Skip to content

XUSP INNOVATOR ETFS TRUST

Follow

UNCAPPED ACCLRTD (fund)

28 managers (28 13F filers) reported a position in XUSP shares at 2025-12-31, 853,337 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
28
13F filers
28
New
4
Added
9
Reduced
9
Sold out
1
Shares held by filers
853,337

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Farther Finance Advisors, LLC272,984$13M0.14%+22,24313F-HRTimeline
NewCorp Financial Services, Inc.150,182$7.13M6.32%13F-HRTimeline
ATX Financial Planning, LLC87,731$4.17M3.21%13F-HRTimeline
Authentikos Wealth Advisory, LLC86,067$4.09M2.7%-4,39113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …46,180$2.19M0.13%-16,61513F-HRTimeline
OLD MISSION CAPITAL LLC36,205$1.72M0.07%+12,15413F-HRTimeline
Arax Advisory Partners33,408$1.59M0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.24,314$1.15M0.02%-19613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC23,063$1.1M0.47%+2,21513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,400$636K<0.01%+66713F-HRTimelineGroup
HFG Wealth Management, LLC11,997$570K0.31%-62913F-HRTimeline
Trek Financial, LLC9,732$462K0.03%+25613F-HRTimeline
Navis Wealth Advisors, LLC8,297$394K0.17%013F-HRTimeline
Maia Wealth LLC7,903$373K0.06%+813F-HRTimeline
WealthPlan Investment Management, LLC7,358$349K0.02%013F-HRTimeline
Seros Financial, LLC6,079$289K0.17%-92913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,171$246K<0.01%-19,16713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management4,620$219K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.4,295$204K0.01%-25013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,940$187K0.01%013F-HRTimeline
ALERUS FINANCIAL NA3,157$150K0.01%+82713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,749$131K<0.01%-36713F-HRTimelineGroup
IFS Advisors, LLC2,282$108K0.06%+8613F-HRTimeline
IFP Advisors, Inc1,098$52.2K<0.01%+12313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO555$26.4K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC353$16.8K<0.01%-3,07513F-HRTimelineGroup
Luminist Capital LLC211$10K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6$285<0.01%new13F-HR/ATimelineGroup