Innovator Uncapped Acc US EqXUSPETF
13F holders, Q4 2024 (December 31)19holders +2
4new positions
3sold out
$40.19avg. 13F price*
At the end of Q4 2024, 19 institutions reported holding Innovator Uncapped Acc US Eq (XUSP) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were Authentikos Wealth Advisory, LLC ($6.8M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($4.7M) and Capasso Planning Partners LLC ($2.6M).
- Company
- Innovator Uncapped Acc US Eq
- CUSIP
- 45783Y699
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.5M |
| Exits | 3 | $531K |
All 13F filers, Q3 2024 → Q4 2024: 189,752 shares bought and 20,314 shares sold, net +169,438 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Authentikos Wealth Advisory, LLC | 6.72% | Reduce -3.1% | 169,290 | $6.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.38% | Add +273.9% | 117,885 | $4.7M |
| Capasso Planning Partners LLC | 1.04% | New | 64,778 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +1.7% | 26,089 | $1.0M |
| Arax Advisory Partners | 0.05% | Reduce -0.9% | 21,582 | $867K |
| Yarger Wealth Strategies, LLC | 0.44% | Add +151.6% | 19,054 | $765K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 17,492 | $702K |
| Old Mission Capital LLC | 0.01% | New | 14,929 | $600K |
| Navis Wealth Advisors, LLC | 0.52% | Add +17.2% | 11,783 | $473K |
| Maltin Wealth Management, Inc. | 0.20% | No change | 10,000 | $402K |
| WealthPlan Investment Management, LLC | 0.04% | No change | 9,569 | $384K |
| Maia Wealth LLC | 0.07% | Add +2.0% | 7,633 | $316K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -14.0% | 7,744 | $314K |
| Trek Financial, LLC | 0.02% | Add +32.3% | 7,139 | $287K |
| Sollinda Capital Management LLC | 0.08% | New | 7,075 | $284K |
| Jones Financial Companies LLLP | 0.00% | New | 864 | $35K |
| Luminist Capital LLC | 0.01% | — | 211 | $8K |
| IFS Advisors, LLC | 0.01% | No change | 171 | $7K |
| ORG Partners LLC | 0.00% | Add +116.0% | 54 | $2K |
"% 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.