Innovator US Eqy Accel PL-OcXTOCETF

13F holders, Q2 2026 (June 30)
21holders
1new positions
1sold out
$36.14avg. 13F price*

At the end of Q2 2026, 21 institutions reported holding Innovator US Eqy Accel PL-Oc (XTOC) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Bullseye Investment Management, LLC ($4.7M), Regatta Research & Money Management ($2.9M) and Welch Financial Planning, LLC ($1.9M).

Company
Innovator US Eqy Accel PL-Oc
CUSIP
45783Y830
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 14Q1 2024Q2 2024: 13Q2 2024Q3 2024: 14Q3 2024Q4 2024: 14Q4 2024Q1 2025: 15Q1 2025Q2 2025: 15Q2 2025Q3 2025: 19Q3 2025Q4 2025: 24Q4 2025Q1 2026: 21Q1 2026Q2 2026: 21Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$558K
Exits1$16K

All 13F filers, Q1 2026 → Q2 2026: 141,400 shares bought and 2,880 shares sold, net +138,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders
Bullseye Investment Management, LLC 2.31% Add +807.3% 130,165 $4.7M
Regatta Research & Money Management 2.71% — 79,344 $2.9M
Welch Financial Planning, LLC 1.13% Add +14.2% 53,644 $1.9M
Millington Financial Advisors, LLC 0.48% Reduce -4.5% 33,348 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -0.9% 27,098 $979K
Susquehanna International Group, LLP 0.00% Add +17.8% 22,898 $827K
First Commonwealth Financial Corp 0.11% Reduce -1.6% 22,248 $804K
Andina Capital Management, LLC 0.92% New 15,442 $558K
Wood Tarver Financial Group, LLC 0.10% No change 12,050 $435K
Foundations Investment Advisors, LLC 0.00% Reduce -2.0% 9,208 $333K
HighTower Advisors, LLC 0.00% No change 8,370 $302K
Garden State Investment Advisory Services LLC 0.05% No change 6,615 $239K
Blue Bell Private Wealth Management, LLC 0.01% No change 2,700 $98K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 2,140 $77K
Arax Advisory Partners 0.00% Add +1.4% 1,822 $66K
Steward Partners Investment Advisory, LLC 0.00% No change 1,684 $61K
Morgan Stanley 0.00% No change 190 $7K
EverSource Wealth Advisors, LLC 0.00% No change 80 $3K
Allworth Financial LP 0.00% No change 19 $687
CoreCap Advisors, LLC 0.00% Reduce -50.0% 11 $397
IFP Advisors, Inc 0.00% No change 10 $361

"% of holder's portfolio" is XTOC's weight in each manager's 13F, not the share of Innovator US Eqy Accel PL-Oc the manager owns.