Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (EOCT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
45%

Smart Money Signals — EOCT

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EOCT 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
63 hedge funds hold EOCT 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 — +54% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+54% 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 sellers than buyers — 45% buying

27 buying33 selling
Last quarter: 33 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 21 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 25% long-term, 43% new

■ 25% conviction (2yr+) ■ 32% medium ■ 43% new
Of the 63 current holders: 16 (25%) held >2 years, 20 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

9 → 7 → 8 → 21 → 11 new funds/Q
New funds entering each quarter: 7 → 8 → 21 → 11. A growing number of institutions are discovering EOCT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 32% veterans, 52% new entrants

■ 32% veterans ■ 16% 1-2yr ■ 52% new
Of 63 current holders: 20 (32%) held 2+ years, 10 held 1–2 years, 33 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
5 of 63 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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 — EOCT

In 2026 Q1, 27 hedge funds were net buyers of EOCT (11 opened a new position, 16 added to an existing one), while 33 reduced or exited (23 trimmed, 10 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 63.

Hedge Fund Ownership: EOCT

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

Market Analysis: EOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EOCT

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: EOCT
69 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 69 63 9.52%
13F Shares 2M 3M -15.63%
Total Value $74M $84M -11.28%
New Positions 13 11 +2
Increased Positions 7 16 -9
Closed Positions 7 10 -3
Reduced Positions 34 23 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EOCT

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Institutional Holders (2026 Q2)

69 + investors

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

QUARTER:
Top 25 EOCT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Broussard Financial Group LLC 7.76% 283,551 $9.7M
2 Corrado Advisors, LLC 1.53% 97,093 $3.3M
3 Liberty Atlantic Advisors LLC 1.17% 47,628 $1.6M
4 BFI Wealth Solutions, LLC 1.08% 42,587 $1.5M
5 Cornerstone Wealth, LLC/TN 1.02% 59,300 $2.0M
6 Global Strategic Investment Solutions, LLC 0.50% 163,980 $5.6M
7 Secured Retirement Advisors, LLC 0.37% 21,003 $717K
8 Arlington Capital Management, Inc. 0.35% 16,308 $557K
9 MBL Wealth, LLC 0.34% 147,234 $5.0M
10 Opus Financial Solutions LLC 0.25% 9,034 $309K
11 Winnacle Wealth LLC 0.15% 6,613 $226K
12 SageView Advisory Group, LLC 0.15% 125,819 $4.0M
13 WPWealth LLP 0.14% 26,952 $921K
14 Wealthgarden F.S. LLC 0.13% 6,561 $224K
15 Compass Advisory Group LLC 0.10% 12,900 $441K
16 PFG Advisors 0.10% 59,761 $2.0M
17 Long Island Wealth Management, Inc. 0.09% 6,250 $213K
18 Berger Financial Group, Inc 0.08% 48,418 $1.7M
19 William Mack & Associates, Inc. 0.08% 6,867 $235K
20 Noble Wealth Management PBC 0.08% 5,400 $184K
21 Regatta Research & Money Management 0.06% 1,729 $59K
22 Diligent Investors, LLC 0.05% 6,200 $212K
23 Atlantic Private Wealth, LLC 0.04% 2,000 $68K
24 First Commonwealth Financial Corp /Pa/ 0.04% 7,961 $272K
25 Financial Network Wealth Advisors LLC 0.03% 958 $33K
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 (EOCT)

What does the Smart Money Trend signal show for EOCT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EOCT 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 EOCT?

More sellers than buyers — 45% buying: Last quarter: 33 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EOCT holders?

Smaller funds dominant — 7% AUM from top-100: 5 of 63 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EOCT?

Mixed — 25% long-term, 43% new: Of the 63 current holders: 16 (25%) held >2 years, 20 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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