XUSP Institutional Ownership
Innovator Uncapped Accelerated U.S. Equity ETF
1W: -0.6%
1M: +0.6%
3M: +2.1%
YTD: +13.9%
1Y: +15.7%
3Y: +102.5%
$54.06
+0.50 (+0.93%)
Weekly Expected Move ±2.1%
$52
$53
$54
$55
$56
Overview
Chart
Holdings
Changes
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Analysis
Peers
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Short Interest
Dividends
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Institutional Ownership — XUSP
25
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
37M
Total Invested
3
New Positions
6
Increased
14
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (31 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | 278,850 | 15M | +25,239 | +10.0% | 6Q | SEC ↗ |
| 2 | NewCorp Financial Services, Inc. | 163,464 | 9M | +6,711 | +4.3% | 3Q | SEC ↗ |
| 3 | ATX Financial Planning, LLC | 89,058 | 5M | -52 | -0.1% | 3Q | SEC ↗ |
| 4 | Arax Advisory Partners | 32,607 | 2M | -838 | -2.5% | 3Q | SEC ↗ |
| 5 | YARGER WEALTH STRATEGIES, LLC | 25,572 | 1M | +2,582 | +11.2% | 9Q | SEC ↗ |
| 6 | Authentikos Wealth Advisory, LLC | 22,209 | 1M | -2,508 | -10.1% | 4Q | SEC ↗ |
| 7 | C2P Capital Advisory Group, LLC d.b.a. | 21,169 | 1M | -11,032 | -34.3% | 8Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 13,400 | 724K | — | +0.0% | 5Q | SEC ↗ |
| 9 | HFG Wealth Management, LLC | 11,343 | 613K | -1,613 | -12.4% | 6Q | SEC ↗ |
| 10 | Brookstone Capital Management | 9,961 | 538K | +593 | +6.3% | 3Q | SEC ↗ |
| 11 | Trek Financial, LLC | 9,709 | 525K | +1,009 | +11.6% | 8Q | SEC ↗ |
| 12 | Navis Wealth Advisors, LLC | 6,766 | 366K | -1,800 | -21.0% | 8Q | SEC ↗ |
| 13 | Maia Wealth LLC | 6,480 | 350K | -1,423 | -18.0% | 9Q | SEC ↗ |
| 14 | Regatta Research & Money Management NEW | 4,167 | 225K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Sunbelt Securities, Inc. | 3,935 | 213K | -360 | -8.4% | 11Q | SEC ↗ |
| 16 | ALERUS FINANCIAL NA | 3,157 | 171K | — | +0.0% | 5Q | SEC ↗ |
| 17 | CENTAURUS FINANCIAL, INC. | 3,033 | 164K | -729 | -19.4% | 4Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 2,364 | 128K | -73 | -3.0% | 16Q | SEC ↗ |
| 19 | IFS Advisors, LLC | 2,025 | 109K | -782 | -27.9% | 16Q | SEC ↗ |
| 20 | BARCLAYS PLC | 1,711 | 92K | +491 | +40.2% | 6Q | SEC ↗ |
| 21 | Luminist Capital LLC NEW | 756 | 41K | — | +0.0% | 1Q | SEC ↗ |
| 22 | IFP Advisors, Inc | 618 | 33K | -441 | -41.6% | 5Q | SEC ↗ |
| 23 | COUNTRY TRUST BANK NEW | 274 | 15K | — | +0.0% | 1Q | SEC ↗ |
| 24 | OLD MISSION CAPITAL LLC | 0 | 0K | -36,205 | -100.0% | 2Q | SEC ↗ |
| 25 | WealthPlan Investment Management, LLC | 0 | 0K | -7,358 | -100.0% | 6Q | SEC ↗ |
| 26 | AE Wealth Management LLC | 0 | 0K | -2,289 | -100.0% | 1Q | SEC ↗ |
| 27 | HARBOUR INVESTMENTS, INC. | 0 | 0K | -933 | -100.0% | 5Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 0 | 0K | -555 | -100.0% | 1Q | SEC ↗ |
| 29 | Seros Financial, LLC | 0 | 0K | -6,079 | -100.0% | 2Q | SEC ↗ |
| 30 | MORGAN STANLEY | 0 | 0K | -6 | -100.0% | 1Q | SEC ↗ |
| 31 | CITADEL ADVISORS LLC | 0 | 0K | -8,756 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Regatta Research & Money Management | 4,167 | 225K |
| Luminist Capital LLC | 756 | 41K |
| COUNTRY TRUST BANK | 274 | 15K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 36,205 | 2M |
| CITADEL ADVISORS LLC | 8,756 | 473K |
| WealthPlan Investment Management, L | 7,358 | 398K |
| Seros Financial, LLC | 6,079 | 329K |
| AE Wealth Management LLC | 2,289 | 124K |
| HARBOUR INVESTMENTS, INC. | 933 | 50K |
| JPMORGAN CHASE & CO | 555 | 30K |
| MORGAN STANLEY | 6 | 0K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Farther Finance Advisors, LLC | +25,239 | +10.0% | 278,850 |
| NewCorp Financial Services, Inc. | +6,711 | +4.3% | 163,464 |
| YARGER WEALTH STRATEGIES, LLC | +2,582 | +11.2% | 25,572 |
| Trek Financial, LLC | +1,009 | +11.6% | 9,709 |
| Brookstone Capital Management | +593 | +6.3% | 9,961 |
| BARCLAYS PLC | +491 | +40.2% | 1,711 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b | -11,032 | -34.3% | 21,169 |
| Authentikos Wealth Advisory, LLC | -2,508 | -10.1% | 22,209 |
| Navis Wealth Advisors, LLC | -1,800 | -21.0% | 6,766 |
| HFG Wealth Management, LLC | -1,613 | -12.4% | 11,343 |
| Maia Wealth LLC | -1,423 | -18.0% | 6,480 |
| Arax Advisory Partners | -838 | -2.5% | 32,607 |
| IFS Advisors, LLC | -782 | -27.9% | 2,025 |
| CENTAURUS FINANCIAL, INC. | -729 | -19.4% | 3,033 |
| IFP Advisors, Inc | -441 | -41.6% | 618 |
| Sunbelt Securities, Inc. | -360 | -8.4% | 3,935 |
| OSAIC HOLDINGS, INC. | -73 | -3.0% | 2,364 |
| ATX Financial Planning, LLC | -52 | -0.1% | 89,058 |