XDQQ Institutional Ownership & Shareholders
INNOVATOR GRW 100 ACCEL QTR (XDQQ) is currently held by 31 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $34.16M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of XDQQ tracked by InsiderSet, reporting ownership valued at approximately $4.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.26M, representing an estimated loss of -5.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed XDQQ value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Orion Porfolio Solutions, Llc, Welch Financial Planning, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR GRW 100 ACCEL QTR (XDQQ).
This page ranks the largest institutional XDQQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
31
Total Reported Value
$34.16M
Largest Holder
Cetera Investment Advisers
Largest Position
$4.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.00% | 111,066 | $4,522,608 | $4,261,980 | -$260,628 | -5.76% | |
| Orion Porfolio Solutions, Llc | 0.03% | 103,529 | $4,215,701 | $3,972,760 | -$242,941 | -5.76% | |
| Welch Financial Planning, Llc | 2.22% | 93,752 | $3,817,581 | $3,597,583 | -$219,998 | -5.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 83,626 | $3,405,250 | $3,209,014 | -$196,236 | -5.76% | |
| Encompass More Asset Management | 0.37% | 63,207 | $2,599,704 | $2,425,467 | -$174,237 | -6.70% | |
| Atria Investments, Inc | 0.02% | 56,557 | $2,326,189 | $2,170,284 | -$155,905 | -6.70% | |
| Brookstone Capital Management | 0.02% | 50,755 | $2,087,553 | $1,947,642 | -$139,911 | -6.70% | |
| Cwm, Llc | 0.01% | 51,564 | $1,907,605 | $1,978,686 | +$71,081 | +3.73% | |
| Kingsview Wealth Management, Llc | 0.02% | 38,644 | $1,573,584 | $1,482,902 | -$90,682 | -5.76% | |
| Triad Wealth Partners, Llc | 0.07% | 30,830 | $1,268,038 | $1,183,052 | -$84,986 | -6.70% | |
| Old Mission Capital Llc | 0.03% | 27,418 | $1,116,460 | $1,052,122 | -$64,338 | -5.76% | |
| Arkadios Wealth Advisors | 0.01% | 18,002 | $733,041 | $690,798 | -$42,243 | -5.76% | |
| Simplicity Wealth,Llc | 0.02% | 12,633 | $519,595 | $484,771 | -$34,824 | -6.70% | |
| Gwn Securities Inc. | 0.08% | 12,104 | $492,875 | $464,472 | -$28,403 | -5.76% | |
| Osaic Holdings, Inc. | 0.00% | 11,639 | $473,919 | $446,628 | -$27,291 | -5.76% | |
| Susquehanna International Group, Llp | 0.00% | 11,180 | $455,250 | $429,015 | -$26,235 | -5.76% | |
| Vantage Point Financial Llc | 0.12% | 9,886 | $402,558 | $379,359 | -$23,199 | -5.76% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 8,468 | $344,817 | $324,946 | -$19,871 | -5.76% | |
| Citadel Advisors Llc | 0.00% | 8,347 | $339,890 | $320,303 | -$19,587 | -5.76% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 7,675 | $312,526 | $294,516 | -$18,010 | -5.76% | |
| Farther Finance Advisors, Llc | 0.00% | 7,570 | $311,354 | $290,487 | -$20,867 | -6.70% | |
| Maia Wealth Llc | 0.04% | 7,258 | $298,522 | $278,514 | -$20,008 | -6.70% | |
| Lpl Financial Llc | 0.00% | 6,431 | $261,870 | $246,779 | -$15,091 | -5.76% | |
| Centaurus Financial, Inc. | 0.01% | 3,921 | $160,000 | $150,462 | -$9,538 | -5.96% | |
| Financial Network Wealth Advisors Llc | 0.12% | 2,840 | $116,809 | $108,980 | -$7,829 | -6.70% | |
| Royal Bank Of Canada | 0.00% | 1,506 | $61,000 | $57,790 | -$3,210 | -5.26% | |
| Harbour Investments, Inc. | 0.00% | 419 | $17,062 | $16,078 | -$984 | -5.76% | |
| Ifp Advisors, Inc | 0.00% | 210 | $8,637 | $8,058 | -$579 | -6.70% | |
| Sunbelt Securities, Inc. | 0.00% | 80 | $2,960 | $3,070 | +$110 | +3.71% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 40 | $1,646 | $1,535 | -$111 | -6.75% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 12,704 | $517 | $487,496 | +$486,979 | +94193.17% |
Frequently asked questions about XDQQ
Who are the largest institutional holders of XDQQ?
The largest institutional holders of XDQQ reported in the latest SEC Form 13F filings include Cetera Investment Advisers, Orion Porfolio Solutions, Llc, Welch Financial Planning, Llc, Commonwealth Equity Services, Llc, and Encompass More Asset Management. InsiderSet ranks institutional holders by their latest reported XDQQ position.
What is XDQQ institutional ownership?
This page tracks XDQQ positions reported by institutional investment managers through SEC Form 13F. INNOVATOR GRW 100 ACCEL QTR (XDQQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XDQQ?
InsiderSet currently tracks 31 institutional managers reporting XDQQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XDQQ shareholders.
How much XDQQ stock do institutions own?
Institutional investment managers disclosed approximately $34.16M in XDQQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XDQQ institutional ownership last updated?
The latest XDQQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XDQQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XDQQ position after the reporting date.
Are institutions buying or selling XDQQ?
Institutional buying and selling can be analyzed by comparing XDQQ positions across consecutive 13F reporting periods. InsiderSet's XDQQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XDQQ ownership changes.
How has XDQQ institutional ownership changed over time?
InsiderSet tracks XDQQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.