Skip to content

XTOC INNOVATOR ETFS TRUST

Follow

US EQTY ACCELRTD (fund)

24 managers (24 13F filers) reported a position in XTOC shares at 2025-12-31, 278,940 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
24
13F filers
24
New
9
Added
2
Reduced
8
Sold out
5
Shares held by filers
278,940

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Welch Financial Planning, LLC45,304$1.52M1.1%13F-HRTimeline
Millington Financial Advisors, LLC36,308$1.23M0.54%-5,79713F-HRTimeline
Andina Capital Management, LLC28,868$966K0.58%+41113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,463$953K<0.01%-90113F-HRTimelineGroup
OLD MISSION CAPITAL LLC27,669$926K0.04%-16,43713F-HRTimeline
Sunbelt Securities, Inc.23,640$791K0.05%-5,02813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …21,752$728K0.12%-3113F-HRTimelineGroup
Bullseye Investment Management, LLC15,955$534K0.28%-32,66313F-HRTimeline
Wood Tarver Financial Group, LLC12,050$403K0.11%+1,64913F-HRTimeline
Foundations Investment Advisors, LLC9,399$315K<0.01%new13F-HRTimeline
HighTower Advisors, LLC8,985$301K<0.01%-26313F-HRTimeline
Garden State Investment Advisory Servic…7,615$255K0.06%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,700$90.4K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,522$84.4K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners2,438$81.6K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,140$71.7K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,684$56.4K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC794$26.6K<0.01%-3,74213F-HRTimelineGroup
AE Wealth Management LLC333$11.1K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY190$6.36K<0.01%013F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…80$2.68K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC22$736<0.01%new13F-HRTimeline
Allworth Financial LP19$637<0.01%013F-HRTimeline
IFP Advisors, Inc10$335<0.01%013F-HRTimeline