Innovator Uncapped Acc US EqXUSPETF
13F holders, Q4 2025 (December 31)28holders +5
4new positions
1sold out
1famous investor
$47.49avg. 13F price*
At the end of Q4 2025, 28 institutions reported holding Innovator Uncapped Acc US Eq (XUSP) in their 13F filings, up 5 from Q3 2025. 4 opened new positions and 1 sold out. The largest holders were Farther Finance Advisors, LLC ($13.0M), NewCorp Financial Services, Inc. ($7.1M) and ATX Financial Planning, LLC ($4.2M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.8M |
| Exits | 1 | $206K |
All 13F filers, Q3 2025 → Q4 2025: 77,168 shares bought and 50,041 shares sold, net +27,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Farther Finance Advisors, LLC | 0.14% | Add +8.9% | 272,984 | $13.0M |
| NewCorp Financial Services, Inc. | 6.32% | — | 150,182 | $7.1M |
| ATX Financial Planning, LLC | 3.21% | — | 87,731 | $4.2M |
| Authentikos Wealth Advisory, LLC | 2.70% | Reduce -4.8% | 86,067 | $4.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Reduce -26.5% | 46,180 | $2.2M |
| Old Mission Capital LLC | 0.07% | Add +50.5% | 36,205 | $1.7M |
| Arax Advisory Partners | 0.05% | New | 33,408 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Reduce -0.8% | 24,314 | $1.2M |
| Yarger Wealth Strategies, LLC | 0.47% | Add +10.6% | 23,063 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +5.2% | 13,400 | $636K |
| HFG Wealth Management, LLC | 0.31% | Reduce -5.0% | 11,997 | $570K |
| Trek Financial, LLC | 0.03% | Add +2.7% | 9,732 | $462K |
| Navis Wealth Advisors, LLC | 0.17% | No change | 8,297 | $394K |
| Maia Wealth LLC | 0.06% | Add +0.1% | 7,903 | $373K |
| WealthPlan Investment Management, LLC | 0.02% | No change | 7,358 | $349K |
| Seros Financial, LLC | 0.17% | Reduce -13.3% | 6,079 | $289K |
| Citadel Advisors | 0.00% | Reduce -78.8% | 5,171 | $246K |
| Brookstone Capital Management | 0.00% | New | 4,620 | $219K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -5.5% | 4,295 | $204K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,940 | $187K |
| Alerus Financial NA | 0.01% | Add +35.5% | 3,157 | $150K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.8% | 2,749 | $131K |
| IFS Advisors, LLC | 0.06% | Add +3.9% | 2,282 | $108K |
| IFP Advisors, Inc | 0.00% | Add +12.6% | 1,098 | $52K |
| JPMorgan Chase & Co. | 0.00% | New | 555 | $26K |
| Barclays PLC | 0.00% | Reduce -89.7% | 353 | $17K |
| Luminist Capital LLC | 0.01% | No change | 211 | $10K |
| Morgan Stanley | 0.00% | New | 6 | $285 |
"% 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.