INNOVATOR ETFS TRUST
Institutional coverage
71 13F filers hold $USEP.
13F holders
71
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 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.
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 71 · Source: 13F-HR01
Investment Advisory Group, LLC
10.80% of portfolio
515,316 sh
02
Sheaff Brock Investment Advisors, LLC
0.01% of portfolio
246,411 sh
03
Signaturefd, LLC
0.12% of portfolio
194,350 sh
04
AllGen Financial Advisors, Inc.
0.33% of portfolio
148,393 sh
05
Ryan Investment Management, Inc.
0.01% of portfolio
93,575 sh
06
Montz Harcus Wealth Management LLC
0.44% of portfolio
87,117 sh
07
Tranquilli Financial Advisor LLC
0.11% of portfolio
80,478 sh
08
Covey Capital Advisors, LLC
0.02% of portfolio
71,840 sh
09
FengHe Fund Management Pte. Ltd.
—
68,497 sh
10
Inclusive Capital Partners, L.p.
0.07% of portfolio
65,788 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $USEP in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $USEP 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 16:26 UTC.