Innovator Uncapped Acc US EqXUSPETF

13F holders, Q2 2025 (June 30)
22holders −3
3new positions
6sold out
1famous investor
$41.89avg. 13F price*

At the end of Q2 2025, 22 institutions reported holding Innovator Uncapped Acc US Eq (XUSP) in their 13F filings, down 3 from Q1 2025. 3 opened new positions and 6 sold out. The largest holders were Farther Finance Advisors, LLC ($8.4M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($2.9M) and Harbour Investments, Inc. ($1.4M). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$671K
Exits6$13.1M

All 13F filers, Q1 2025 → Q2 2025: 68,133 shares bought and 452,606 shares sold, net −384,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Farther Finance Advisors, LLC 0.17% Add +14.4% 200,843 $8.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.19% Reduce -26.6% 67,900 $2.9M
Harbour Investments, Inc. 0.04% Reduce -2.2% 33,935 $1.4M
Arax Advisory Partners 0.06% Add +62.2% 32,575 $1.4M
Citadel Advisors 0.00% Add +1.4% 22,812 $959K
Yarger Wealth Strategies, LLC 0.47% Add +5.0% 21,285 $895K
Raymond James Financial Inc. 0.00% New 12,733 $536K
HFG Wealth Management, LLC 0.32% Add +19.7% 13,943 $521K
Susquehanna International Group, LLP 0.00% Add +99.6% 11,916 $501K
Trek Financial, LLC 0.03% Add +14.8% 9,008 $379K
Navis Wealth Advisors, LLC 0.29% Reduce -19.3% 8,297 $349K
Sunbelt Securities, Inc. 0.03% No change 7,744 $311K
WealthPlan Investment Management, LLC 0.02% Reduce -23.1% 7,358 $309K
Maia Wealth LLC 0.05% No change 5,963 $251K
UBS Group AG 0.00% Add +211.1% 5,566 $234K
Capasso Planning Partners LLC 0.13% Reduce -92.6% 5,376 $226K
Osaic Holdings, Inc. 0.00% Reduce -12.5% 3,250 $137K
Alerus Financial NA 0.01% New 2,330 $98K
IFS Advisors, LLC 0.07% No change 2,196 $92K
Barclays PLC 0.00% Reduce -70.9% 1,394 $59K
IFP Advisors, Inc 0.00% New 856 $37K
Luminist Capital LLC 0.01% No change 211 $9K

"% 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.