INNOVATOR US EQY ACCL-QUART (XDSQ) Top Institutional Shareholders

INNOVATOR US EQY ACCL-QUART (XDSQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $43.73M in XDSQ holdings during the latest filing period.

Andina Capital Management, Llc is currently the largest disclosed institutional shareholder of XDSQ tracked by InsiderSet, reporting ownership valued at approximately $5.18M in its March 31, 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 $5.60M, representing an estimated gain of +8.24% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed XDSQ value among the investors covered in this analysis. Major shareholders include Andina Capital Management, Llc, Orion Porfolio Solutions, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR US EQY ACCL-QUART (XDSQ).

This page ranks the largest institutional XDSQ 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

44

Total Reported Value

$43.73M

Largest Holder

Andina Capital Management, Llc

Largest Position

$5.18M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

47

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Andina Capital Management, Llc4.58%130,813$5,178,089$5,604,709+$426,620+8.24%
Orion Porfolio Solutions, Llc0.04%104,791$4,148,036$4,489,791+$341,755+8.24%
Osaic Holdings, Inc.0.00%79,784$3,157,817$3,418,361+$260,544+8.25%
Authentikos Wealth Advisory, Llc2.08%77,866$3,082,240$3,336,184+$253,944+8.24%
Atria Investments, Inc0.03%74,379$2,944,211$3,186,783+$242,572+8.24%
Cwm, Llc0.01%61,702$2,442,406$2,643,635+$201,229+8.24%
First Commonwealth Financial Corp0.36%56,379$2,231,701$2,415,570+$183,869+8.24%
Hightower Advisors, Llc0.00%51,158$2,025,033$2,191,875+$166,842+8.24%
Cetera Investment Advisers0.00%49,776$1,970,328$2,132,663+$162,335+8.24%
Triad Wealth Partners, Llc0.15%46,364$1,835,268$1,986,475+$151,207+8.24%
Brookstone Capital Management0.02%44,457$1,759,781$1,904,769+$144,988+8.24%
Vestia Personal Wealth Advisors0.64%34,538$1,367,149$1,479,788+$112,639+8.24%
Arax Advisory Partners0.04%33,789$1,337,501$1,447,696+$110,195+8.24%
Commonwealth Equity Services, Llc0.00%25,852$1,023,320$1,107,634+$84,314+8.24%
Susquehanna International Group, Llp0.00%22,607$894,873$968,601+$73,728+8.24%
Foundations Investment Advisors, Llc0.01%19,936$789,145$854,162+$65,017+8.24%
Yarger Wealth Strategies, Llc0.30%18,378$727,468$787,409+$59,941+8.24%
Brown Wealth Management, Llc0.18%17,739$702,179$760,031+$57,852+8.24%
Arkadios Wealth Advisors0.01%16,030$634,530$686,809+$52,279+8.24%
Pitti Group Wealth Management, Llc0.46%14,370$568,821$615,686+$46,865+8.24%
Old Mission Capital Llc0.01%13,536$535,807$579,953+$44,146+8.24%
Encompass More Asset Management0.08%12,596$498,599$539,678+$41,079+8.24%
Ashton Thomas Private Wealth, Llc0.01%10,061$398,254$431,066+$32,812+8.24%
Goldman Sachs Group Inc0.00%9,925$392,870$425,239+$32,369+8.24%
Ballast Rock Private Wealth Llc0.21%9,697$383,851$415,470+$31,619+8.24%
Chicago Partners Investment Group Llc0.01%9,123$382,062$390,877+$8,815+2.31%
Vantage Point Financial Llc0.13%9,472$374,939$405,830+$30,891+8.24%
Envestnet Asset Management Inc0.00%8,621$341,253$369,368+$28,115+8.24%
Lpl Financial Llc0.00%8,505$336,661$364,398+$27,737+8.24%
Sfmg, Llc0.02%7,706$305,034$330,165+$25,131+8.24%
Steward Partners Investment Advisory, Llc0.00%6,973$276,019$298,760+$22,741+8.24%
Keeler Thomas Management Llc0.10%6,197$245,301$265,512+$20,211+8.24%
Advisory Services Network, Llc0.00%4,063$160,829$174,080+$13,251+8.24%
Financial Network Wealth Advisors Llc0.11%2,690$106,481$115,254+$8,773+8.24%
Ae Wealth Management Llc0.00%1,247$49,361$53,428+$4,067+8.24%
Corecap Advisors, Llc0.00%1,082$42,830$46,359+$3,529+8.24%
Ifp Advisors, Inc0.00%872$34,517$37,361+$2,844+8.24%
Harbour Investments, Inc.0.00%518$20,504$22,194+$1,690+8.24%
Woodard & Co Asset Management Group Inc0.00%500$19,792$21,423+$1,631+8.24%
Farther Finance Advisors, Llc0.00%65$2,591$2,785+$194+7.49%
Ubs Group Ag0.00%24$950$1,028+$78+8.24%
Dhjj Financial Advisors, Ltd.0.00%19$753$814+$61+8.11%
Centaurus Financial, Inc.0.01%6,757$267$289,505+$289,238+108328.85%
Blue Bell Private Wealth Management, Llc0.00%1$40$43+$3+7.11%

Frequently asked questions about XDSQ

  • Who owns the most XDSQ stock?

    The largest holders of XDSQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR US EQY ACCL-QUART (XDSQ).

  • Is XDSQ widely held by superinvestors?

    Many widely followed stocks like XDSQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XDSQ is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.