19,064 +18.2% 123,855
OLD MISSION CAPITAL LLC +11,845 +87.5% 25,381
Arkadios Wealth Advisors +5,692 +35.5% 21,722
Brookstone Capital Management +2,994 +6.7% 47,451
YARGER WEALTH STRATEGIES, LLC +2,573 +14.0% 20,951
Vantage Point Financial LLC +2,396 +25.3% 11,868
Financial Network Wealth Advisors L +569 +21.2% 3,259
ENVESTNET ASSET MANAGEMENT INC +554 +6.4% 9,175
Farther Finance Advisors, LLC +142 +218.5% 207
COMMONWEALTH EQUITY SERVICES, LLC +110 +0.4% 25,962
Cetera Investment Advisers +15 +0.0% 49,791
IFP Advisors, Inc +5 +0.6% 877
CENTAURUS FINANCIAL, INC. +2 +0.0% 6,759
Biggest Decreases (20)
HolderReducedChange %Total Shares
Andina Capital Management, LLC -85,126 -65.1% 45,687
VESTIA PERSONAL WEALTH ADVISORS -18,424 -53.3% 16,114
SUSQUEHANNA INTERNATIONAL GROUP, LL -13,830 -61.2% 8,777
Triad Wealth Partners, LLC -12,191 -26.3% 34,173
Atria Investments, Inc -7,806 -10.5% 66,573
CWM, LLC -7,209 -10.5% 61,702
Arax Advisory Partners -5,628 -16.7% 28,161
BROWN WEALTH MANAGEMENT, LLC -4,599 -25.9% 13,140
Authentikos Wealth Advisory, LLC -4,153 -5.3% 73,713
OSAIC HOLDINGS, INC. -3,635 -4.6% 76,149
Encompass More Asset Management -2,794 -22.2% 9,802
Ballast Rock Private Wealth LLC -2,603 -26.8% 7,094
SFMG, LLC -2,545 -33.0% 5,161
Ashton Thomas Private Wealth, LLC -810 -8.1% 9,251
First Commonwealth Financial Corp / -778 -1.4% 55,601
AE Wealth Management LLC -458 -36.7% 789
WOODARD & CO ASSET MANAGEMENT GROUP -306 -61.2% 194
LPL Financial LLC -251 -3.0% 8,254
Steward Partners Investment Advisor -100 -1.4% 6,873
CoreCap Advisors, LLC -9 -0.8% 1,073

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms