Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (EPRF)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
3Q ▼
Buyers last Q
57%

Smart Money Signals — EPRF

Based on 27 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their EPRF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 71% of 3.0Y peak

71% of all-time peak
27 funds currently hold this stock — 71% of the 3.0-year high of 38 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 23% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold EPRF compared to a year ago (-23% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

16 buying12 selling
Last quarter: 16 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 1 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 19% medium 19% new
17 out of 27 hedge funds have held EPRF 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

2 → 5 → 4 → 1 → 4 new funds/Q
New funds entering each quarter: 5 → 4 → 1 → 4. 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 — 63% veterans vs 15% newcomers

63% veterans 22% 1-2yr 15% new
Entry-cohort mix of 27 holders: 17 (63%) are 2+ year veterans, 6 entered 1–2 years ago, and 4 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
6 of 27 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in EPRF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — 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 — EPRF

In 2026 Q2, 16 hedge funds were net buyers of EPRF (4 opened a new position, 12 added to an existing one), while 12 reduced or exited (7 trimmed, 5 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 72% of total institutional value in EPRF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 27.

Hedge Fund Ownership: EPRF

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

Market Analysis: EPRF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPRF

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: EPRF
27 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 27 28 -3.57%
13F Shares 2M 2M 3.58%
Total Value $26M $25M 3.05%
New Positions 4 1 +3
Increased Positions 12 8 +4
Closed Positions 5 6 -1
Reduced Positions 7 11 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPRF

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Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:
Top 25 EPRF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Websterrogers Financial Advisors, LLC 0.47% 110,409 $1.8M
2 Whipplewood Advisors, LLC 0.46% 41,532 $684K
3 FORM Wealth Advisors, LLC 0.02% 13,735 $226K
4 Glen Eagle Advisors, LLC 0.01% 4,541 $75K
5 AlphaCore Capital LLC 0.01% 16,495 $273K
6 Synergy Investment Management, LLC 0.00% 1,135 $19K
7 Chicago Partners Investment Group LLC 0.00% 11,467 $189K
8 Wealth Enhancement Advisory Services, LLC 0.00% 104,489 $1.7M
9 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% 11,032 $182K
10 Royal Bank of Canada 0.00% 973,723 $16.0M
11 Nvwm, LLC 0.00% 443 $7K
12 Compass Financial Management LLC 0.00% 400 $7K
13 Osaic Holdings, INC. 0.00% 35,881 $591K
14 Geneos Wealth Management Inc. 0.00% 1,000 $16K
15 LPL Financial LLC 0.00% 62,268 $1.0M
16 Cetera Investment Advisers 0.00% 12,184 $201K
17 UBS Group AG 0.00% 68,650 $1.1M
18 Delta Asset Management LLC/Tn 0.00% 92 $2K
19 IFP Advisors, Inc 0.00% 338 $6K
20 Raymond James Financial Inc 0.00% 21,584 $356K
21 Susquehanna International Group, LLP 0.00% 34,607 $570K
22 Bank of America Corp /de/ 0.00% 15,190 $250K
23 Jane Street Group, LLC 0.00% 10,630 $175K
24 Mercer Global Advisors Inc /Adv 0.00% 649 $11K
25 Morgan Stanley 0.00% 3,712 $61K
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 (EPRF)

What does the Smart Money Trend signal show for EPRF?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their EPRF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EPRF?

Slight buying edge — 57% buying: Last quarter: 16 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EPRF holders?

Elite ownership — 72% AUM from top-100 funds: 6 of 27 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in EPRF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EPRF?

63% of holders stayed for 2+ years: 17 out of 27 hedge funds have held EPRF 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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