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