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

$36.89 +0.01 (+0.03%)
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)
11
Total
Institutional Inflows
(last 12 months)
$2.69M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.08M
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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
5/18/2026Sunbelt Securities Inc.23,231$752K0.0%-1.7%5.162%
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%
2/16/2026 Arax 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%
2/12/2026 Wood Tarver Financial Group LLC12,050$403K0.1%+15.9%2.678%
2/12/2026 Steward 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%
2/9/2026 Millington 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%
11/19/2025 First Commonwealth Financial Corp PA21,783$711K0.1%+12.4%4.841%
11/17/2025Citadel Advisors LLC16,928$552K0.0%+53.8%3.762%
10/30/2025 Millington 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%
8/13/2025 Millington 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%
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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

During the previous two years, 17 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated Plus ETF - October. The most heavily invested institutionals were 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), OLD Mission Capital LLC ($926K), and Sunbelt Securities Inc. ($752K).Learn more on Innovator U.S. Equity Accelerated Plus ETF - October's institutional investors.

Of the 14 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 Citadel Advisors LLC ($5.92K).

Institutional investors have bought a total of 80,916 shares in the last 24 months. This purchase volume represents approximately $2.69M in transactions.

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. ($5.44K), Barclays PLC ($3.74K), and Osaic Holdings Inc. ($901.00).

Institutional investors have sold a total of 32,314 shares in the last 24 months. This volume of shares sold represents approximately $1.08M in transactions.


Related Companies

Institutional ownership data for BATS:XTOC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/18/2026. New 13F filings are added each quarter as they're published.
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