Innovator Uncapped Acc US EqXUSPETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 17 institutions reported holding Innovator Uncapped Acc US Eq (XUSP) in their 13F filings, up 6 from Q2 2024. 7 opened new positions and 1 sold out. The largest holders were Authentikos Wealth Advisory, LLC ($6.9M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($1.2M) and Osaic Holdings, Inc. ($1.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator Uncapped Acc US Eq
- CUSIP
- 45783Y699
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $9.3M |
| Exits | 1 | $353K |
All 13F filers, Q2 2024 → Q3 2024: 247,316 shares bought and 17,818 shares sold, net +229,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Authentikos Wealth Advisory, LLC | 6.65% | New | 174,705 | $6.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | New | 31,526 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +4.0% | 25,658 | $1.0M |
| Arax Advisory Partners | 0.08% | Reduce -0.4% | 21,786 | $862K |
| Envestnet Asset Management Inc. | 0.00% | No change | 17,313 | $685K |
| Navis Wealth Advisors, LLC | 0.43% | New | 10,051 | $397K |
| Maltin Wealth Management, Inc. | 0.19% | No change | 10,000 | $395K |
| WealthPlan Investment Management, LLC | 0.04% | New | 9,569 | $378K |
| Sunbelt Securities, Inc. | 0.03% | Add +742.0% | 9,009 | $356K |
| Citadel Advisors | 0.00% | Reduce -47.7% | 8,403 | $332K |
| Yarger Wealth Strategies, LLC | 0.17% | Add +38.5% | 7,573 | $299K |
| Maia Wealth LLC | 0.07% | Reduce -6.1% | 7,480 | $299K |
| Trek Financial, LLC | 0.02% | New | 5,397 | $213K |
| Barclays PLC | 0.00% | New | 4,947 | $196K |
| IFS Advisors, LLC | 0.01% | No change | 171 | $7K |
| UBS Group AG | 0.00% | Add +788.9% | 80 | $3K |
| ORG Partners LLC | 0.00% | New | 25 | $988 |
"% of holder's portfolio" is XUSP's weight in each manager's 13F, not the share of Innovator Uncapped Acc US Eq the manager owns.