INNOVATOR US EQY ACCEL PL-OC (XTOC) Top Institutional Shareholders
INNOVATOR US EQY ACCEL PL-OC (XTOC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $6.86M in XTOC holdings during the latest filing period.
Welch Financial Planning, Llc is currently the largest disclosed institutional shareholder of XTOC tracked by InsiderSet, reporting ownership valued at approximately $1.52M in its March 31, 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 $1.69M, representing an estimated gain of +10.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% 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
20
Total Reported Value
$6.86M
Largest Holder
Welch Financial Planning, Llc
Largest Position
$1.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 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 | 1.09% | 46,990 | $1,521,654 | $1,685,216 | +$163,562 | +10.75% | |
| Millington Financial Advisors, Llc | 0.51% | 34,923 | $1,219,686 | $1,252,454 | +$32,768 | +2.69% | |
| Osaic Holdings, Inc. | 0.00% | 27,353 | $885,687 | $980,969 | +$95,282 | +10.76% | |
| Sunbelt Securities, Inc. | 0.05% | 23,231 | $752,289 | $833,140 | +$80,851 | +10.75% | |
| First Commonwealth Financial Corp | 0.12% | 22,605 | $732,007 | $810,690 | +$78,683 | +10.75% | |
| Susquehanna International Group, Llp | 0.00% | 19,438 | $629,451 | $697,111 | +$67,660 | +10.75% | |
| Foundations Investment Advisors, Llc | 0.00% | 9,396 | $304,266 | $336,972 | +$32,706 | +10.75% | |
| Hightower Advisors, Llc | 0.00% | 8,370 | $271,042 | $300,176 | +$29,134 | +10.75% | |
| Garden State Investment Advisory Services Llc | 0.05% | 6,615 | $214,210 | $237,236 | +$23,026 | +10.75% | |
| Blue Bell Private Wealth Management, Llc | 0.01% | 2,700 | $87,433 | $96,831 | +$9,398 | +10.75% | |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | 2,140 | $69,311 | $76,747 | +$7,436 | +10.73% | |
| Arax Advisory Partners | 0.00% | 1,796 | $58,159 | $64,410 | +$6,251 | +10.75% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,684 | $54,532 | $60,394 | +$5,862 | +10.75% | |
| Eversource Wealth Advisors, Llc | 0.00% | 3,735 | $34,661 | $133,949 | +$99,288 | +286.46% | |
| Barclays Plc | 0.00% | 494 | $15,997 | $17,716 | +$1,719 | +10.75% | |
| Morgan Stanley | 0.00% | 190 | $6,153 | $6,814 | +$661 | +10.74% | |
| Corecap Advisors, Llc | 0.00% | 22 | $712 | $789 | +$77 | +10.81% | |
| Allworth Financial Lp | 0.00% | 19 | $616 | $681 | +$65 | +10.62% | |
| Wood Tarver Financial Group, Llc | 0.11% | 12,050 | $390 | $432,153 | +$431,763 | +110708.40% | |
| Ifp Advisors, Inc | 0.00% | 10 | $324 | $359 | +$35 | +10.69% |
Frequently asked questions about XTOC
Who owns the most XTOC stock?
The largest holders of XTOC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR US EQY ACCEL PL-OC (XTOC).
Is XTOC widely held by superinvestors?
Many widely followed stocks like XTOC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XTOC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.