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Innovator Uncapped Accelerated U.S. Equity ETF (XUSP) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Innovator Uncapped Accelerated U.S. Equity ETF (BATS:XUSP)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$22.92M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.35M
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XUSP Institutional Buying and Selling by Quarter

Innovator Uncapped Accelerated U.S. Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025 Yarger Wealth Strategies LLC21,285$895K0.5%+5.0%2.301%
7/24/2025 IFP Advisors Inc856$37K0.0%N/A0.093%
7/11/2025 Farther Finance Advisors LLC200,843$8.45M0.2%+14.4%21.713%
7/9/2025 HFG Wealth Management LLC13,943$586K0.3%+19.7%1.507%
5/19/2025Jane Street Group LLC19,918$744K0.0%N/A2.097%
5/15/2025OLD Mission Capital LLC25,813$964K0.0%+72.9%2.717%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors92,540$3.46M0.3%-21.5%9.741%
5/12/2025Maia Wealth LLC5,963$214K0.0%-21.9%0.628%
5/8/2025Harbour Investments Inc.34,708$1.30M0.0%N/A3.471%
4/30/2025Trek Financial LLC7,848$293K0.0%+9.9%0.785%
4/24/2025Capasso Planning Partners LLC72,853$2.72M1.1%+12.5%7.285%
4/23/2025Navis Wealth Advisors LLC10,281$384K0.4%-12.7%1.028%
4/17/2025Authentikos Wealth Advisory LLC212,324$7.93M6.6%+25.4%16.333%
4/15/2025 Yarger Wealth Strategies LLC20,274$757K0.4%+6.4%1.560%
4/14/2025 Farther Finance Advisors LLC175,621$6.57M0.2%N/A13.509%
4/10/2025 IFS Advisors LLC2,196$82K0.1%+1,184.2%0.169%
4/8/2025 HFG Wealth Management LLC11,647$468K0.3%N/A0.896%
2/18/2025Sunbelt Securities Inc.7,744$314K0.0%-14.0%1.068%
2/13/2025Trek Financial LLC7,139$287K0.0%+32.3%0.985%
2/12/2025OLD Mission Capital LLC14,929$600K0.0%N/A2.059%
2/10/2025Capasso Planning Partners LLC64,778$2.60M1.0%N/A8.935%
2/7/2025Sollinda Capital Management LLC7,075$284K0.1%N/A0.976%
2/6/2025Jones Financial Companies Lllp864$35K0.0%N/A0.119%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors117,885$4.73M0.2%+273.9%16.260%
1/29/2025Authentikos Wealth Advisory LLC169,290$6.80M6.7%-3.1%23.350%
1/21/2025Navis Wealth Advisors LLC11,783$473K0.5%+17.2%1.625%
1/15/2025 Yarger Wealth Strategies LLC19,054$765K0.4%+151.6%2.628%
11/19/2024Barclays PLC4,947$196K0.0%N/A0.682%
11/18/2024Sunbelt Securities Inc.9,009$356K0.0%+742.0%1.243%
11/15/2024Barclays PLC4,947$196K0.0%N/A0.682%
11/5/2024WealthPlan Investment Management LLC9,569$378K0.0%N/A1.320%
10/30/2024Maia Wealth LLC7,480$299K0.1%-6.1%1.032%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors31,526$1.25M0.1%N/A4.348%
8/10/2024 Yarger Wealth Strategies LLC5,469$202K0.1%N/A0.754%
7/16/2024Maia Wealth LLC7,968$307K0.1%N/A1.099%
7/12/2024Maltin Wealth Management Inc.10,000$369K0.2%-87.1%1.379%
4/16/2024Maltin Wealth Management Inc.77,461$2.73M1.5%+26.1%13.471%
4/15/2024Sunbelt Securities Inc.950$33K0.0%+216.7%0.165%
2/6/2024SRS Capital Advisors Inc.21,716$668K0.1%+5.2%4.620%
1/18/2024Maltin Wealth Management Inc.61,412$1.89M1.2%+4.6%13.066%
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1/5/2024WealthPLAN Partners LLC9,569$294K0.0%-13.2%2.036%
11/15/2023WealthPlan Investment Management LLC11,028$295K0.0%N/A2.346%
11/15/2023SRS Capital Advisors Inc.20,646$553K0.1%+343.2%4.393%
11/2/2023WealthPlan Investment Management LLC11,028$295K0.0%N/A2.346%
10/11/2023Maltin Wealth Management Inc.58,700$1.57M1.1%N/A12.489%
3/6/2023OLD Mission Capital LLC32,551$792K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

XUSP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XUSP shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Innovator Uncapped Accelerated U.S. Equity ETF. The most heavily invested institutionals were Farther Finance Advisors LLC ($8.45M), Authentikos Wealth Advisory LLC ($7.93M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.46M), Capasso Planning Partners LLC ($2.72M), Harbour Investments Inc. ($1.30M), OLD Mission Capital LLC ($964K), and Yarger Wealth Strategies LLC ($895K).Learn more on Innovator Uncapped Accelerated U.S. Equity ETF's institutional investors.

Which institutional investors have been buying Innovator Uncapped Accelerated U.S. Equity ETF's stock?

Of the 21 institutional investors that purchased Innovator Uncapped Accelerated U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Farther Finance Advisors LLC ($200.84K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($117.89K), Maltin Wealth Management Inc. ($77.46K), Capasso Planning Partners LLC ($72.85K), Authentikos Wealth Advisory LLC ($43.03K), Harbour Investments Inc. ($34.71K), and WealthPlan Investment Management LLC ($31.63K).

How much institutional buying is happening at Innovator Uncapped Accelerated U.S. Equity ETF?

Institutional investors have bought a total of 590,583 shares in the last 24 months. This purchase volume represents approximately $22.92M in transactions.

Which of Innovator Uncapped Accelerated U.S. Equity ETF's major shareholders have been selling company stock?

The following institutional investors have sold Innovator Uncapped Accelerated U.S. Equity ETF stock in the last 24 months: C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($25.35K), Authentikos Wealth Advisory LLC ($5.42K), Maia Wealth LLC ($2.16K), Navis Wealth Advisors LLC ($1.50K), and Sunbelt Securities Inc. ($1.27K).

How much institutional selling is happening at Innovator Uncapped Accelerated U.S. Equity ETF?

Institutional investors have sold a total of 35,685 shares in the last 24 months. This volume of shares sold represents approximately $1.35M in transactions.



This page (BATS:XUSP) was last updated on 7/27/2025 by MarketBeat.com Staff
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