15 institutions reported holding $15.4M of INNOVATOR ETFS TRUST (XTAP) in SEC 13F filings for 2026-03-31. Largest institutional holders: Lido Advisors, LLC ($11.5M), Millington Financial Advisors, LLC ($1.6M), OLD MISSION CAPITAL LLC ($1.1M), VESTIA PERSONAL WEALTH ADVISORS ($503,536), Foundations Investment Advisors, LLC ($238,180). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Lido Advisors, LLC | $11.5M | 278,448 | Trimmed |
| 2 | Millington Financial Advisors, LLC | $1.6M | 36,840 | Trimmed |
| 3 | OLD MISSION CAPITAL LLC | $1.1M | 25,675 | Trimmed |
| 4 | VESTIA PERSONAL WEALTH ADVISORS | $503,536 | 12,173 | Hold |
| 5 | Foundations Investment Advisors, LLC | $238,180 | 5,758 | Trimmed |
| 6 | Sunbelt Securities, Inc. | $192,595 | 4,656 | Hold |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $99,235 | 2,399 | Trimmed |
| 8 | Arax Advisory Partners | $76,981 | 1,861 | Trimmed |
| 9 | UBS Group AG | $37,353 | 903 | Added |
| 10 | OSAIC HOLDINGS, INC. | $19,898 | 481 | Hold |
| 11 | DHJJ Financial Advisors, Ltd. | $10,383 | 251 | Hold |
| 12 | BARCLAYS PLC | $8,521 | 206 | Trimmed |
| 13 | IFP Advisors, Inc | $5,626 | 136 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31