Innovator US Eqy Accel PL-OcXTOCETF

13F holders, Q4 2025 (December 31)
24holders +5
9new positions
5sold out
$33.52avg. 13F price*

At the end of Q4 2025, 24 institutions reported holding Innovator US Eqy Accel PL-Oc (XTOC) in their 13F filings, up 5 from Q3 2025. 9 opened new positions and 5 sold out. The largest holders were Welch Financial Planning, LLC ($1.5M), Millington Financial Advisors, LLC ($1.2M) and Andina Capital Management, LLC ($966K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$878K
Exits5$1.3M

All 13F filers, Q3 2025 → Q4 2025: 28,293 shares bought and 105,260 shares sold, net −76,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders
Welch Financial Planning, LLC 1.10% — 45,304 $1.5M
Millington Financial Advisors, LLC 0.54% Reduce -13.8% 36,308 $1.2M
Andina Capital Management, LLC 0.58% Add +1.4% 28,868 $966K
Osaic Holdings, Inc. 0.00% Reduce -3.1% 28,463 $953K
Old Mission Capital LLC 0.04% Reduce -37.3% 27,669 $926K
Sunbelt Securities, Inc. 0.05% Reduce -17.5% 23,640 $791K
First Commonwealth Financial Corp 0.12% Reduce -0.1% 21,752 $728K
Bullseye Investment Management, LLC 0.28% Reduce -67.2% 15,955 $534K
Wood Tarver Financial Group, LLC 0.11% Add +15.8% 12,050 $403K
Foundations Investment Advisors, LLC 0.00% New 9,399 $315K
HighTower Advisors, LLC 0.00% Reduce -2.8% 8,985 $301K
Garden State Investment Advisory Services LLC 0.06% New 7,615 $255K
Blue Bell Private Wealth Management, LLC 0.01% No change 2,700 $90K
Kestra Advisory Services, LLC 0.00% New 2,522 $84K
Arax Advisory Partners 0.00% New 2,438 $82K
Pinnacle Wealth Planning Services, Inc. 0.01% New 2,140 $72K
Steward Partners Investment Advisory, LLC 0.00% New 1,684 $56K
Barclays PLC 0.00% Reduce -82.5% 794 $27K
AE Wealth Management LLC 0.00% New 333 $11K
Morgan Stanley 0.00% No change 190 $6K
EverSource Wealth Advisors, LLC 0.00% New 80 $3K
CoreCap Advisors, LLC 0.00% New 22 $736
Allworth Financial LP 0.00% No change 19 $637
IFP Advisors, Inc 0.00% No change 10 $335

"% 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.