Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (IBUF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
6Q ▲
Buyers last Q
71%

Smart Money Signals — IBUF

Based on 37 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added IBUF 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
37 hedge funds hold IBUF right now — the highest count in 1.8 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 — +147% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+147% 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 — 71% buying

25 buying10 selling
Last quarter: 25 funds were net buyers (9 opened a brand new position + 16 added to an existing one). Only 10 were sellers (8 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 4 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 49% entered in last year

■ 0% conviction (2yr+) ■ 51% medium ■ 49% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +31%, value +10%

Value
+10%
Shares
+31%
Last quarter: funds added +31% more shares while total portfolio value only changed +10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~9 new funds/quarter

12 → 11 → 4 → 8 → 9 new funds/Q
New funds entering each quarter: 11 → 4 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 92% of holders entered in last year

■ 0% veterans ■ 8% 1-2yr ■ 92% new
Of 37 current holders: 34 (92%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
2 of 37 holders rank in the top 100 by AUM, but together hold only 4% 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 — IBUF

In 2026 Q1, 25 hedge funds were net buyers of IBUF (9 opened a new position, 16 added to an existing one), while 10 reduced or exited (8 trimmed, 2 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 37.

Hedge Fund Ownership: IBUF

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

Market Analysis: IBUF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBUF

-- --

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: IBUF
2026 Q2 Stats Unlock in 3 days 37 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 37 30 23.33%
13F Shares 2M 2M 31.27%
Total Value $55M $50M 10.3%
New Positions 9 8 +1
Increased Positions 16 15 +1
Closed Positions 2 3 -1
Reduced Positions 8 4 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBUF

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 Q2)

37 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 IBUF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BLVD Private Wealth, LLC 2.70% 115,241 $3.6M
2 D.B. Root & Company, LLC 1.54% 230,782 $7.3M
3 BFI Wealth Solutions, LLC 0.98% 42,169 $1.3M
4 Pitti Group Wealth Management, LLC 0.67% 29,168 $918K
5 Bright Futures Wealth Management, LLC. 0.48% 23,835 $750K
6 Wealthgarden F.S. LLC 0.30% 16,609 $523K
7 Sugar Maple Asset Management, LLC 0.25% 12,120 $382K
8 Red Crane Wealth Management, LLC 0.18% 7,634 $240K
9 CreativeOne Wealth, LLC 0.10% 150,052 $4.7M
10 Arq Wealth Advisors, LLC 0.08% 19,605 $620K
11 Disciplined Investments, LLC 0.07% 6,981 $220K
12 Mutual Advisors, LLC 0.07% 118,211 $3.7M
13 Summit Wealth Partners, LLC 0.04% 9,224 $290K
14 NewEdge Advisors, LLC 0.04% 395,134 $12.4M
15 Independent Financial Group, LLC 0.03% 55,774 $1.8M
16 Alaska Wealth Advisors, LLC 0.02% 6,886 $217K
17 Captrust Financial Advisors 0.01% 247,739 $7.8M
18 Belpointe Asset Management LLC 0.01% 10,617 $334K
19 Harbour Investments, INC. 0.01% 24,142 $760K
20 Ameritas Advisory Services, LLC 0.01% 15,000 $472K
21 Ausdal Financial Partners, Inc. 0.01% 7,215 $227K
22 Osaic Holdings, INC. 0.01% 192,800 $6.1M
23 Baker Avenue Asset Management, LP 0.01% 9,132 $287K
24 Cetera Investment Advisers 0.00% 134,639 $4.2M
25 NewEdge Wealth, LLC 0.00% 11,718 $369K
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 (IBUF)

What does the Smart Money Trend signal show for IBUF?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added IBUF 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 IBUF?

More buyers than sellers — 71% buying: Last quarter: 25 funds were net buyers (9 opened a brand new position + 16 added to an existing one). Only 10 were sellers (8 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBUF holders?

Smaller funds dominant — 4% AUM from top-100: 2 of 37 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBUF?

Mostly new holders — 49% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

Full history →