XTAP Innovator U.S. Equity Accelerated Plus ETF - April
BATSValuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · industry median · verdict relative to median
Institutional owners (13F) 15 filers · $25.3M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 3 (+3 vs prior Q) | 2 (0 vs prior Q) | 0 (-1 vs prior Q) | 5 (-3 vs prior Q) | +3K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Lido Advisors, LLC | $12,573,041 | 277,373 | 49.64% | Shares |
| Stuart Chaussee & Associates, Inc. | $8,244,516 | 207,958 | 32.55% | Shares |
| Millington Financial Advisors, LLC | $1,625,519 | 35,798 | 6.42% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $1,262,370 | 27,849 | 4.98% | Shares |
| VESTIA PERSONAL WEALTH ADVISORS | $551,791 | 12,173 | 2.18% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $395,360 | 8,722 | 1.56% | Shares |
| Foundations Investment Advisors, LLC | $257,016 | 5,670 | 1.01% | Shares |
| Sunbelt Securities, Inc. | $192,595 | 4,656 | 0.76% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $108,745 | 2,399 | 0.43% | Shares |
| Arax Advisory Partners | $70,170 | 1,548 | 0.28% | Shares |
| OSAIC HOLDINGS, INC. | $21,802 | 481 | 0.09% | Shares |
| DHJJ Financial Advisors, Ltd. | $11,378 | 251 | 0.04% | Shares |
| BARCLAYS PLC | $9,338 | 206 | 0.04% | Shares |
| IFP Advisors, Inc | $5,485 | 121 | 0.02% | Shares |
| COUNTRY TRUST BANK | $1,179 | 26 | 0.00% | Shares |
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