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Innovator US EQY Accel Pl-Oc (XTOC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bullseye Investment Management, LLC
DECREASED
Shares12,238 from 130,165
Change-117,927 (-91%)
Value$455.9K (-$4.2M)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$100.6K (+$3.0K)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$79.7K (+$2.4K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.0K (+$90)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$372 (+$11)
Filed 2026-10-16
Andina Capital Management, LLC
CLOSED
Shares0 from 15,442
Change-15,442 (-100%)
Value$0 (-$557.9K)
Filed 2026-10-21
CoreCap Advisors, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$397)
Filed 2026-10-08
Regatta Research & Money Management
N/A
Shares— from 79,344
Change-79,344 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 53,644
Change-53,644 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 33,348
Change-33,348 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,098
Change-27,098 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,898
Change-22,898 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 22,248
Change-22,248 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 12,050
Change-12,050 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,208
Change-9,208 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 6,615
Change-6,615 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 190
Change-190 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
Bullseye Investment Management, LLC
DECREASED12,238130,165-117,927-91%$4.7M$455.9K-$4.2M2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED2,7002,70000%$97.6K$100.6K+$3.0K2026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,1402,14000%$77.3K$79.7K+$2.4K2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED808000%$2.9K$3.0K+$902026-11-04
IFP Advisors, Inc
UNCHANGED101000%$361$372+$112026-10-16
Andina Capital Management, LLC
CLOSED015,442-15,442-100%$557.9K$0-$557.9K2026-10-21
CoreCap Advisors, LLC
CLOSED011-11-100%$397$0-$3972026-10-08
Regatta Research & Money Management
N/A—79,344-79,344-100%$2.9M———
Welch Financial Planning, LLC
N/A—53,644-53,644-100%$1.9M———
Millington Financial Advisors, LLC
N/A—33,348-33,348-100%$1.2M———
Osaic Holdings, Inc.
N/A—27,098-27,098-100%$979.0K———
Susquehanna International Group, LLP
N/A—22,898-22,898-100%$827.3K———
First Commonwealth Financial Corp
N/A—22,248-22,248-100%$803.8K———
Wood Tarver Financial Group, LLC
N/A—12,050-12,050-100%$435.0K———
Foundations Investment Advisors, LLC
N/A—9,208-9,208-100%$332.7K———
HighTower Advisors, LLC
N/A—8,370-8,370-100%$302.4K———
Garden State Investment Advisory Services LLC
N/A—6,615-6,615-100%$239.0K———
Arax Advisory Partners
N/A—1,822-1,822-100%$65.8K———
Steward Partners Investment Advisory, LLC
N/A—1,684-1,684-100%$60.8K———
Morgan Stanley
N/A—190-190-100%$6.9K———
Allworth Financial LP
N/A—19-19-100%$687———
Showing 21 of 21 institutions