INNOVATOR US EQY ACCEL PL-OC (XTOC) Institutional Ownership Changes & 13F Activity
INNOVATOR US EQY ACCEL PL-OC (XTOC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Welch Financial Planning, Llc, Millington Financial Advisors, Llc, Andina Capital Management, Llc, Osaic Holdings, Inc., and Old Mission Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | Buy | +23,640 | — | 23,640 | $791.41K | Q4 2025 | Feb 20, 2026 |
| First Commonwealth Financial Corp | Buy | +21,752 | — | 21,752 | $728.19K | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +28,463 | — | 28,463 | $952.94K | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +27,669 | — | 27,669 | $926.27K | Q4 2025 | Feb 17, 2026 |
| Garden State Investment Advisory Services Llc | Buy | +7,615 | — | 7,615 | $254.93K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +2,522 | — | 2,522 | $84.43K | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +2,438 | — | 2,438 | $81.62K | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Buy | +2,140 | — | 2,140 | $71.65K | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +794 | — | 794 | $26.58K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +190 | — | 190 | $6.36K | Q4 2025 | Feb 13, 2026 |
| Andina Capital Management, Llc | Buy | +28,868 | — | 28,868 | $966.41K | Q4 2025 | Feb 12, 2026 |
| Wood Tarver Financial Group, Llc | Buy | +12,050 | — | 12,050 | $403.00K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,684 | — | 1,684 | $56.38K | Q4 2025 | Feb 12, 2026 |
| Foundations Investment Advisors, Llc | Buy | +9,399 | — | 9,399 | $314.65K | Q4 2025 | Feb 10, 2026 |
| Millington Financial Advisors, Llc | Buy | +36,308 | — | 36,308 | $1.23M | Q4 2025 | Feb 09, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +2,700 | — | 2,700 | $90.39K | Q4 2025 | Feb 09, 2026 |
| Hightower Advisors, Llc | Buy | +8,985 | — | 8,985 | $300.79K | Q4 2025 | Feb 06, 2026 |
| Eversource Wealth Advisors, Llc | Buy | +80 | — | 80 | $2.68K | Q4 2025 | Feb 06, 2026 |
| Ifp Advisors, Inc | Buy | +10 | — | 10 | $335.00 | Q4 2025 | Feb 06, 2026 |
| Allworth Financial Lp | Buy | +19 | — | 19 | $637.00 | Q4 2025 | Feb 05, 2026 |
| Welch Financial Planning, Llc | Buy | +45,304 | — | 45,304 | $1.52M | Q4 2025 | Feb 02, 2026 |
| Ae Wealth Management Llc | Buy | +333 | — | 333 | $11.15K | Q4 2025 | Jan 26, 2026 |
| Corecap Advisors, Llc | Buy | +22 | — | 22 | $736.00 | Q4 2025 | Jan 13, 2026 |
Frequently asked questions about XTOC activity
Which institutional owners are buying XTOC?
Institutional owners buying XTOC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XTOC activity?
"Buy" means an investor increased their reported position in XTOC compared to the prior reporting period. This reflects growing exposure to INNOVATOR US EQY ACCEL PL-OC (XTOC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XTOC increasing?
Institutional interest in XTOC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.