ETF Holders

Who owns XTAP?

Buffer or defined outcome

Innovator U.S. Equity Accelerated Plus ETF - April · Innovator

13 institutions reported holding XTAP, worth $16.9M, in Form 13F filings for June 30, 2026.

13F holders
13
Institutional value
$16.9M
Change from prior quarter
+11.1%
+$1.7M, with price moves
New and sold-out firms
3 / 2
0 added, 5 trimmed

Top 10 institutional holders of XTAP

FirmLocationValueSharesChange
Lido Advisors, LLCLos Angeles, CA$12.6M277,373−1,075 shares
Millington Financial Advisors, LLCNaperville, IL$1.6M35,798−1,042 shares
Commonwealth Equity Services, LLCWaltham, MA$1.3M27,849New position
Vestia Personal Wealth AdvisorsFort Wayne, IN$552K12,173No change
Susquehanna International Group, LLPBala Cynwyd, PA$395K8,722New position
Foundations Investment Advisors, LLCPhoenix, AZ$257K5,670−88 shares
Blue Bell Private Wealth Management, LLCBlue Bell, PA$109K2,399No change
Arax Advisory PartnersNew York, NY$70K1,548−313 shares
Osaic Holdings, Inc.Scottsdale, AZ$22K481No change
DHJJ Financial Advisors, Ltd.Naperville, IL$11K251No change
3 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns XTAP?

13 institutional managers reported holding XTAP in Form 13F filings for June 30, 2026, worth $16.9M in total. The largest reported position was held by Lido Advisors, LLC, at $12.6M.

Did institutions buy or sell XTAP last quarter?

Reported 13F value rose 11.1% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is XTAP ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.