13F Insight
DOSSIER · 13F Holders · Q2 2026
XTOC

INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER

23 institutions still hold INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45783Y830·23 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$13M
visible holders
Holders
23
filers reporting
Concentration
22.23%
Regatta Research & Money Management #1
top holder share
AI Holders Summary · Q2 2026

23 institutions reported XTOC in Q2 2026. Regatta Research & Money Management leads at 22.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Regatta Research & Money Management
CIK 0002137529
$3M79K2.71%Q2 202602
Welch Financial Planning, LLC
CIK 0002085141
$2M54K1.13%Q2 202603
Bullseye Investment Management, LLC
CIK 0001912451
$1M49K0.84%Q3 202504
Millington Financial Advisors, LLC
CIK 0001924615
$1M33K0.48%Q2 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$979K27K0.00%Q2 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$827K23K0.00%Q2 202607
FIRST COMMONWEALTH FINANCIAL CORP /PA/
CIK 0000712537
$804K22K0.11%Q2 202608
Sunbelt Securities, Inc.
CIK 0001632932
$752K23K0.05%Q1 202609
Andina Capital Management, LLC
CIK 0001919158
$558K15K0.90%Q2 202610
Wood Tarver Financial Group, LLC
CIK 0002059344
$390K12K0.11%Q1 202611
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$333K9K0.00%Q2 202612
HighTower Advisors, LLC
CIK 0001462245
$302K8K0.00%Q2 202613
Garden State Investment Advisory Services LLC
CIK 0001965351
$239K7K0.04%Q2 202614
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$98K3K0.01%Q2 202615
Pinnacle Wealth Planning Services, Inc.
CIK 0001726752
$77K2K0.01%Q2 202616
Arax Advisory Partners
CIK 0001586767
$66K2K0.00%Q2 202617
Steward Partners Investment Advisory, LLC
CIK 0001723397
$61K2K0.00%Q2 202618
MORGAN STANLEY
CIK 0000895421
$7K1900.00%Q2 202619
EverSource Wealth Advisors, LLC
CIK 0001710537
$3K800.00%Q2 202620
Allworth Financial LP
CIK 0001555170
$687190.00%Q2 2026
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