20 institutions reported holding $6.8M of INNOVATOR ETFS TRUST (QTOC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Sunbelt Securities, Inc. ($1.2M), OLD MISSION CAPITAL LLC ($933,437), Welch Financial Planning, LLC ($664,033), COMMONWEALTH EQUITY SERVICES, LLC ($592,840), Brookwood Investment Group LLC ($574,938). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sunbelt Securities, Inc. | $1.2M | 35,527 | Trimmed |
| 2 | OLD MISSION CAPITAL LLC | $933,437 | 28,162 | Added |
| 3 | Welch Financial Planning, LLC | $664,033 | 20,034 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $592,840 | 17,886 | Added |
| 5 | Brookwood Investment Group LLC | $574,938 | 17,346 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $542,091 | 16,355 | Added |
| 7 | World Investment Advisors | $523,862 | 15,805 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $479,844 | 14,475 | Trimmed |
| 9 | CARY STREET PARTNERS FINANCIAL LLC | $386,143 | 11,650 | Hold |
| 10 | Kestra Advisory Services, LLC | $333,773 | 10,070 | Added |
| 11 | GOLDMAN SACHS GROUP INC | $276,697 | 8,348 | New |
| 12 | HighTower Advisors, LLC | $227,344 | 6,859 | Hold |
| 13 | IFP Advisors, Inc | $26,682 | 805 | Hold |
| 14 | EverSource Wealth Advisors, LLC | $13,291 | 401 | Hold |
| 15 | DHJJ Financial Advisors, Ltd. | $1,492 | 45 | Hold |
| 16 | CoreCap Advisors, LLC | $696 | 21 | Hold |
| 17 | RED REEF ADVISORS LLC | $663 | 20 | Hold |
| 18 | MORGAN STANLEY | $33 | 1 | Hold |
| 19 | UBS Group AG | $0 | 0 | Exited |
| 20 | Andina Capital Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31