Innovator Uncapped Acc US EqXUSPETF

13F holders, Q1 2025 (March 31)
25holders +6
9new positions
3sold out
1famous investor
$37.39avg. 13F price*

At the end of Q1 2025, 25 institutions reported holding Innovator Uncapped Acc US Eq (XUSP) in their 13F filings, up 6 from Q4 2024. 9 opened new positions and 3 sold out. The largest holders were Authentikos Wealth Advisory, LLC ($8.2M), Farther Finance Advisors, LLC ($6.6M) and C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($3.5M). 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

0102030 Q1 2024: 7Q1 2024Q2 2024: 11Q2 2024Q3 2024: 17Q3 2024Q4 2024: 19Q4 2024Q1 2025: 25Q1 2025Q2 2025: 22Q2 2025Q3 2025: 23Q3 2025Q4 2025: 28Q4 2025Q1 2026: 23Q1 2026Q2 2026: 22Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$12.6M
Exits3$321K

All 13F filers, Q4 2024 → Q1 2025: 409,005 shares bought and 60,383 shares sold, net +348,622 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders

Authentikos Wealth Advisory, LLC 6.42% Add +29.9% 219,981 $8.2M
Farther Finance Advisors, LLC 0.17% New 175,621 $6.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.27% Reduce -21.5% 92,540 $3.5M
Capasso Planning Partners LLC 1.14% Add +12.5% 72,853 $2.7M
CoreCap Advisors, LLC 0.10% New 58,452 $2.2M
Harbour Investments, Inc. 0.04% New 34,708 $1.3M
Old Mission Capital LLC 0.02% Add +72.9% 25,813 $964K
Citadel Advisors 0.00% New 22,500 $840K
Yarger Wealth Strategies, LLC 0.44% Add +6.4% 20,274 $757K
Arax Advisory Partners 0.05% Reduce -6.9% 20,084 $750K
Jane Street Group, LLC 0.00% New 19,918 $744K
Envestnet Asset Management Inc. 0.00% No change 17,492 $653K
HFG Wealth Management, LLC 0.28% New 11,647 $468K
Navis Wealth Advisors, LLC 0.38% Reduce -12.8% 10,281 $384K
Maltin Wealth Management, Inc. 0.18% No change 10,000 $373K
WealthPlan Investment Management, LLC 0.04% No change 9,569 $357K
Trek Financial, LLC 0.02% Add +9.9% 7,848 $293K
Sunbelt Securities, Inc. 0.03% No change 7,744 $289K
Susquehanna International Group, LLP 0.00% New 5,971 $223K
Maia Wealth LLC 0.05% Reduce -21.9% 5,963 $214K
Barclays PLC 0.00% New 4,795 $179K
Osaic Holdings, Inc. 0.00% Reduce -85.8% 3,714 $139K
IFS Advisors, LLC 0.07% Add +1184.2% 2,196 $82K
UBS Group AG 0.00% New 1,789 $67K
Luminist Capital LLC 0.01% No change 211 $8K

"% 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.