Innovator Etfs Trust (IOCT) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Innovator Etfs Trust (IOCT) following the 2026 Q2 hedge fund 13F filings?

As of today, IOCT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IOCT gained +2.7% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Innovator Etfs Trust (IOCT)

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

Smart Money Signals — IOCT

Based on 99 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their IOCT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (95% of max)

95% of all-time peak

99 hedge funds hold IOCT 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 — +27% more funds vs a year ago

fund count last 6Q

+21 new funds entered over the past year (+27% 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.

🔴

Heavy selling pressure — only 36% buying

30 buying53 selling

Last quarter: 53 funds sold vs only 30 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-24 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 4 → 7 → 35 → 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 — 31% long-term, 33% new

■ 31% conviction (2yr+) ■ 35% medium ■ 33% new

Of the 99 current holders: 31 (31%) held >2 years, 35 held 1–2 years, and 33 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

21 → 4 → 7 → 35 → 11 new funds/Q

New funds entering each quarter: 4 → 7 → 35 → 11. A growing number of institutions are discovering IOCT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 38% veterans, 43% new entrants

■ 38% veterans ■ 18% 1-2yr ■ 43% new

Of 99 current holders: 38 (38%) held 2+ years, 18 held 1–2 years, 43 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds

7 of 99 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	99	104	-4.81%
13F Shares	4M	4M	-7.19%
Total Value	$136M	$146M	-7.18%
New Positions	11	35	-24
Increased Positions	19	36	-17
Closed Positions	16	6	+10
Reduced Positions	37	13	+24
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

104

-4.81%

13F Shares

-7.19%

Total Value

$136M

$146M

-7.18%

New Positions

-24

Increased Positions

-17

Closed Positions

+10

Reduced Positions

+24

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

99 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IOCT. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IOCT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Broussard Financial Group LLC	11.31%	381,703	$14.1M
2	BFI Wealth Solutions, LLC	1.44%	52,574	$1.9M
3	Red Crane Wealth Management, LLC	1.36%	49,999	$1.8M
4	Corrado Advisors, LLC	0.88%	51,871	$1.9M
5	Global Strategic Investment Solutions, LLC	0.74%	226,859	$8.4M
6	Wealthgarden F.S. LLC	0.55%	26,340	$974K
7	Cornerstone Wealth, LLC/TN	0.33%	17,683	$658K
8	Liberty Atlantic Advisors LLC	0.32%	11,948	$442K
9	Long Island Wealth Management, Inc.	0.32%	20,699	$766K
10	WPWealth LLP	0.30%	54,176	$2.0M
11	SageView Advisory Group, LLC	0.29%	226,398	$7.9M
12	NewCorp Financial Services, Inc.	0.24%	8,572	$317K
13	Access Financial Services, INC.	0.22%	17,941	$664K
14	Mma Asset Management LLC	0.19%	15,790	$584K
15	PFG Advisors	0.17%	92,052	$3.4M
16	IFP Advisors, Inc	0.14%	216,088	$8.0M
17	TrustBank	0.14%	10,765	$398K
18	Freedom Investment Management, Inc.	0.13%	13,018	$482K
19	Fiduciary Financial Group, LLC	0.12%	28,995	$1.1M
20	Cypress Financial Planning LLC	0.10%	11,176	$413K
21	Signal Advisors Wealth, LLC	0.10%	52,801	$2.0M
22	Berger Financial Group, Inc	0.10%	51,685	$1.9M
23	Compass Advisory Group LLC	0.10%	11,039	$408K
24	Triad Wealth Partners, LLC	0.10%	43,402	$1.6M
25	Diligent Investors, LLC	0.09%	10,919	$404K

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 (IOCT)

What does the Smart Money Trend signal show for IOCT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IOCT 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 IOCT?

Heavy selling pressure — only 36% buying: Last quarter: 53 funds sold vs only 30 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 IOCT holders?

Smaller funds dominant — 9% AUM from top-100: 7 of 99 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IOCT?

Mixed — 31% long-term, 33% new: Of the 99 current holders: 31 (31%) held >2 years, 35 held 1–2 years, and 33 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.

Is it too late to buy Innovator Etfs Trust (IOCT) following the 2026 Q2 hedge fund 13F filings?

As of today, IOCT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IOCT has gained +2.7% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Innovator Etfs Trust (IOCT)

Smart Money Signals — IOCT

Selling streak — 1 quarter in a row

At the ownership peak (95% of max)

Fast accumulation — +27% more funds vs a year ago

Heavy selling pressure — only 36% buying

Fewer new buyers each quarter (-24 vs last Q)

Mixed — 31% long-term, 33% new

Growing discovery — still being found

Mixed cohorts — 38% veterans, 43% new entrants

Smaller funds dominant — 9% AUM from top-100

Institutional Sentiment Summary — IOCT

Hedge Fund Ownership: IOCT

Market Analysis: IOCT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IOCT

Is It Too Late to Buy Innovator Etfs Trust (IOCT) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IOCT

Statistics: IOCT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Innovator Etfs Trust (IOCT)

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