INNOVATOR UNCAPPED ACC US EQ (XUSP) Institutional Ownership Changes & 13F Activity
INNOVATOR UNCAPPED ACC US EQ (XUSP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Farther Finance Advisors, Llc, Newcorp Financial Services, Inc., Atx Financial Planning, Llc, Authentikos Wealth Advisory, Llc, and C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | Buy | +4,295 | — | 4,295 | $204.00K | Q4 2025 | Feb 20, 2026 |
| Atx Financial Planning, Llc | Buy | +87,731 | — | 87,731 | $4.17M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +13,400 | — | 13,400 | $636.46K | Q4 2025 | Feb 18, 2026 |
| Old Mission Capital Llc | Buy | +36,205 | — | 36,205 | $1.72M | Q4 2025 | Feb 17, 2026 |
| Maia Wealth Llc | Buy | +7,903 | — | 7,903 | $372.79K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +5,171 | — | 5,171 | $245.61K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +2,749 | — | 2,749 | $130.57K | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | Buy | +33,408 | — | 33,408 | $1.59M | Q4 2025 | Feb 13, 2026 |
| Navis Wealth Advisors, Llc | Buy | +8,297 | — | 8,297 | $394.08K | Q4 2025 | Feb 13, 2026 |
| Centaurus Financial, Inc. | Buy | +3,940 | — | 3,940 | $187.00K | Q4 2025 | Feb 13, 2026 |
| Alerus Financial Na | Buy | +3,157 | — | 3,157 | $149.95K | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +353 | — | 353 | $16.77K | Q4 2025 | Feb 13, 2026 |
| Luminist Capital Llc | Buy | +211 | — | 211 | $10.02K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +6 | — | 6 | $285.00 | Q4 2025 | Feb 13, 2026 |
| Jpmorgan Chase & Co | Buy | +555 | — | 555 | $26.36K | Q4 2025 | Feb 11, 2026 |
| Newcorp Financial Services, Inc. | Buy | +150,182 | — | 150,182 | $7.13M | Q4 2025 | Feb 10, 2026 |
| Harbour Investments, Inc. | Buy | +24,314 | — | 24,314 | $1.15M | Q4 2025 | Feb 09, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +86,067 | — | 86,067 | $4.09M | Q4 2025 | Feb 06, 2026 |
| Seros Financial, Llc | Buy | +6,079 | — | 6,079 | $288.73K | Q4 2025 | Feb 06, 2026 |
| Ifp Advisors, Inc | Buy | +1,098 | — | 1,098 | $52.15K | Q4 2025 | Feb 06, 2026 |
| Wealthplan Investment Management, Llc | Buy | +7,358 | — | 7,358 | $349.48K | Q4 2025 | Feb 05, 2026 |
| Trek Financial, Llc | Buy | +9,732 | — | 9,732 | $462.24K | Q4 2025 | Feb 04, 2026 |
| Farther Finance Advisors, Llc | Buy | +272,984 | — | 272,984 | $12.97M | Q4 2025 | Jan 23, 2026 |
| Yarger Wealth Strategies, Llc | Buy | +23,063 | — | 23,063 | $1.10M | Q4 2025 | Jan 22, 2026 |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | Buy | +46,180 | — | 46,180 | $2.19M | Q4 2025 | Jan 20, 2026 |
| Hfg Wealth Management, Llc | Buy | +11,997 | — | 11,997 | $569.82K | Q4 2025 | Jan 16, 2026 |
| Brookstone Capital Management | Buy | +4,620 | — | 4,620 | $219.44K | Q4 2025 | Jan 15, 2026 |
| Ifs Advisors, Llc | Buy | +2,282 | — | 2,282 | $108.39K | Q4 2025 | Jan 09, 2026 |
Frequently asked questions about XUSP activity
Which institutional owners are buying XUSP?
Institutional owners buying XUSP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XUSP activity?
"Buy" means an investor increased their reported position in XUSP compared to the prior reporting period. This reflects growing exposure to INNOVATOR UNCAPPED ACC US EQ (XUSP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XUSP increasing?
Institutional interest in XUSP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.