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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)
16
Total
Institutional Inflows
(last 12 months)
$19.54M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.84M
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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
4/30/2025 Trek Financial LLC7,848$293K0.0%+9.9%0.785%
4/24/2025 Capasso Planning Partners LLC72,853$2.72M1.1%+12.5%7.285%
4/23/2025 Navis Wealth Advisors LLC10,281$384K0.4%-12.7%1.028%
4/17/2025 Authentikos 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%
2/18/2025 Sunbelt Securities Inc.7,744$314K0.0%-14.0%1.068%
2/13/2025 Trek Financial LLC7,139$287K0.0%+32.3%0.985%
2/12/2025OLD Mission Capital LLC14,929$600K0.0%N/A2.059%
2/10/2025 Capasso Planning Partners LLC64,778$2.60M1.0%N/A8.935%
2/7/2025 Sollinda 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%
1/29/2025 Authentikos Wealth Advisory LLC169,290$6.80M6.7%-3.1%23.350%
1/21/2025 Navis 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%
11/18/2024 Sunbelt 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%
7/12/2024 Maltin Wealth Management Inc.10,000$369K0.2%-87.1%1.379%
4/16/2024 Maltin Wealth Management Inc.77,461$2.73M1.5%+26.1%13.471%
4/15/2024 Sunbelt Securities Inc.950$33K0.0%+216.7%0.165%
2/6/2024SRS Capital Advisors Inc.21,716$668K0.1%+5.2%4.620%
1/18/2024 Maltin Wealth Management Inc.61,412$1.89M1.2%+4.6%13.066%
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%
10/11/2023 Maltin 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, 19 institutional investors and hedge funds held shares of Innovator Uncapped Accelerated U.S. Equity ETF. The most heavily invested institutionals were Authentikos Wealth Advisory LLC ($7.93M), Farther Finance Advisors LLC ($6.57M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($4.73M), Capasso Planning Partners LLC ($2.72M), Yarger Wealth Strategies LLC ($757K), SRS Capital Advisors Inc. ($668K), and OLD Mission Capital LLC ($600K).Learn more on XUSP's institutional investors.

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

Of the 18 institutional investors that purchased Innovator Uncapped Accelerated U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Farther Finance Advisors LLC ($175.62K), 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), WealthPlan Investment Management LLC ($31.63K), and Yarger Wealth Strategies LLC ($18.17K).

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

Institutional investors have bought a total of 620,881 shares in the last 24 months. This purchase volume represents approximately $22.83M in transactions.

Which Innovator Uncapped Accelerated U.S. Equity ETF 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: Maltin Wealth Management Inc. ($67.46K), Authentikos Wealth Advisory LLC ($5.42K), Navis Wealth Advisors LLC ($1.50K), WealthPLAN Partners LLC ($1.46K), Sunbelt Securities Inc. ($1.27K), and Maia Wealth LLC ($488.00).

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

Institutional investors have sold a total of 77,590 shares in the last 24 months. This volume of shares sold represents approximately $2.88M in transactions.



This page (BATS:XUSP) was last updated on 5/2/2025 by MarketBeat.com Staff
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