4 institutions reported holding $1.9M of INNOVATOR ETFS TRUST (XTOC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Welch Financial Planning, LLC ($1.9M), EverSource Wealth Advisors, LLC ($2,890), CoreCap Advisors, LLC ($397), IFP Advisors, Inc ($361). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Welch Financial Planning, LLC | $1.9M | 53,644 | Added |
| 2 | EverSource Wealth Advisors, LLC | $2,890 | 80 | Hold |
| 3 | CoreCap Advisors, LLC | $397 | 11 | Trimmed |
| 4 | IFP Advisors, Inc | $361 | 10 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30