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

$35.18 +0.14 (+0.40%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Accelerated Plus ETF - October (BATS:XTOC)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$3.33M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.07M
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XTOC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2026 Welch Financial Planning LLC46,990$1.52M1.1%+3.7%10.442%
2/20/2026Sunbelt Securities Inc.23,640$791K0.1%-17.5%5.253%
2/18/2026OLD Mission Capital LLC27,669$926K0.0%-37.3%6.149%
2/17/2026Osaic Holdings Inc.28,463$953K0.0%-3.1%6.325%
2/16/2026Arax Advisory Partners2,438$82K0.0%N/A0.542%
2/16/2026Barclays PLC794$27K0.0%-82.5%0.176%
2/13/2026 Kestra Advisory Services LLC2,522$84K0.0%N/A0.560%
2/12/2026Wood Tarver Financial Group LLC12,050$403K0.1%+15.9%2.678%
2/12/2026Steward Partners Investment Advisory LLC1,684$56K0.0%N/A0.374%
2/12/2026 Andina Capital Management LLC28,868$966K0.6%+1.4%6.415%
2/10/2026Foundations Investment Advisors LLC9,399$315K0.0%N/A2.089%
2/9/2026Millington Financial Advisors LLC36,308$1.23M0.5%-13.8%8.068%
2/2/2026 Welch Financial Planning LLC45,304$1.52M1.1%N/A10.068%
11/19/2025First Commonwealth Financial Corp PA21,783$711K0.1%+12.4%4.841%
11/17/2025Citadel Advisors LLC16,928$552K0.0%+53.8%3.762%
10/30/2025Millington Financial Advisors LLC42,105$1.37M0.7%+13.2%9.357%
10/30/2025 Andina Capital Management LLC28,457$928K0.5%+8.2%6.324%
9/4/2025Osaic Holdings Inc.29,374$920K0.0%+1.6%6.528%
8/13/2025Millington Financial Advisors LLC37,201$1.19M0.6%+46.7%8.267%
5/13/2025HighTower Advisors LLC9,406$268K0.0%N/A2.213%
4/29/2025Wood Tarver Financial Group LLC8,060$230K0.1%+73.1%1.612%
3/6/2025Wood Tarver Financial Group LLC4,657$136K0.0%N/A1.035%
2/27/2025Bernard Wealth Management Corp.1,234$34K0.0%N/A0.274%
2/18/2025Sunbelt 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%
2/13/2025Bernard Wealth Management Corp.1,234$34K0.0%N/A0.197%
2/12/2025Bullseye Investment Management LLC39,634$1.16M0.8%-78.7%6.341%
2/4/2025Millington Financial Advisors LLC25,096$750K0.4%+3.3%4.015%
11/19/2024Barclays PLC1,800$52K0.0%N/A0.288%
11/18/2024Sunbelt 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%
8/16/2024Sunbelt 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%
4/15/2024Sunbelt 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%
2/1/2024Millington Financial Advisors LLC22,642$603K0.5%+22.7%2.664%
12/11/2023Sunbelt 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%
11/2/2023Millington Financial Advisors LLC18,457$454K0.4%-19.1%2.171%
8/16/2023Sunbelt Securities Inc.134,586$3.25M0.5%-14.3%15.834%
8/8/2023Millington 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%
7/14/2023Macroview Investment Management LLC42,450$1.03M1.6%-1.6%4.565%
5/17/2023Sunbelt Securities Inc.157,103$3.57M0.6%-45.9%16.893%
5/10/2023WealthPLAN Partners LLC1,275$29K0.0%N/A0.137%
4/19/2023Brookstone Capital Management35,553$822K0.0%-6.7%3.742%
4/18/2023Macroview 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%
2/8/2023Sunbelt Securities Inc.290,405$6.16M1.2%N/A0.000%
2/8/2023Orion Portfolio Solutions LLC10,528$223K0.0%N/A0.000%
2/8/2023Millington 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%
1/19/2023Fiduciary Alliance LLC2,070$44K0.0%N/A0.000%
1/9/2023Brookstone Capital Management38,106$820K0.0%+165.3%0.000%


XTOC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XTOC shares?

During the previous two years, 19 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), Welch Financial Planning LLC ($1.52M), Millington Financial Advisors LLC ($1.23M), Bullseye Investment Management LLC ($1.16M), Andina Capital Management LLC ($966K), Osaic Holdings Inc. ($953K), and OLD Mission Capital LLC ($926K).Learn more on Innovator U.S. Equity Accelerated Plus ETF - October's institutional investors.

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

Of the 16 institutional investors that purchased Innovator U.S. Equity Accelerated Plus ETF - October's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Welch Financial Planning LLC ($46.99K), Millington Financial Advisors LLC ($17.54K), First Commonwealth Financial Corp PA ($13.74K), Wood Tarver Financial Group LLC ($9.71K), HighTower Advisors LLC ($9.41K), Foundations Investment Advisors LLC ($9.40K), and Atria Wealth Solutions Inc. ($5.96K).

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

Institutional investors have bought a total of 102,168 shares in the last 24 months. This purchase volume represents approximately $3.33M in transactions.

Which of Innovator U.S. Equity Accelerated Plus ETF - October's 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: OLD Mission Capital LLC ($16.44K), Millington Financial Advisors LLC ($5.80K), Sunbelt Securities Inc. ($5.03K), Barclays PLC ($3.74K), and Osaic Holdings Inc. ($901.00).

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

Institutional investors have sold a total of 31,905 shares in the last 24 months. This volume of shares sold represents approximately $1.07M in transactions.


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This page (BATS:XTOC) was last updated on 5/5/2026 by MarketBeat.com Staff.
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