Innovator U.S. Equity Accelerated Plus ETF

XTAP • BATS

Innovator U.S. Equity Accelerated Plus ETF is an exchange-traded fund on BATS. As of Q3 2025, 15 institutional investors hold shares in this ETF, with total holdings valued at $14.9M. Stuart Chaussee & Associates, Inc. is the largest holder with a position valued at $8.2M.

Overview

Overview of institutional ownership in XTAP as of Q3 2025

All Institutions

Institutions: 15
Value Held: $14.9M
Shares Held: 376.8K
Avg Position: $995.6K
Median Position: $208.1K

Hedge Funds

Hedge Funds: 1
Value Held: $208.1K
Shares Held: 5.2K
Avg Position: $208.1K
Median Position: $208.1K

Biggest Investors

Institutions with the largest positions in XTAP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Stuart Chaussee & Associates, Inc. RIA/Wealth	Stuart Dubes Chaussee President	$8.2M 2.22% of portfolio	208.0K shares	Q2 2025 Held for 5 months	$370.8M
M Millington Financial Advisors, LLC RIA/Wealth	Charles Glenn Millington CEO	$2.1M 1.04% of portfolio	53.3K shares	Q2 2023 Held for 2y 5m	$203.4M
O OLD MISSION CAPITAL LLC Institution	-	$1.8M 0.08% of portfolio	45.9K shares	Q2 2025 Held for 5 months	$2.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$1.0M 0.00% of portfolio	25.3K shares	Q4 2021 Held for 3y 11m	$67.9B
VESTIA PERSONAL WEALTH ADVISORS RIA/Wealth	Lauren Law Oschman CEO	$482.6K 0.28% of portfolio	12.2K shares	Q2 2024 Held for 1y 5m	$171.0M
Foundations Investment Advisors, LLC RIA/Wealth	Bryon Rice CEO	$304.7K 0.00% of portfolio	7.7K shares	Q1 2025 Held for 8 months	$6.8B
FIRST COMMONWEALTH FINANCIAL CORP /PA/ Institution	T. Michael Price CEO	$254.1K 0.04% of portfolio	6.4K shares	Q2 2024 Held for 1y 5m	$594.9M
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$208.1K 0.00% of portfolio	5.2K shares	Q1 2025 Held for 8 months	$122.08B
Sunbelt Securities, Inc. RIA/Wealth	David Anthony Smetek President	$184.6K 0.01% of portfolio	4.7K shares	Q3 2024 Held for 1y 2m	$1.4B
BARCLAYS PLC Institution	-	$148.4K 0.00% of portfolio	3.7K shares	Q3 2024 Held for 1y 2m	$271.65B

Net Capital Flow

Institutional buying and selling activity for XTAP in Q3 2025

Traded: −$3.1M
Buyers: 5
Sellers: 7
Total Bought: +$994.4K
Total Sold: −$4.1M
Avg Position: $933.3K

Biggest Buyers

Institution	Net Bought	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$646.7K +16.3K shares	$1.0M 25.3K shares
O OLD MISSION CAPITAL LLC Institution	+$300.5K +7.6K shares	$1.8M 45.9K shares
Sunbelt Securities, Inc. RIA/Wealth	+$35.9K +905.0 shares	$184.6K 4.7K shares
UBS Group AG Institution	+$10.3K +-3.2K shares	$10.3K 259.0 shares
IFP Advisors, Inc RIA/Wealth	+$1.1K +27.0 shares	$37.1K 936.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
Stuart Chaussee & Associates, Inc. RIA/Wealth	−$2.8M −71.1K shares	$8.2M 208.0K shares
M Millington Financial Advisors, LLC RIA/Wealth	−$1.2M −30.0K shares	$2.1M 53.3K shares
SRS Capital Advisors, Inc. RIA/Wealth	−$92.4K −2.4K shares	Sold Off 0 shares
BARCLAYS PLC Institution	−$12.4K −314.0 shares	$148.4K 3.7K shares
Foundations Investment Advisors, LLC RIA/Wealth	−$10.1K −256.0 shares	$304.7K 7.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$2.1K −52.0 shares	$208.1K 5.2K shares
A Advisor Group Holdings, Inc. Institution	−$1.1K −27.0 shares	$18.8K 481.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited XTAP in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 1
Exited Value: $92.4K

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
SRS Capital Advisors, Inc. RIA/Wealth	$92.4K 2.4K shares

Options Activity

Institutions with the largest Call and Put options positions in XTAP as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with XTAP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Stuart Chaussee & Associates, Inc. RIA/Wealth	Stuart Dubes Chaussee President	2.22% $8.2M	208.0K shares	Q2 2025 Held for 5 months	$370.8M
M Millington Financial Advisors, LLC RIA/Wealth	Charles Glenn Millington CEO	1.04% $2.1M	53.3K shares	Q2 2023 Held for 2y 5m	$203.4M
VESTIA PERSONAL WEALTH ADVISORS RIA/Wealth	Lauren Law Oschman CEO	0.28% $482.6K	12.2K shares	Q2 2024 Held for 1y 5m	$171.0M
O OLD MISSION CAPITAL LLC Institution	-	0.08% $1.8M	45.9K shares	Q2 2025 Held for 5 months	$2.4B
FIRST COMMONWEALTH FINANCIAL CORP /PA/ Institution	T. Michael Price CEO	0.04% $254.1K	6.4K shares	Q2 2024 Held for 1y 5m	$594.9M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth	Jonathan Miller CEO	0.02% $101.4K	2.6K shares	Q2 2023 Held for 2y 5m	$657.4M
Sunbelt Securities, Inc. RIA/Wealth	David Anthony Smetek President	0.01% $184.6K	4.7K shares	Q3 2024 Held for 1y 2m	$1.4B
Foundations Investment Advisors, LLC RIA/Wealth	Bryon Rice CEO	0.00% $304.7K	7.7K shares	Q1 2025 Held for 8 months	$6.8B
DHJJ Financial Advisors, Ltd. RIA/Wealth	Terrence John Cicero President	0.00% $10.0K	251.0 shares	Q3 2023 Held for 2y 2m	$291.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $1.0M	25.3K shares	Q4 2021 Held for 3y 11m	$67.9B

Hedge Fund Spotlight

Discover hedge funds investing in XTAP

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Innovator U.S. Equity Accelerated Plus ETF

Market Value: $208.1K
Shares Held: 5.2K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%