INNOVATOR US EQY ACCL-QUART (XDSQ) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $43.00M in XDSQ holdings during the latest filing period.
Orion Porfolio Solutions, Llc is currently the largest disclosed institutional shareholder of XDSQ tracked by InsiderSet, reporting ownership valued at approximately $4.15M 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 $4.64M, representing an estimated gain of +11.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed XDSQ value among the investors covered in this analysis. Major shareholders include Orion Porfolio Solutions, Llc, Osaic Holdings, Inc., Authentikos Wealth Advisory, Llc, 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
46
Total Reported Value
$43.00M
Largest Holder
Orion Porfolio Solutions, Llc
Largest Position
$4.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Orion Porfolio Solutions, Llc | 0.04% | 104,791 | $4,148,036 | $4,638,259 | +$490,223 | +11.82% | |
| Osaic Holdings, Inc. | 0.00% | 79,784 | $3,157,817 | $3,531,399 | +$373,582 | +11.83% | |
| Authentikos Wealth Advisory, Llc | 2.08% | 77,866 | $3,082,240 | $3,446,505 | +$364,265 | +11.82% | |
| Atria Investments, Inc | 0.03% | 66,573 | $2,859,663 | $2,946,654 | +$86,991 | +3.04% | |
| Cwm, Llc | 0.01% | 61,702 | $2,442,406 | $2,731,054 | +$288,648 | +11.82% | |
| First Commonwealth Financial Corp | 0.36% | 56,379 | $2,231,701 | $2,495,447 | +$263,746 | +11.82% | |
| Hightower Advisors, Llc | 0.00% | 51,158 | $2,197,507 | $2,264,355 | +$66,848 | +3.04% | |
| Brookstone Capital Management | 0.02% | 47,451 | $2,038,272 | $2,100,276 | +$62,004 | +3.04% | |
| Cetera Investment Advisers | 0.00% | 49,776 | $1,970,328 | $2,203,185 | +$232,857 | +11.82% | |
| Andina Capital Management, Llc | 3.22% | 45,687 | $1,962,499 | $2,022,198 | +$59,699 | +3.04% | |
| Triad Wealth Partners, Llc | 0.15% | 46,364 | $1,835,268 | $2,052,163 | +$216,895 | +11.82% | |
| Keeler Thomas Management Llc | 0.50% | 32,586 | $1,399,741 | $1,442,322 | +$42,581 | +3.04% | |
| Vestia Personal Wealth Advisors | 0.64% | 34,538 | $1,367,149 | $1,528,721 | +$161,572 | +11.82% | |
| Arax Advisory Partners | 0.04% | 33,789 | $1,337,501 | $1,495,569 | +$158,068 | +11.82% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,962 | $1,115,210 | $1,149,130 | +$33,920 | +3.04% | |
| Yarger Wealth Strategies, Llc | 0.33% | 20,951 | $909,566 | $927,333 | +$17,767 | +1.95% | |
| Susquehanna International Group, Llp | 0.00% | 22,607 | $894,873 | $1,000,631 | +$105,758 | +11.82% | |
| Axxcess Wealth Management, Llc | 0.01% | 19,606 | $842,182 | $867,801 | +$25,619 | +3.04% | |
| Foundations Investment Advisors, Llc | 0.01% | 19,936 | $789,145 | $882,407 | +$93,262 | +11.82% | |
| Arkadios Wealth Advisors | 0.01% | 16,030 | $634,530 | $709,520 | +$74,990 | +11.82% | |
| Pitti Group Wealth Management, Llc | 0.46% | 14,370 | $568,821 | $636,045 | +$67,224 | +11.82% | |
| Brown Wealth Management, Llc | 0.13% | 13,140 | $564,433 | $581,603 | +$17,170 | +3.04% | |
| Old Mission Capital Llc | 0.01% | 13,536 | $535,807 | $599,130 | +$63,323 | +11.82% | |
| Encompass More Asset Management | 0.06% | 9,802 | $421,048 | $433,856 | +$12,808 | +3.04% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 9,251 | $397,379 | $409,468 | +$12,089 | +3.04% | |
| Envestnet Asset Management Inc | 0.00% | 9,175 | $394,115 | $406,104 | +$11,989 | +3.04% | |
| Goldman Sachs Group Inc | 0.00% | 9,925 | $392,870 | $439,300 | +$46,430 | +11.82% | |
| Chicago Partners Investment Group Llc | 0.01% | 9,121 | $388,463 | $403,714 | +$15,251 | +3.93% | |
| Ballast Rock Private Wealth Llc | 0.21% | 9,697 | $383,851 | $429,209 | +$45,358 | +11.82% | |
| Vantage Point Financial Llc | 0.13% | 9,472 | $374,939 | $419,250 | +$44,311 | +11.82% | |
| Lpl Financial Llc | 0.00% | 8,505 | $336,661 | $376,448 | +$39,787 | +11.82% | |
| Sfmg, Llc | 0.02% | 7,706 | $305,034 | $341,083 | +$36,049 | +11.82% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,973 | $276,019 | $308,639 | +$32,620 | +11.82% | |
| Advisory Services Network, Llc | 0.00% | 4,063 | $160,829 | $179,837 | +$19,008 | +11.82% | |
| Financial Network Wealth Advisors Llc | 0.14% | 3,259 | $139,991 | $144,250 | +$4,259 | +3.04% | |
| Corecap Advisors, Llc | 0.00% | 1,073 | $46,091 | $47,493 | +$1,402 | +3.04% | |
| Ifp Advisors, Inc | 0.00% | 877 | $37,672 | $38,818 | +$1,146 | +3.04% | |
| Country Trust Bank | 0.00% | 545 | $23,411 | $24,123 | +$712 | +3.04% | |
| Harbour Investments, Inc. | 0.00% | 518 | $20,504 | $22,928 | +$2,424 | +11.82% | |
| Farther Finance Advisors, Llc | 0.00% | 207 | $8,892 | $9,162 | +$270 | +3.04% | |
| Woodard & Co Asset Management Group Inc | 0.00% | 194 | $8,333 | $8,587 | +$254 | +3.05% | |
| Ubs Group Ag | 0.00% | 24 | $950 | $1,062 | +$112 | +11.82% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 19 | $817 | $841 | +$24 | +2.93% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 14,549 | $625 | $643,968 | +$643,343 | +102934.85% | |
| Centaurus Financial, Inc. | 0.01% | 6,757 | $267 | $299,078 | +$298,811 | +111914.36% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 1 | $40 | $44 | +$4 | +10.66% |
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.