XUSP Institutional Ownership & Shareholders
INNOVATOR UNCAPPED ACC US EQ (XUSP) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $32.14M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Farther Finance Advisors, Llc is currently the largest disclosed institutional shareholder of XUSP tracked by InsiderSet, reporting ownership valued at approximately $11.11M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.52M, representing an estimated loss of -5.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed XUSP value among the investors covered in this analysis. Major shareholders include Farther Finance Advisors, Llc, Newcorp Financial Services, Inc., Atx Financial Planning, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR UNCAPPED ACC US EQ (XUSP).
This page ranks the largest institutional XUSP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
21
Total Reported Value
$32.14M
Largest Holder
Farther Finance Advisors, Llc
Largest Position
$11.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Farther Finance Advisors, Llc | 0.08% | 207,502 | $11,112,873 | $10,517,135 | -$595,738 | -5.36% | |
| Newcorp Financial Services, Inc. | 6.29% | 155,095 | $8,306,199 | $7,860,913 | -$445,286 | -5.36% | |
| Atx Financial Planning, Llc | 3.05% | 89,087 | $4,771,083 | $4,515,330 | -$255,753 | -5.36% | |
| Arax Advisory Partners | 0.01% | 32,607 | $1,717,085 | $1,652,669 | -$64,416 | -3.75% | |
| Yarger Wealth Strategies, Llc | 0.49% | 25,572 | $1,364,539 | $1,296,104 | -$68,435 | -5.02% | |
| Authentikos Wealth Advisory, Llc | 0.75% | 22,209 | $1,169,526 | $1,125,652 | -$43,874 | -3.75% | |
| Raymond James Financial Inc | 0.00% | 13,400 | $705,644 | $679,172 | -$26,472 | -3.75% | |
| Hfg Wealth Management, Llc | 0.60% | 11,343 | $597,322 | $574,914 | -$22,408 | -3.75% | |
| Trek Financial, Llc | 0.02% | 9,829 | $526,377 | $498,178 | -$28,199 | -5.36% | |
| Brookstone Capital Management | 0.00% | 6,753 | $361,660 | $342,272 | -$19,388 | -5.36% | |
| Navis Wealth Advisors, Llc | 0.14% | 6,766 | $356,298 | $342,931 | -$13,367 | -3.75% | |
| Maia Wealth Llc | 0.05% | 6,215 | $332,847 | $315,004 | -$17,843 | -5.36% | |
| Sunbelt Securities, Inc. | 0.01% | 3,935 | $173,750 | $199,444 | +$25,694 | +14.79% | |
| Alerus Financial Na | 0.01% | 3,157 | $166,248 | $160,011 | -$6,237 | -3.75% | |
| Centaurus Financial, Inc. | 0.01% | 3,033 | $160,000 | $153,726 | -$6,274 | -3.92% | |
| Osaic Holdings, Inc. | 0.00% | 2,364 | $124,488 | $119,818 | -$4,670 | -3.75% | |
| Ifs Advisors, Llc | 0.03% | 2,025 | $108,449 | $102,636 | -$5,813 | -5.36% | |
| Luminist Capital Llc | 0.04% | 756 | $39,231 | $38,317 | -$914 | -2.33% | |
| Ifp Advisors, Inc | 0.00% | 666 | $35,668 | $33,756 | -$1,912 | -5.36% | |
| Country Trust Bank | 0.00% | 274 | $14,674 | $13,888 | -$786 | -5.36% | |
| Barclays Plc | 0.00% | 8 | $428 | $405 | -$23 | -5.26% |
Frequently asked questions about XUSP
Who are the largest institutional holders of XUSP?
The largest institutional holders of XUSP reported in the latest SEC Form 13F filings include Farther Finance Advisors, Llc, Newcorp Financial Services, Inc., Atx Financial Planning, Llc, Arax Advisory Partners, and Yarger Wealth Strategies, Llc. InsiderSet ranks institutional holders by their latest reported XUSP position.
What is XUSP institutional ownership?
This page tracks XUSP positions reported by institutional investment managers through SEC Form 13F. INNOVATOR UNCAPPED ACC US EQ (XUSP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XUSP?
InsiderSet currently tracks 21 institutional managers reporting XUSP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XUSP shareholders.
How much XUSP stock do institutions own?
Institutional investment managers disclosed approximately $32.14M in XUSP holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XUSP institutional ownership last updated?
The latest XUSP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XUSP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XUSP position after the reporting date.
Are institutions buying or selling XUSP?
Institutional buying and selling can be analyzed by comparing XUSP positions across consecutive 13F reporting periods. InsiderSet's XUSP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XUSP ownership changes.
How has XUSP institutional ownership changed over time?
InsiderSet tracks XUSP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.