Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (BAUG)

100 + Investors. Track Smart Money conviction in BAUG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
31%

Smart Money Signals — BAUG

Based on 101 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BAUG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
101 hedge funds hold BAUG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 31% buying

22 buying50 selling
Last quarter: 50 funds sold vs only 22 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 15 → 5 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
65 out of 101 hedge funds have held BAUG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

12 → 13 → 15 → 5 → 10 new funds/Q
New funds entering each quarter: 13 → 15 → 5 → 10. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 66% veterans vs 22% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 22% new
Entry-cohort mix of 101 holders: 67 (66%) are 2+ year veterans, 12 entered 1–2 years ago, and 22 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
4 of 101 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BAUG

In 2026 Q2, 22 hedge funds were net buyers of BAUG (10 opened a new position, 12 added to an existing one), while 50 reduced or exited (44 trimmed, 6 sold completely) — a 31% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 101.

Hedge Fund Ownership: BAUG

How many hedge funds hold BAUG — quarterly history vs. share price
Quarterly hedge fund ownership of BAUG vs. share price

Market Analysis: BAUG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BAUG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BAUG
100 + Investors

Track Smart Money conviction in BAUG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 100 97 3.09%
13F Shares 3M 2M 3.05%
Total Value $107M $98M 9.42%
New Positions 9 5 +4
Increased Positions 12 11 +1
Closed Positions 6 14 -8
Reduced Positions 44 39 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BAUG

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Institutional Holders (2026 Q2)

100 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BAUG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BAUG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TopTier Wealth Management, LLC 1.35% 41,699 $2.2M
2 Chapman Financial Group, LLC 1.00% 28,009 $1.5M
3 Crosspoint Financial, LLC 0.80% 6,548 $351K
4 Red Reef Advisors LLC 0.64% 13,000 $697K
5 Diligent Investors, LLC 0.62% 52,266 $2.8M
6 FSA Advisors, Inc. 0.62% 25,213 $1.4M
7 Integral Investment Advisors, INC. 0.37% 31,357 $1.7M
8 DHJJ Financial Advisors, Ltd. 0.29% 18,958 $1.0M
9 Beacon Financial Advisory LLC 0.29% 27,071 $1.5M
10 Lantz Financial LLC 0.25% 25,589 $1.4M
11 Buska Wealth Management, LLC 0.24% 12,440 $667K
12 Pinnacle Wealth Management Group, Inc. 0.22% 8,849 $474K
13 Blue Bell Private Wealth Management, LLC 0.21% 31,593 $1.7M
14 Chris Bulman Inc 0.20% 10,459 $561K
15 Weaver Consulting Group 0.20% 18,107 $971K
16 Corrado Advisors, LLC 0.19% 7,621 $409K
17 COFG Advisors, LLC 0.19% 20,206 $1.1M
18 IMG Wealth Management, Inc. 0.18% 5,893 $316K
19 Share Andrew L. 0.17% 5,976 $320K
20 Gts Financial, LLC 0.16% 4,855 $223K
21 BCS Wealth Management 0.16% 16,403 $879K
22 BAM Wealth Management, LLC 0.14% 4,107 $220K
23 Central Valley Advisors, LLC 0.12% 8,574 $460K
24 Selby Wealth Management, LLC 0.12% 6,200 $332K
25 Gwn Securities INC. 0.11% 12,430 $666K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Innovator Etfs Trust (BAUG)

What does the Smart Money Trend signal show for BAUG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BAUG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BAUG?

Heavy selling pressure — only 31% buying: Last quarter: 50 funds sold vs only 22 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for BAUG holders?

Smaller funds dominant — 5% AUM from top-100: 4 of 101 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BAUG?

64% of holders stayed for 2+ years: 65 out of 101 hedge funds have held BAUG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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