Who Owns INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER (XTOC)? -- Institutional Holders (2026-06-30)
21 institutions reported holding $10.8M of INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER (XTOC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Regatta Research & Money Management ($2.9M), Welch Financial Planning, LLC ($1.9M), Millington Financial Advisors, LLC ($1.2M), OSAIC HOLDINGS, INC. ($979,044), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($827,305). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Regatta Research & Money Management | $2.9M | 79,344 | New |
| 2 | Welch Financial Planning, LLC | $1.9M | 53,644 | Added |
| 3 | Millington Financial Advisors, LLC | $1.2M | 33,348 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $979,044 | 27,098 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $827,305 | 22,898 | Added |
| 6 | First Commonwealth Financial Corp /PA/ | $803,820 | 22,248 | Trimmed |
| 7 | Andina Capital Management, LLC | $557,919 | 15,442 | New |
| 8 | Wood Tarver Financial Group, LLC | $435,000 | 12,050 | Hold |
| 9 | Foundations Investment Advisors, LLC | $332,685 | 9,208 | Trimmed |
| 10 | HighTower Advisors, LLC | $302,408 | 8,370 | Hold |
| 11 | Garden State Investment Advisory Services LLC | $239,000 | 6,615 | Hold |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $97,551 | 2,700 | Hold |
| 13 | Pinnacle Wealth Planning Services, Inc. | $77,332 | 2,140 | Hold |
| 14 | Arax Advisory Partners | $65,829 | 1,822 | Added |
| 15 | Steward Partners Investment Advisory, LLC | $60,843 | 1,684 | Hold |
| 16 | MORGAN STANLEY | $6,865 | 190 | Hold |
| 17 | EverSource Wealth Advisors, LLC | $2,890 | 80 | Hold |
| 18 | Allworth Financial LP | $687 | 19 | Hold |
| 19 | CoreCap Advisors, LLC | $397 | 11 | Trimmed |
| 20 | IFP Advisors, Inc | $361 | 10 | Hold |
| 21 | BARCLAYS PLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30