INNOVATOR ETFS TRUST
Institutional coverage
87 13F filers hold $UOCT.
13F holders
87
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.
0.21% 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 87 · Source: 13F-HR01
Guardian Point Capital, LP
0.73% of portfolio
1,681,168 sh
02
Ryan Investment Management, Inc.
0.02% of portfolio
383,727 sh
03
Sheaff Brock Investment Advisors, LLC
—
252,918 sh
04
Covey Capital Advisors, LLC
0.05% of portfolio
180,570 sh
05
AllGen Financial Advisors, Inc.
0.33% of portfolio
149,978 sh
06
Tower Research Capital LLC (TRC)
0.01% of portfolio
125,368 sh
07
Montz Harcus Wealth Management LLC
0.61% of portfolio
124,403 sh
08
Tranquilli Financial Advisor LLC
0.11% of portfolio
82,198 sh
09
Marquette Asset Management, LLC
—
75,972 sh
10
Inclusive Capital Partners, L.p.
0.07% of portfolio
68,232 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $UOCT in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $UOCT 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 13:31 UTC.