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

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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)
5
Total
Institutional Inflows
(last 12 months)
$279.54K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$9.57M
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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
4/15/2024 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%
2/1/2024Millington 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%
11/2/2023Millington 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%
8/8/2023Millington 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%
5/17/2023 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%
4/18/2023Macroview 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%
2/8/2023 Sunbelt Securities Inc.290,405$6.16M1.2%N/A0.000%
2/8/2023Orion Portfolio Solutions LLC10,528$223K0.0%N/A0.000%
2/8/2023Millington Financial Advisors LLC148,135$3.14M3.1%N/A0.000%
2/6/2023Brinker Capital Investments LLC85,360$1.81M0.0%N/A0.000%
2/3/2023 Blue Bell Private Wealth Management LLC2,700$57K0.0%-50.9%0.000%
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, 13 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated Plus ETF - October. The most heavily invested institutionals were Brinker Capital Investments LLC ($1.81M), Atria Wealth Solutions Inc. ($1.49M), Sunbelt Securities Inc. ($1.48M), Macroview Investment Management LLC ($1.03M), Brookstone Capital Management ($822K), Millington Financial Advisors LLC ($603K), and Wealthsource Partners LLC ($307K).Learn more on XTOC's institutional investors.

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

Of the 12 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: Sunbelt Securities Inc. ($290.41K), Millington Financial Advisors LLC ($152.32K), Brinker Capital Investments LLC ($85.36K), Atria Wealth Solutions Inc. ($62.03K), Macroview Investment Management LLC ($43.16K), Brookstone Capital Management ($23.74K), and Wealthsource Partners LLC ($14.48K).

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

Institutional investors have bought a total of 689,500 shares in the last 24 months. This purchase volume represents approximately $14.75M 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. ($248.18K), Millington Financial Advisors LLC ($134.90K), Atria Wealth Solutions Inc. ($6.18K), Blue Bell Private Wealth Management LLC ($2.80K), Brookstone Capital Management ($2.55K), and Macroview Investment Management LLC ($707.00).

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

Institutional investors have sold a total of 395,321 shares in the last 24 months. This volume of shares sold represents approximately $9.69M in transactions.


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This page (BATS:XTOC) was last updated on 4/25/2024 by MarketBeat.com Staff

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