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

$55.26 -0.01 (-0.02%)
As of 11:13 AM Eastern
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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)
14
Total
Institutional Inflows
(last 12 months)
$22.36M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.54M
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XUSP Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026Sunbelt Securities Inc.3,935$174K0.0%-8.4%0.425%
4/30/2026ATX Financial Planning LLC89,110$3.94M3.0%+1.6%9.634%
4/17/2026 Brookstone Capital Management9,368$414K0.0%+102.8%1.013%
2/20/2026Sunbelt Securities Inc.4,295$204K0.0%-5.5%0.464%
2/19/2026ATX Financial Planning LLC87,731$4.17M3.2%N/A9.484%
2/18/2026OLD Mission Capital LLC36,205$1.72M0.0%+50.5%3.914%
2/17/2026Osaic Holdings Inc.2,749$131K0.0%-11.8%0.297%
2/16/2026 Arax Advisory Partners33,408$1.59M0.0%N/A3.612%
2/10/2026 NewCorp Financial Services Inc.150,182$7.13M6.3%N/A16.236%
2/6/2026Authentikos Wealth Advisory LLC86,067$4.09M2.7%-4.9%9.305%
2/6/2026Seros Financial LLC6,079$289K0.2%-13.3%0.657%
2/4/2026Trek Financial LLC9,732$462K0.0%+2.7%1.052%
1/23/2026 Farther Finance Advisors LLC272,984$12.97M0.1%+8.9%29.512%
1/22/2026 Yarger Wealth Strategies LLC23,063$1.10M0.5%+10.6%2.493%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors46,180$2.19M0.1%-26.5%4.992%
1/16/2026HFG Wealth Management LLC11,997$570K0.3%-5.0%1.297%
1/15/2026 Brookstone Capital Management4,620$219K0.0%N/A0.499%
11/20/2025Centaurus Financial Inc.3,940$183K0.0%N/A0.426%
11/19/2025Sunbelt Securities Inc.4,545$211K0.0%-41.3%0.491%
11/17/2025Citadel Advisors LLC24,338$1.13M0.0%+6.7%2.631%
11/14/2025 Maia Wealth LLC7,895$377K0.1%+32.4%0.854%
11/5/2025Authentikos Wealth Advisory LLC90,458$4.21M2.8%N/A9.779%
11/5/2025Seros Financial LLC7,008$326K0.1%N/A0.758%
11/3/2025 Yarger Wealth Strategies LLC20,848$969K0.4%-2.1%2.254%
10/31/2025Trek Financial LLC9,476$440K0.0%+5.2%1.024%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors62,795$2.92M0.2%-7.5%6.789%
10/14/2025 Farther Finance Advisors LLC250,741$11.66M0.2%+24.8%27.107%
9/4/2025Osaic Holdings Inc.3,250$137K0.0%-12.5%0.351%
8/14/2025Raymond James Financial Inc.12,733$536K0.0%N/A1.377%
8/14/2025Navis Wealth Advisors LLC8,297$349K0.3%-19.3%0.897%
8/13/2025Trek Financial LLC9,008$379K0.0%+14.8%0.974%
8/6/2025Capasso Planning Partners LLC5,376$226K0.1%-92.6%0.581%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors67,900$2.86M0.3%-26.6%7.341%
7/28/2025 WealthPlan Investment Management LLC7,358$309K0.0%-23.1%0.795%
7/28/2025 Harbour Investments Inc.33,935$1.43M0.0%-2.2%3.669%
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%
7/9/2025HFG Wealth Management LLC13,943$586K0.3%+19.7%1.507%
5/19/2025Jane Street Group LLC19,918$744K0.0%N/A2.097%
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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%
4/15/2025Yarger Wealth Strategies LLC20,274$757K0.4%+6.4%1.560%
4/14/2025Farther Finance Advisors LLC175,621$6.57M0.2%N/A13.509%
4/10/2025IFS Advisors LLC2,196$82K0.1%+1,184.2%0.169%
4/8/2025HFG 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%
1/15/2025Yarger 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%
8/10/2024Yarger 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%
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%


XUSP Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 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 ($12.97M), NewCorp Financial Services Inc. ($7.13M), Authentikos Wealth Advisory LLC ($4.09M), ATX Financial Planning LLC ($3.94M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($2.19M), OLD Mission Capital LLC ($1.72M), and Arax Advisory Partners ($1.59M).Learn more on Innovator Uncapped Accelerated U.S. Equity ETF's institutional investors.

Of the 27 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 ($272.98K), NewCorp Financial Services Inc. ($150.18K), Authentikos Wealth Advisory LLC ($133.49K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($117.89K), ATX Financial Planning LLC ($89.11K), Capasso Planning Partners LLC ($72.85K), and OLD Mission Capital LLC ($37.97K).

Institutional investors have bought a total of 474,166 shares in the last 24 months. This purchase volume represents approximately $22.36M in transactions.

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 ($21.72K), Authentikos Wealth Advisory LLC ($4.39K), Sunbelt Securities Inc. ($3.81K), Seros Financial LLC ($929.00), Osaic Holdings Inc. ($831.00), HFG Wealth Management LLC ($629.00), and Yarger Wealth Strategies LLC ($437.00).

Institutional investors have sold a total of 32,746 shares in the last 24 months. This volume of shares sold represents approximately $1.54M in transactions.


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Institutional ownership data for BATS:XUSP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/18/2026. New 13F filings are added each quarter as they're published.
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