INNOVATOR ETFS TRUST

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UOCT·45782C821·US·ETF-13D/G

UOCT (INNOVATOR ETFS TRUST) is held by 27 institutional investors as of Q2 2026. Largest holders: COMMONWEALTH EQUITY SERVICES, LLC ($15.1M), OSAIC HOLDINGS, INC. ($3.6M), Kestra Advisory Services, LLC ($3.3M). Net institutional sentiment: Mixed.

27

Holders

(4 Elite)

$45.7M

Total Value

55% (20)

Consensus

11 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)71

Insider (Form 4)59

Activist (13D/13G)61

Congressional (STOCK Act)51

Holder Quality

78

★★★★★

Elite

32

★★★★

Strong

86

★★★

Solid

44

★★

Below

17

★

Weak

Held by 27 funds

4 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists May 4, 2026 · Congress none

ActivistBRBrookstone Capital Management, LLC2.0%May 4, 2026

View all activist filings

Top Holders

Top Holders (27)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	366,149(-4.6%)	$15.1M	0.0%	+44.83%	0
OSAIC HOLDINGS, INC.	Increased	88,006(+3.6%)	$3.6M	0.0%	+18.53%	28
Kestra Advisory Services, LLC	Decreased	81,311(-22.0%)	$3.3M	0.0%	+22.18%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	69,414(-8.6%)	$2.9M	0.0%	+19.52%	0
OPOrion Porfolio Solutions, LLC	Increased	65,507(+10.0%)	$2.7M	0.0%	+15.83%	29
LPL Financial LLC	Increased	57,574(+6.9%)	$2.4M	0.0%	+37.70%	28
RAYMOND JAMES FINANCIAL INC	Increased	55,406(+13.5%)	$2.3M	0.0%	+14.70%	30
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	50,862(-8.6%)	$2.1M	0.0%	+11.66%	0
Cetera Investment Advisers	Unchanged	46,740	$1.9M	0.0%	+20.82%	0
TRUIST FINANCIAL CORP	Decreased	43,407(-0.5%)	$1.8M	0.0%	+31.11%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	40,035(+13.5%)	$1.6M	0.0%	+9.02%	29
MML INVESTORS SERVICES, LLC	Increased	37,312(+116.1%)	$1.5M	0.0%	+7.82%	41
AE Wealth Management LLC	Decreased	24,802(-0.9%)	$1M	0.0%	+46.59%	0
Allworth Financial LP	Increased	23,865(+1.8%)	$981,091	0.0%	+21.93%	25
CITADEL ADVISORS LLC	Increased	19,444(+67.0%)	$799,343	0.0%	+7.61%	36
AXXCESS WEALTH MANAGEMENT, LLC	New	15,167	$623,515	0.0%	+4.35%	34
HighTower Advisors, LLC	Unchanged	6,909	$284,029	0.0%	+9.52%	0
Creative Planning	Decreased	6,270(-87.3%)	$257,760	0.0%	+9.92%	0
NewEdge Advisors, LLC	New	4,924	$202,426	0.0%	+4.35%	32
Aptus Capital Advisors, LLC	Unchanged	3,250	$133,608	0.0%	+16.89%	0

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UOCTINNOVATOR ETFS TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer