Who owns XTOC?
Innovator U.S. Equity Accelerated Plus ETF - October · Innovator
20 institutions reported holding XTOC, worth $10.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XTOC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Regatta Research & Money Management | Metairie, LA | $2.9M | 79,344 | New position |
| Welch Financial Planning, LLC | Boulder, CO | $1.9M | 53,644 | +6,654 shares |
| Millington Financial Advisors, LLC | Naperville, IL | $1.2M | 33,348 | −1,575 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $979K | 27,098 | −255 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $827K | 22,898 | +3,460 shares |
| First Commonwealth Financial Corp | Indiana, PA | $804K | 22,248 | −357 shares |
| Andina Capital Management, LLC | Logan, UT | $558K | 15,442 | New position |
| Wood Tarver Financial Group, LLC | Boise, ID | $435K | 12,050 | No change |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $333K | 9,208 | −188 shares |
| HighTower Advisors, LLC | Chicago, IL | $302K | 8,370 | No change |
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 XTOC?
20 institutional managers reported holding XTOC in Form 13F filings for June 30, 2026, worth $10.8M in total. The largest reported position was held by Regatta Research & Money Management, at $2.9M.
Did institutions buy or sell XTOC last quarter?
Reported 13F value rose 67.1% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 1 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 XTOC 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.