Skip to content

XTOC INNOVATOR ETFS TRUST

Follow

US EQTY ACCELRTD (fund)

20 managers (20 13F filers) reported a position in XTOC shares at 2026-06-30, 298,921 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
20
13F filers
20
New
1
Added
3
Reduced
5
Sold out
1
Shares held by filers
298,921

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Regatta Research & Money Management79,344$2.87M2.71%13F-HRTimeline
Welch Financial Planning, LLC53,644$1.94M1.13%+6,65413F-HRTimeline
Millington Financial Advisors, LLC33,348$1.21M0.48%-1,57513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,098$979K<0.01%-25513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,898$827K<0.01%+3,46013F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …22,248$804K0.11%-35713F-HRTimelineGroup
Andina Capital Management, LLC15,442$558K0.92%new13F-HRTimeline
Wood Tarver Financial Group, LLC12,050$435K0.1%013F-HRTimeline
Foundations Investment Advisors, LLC9,208$333K<0.01%-18813F-HRTimeline
HighTower Advisors, LLC8,370$302K<0.01%013F-HRTimeline
Garden State Investment Advisory Servic…6,615$239K0.05%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,700$97.6K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,140$77.3K0.01%013F-HRTimeline
Arax Advisory Partners1,822$65.8K<0.01%+2613F-HRTimeline
Steward Partners Investment Advisory, L…1,684$60.8K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY190$6.87K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…80$2.89K<0.01%013F-HRTimelineGroup
Allworth Financial LP19$687<0.01%013F-HRTimeline
CoreCap Advisors, LLC11$397<0.01%-1113F-HRTimeline
IFP Advisors, Inc10$361<0.01%013F-HRTimeline