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Innovator Uncapped ACC US EQ (XUSP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Farther Finance Advisors, LLC
DECREASED
Shares207,502 from 278,850
Change-71,348 (-26%)
Value$11.1M (-$3.6M)
Filed 2026-10-08
NewCorp Financial Services, Inc.
DECREASED
Shares155,095 from 163,464
Change-8,369 (-5%)
Value$8.3M (-$301.8K)
Filed 2026-10-14
ATX Financial Planning, LLC
INCREASED
Shares89,087 from 89,058
Change+29 (+0%)
Value$4.8M (+$81.3K)
Filed 2026-10-14
HFG Wealth Management, LLC
UNCHANGED
Shares11,343 from 11,343
Change0 (0%)
Value$597.3K ($0)
Filed 2026-10-16
Trek Financial, LLC
INCREASED
Shares9,829 from 9,709
Change+120 (+1%)
Value$526.4K (+$15.1K)
Filed 2026-10-29
Brookstone Capital Management
DECREASED
Shares6,753 from 9,961
Change-3,208 (-32%)
Value$361.7K (-$162.9K)
Filed 2026-10-22
Maia Wealth LLC
DECREASED
Shares6,215 from 6,480
Change-265 (-4%)
Value$332.8K (-$8.4K)
Filed 2026-10-19
IFS Advisors, LLC
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$108.4K (+$1.8K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares666 from 618
Change+48 (+8%)
Value$35.7K (+$3.1K)
Filed 2026-10-16
Country Trust Bank
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$14.7K (+$245)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 21,169
Change-21,169 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-14
Arax Advisory Partners
N/A
Shares— from 32,607
Change-32,607 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 25,572
Change-25,572 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 22,209
Change-22,209 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 6,766
Change-6,766 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 3,157
Change-3,157 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Status
Farther Finance Advisors, LLC
DECREASED207,502278,850-71,348-26%$14.7M$11.1M-$3.6M2026-10-08
NewCorp Financial Services, Inc.
DECREASED155,095163,464-8,369-5%$8.6M$8.3M-$301.8K2026-10-14
ATX Financial Planning, LLC
INCREASED89,08789,058+29+0%$4.7M$4.8M+$81.3K2026-10-14
HFG Wealth Management, LLC
UNCHANGED11,34311,34300%$597.3K$597.3K$02026-10-16
Trek Financial, LLC
INCREASED9,8299,709+120+1%$511.3K$526.4K+$15.1K2026-10-29
Brookstone Capital Management
DECREASED6,7539,961-3,208-32%$524.5K$361.7K-$162.9K2026-10-22
Maia Wealth LLC
DECREASED6,2156,480-265-4%$341.2K$332.8K-$8.4K2026-10-19
IFS Advisors, LLC
UNCHANGED2,0252,02500%$106.6K$108.4K+$1.8K2026-10-14
IFP Advisors, Inc
INCREASED666618+48+8%$32.5K$35.7K+$3.1K2026-10-16
Country Trust Bank
UNCHANGED27427400%$14.4K$14.7K+$2452026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED021,169-21,169-100%$1.1M$0-$1.1M2026-10-14
Arax Advisory Partners
N/A—32,607-32,607-100%$1.7M———
Yarger Wealth Strategies, LLC
N/A—25,572-25,572-100%$1.4M———
Authentikos Wealth Advisory, LLC
N/A—22,209-22,209-100%$1.2M———
Raymond James Financial Inc
N/A—13,400-13,400-100%$705.6K———
Navis Wealth Advisors, LLC
N/A—6,766-6,766-100%$356.3K———
Regatta Research & Money Management
N/A—4,167-4,167-100%$219.4K———
Alerus Financial NA
N/A—3,157-3,157-100%$166.2K———
Centaurus Financial, Inc.
N/A—3,033-3,033-100%$160.0K———
Osaic Holdings, Inc.
N/A—2,364-2,364-100%$124.5K———
Barclays PLC
N/A—1,711-1,711-100%$90.1K———
Luminist Capital LLC
N/A—756-756-100%$39.2K———
Showing 22 of 22 institutions