Who Owns INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER (XTOC)? -- Institutional Holders (2026-03-31)

Name: INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER (XTOC) Institutional Holders (2026-03-31)
Creator: ko.io

24 institutions reported holding $7.2M of INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER (XTOC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Welch Financial Planning, LLC ($1.5M), Millington Financial Advisors, LLC ($1.2M), OSAIC HOLDINGS, INC. ($885,687), Sunbelt Securities, Inc. ($752,289), First Commonwealth Financial Corp /PA/ ($732,007). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Welch Financial Planning, LLC	$1.5M	46,990	Added
2	Millington Financial Advisors, LLC	$1.2M	34,923	Trimmed
3	OSAIC HOLDINGS, INC.	$885,687	27,353	Trimmed
4	Sunbelt Securities, Inc.	$752,289	23,231	Trimmed
5	First Commonwealth Financial Corp /PA/	$732,007	22,605	Added
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$629,451	19,438	New
7	Wood Tarver Financial Group, LLC	$390,000	12,050	Hold
8	Foundations Investment Advisors, LLC	$304,266	9,396	Trimmed
9	HighTower Advisors, LLC	$271,042	8,370	Trimmed
10	Garden State Investment Advisory Services LLC	$214,210	6,615	Trimmed
11	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$87,433	2,700	Hold
12	Pinnacle Wealth Planning Services, Inc.	$69,311	2,140	Hold
13	Arax Advisory Partners	$58,159	1,796	Trimmed
14	Steward Partners Investment Advisory, LLC	$54,532	1,684	Hold
15	BARCLAYS PLC	$15,997	494	Trimmed
16	MORGAN STANLEY	$6,153	190	Hold
17	EverSource Wealth Advisors, LLC	$2,591	80	Hold
18	CoreCap Advisors, LLC	$712	22	Hold
19	Allworth Financial LP	$616	19	Hold
20	IFP Advisors, Inc	$324	10	Hold
21	OLD MISSION CAPITAL LLC	$0	0	Exited
22	Andina Capital Management, LLC	$0	0	Exited
23	AE Wealth Management LLC	$0	0	Exited
24	Kestra Advisory Services, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-03-31