HolderBook

INNOVATOR ETFS TRUST US EQTY ACCELRTD (XTOC)

Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.

21
Reporting holders
$15.5M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Bullseye Investment Management, LLC$4.7M130,1652.31%11q+807.3%+$4.2M
Regatta Research & Money Management$2.9M79,3442.71%newFIRST
Welch Financial Planning, LLC$1.9M53,6441.13%3q+14.2%+$240.4K
Millington Financial Advisors, LLC$1.2M33,3480.48%15q-4.5%-$57.1K
OSAIC HOLDINGS, INC.$979.0K27,0980.00%19q-0.9%-$9.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$827.3K22,8980.00%2q+17.8%+$125.0K
First Commonwealth Financial Corp /PA/$803.8K22,2480.11%8q-1.6%-$12.9K
Andina Capital Management, LLC$557.9K15,4420.90%newNEW
Wood Tarver Financial Group, LLC$435.0K12,0500.10%7qHELD
Foundations Investment Advisors, LLC$332.7K9,2080.00%3q-2.0%-$6.8K
HighTower Advisors, LLC$302.4K8,3700.00%6qHELD
Garden State Investment Advisory Services LLC$239.0K6,6150.04%3qHELD
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$97.6K2,7000.01%19qHELD
Pinnacle Wealth Planning Services, Inc.$77.3K2,1400.01%3qHELD
Arax Advisory Partners$65.8K1,8220.00%3q+1.4%
Steward Partners Investment Advisory, LLC$60.8K1,6840.00%3qHELD
MORGAN STANLEY$6.9K1900.00%4qHELD
EverSource Wealth Advisors, LLC$2.9K800.00%3qHELD
Allworth Financial LP$687190.00%9qHELD
CoreCap Advisors, LLC$397110.00%3q-50.0%
IFP Advisors, Inc$361100.00%4qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202621$15.5M429,0861450.0%
Q1 202621$7.7M234,4531280.0%
Q4 202524$9.4M278,9409270.0%
Q3 202519$9.9M310,6035530.0%
Q2 202515$7.3M238,8701510.0%
Q1 202516$6.1M213,6931620.0%
Q4 202416$5.2M174,9490360.0%
Q3 202415$10.3M354,1615240.0%
Q2 202413$12.4M438,3711540.0%
Q1 202414$14.2M512,5601630.0%
Q4 202314$15.6M586,6537310.0%
Q3 20239$7.1M289,6670140.0%
Q2 202316$15.6M646,8495240.0%
Q1 202315$17.3M756,7192630.0%
Q4 202215$16.1M757,1788230.0%
Q3 20226$2.6M130,7071040.0%
Q2 20229$4.6M217,1804400.0%
Q1 20227$3.5M137,0392110.0%
Q4 20216$2.0M77,6165000.0%