INNOVATOR ETFS TRUST
Institutional coverage
103 13F filers hold $UJAN.
13F holders
103
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
Long Island Wealth Management, Inc.
0.55% NEW
α +21.8pts
02
RFG Advisory, LLC
0.01% held
α +16.2pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 103 · Source: 13F-HR01
Guardian Point Capital, LP
0.74% of portfolio
1,519,749 sh
02
Strategies Wealth Advisors, LLC
4.77% of portfolio
845,012 sh
03
Sonoma Allocations LLC
6.05% of portfolio
410,090 sh
04
Sheaff Brock Investment Advisors, LLC
0.01% of portfolio
358,144 sh
05
Marquette Asset Management, LLC
—
202,561 sh
06
Ryan Investment Management, Inc.
0.01% of portfolio
189,294 sh
07
Lingohr Asset Management GmbH
0.35% of portfolio
159,586 sh
08
Comprehensive Money Management Services LLC
5.12% of portfolio
150,463 sh
09
AllGen Financial Advisors, Inc.
0.34% of portfolio
142,190 sh
10
Paulson Wealth Management Inc.
4.58% of portfolio
135,247 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $UJAN in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $UJAN in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:18 UTC.