XTOC Institutional Ownership & Shareholders
INNOVATOR US EQY ACCEL PL-OC (XTOC) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.83M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Welch Financial Planning, Llc is currently the largest disclosed institutional shareholder of XTOC tracked by InsiderSet, reporting ownership valued at approximately $1.94M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.98M, representing an estimated gain of +2.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed XTOC value among the investors covered in this analysis. Major shareholders include Welch Financial Planning, Llc, Millington Financial Advisors, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR US EQY ACCEL PL-OC (XTOC).
This page ranks the largest institutional XTOC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
17
Total Reported Value
$7.83M
Largest Holder
Welch Financial Planning, Llc
Largest Position
$1.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Welch Financial Planning, Llc | 1.13% | 53,644 | $1,938,158 | $1,982,178 | +$44,020 | +2.27% | |
| Millington Financial Advisors, Llc | 0.48% | 33,348 | $1,209,188 | $1,232,229 | +$23,041 | +1.91% | |
| Osaic Holdings, Inc. | 0.00% | 27,098 | $979,044 | $1,001,287 | +$22,243 | +2.27% | |
| Susquehanna International Group, Llp | 0.00% | 22,898 | $827,305 | $846,095 | +$18,790 | +2.27% | |
| First Commonwealth Financial Corp | 0.11% | 22,248 | $803,820 | $822,077 | +$18,257 | +2.27% | |
| Sunbelt Securities, Inc. | 0.05% | 23,231 | $752,289 | $858,399 | +$106,110 | +14.11% | |
| Wood Tarver Financial Group, Llc | 0.10% | 12,050 | $435,000 | $445,255 | +$10,255 | +2.36% | |
| Foundations Investment Advisors, Llc | 0.00% | 9,208 | $332,685 | $340,241 | +$7,556 | +2.27% | |
| Garden State Investment Advisory Services Llc | 0.05% | 6,615 | $239,000 | $244,428 | +$5,428 | +2.27% | |
| Blue Bell Private Wealth Management, Llc | 0.01% | 2,700 | $100,575 | $99,767 | -$808 | -0.80% | |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | 2,140 | $79,730 | $79,074 | -$656 | -0.82% | |
| Arax Advisory Partners | 0.00% | 1,822 | $65,829 | $67,324 | +$1,495 | +2.27% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,684 | $60,843 | $62,225 | +$1,382 | +2.27% | |
| Morgan Stanley | 0.00% | 190 | $6,865 | $7,021 | +$156 | +2.27% | |
| Allworth Financial Lp | 0.00% | 19 | $687 | $702 | +$15 | +2.19% | |
| Ifp Advisors, Inc | 0.00% | 10 | $372 | $370 | -$2 | -0.67% |
Frequently asked questions about XTOC
Who are the largest institutional holders of XTOC?
The largest institutional holders of XTOC reported in the latest SEC Form 13F filings include Welch Financial Planning, Llc, Millington Financial Advisors, Llc, Osaic Holdings, Inc., Susquehanna International Group, Llp, and First Commonwealth Financial Corp. InsiderSet ranks institutional holders by their latest reported XTOC position.
What is XTOC institutional ownership?
This page tracks XTOC positions reported by institutional investment managers through SEC Form 13F. INNOVATOR US EQY ACCEL PL-OC (XTOC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XTOC?
InsiderSet currently tracks 17 institutional managers reporting XTOC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XTOC shareholders.
How much XTOC stock do institutions own?
Institutional investment managers disclosed approximately $7.83M in XTOC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XTOC institutional ownership last updated?
The latest XTOC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XTOC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XTOC position after the reporting date.
Are institutions buying or selling XTOC?
Institutional buying and selling can be analyzed by comparing XTOC positions across consecutive 13F reporting periods. InsiderSet's XTOC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XTOC ownership changes.
How has XTOC institutional ownership changed over time?
InsiderSet tracks XTOC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.