Innovator US Eqy Accel PL-OcXTOCETF
13F holders, Q1 2026 (March 31)21holders −3
1new positions
4sold out
$32.76avg. 13F price*
At the end of Q1 2026, 21 institutions reported holding Innovator US Eqy Accel PL-Oc (XTOC) in their 13F filings, down 3 from Q4 2025. 1 opened new positions and 4 sold out. The largest holders were Welch Financial Planning, LLC ($1.5M), Millington Financial Advisors, LLC ($1.2M) and Osaic Holdings, Inc. ($886K).
- Company
- Innovator US Eqy Accel PL-Oc
- CUSIP
- 45783Y830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $629K |
| Exits | 4 | $2.0M |
All 13F filers, Q4 2025 → Q1 2026: 21,977 shares bought and 66,464 shares sold, net −44,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Welch Financial Planning, LLC | 1.09% | Add +3.7% | 46,990 | $1.5M |
| Millington Financial Advisors, LLC | 0.51% | Reduce -3.8% | 34,923 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 27,353 | $886K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -1.7% | 23,231 | $752K |
| First Commonwealth Financial Corp | 0.12% | Add +3.9% | 22,605 | $732K |
| Susquehanna International Group, LLP | 0.00% | New | 19,438 | $629K |
| Bullseye Investment Management, LLC | 0.25% | Reduce -10.1% | 14,347 | $465K |
| Wood Tarver Financial Group, LLC | 0.11% | No change | 12,050 | $390K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -0.0% | 9,396 | $304K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.8% | 8,370 | $271K |
| Garden State Investment Advisory Services LLC | 0.05% | Reduce -13.1% | 6,615 | $214K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 2,700 | $87K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 2,140 | $69K |
| Arax Advisory Partners | 0.00% | Reduce -26.3% | 1,796 | $58K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,684 | $55K |
| Barclays PLC | 0.00% | Reduce -37.8% | 494 | $16K |
| Morgan Stanley | 0.00% | No change | 190 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 80 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 22 | $712 |
| Allworth Financial LP | 0.00% | No change | 19 | $616 |
| IFP Advisors, Inc | 0.00% | No change | 10 | $324 |
"% 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.