INNOVATOR US EQY ACCL-QUART (XDSQ) Institutional Ownership Changes & 13F Activity

INNOVATOR US EQY ACCL-QUART (XDSQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Andina Capital Management, Llc, Keeler Thomas Management Llc, Axxcess Wealth Management, Llc, Orion Porfolio Solutions, Llc, and Vestia Personal Wealth Advisors.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+554+6.4%9,175$394.12KQ2 2026Sep 23, 2026
Centaurus Financial, Inc.Buy+2+0.0%6,759$290.00KQ2 2026Aug 17, 2026
Orion Porfolio Solutions, LlcBuy+19,064+18.2%123,855$5.32MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-13,830-61.2%8,777$377.02KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+11,845+87.5%25,381$1.09MQ2 2026Aug 14, 2026
Authentikos Wealth Advisory, LlcSell-4,153-5.3%73,713$3.17MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-3,635-4.6%76,149$3.27MQ2 2026Aug 14, 2026
Vantage Point Financial LlcBuy+2,396+25.3%11,868$509.79KQ2 2026Aug 14, 2026
Sfmg, LlcSell-2,545-33.0%5,161$221.69KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-100-1.4%6,873$295.23KQ2 2026Aug 13, 2026
First Commonwealth Financial CorpSell-778-1.4%55,601$2.39MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+15+0.0%49,791$2.14MQ2 2026Aug 12, 2026
Pitti Group Wealth Management, LlcSell-3-0.0%14,367$617.14KQ2 2026Aug 12, 2026
Vestia Personal Wealth AdvisorsSell-18,424-53.3%16,114$692.18KQ2 2026Aug 10, 2026
Triad Wealth Partners, LlcSell-12,191-26.3%34,173$1.50MQ2 2026Aug 10, 2026
Arkadios Wealth AdvisorsBuy+5,692+35.5%21,722$933.08KQ2 2026Aug 10, 2026
Arax Advisory PartnersSell-5,628-16.7%28,161$1.21MQ2 2026Aug 10, 2026
Ballast Rock Private Wealth LlcSell-2,603-26.8%7,094$304.73KQ2 2026Aug 10, 2026
My Wealth Management Inc.Buy+13,62013,620$585.05KQ2 2026Aug 07, 2026
Lpl Financial LlcSell-251-3.0%8,254$354.55KQ2 2026Aug 07, 2026
Andina Capital Management, LlcSell-85,126-65.1%45,687$1.96MQ2 2026Aug 05, 2026
Keeler Thomas Management LlcBuy+26,389+425.8%32,586$1.40MQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Buy+14,54914,549$625.00Q2 2026Jul 30, 2026
Chicago Partners Investment Group LlcSell-2-0.0%9,121$388.46KQ2 2026Jul 30, 2026
Ashton Thomas Private Wealth, LlcSell-810-8.1%9,251$397.38KQ2 2026Jul 29, 2026
Financial Network Wealth Advisors LlcBuy+569+21.2%3,259$139.99KQ2 2026Jul 29, 2026
Woodard & Co Asset Management Group IncSell-306-61.2%194$8.33KQ2 2026Jul 29, 2026
Commonwealth Equity Services, LlcBuy+110+0.4%25,962$1.12MQ2 2026Jul 29, 2026
Axxcess Wealth Management, LlcBuy+19,60619,606$842.18KQ2 2026Jul 28, 2026
Atria Investments, IncSell-7,806-10.5%66,573$2.86MQ2 2026Jul 28, 2026
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Frequently asked questions about XDSQ activity

  • Which institutional owners are buying XDSQ?

    Institutional owners buying XDSQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XDSQ activity?

    "Buy" means an investor increased their reported position in XDSQ compared to the prior reporting period. This reflects growing exposure to INNOVATOR US EQY ACCL-QUART (XDSQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XDSQ increasing?

    Institutional interest in XDSQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.