Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (BOCT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +30
Streak
1Q ▲
Buyers last Q
75%

Smart Money Signals — BOCT

Based on 113 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BOCT 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 (100% of max)

100% of all-time peak
113 hedge funds hold BOCT 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 75% buying

71 buying24 selling
Last quarter: 71 funds were net buyers (34 opened a brand new position + 37 added to an existing one). Only 24 were sellers (20 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new BOCT position: 8 → 4 → 9 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 21% medium ■ 26% new
60 out of 113 hedge funds have held BOCT 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.
🚀

Acceleration phase — new buyers rushing in

21 → 8 → 4 → 9 → 34 new funds/Q
New funds entering each quarter: 8 → 4 → 9 → 34. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 17% 1-2yr ■ 28% new
Of 113 current holders: 62 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
4 of 113 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — BOCT

In 2025 Q4, 71 hedge funds were net buyers of BOCT (34 opened a new position, 37 added to an existing one), while 24 reduced or exited (20 trimmed, 4 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 113.

Hedge Fund Ownership: BOCT

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

Market Analysis: BOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOCT

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: BOCT
2026 Q1 Stats Unlock in 8 days 113 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 83 36.14%
13F Shares 5M 3M 45.94%
Total Value $223M $150M 48.41%
New Positions 34 9 +25
Increased Positions 37 23 +14
Closed Positions 4 12 -8
Reduced Positions 20 24 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOCT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

113 + investors

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

Top 25 institutional holders of BOCT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 COFG Advisors, LLC 4.40% 371,096 $17.8M
2 INTEGRAL INVESTMENT ADVISORS, INC. 3.47% 290,463 $13.9M
3 FSA Advisors, Inc. 1.25% 39,456 $1.9M
4 HFG Wealth Management, LLC 1.07% 40,349 $1.9M
5 City Center Advisors, LLC 0.72% 16,298 $782K
6 My Personal CFO, LLC 0.50% 23,735 $1.1M
7 Maltin Wealth Management, Inc. 0.43% 23,473 $1.1M
8 Global Trust Wealth Management LLC 0.37% 10,200 $489K
9 DHJJ Financial Advisors, Ltd. 0.35% 22,134 $1.1M
10 Brookstone Capital Management 0.34% 621,564 $29.8M
11 TopTier Wealth Management, LLC 0.31% 10,379 $498K
12 Diligent Investors, LLC 0.30% 25,173 $1.2M
13 FORONJY FINANCIAL LLC 0.29% 14,303 $686K
14 Grantvest Financial Group LLC 0.28% 9,049 $434K
15 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.27% 39,610 $1.9M
16 Berkshire Money Management, Inc. 0.27% 55,587 $2.7M
17 Penserra Capital Management LLC 0.23% 414,887 $20K
18 CORRADO ADVISORS, LLC 0.23% 9,132 $438K
19 Lantz Financial LLC 0.23% 22,946 $1.1M
20 Chris Bulman Inc 0.20% 9,395 $451K
21 Fragasso Financial Advisors Inc 0.19% 65,389 $3.2M
22 Valtinson Bruner Financial Planning LLC 0.18% 13,697 $657K
23 Wealthquest Corp 0.17% 44,597 $2.2M
24 Selby Wealth Management, LLC 0.15% 8,100 $389K
25 Straight Path Wealth Management 0.11% 8,525 $409K
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 (BOCT)

What does the Smart Money Trend signal show for BOCT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BOCT 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 BOCT?

More buyers than sellers — 75% buying: Last quarter: 71 funds were net buyers (34 opened a brand new position + 37 added to an existing one). Only 24 were sellers (20 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BOCT holders?

Smaller funds dominant — 5% AUM from top-100: 4 of 113 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 BOCT?

53% of holders stayed for 2+ years: 60 out of 113 hedge funds have held BOCT 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.