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Innovator Growth Accelerated ETF - Quarterly (XDQQ) Institutional Ownership

$39.56 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Growth Accelerated ETF - Quarterly (BATS:XDQQ)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$15.84M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.50M
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XDQQ Institutional Buying and Selling by Quarter

Innovator Growth Accelerated ETF - Quarterly Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Arkadios Wealth Advisors13,304$492K0.0%N/A1.177%
5/13/2026Cetera Investment Advisers109,322$4.04M0.0%+0.6%9.675%
5/4/2026Vantage Point Financial LLC7,967$295K0.1%N/A0.705%
4/22/2026Welch Financial Planning LLC84,999$3.15M2.3%+2.8%7.522%
4/17/2026Brookstone Capital Management44,891$1.66M0.0%+11.0%3.973%
4/16/2026Triad Wealth Partners LLC38,750$1.43M0.1%+39.9%3.429%
2/18/2026Maia Wealth LLC8,570$333K0.1%-12.6%0.758%
2/17/2026Cetera Investment Advisers108,669$4.30M0.0%+4.7%9.617%
2/17/2026Osaic Holdings Inc.14,645$579K0.0%+60.4%1.296%
2/13/2026Kestra Advisory Services LLC2,631$104K0.0%N/A0.233%
2/12/2026Orion Porfolio Solutions LLC85,326$3.37M0.0%+13.6%7.551%
2/12/2026Commonwealth Equity Services LLC86,549$3.42M0.0%+5.1%7.659%
2/12/2026Steward Partners Investment Advisory LLC8,600$340K0.0%-8.1%0.761%
2/10/2026Goldman Sachs Group Inc.17,575$695K0.0%-75.4%1.555%
2/10/2026Foundations Investment Advisors LLC20,257$801K0.0%+74.0%1.793%
2/9/2026Kingsview Wealth Management LLC25,393$1.00M0.0%+29.7%2.247%
2/4/2026Ballast Rock Private Wealth LLC6,254$247K0.2%N/A0.553%
2/3/2026Encompass More Asset Management67,272$2.66M0.5%-5.2%5.953%
2/2/2026Welch Financial Planning LLC82,692$3.27M2.4%N/A7.318%
1/29/2026Ashton Thomas Private Wealth LLC7,906$313K0.0%-3.5%0.700%
1/26/2026CWM LLC57,331$2.27M0.0%+4.2%5.074%
1/23/2026Farther Finance Advisors LLC5,682$225K0.0%+29.1%0.503%
1/22/2026Triad Wealth Partners LLC27,700$1.10M0.1%+57.7%2.451%
1/15/2026Brookstone Capital Management40,445$1.60M0.0%+31.7%3.579%
11/20/2025Centaurus Financial Inc.8,642$327K0.0%+26.9%0.765%
11/17/2025Northwestern Mutual Wealth Management Co.1,197$45K0.0%N/A0.106%
11/14/2025Maia Wealth LLC9,811$383K0.1%-8.4%0.868%
11/12/2025Orion Porfolio Solutions LLC75,127$2.84M0.0%+15.0%6.648%
11/12/2025Kingsview Wealth Management LLC19,575$740K0.0%N/A1.732%
11/7/2025HighTower Advisors LLC155,026$5.86M0.0%-1.4%13.719%
11/6/2025Atria Investments Inc49,436$1.87M0.0%N/A4.375%
11/4/2025Ashton Thomas Private Wealth LLC8,194$310K0.0%+4.3%0.725%
11/3/2025Foundations Investment Advisors LLC11,645$440K0.0%N/A1.031%
11/3/2025AE Wealth Management LLC1,613$61K0.0%-33.8%0.143%
10/30/2025Triad Wealth Partners LLC17,566$664K0.1%+98.9%1.555%
10/27/2025GWN Securities Inc.12,833$486K0.1%+19.5%1.136%
10/27/2025Financial Network Wealth Advisors LLC1,726$65K0.1%+28.5%0.153%
10/17/2025Encompass More Asset Management70,951$2.68M0.5%-6.5%6.279%
10/15/2025Brookstone Capital Management30,709$1.16M0.0%+23.3%2.718%
10/14/2025Farther Finance Advisors LLC4,400$166K0.0%N/A0.389%
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9/4/2025Osaic Holdings Inc.8,486$296K0.0%-71.9%0.751%
8/27/2025Orion Porfolio Solutions LLC65,323$2.28M0.0%+252.5%5.781%
8/15/2025Orion Porfolio Solutions LLC65,323$2.28M0.0%+252.5%5.781%
8/12/2025Steward Partners Investment Advisory LLC9,986$349K0.0%-4.8%0.884%
8/6/2025AE Wealth Management LLC2,436$85K0.0%+15.1%0.216%
8/1/2025GWN Securities Inc.10,738$375K0.1%-3.5%0.950%
8/1/2025Ashton Thomas Private Wealth LLC7,857$274K0.0%+7.9%0.695%
7/30/2025Brookstone Capital Management24,898$869K0.0%+16.2%2.203%
7/25/2025CWM LLC54,992$1.92M0.0%+10.6%4.867%
7/21/2025Triad Wealth Partners LLC8,830$308K0.1%N/A0.781%
5/16/2025Ashton Thomas Private Wealth LLC7,284$232K0.0%N/A0.674%
5/14/2025Andina Capital Management LLC26,762$852K0.6%-35.4%2.478%
5/13/2025HighTower Advisors LLC188,132$5.99M0.0%+90.3%17.420%
5/9/2025Encompass More Asset Management64,281$2.05M0.6%+25.1%5.952%
5/6/2025Cetera Investment Advisers93,070$2.96M0.0%+20.1%8.618%
5/6/2025AE Wealth Management LLC2,117$67K0.0%-76.6%0.196%
5/1/2025CWM LLC49,740$1.58M0.0%+44.9%4.606%
3/6/2025Wood Tarver Financial Group LLC3,264$113K0.0%N/A0.277%
2/17/2025Cetera Investment Advisers77,493$2.69M0.0%+70.2%7.175%
2/14/2025Jane Street Group LLC6,490$226K0.0%-80.4%0.601%
2/10/2025Commonwealth Equity Services LLC54,576$1.90M0.0%+5.2%5.053%
2/7/2025HighTower Advisors LLC98,876$3.44M0.0%+29.0%9.155%
2/7/2025Sollinda Capital Management LLC11,000$382K0.1%N/A1.019%
2/6/2025Steward Partners Investment Advisory LLC11,485$399K0.0%-8.1%1.063%
1/29/2025Authentikos Wealth Advisory LLC72,256$2.51M2.5%-2.4%6.690%
1/21/2025Andina Capital Management LLC41,440$1.44M1.2%-32.3%3.837%
1/21/2025Encompass More Asset Management51,401$1.79M0.6%+63.8%4.759%
1/13/2025Brookstone Capital Management30,603$1.06M0.0%-1.1%2.834%
11/15/2024Jane Street Group LLC33,145$1.06M0.0%N/A3.069%
11/15/2024Wolverine Trading LLC44,360$1.41M0.0%+53.0%4.107%
11/15/2024HighTower Advisors LLC76,664$2.45M0.0%N/A7.099%
11/14/2024Encompass More Asset Management31,377$1.00M0.4%N/A2.905%
10/30/2024Maia Wealth LLC10,976$355K0.1%-7.7%1.016%
10/25/2024Andina Capital Management LLC61,222$1.96M1.5%-8.6%5.669%
10/23/2024Global Trust Asset Management LLC1,500$48K0.0%N/A0.139%
10/8/2024CWM LLC17,762$568K0.0%+5,078.4%1.645%
7/31/2024Commonwealth Equity Services LLC48,109$1.48M0.0%+5.8%4.455%
7/26/2024Cambridge Investment Research Advisors Inc.195,367$6.03M0.0%-2.0%18.090%
7/18/2024Brookstone Capital Management30,792$956K0.0%+29.4%2.851%
7/16/2024Andina Capital Management LLC66,961$2.07M1.6%N/A6.200%
7/16/2024Maia Wealth LLC11,886$376K0.1%N/A1.101%
5/24/2024Cetera Advisors LLC45,433$1.29M0.0%N/A4.207%
4/30/2024Commonwealth Equity Services LLC45,454$1.29M0.0%-73.8%4.022%
4/25/2024Cambridge Investment Research Advisors Inc.199,373$5.66M0.0%+1.6%17.644%
4/24/2024Capasso Planning Partners LLC50,324$1.43M0.6%+8.3%4.453%
4/15/2024Brookstone Capital Management23,788$676K0.0%+24.5%2.105%
2/12/2024Steward Partners Investment Advisory LLC24,881$658K0.0%-4.3%2.619%
2/9/2024Cambridge Investment Research Advisors Inc.196,171$5.19M0.0%+11.6%20.650%
1/26/2024Capasso Planning Partners LLC46,488$1.23M0.6%N/A4.893%
1/11/2024Brookstone Capital Management19,112$505K0.0%+34.1%2.012%
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11/6/2023Authentikos Wealth Advisory LLC124,785$3.02M2.9%-7.8%13.135%
10/24/2023Cambridge Investment Research Advisors Inc.175,728$4.26M0.0%+12.2%18.498%
10/23/2023Commonwealth Equity Services LLC166,475$4.03M0.0%+1,333.8%17.524%
10/11/2023AE Wealth Management LLC128,553$3.11M0.0%-5.1%13.532%
8/10/2023Cetera Investment Advisers32,156$806K0.0%N/A3.385%
7/31/2023WealthPLAN Partners LLC12,189$305K0.0%-20.7%2.593%
7/20/2023Authentikos Wealth Advisory LLC135,326$3.39M3.2%-4.8%28.793%
7/13/2023Cambridge Investment Research Advisors Inc.156,642$3.93M0.0%N/A33.328%
7/10/2023AE Wealth Management LLC135,400$3.39M0.0%-4.0%28.809%
4/14/2023AE Wealth Management LLC141,083$3.22M0.0%-3.2%25.651%


XDQQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 institutional investors and hedge funds held shares of Innovator Growth Accelerated ETF - Quarterly. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($6.03M), HighTower Advisors LLC ($5.86M), Cetera Investment Advisers ($4.04M), Commonwealth Equity Services LLC ($3.42M), Orion Porfolio Solutions LLC ($3.37M), Welch Financial Planning LLC ($3.15M), and Encompass More Asset Management ($2.66M).Learn more on Innovator Growth Accelerated ETF - Quarterly's institutional investors.

Of the 31 institutional investors that purchased Innovator Growth Accelerated ETF - Quarterly's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HighTower Advisors LLC ($188.13K), Orion Porfolio Solutions LLC ($113.59K), Welch Financial Planning LLC ($85.00K), Andina Capital Management LLC ($66.96K), Encompass More Asset Management ($64.28K), Cetera Investment Advisers ($53.11K), and Atria Investments Inc ($49.44K).

Institutional investors have bought a total of 421,262 shares in the last 24 months. This purchase volume represents approximately $15.84M in transactions.

Of the 9 institutional investors that sold Innovator Growth Accelerated ETF - Quarterly's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($53.98K), Osaic Holdings Inc. ($21.73K), Encompass More Asset Management ($8.58K), HighTower Advisors LLC ($2.24K), Maia Wealth LLC ($2.14K), Steward Partners Investment Advisory LLC ($1.26K), and AE Wealth Management LLC ($823.00).

Institutional investors have sold a total of 91,441 shares in the last 24 months. This volume of shares sold represents approximately $3.50M in transactions.


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This page (BATS:XDQQ) was last updated on 7/5/2026 by MarketBeat.com Staff.
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