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Innovator U.S. Equity Accelerated Plus ETF - October (XTOC) Institutional Ownership

$28.86 +0.40 (+1.40%)
As of 05/2/2025 03:55 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Accelerated Plus ETF - October (BATS:XTOC)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$1.01M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$5.22M
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XTOC Institutional Buying and Selling by Quarter

Innovator U.S. Equity Accelerated Plus ETF - October Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Wood Tarver Financial Group LLC8,060$230K0.1%+73.1%1.612%
3/6/2025 Wood Tarver Financial Group LLC4,657$136K0.0%N/A1.035%
2/27/2025 Bernard Wealth Management Corp.1,234$34K0.0%N/A0.274%
2/18/2025 Sunbelt Securities Inc.28,368$837K0.1%-31.5%4.539%
2/17/2025Citadel Advisors LLC10,984$323K0.0%-5.5%1.757%
2/13/2025First Commonwealth Financial Corp PA11,335$333K0.1%+29.6%1.814%
2/13/2025 Bernard Wealth Management Corp.1,234$34K0.0%N/A0.197%
2/12/2025Bullseye Investment Management LLC39,634$1.16M0.8%-78.7%6.341%
2/4/2025 Millington Financial Advisors LLC25,096$750K0.4%+3.3%4.015%
11/19/2024Barclays PLC1,800$52K0.0%N/A0.288%
11/18/2024 Sunbelt Securities Inc.41,413$1.19M0.1%-16.8%6.626%
11/15/2024Barclays PLC1,800$52K0.0%N/A0.288%
11/14/2024First Commonwealth Financial Corp PA8,743$251K0.1%N/A1.399%
8/16/2024 Sunbelt Securities Inc.49,756$1.41M0.1%-7.1%7.961%
7/31/2024Commonwealth Equity Services LLC12,564$355K0.0%+27.5%2.010%
7/22/2024Atria Wealth Solutions Inc.61,813$1.75M0.0%+10.7%9.890%
5/20/2024Bullseye Investment Management LLC231,138$6.41M3.7%-2.3%36.982%
4/15/2024 Sunbelt Securities Inc.53,531$1.48M0.2%-62.7%7.931%
2/6/2024Orion Capital Management LLC1,861$50K0.0%N/A0.219%
2/2/2024Atria Wealth Solutions Inc.55,849$1.49M0.0%+2.3%6.570%
2/1/2024 Millington Financial Advisors LLC22,642$603K0.5%+22.7%2.664%
12/11/2023 Sunbelt Securities Inc.132,097$3.25M0.5%-1.8%15.541%
11/15/2023SRS Capital Advisors Inc.2,302$57K0.0%+9,108.0%0.271%
11/8/2023Atria Wealth Solutions Inc.54,593$1.34M0.0%-2.4%6.423%
11/2/2023 Millington Financial Advisors LLC18,457$454K0.4%-19.1%2.171%
8/16/2023 Sunbelt Securities Inc.134,586$3.25M0.5%-14.3%15.834%
8/8/2023 Millington Financial Advisors LLC22,817$551K0.5%-85.1%2.684%
8/3/2023Atria Wealth Solutions Inc.55,942$1.35M0.0%-8.0%6.581%
7/14/2023 Macroview Investment Management LLC42,450$1.03M1.6%-1.6%4.565%
5/17/2023 Sunbelt Securities Inc.157,103$3.57M0.6%-45.9%16.893%
5/10/2023WealthPLAN Partners LLC1,275$29K0.0%N/A0.137%
4/19/2023 Brookstone Capital Management35,553$822K0.0%-6.7%3.742%
4/18/2023 Macroview Investment Management LLC43,157$986K1.6%N/A4.543%
2/13/2023Atria Wealth Solutions Inc.60,776$1.29M0.0%N/A0.000%
2/10/2023Wealthsource Partners LLC14,475$307K0.0%N/A0.000%
2/8/2023 Sunbelt Securities Inc.290,405$6.16M1.2%N/A0.000%
2/8/2023Orion Portfolio Solutions LLC10,528$223K0.0%N/A0.000%
2/8/2023 Millington Financial Advisors LLC148,135$3.14M3.1%N/A0.000%
2/6/2023Brinker Capital Investments LLC85,360$1.81M0.0%N/A0.000%
2/3/2023Blue Bell Private Wealth Management LLC2,700$57K0.0%-50.9%0.000%
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1/19/2023 Fiduciary Alliance LLC2,070$44K0.0%N/A0.000%
1/9/2023 Brookstone Capital Management38,106$820K0.0%+165.3%0.000%
(Data available from 1/1/2016 forward)

XTOC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XTOC shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated Plus ETF - October. The most heavily invested institutionals were Atria Wealth Solutions Inc. ($1.75M), Bullseye Investment Management LLC ($1.16M), Macroview Investment Management LLC ($1.03M), Sunbelt Securities Inc. ($837K), Millington Financial Advisors LLC ($750K), Commonwealth Equity Services LLC ($355K), and First Commonwealth Financial Corp PA ($333K).Learn more on XTOC's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Accelerated Plus ETF - October stock?

Of the 10 institutional investors that purchased Innovator U.S. Equity Accelerated Plus ETF - October stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Commonwealth Financial Corp PA ($11.34K), Wood Tarver Financial Group LLC ($8.06K), Atria Wealth Solutions Inc. ($7.22K), Millington Financial Advisors LLC ($4.98K), Barclays PLC ($3.60K), Commonwealth Equity Services LLC ($2.71K), and Bernard Wealth Management Corp. ($2.47K).

How much institutional buying is happening at Innovator U.S. Equity Accelerated Plus ETF - October?

Institutional investors have bought a total of 45,781 shares in the last 24 months. This purchase volume represents approximately $1.29M in transactions.

Which Innovator U.S. Equity Accelerated Plus ETF - October major shareholders have been selling company stock?

The following institutional investors have sold Innovator U.S. Equity Accelerated Plus ETF - October stock in the last 24 months: Sunbelt Securities Inc. ($273.34K), Bullseye Investment Management LLC ($151.72K), Millington Financial Advisors LLC ($134.90K), Atria Wealth Solutions Inc. ($6.18K), Macroview Investment Management LLC ($707.00), and Citadel Advisors LLC ($635.00).

How much institutional selling is happening at Innovator U.S. Equity Accelerated Plus ETF - October?

Institutional investors have sold a total of 567,484 shares in the last 24 months. This volume of shares sold represents approximately $14.79M in transactions.



This page (BATS:XTOC) was last updated on 5/3/2025 by MarketBeat.com Staff
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