Innovator US Eqy Accel PL-OcXTOCETF

13F holders, Q1 2024 (March 31)
14holders
$27.72avg. 13F price*

At the end of Q1 2024, 14 institutions reported holding Innovator US Eqy Accel PL-Oc (XTOC) in their 13F filings. The largest holders were Bullseye Investment Management, LLC ($6.4M), Atria Wealth Solutions, Inc. ($1.5M) and Sunbelt Securities, Inc. ($1.5M).

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 2024

InstitutionsTotal Value
New Positions1$666K
Exits1$186

Ownership 14 holders

Bullseye Investment Management, LLC 3.91% Reduce -2.3% 231,138 $6.4M
Atria Wealth Solutions, Inc. 0.02% No change 55,849 $1.5M
Sunbelt Securities, Inc. 0.17% Reduce -62.7% 53,531 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -37.9% 43,786 $1.2M
Old Mission Capital LLC 0.02% Add +53.9% 31,730 $880K
Millington Financial Advisors, LLC 0.49% Add +9.1% 24,711 $685K
Cambridge Investment Research Advisors, Inc. 0.00% New 24,020 $666K
Susquehanna International Group, LLP 0.00% Add +68.7% 20,741 $575K
Commonwealth Equity Services, LLC 0.00% Add +9.8% 9,854 $273K
Snowden Capital Advisors LLC 0.01% No change 8,600 $238K
Blue Bell Private Wealth Management, LLC 0.02% No change 2,700 $75K
Arax Advisory Partners 0.01% Add +5.9% 2,438 $68K
Orion Capital Management LLC 0.03% No change 1,861 $52K
UBS Group AG 0.00% Add +548.2% 1,601 $44K

"% 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.