XTOC institutional holders

Innovator U.S. Equity Accelerated Plus ETF - October · 22 reporting institutions · $12.5M reported value

Funds that can replace XTOC · XTOC return decomposition

Institutional holdings

Institutions reporting XTOC, largest first
InstitutionReported positionAdvisors at firmReport period
Regatta Research & Money Management LLC$2.9M62026-06-30
Welch Financial Planning, LLC$1.9M32026-06-30
Bullseye Investment Management, LLC$1.4M42025-09-30
Millington Financial Advisors, LLC$1.2M52026-06-30
Osaic Holdings, Inc.$979K02026-06-30
Susquehanna International Group, LLP$827.3K02026-06-30
First Commonwealth Financial Corp /PA$803.8K02026-06-30
Sunbelt Securities, Inc.$752.3K632026-03-31
Andina Capital Management, LLC$557.9K92026-06-30
Foundations Investment Advisors, LLC$332.7K3022026-06-30
Hightower Advisors, LLC$302.4K1,0462026-06-30
Garden State Investment Advisory Services LLC$239K332026-06-30
Blue Bell Private Wealth Management, LLC$97.6K112026-06-30
Pinnacle Wealth Planning Services, Inc.$77.3K202026-06-30
Arax Advisory Partners$65.8K2322026-06-30
Steward Partners Investment Advisory, LLC$60.8K4812026-06-30
Morgan Stanley$6.9K23,1852026-06-30
Eversource Wealth Advisors, LLC$2.9K772026-06-30
Allworth Financial, LP$6873172026-06-30
Wood Tarver Financial$43552026-06-30
Corecap Advisors, LLC$3971182026-06-30
Ifp Advisors, Inc$3613182026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30