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XTAP Institutional Ownership

Innovator U.S. Equity Accelerated Plus ETF
1W: +0.1% 1M: +0.9% 3M: +3.1% YTD: +15.3% 1Y: +18.2% 3Y: +62.9% 5Y: +69.3%
$46.91
+0.13 (+0.28%)
 
Weekly Expected Move ±0.5%
$46 $47 $47 $47 $47
ETF CBOE · AUM $30.4M

Institutional Ownership — XTAP

15
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
17M
Total Invested
3
New Positions
0
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (17 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Lido Advisors, LLC 277,373 $13M -1,075 -0.4% 3Q SEC ↗
2 Millington Financial Advisors, LLC 35,798 $2M -1,042 -2.8% 9Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC NEW 27,849 $1M — +0.0% 1Q SEC ↗
4 VESTIA PERSONAL WEALTH ADVISORS 12,173 $571K — +0.0% 9Q SEC ↗
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 8,722 $409K — +0.0% 1Q SEC ↗
6 Foundations Investment Advisors, LLC 5,670 $266K -88 -1.5% 6Q SEC ↗
7 Sunbelt Securities, Inc. 4,656 $218K — +0.0% 7Q SEC ↗
8 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 2,399 $113K — +0.0% 13Q SEC ↗
9 Arax Advisory Partners 1,548 $73K -313 -16.8% 3Q SEC ↗
10 OSAIC HOLDINGS, INC. 481 $23K — +0.0% 21Q SEC ↗
11 DHJJ Financial Advisors, Ltd. 251 $12K — +0.0% 12Q SEC ↗
12 BARCLAYS PLC 206 $10K — +0.0% 8Q SEC ↗
13 IFP Advisors, Inc 121 $6K -15 -11.0% 5Q SEC ↗
14 COUNTRY TRUST BANK NEW 26 $1K — +0.0% 1Q SEC ↗
15 Kestra Advisory Services, LLC 0 $0K -705 -100.0% 1Q SEC ↗
16 UBS Group AG 0 $0K -903 -100.0% 5Q SEC ↗
17 OLD MISSION CAPITAL LLC 0 $0K -25,675 -100.0% 4Q SEC ↗

Recent Activity

New Positions (3)
Sold Out (3)
HolderPrev SharesPrev Value
OLD MISSION CAPITAL LLC 25,675 $1M
UBS Group AG 903 $42K
Kestra Advisory Services, LLC 705 $33K
Biggest Increases (0)

None.

Biggest Decreases (5)
HolderReducedChange %Total Shares
Lido Advisors, LLC -1,075 -0.4% 277,373
Millington Financial Advisors, LLC -1,042 -2.8% 35,798
Arax Advisory Partners -313 -16.8% 1,548
Foundations Investment Advisors, LL -88 -1.5% 5,670
IFP Advisors, Inc -15 -11.0% 121

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