Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (OCTJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
25%

Smart Money Signals — OCTJ

Based on 18 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their OCTJ 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 — 82% of 2.8Y peak

82% of all-time peak
18 funds currently hold this stock — 82% of the 2.8-year high of 22 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 25% buying

4 buying12 selling
Last quarter: 12 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 7 → 3 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 28% medium ■ 28% new
8 out of 18 hedge funds have held OCTJ 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

3 → 2 → 7 → 3 → 2 new funds/Q
New funds entering each quarter: 2 → 7 → 3 → 2. 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 — 50% veterans vs 44% newcomers

■ 50% veterans ■ 6% 1-2yr ■ 44% new
Entry-cohort mix of 18 holders: 9 (50%) are 2+ year veterans, 1 entered 1–2 years ago, and 8 (44%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
1 of 18 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — OCTJ

In 2026 Q2, 4 hedge funds were net buyers of OCTJ (2 opened a new position, 2 added to an existing one), while 12 reduced or exited (8 trimmed, 4 sold completely) — a 25% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 18.

Hedge Fund Ownership: OCTJ

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

Market Analysis: OCTJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCTJ

-- --

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: OCTJ
18 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 18 20 -10.0%
13F Shares 387K 426K -9.13%
Total Value $9M $10M -8.23%
New Positions 2 3 -1
Increased Positions 2 6 -4
Closed Positions 4 5 -1
Reduced Positions 8 6 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OCTJ

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)

18 + investors

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

QUARTER:
Top 18 OCTJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vima LLC 0.79% 33,738 $807K
2 Outlook Wealth Advisors, LLC 0.28% 54,329 $1.3M
3 Mtm Financial Group, LLC 0.22% 21,735 $520K
4 Harbour Investments, INC. 0.03% 88,102 $2.1M
5 Trek Financial, LLC 0.02% 15,965 $382K
6 Old Mission Capital LLC 0.02% 43,102 $1.0M
7 CoreCap Advisors, LLC 0.01% 17,083 $408K
8 World Investment Advisors 0.00% 10,420 $247K
9 Archer Investment Corp 0.00% 771 $18K
10 Pinnacle Wealth Planning Services, Inc. 0.00% 720 $17K
11 Steward Partners Investment Advisory, LLC 0.00% 12,402 $297K
12 Creative Financial Designs Inc /Adv 0.00% 800 $19K
13 Farther Finance Advisors, LLC 0.00% 3,700 $88K
14 DHJJ Financial Advisors, Ltd. 0.00% 82 $2K
15 Commonwealth Equity Services, LLC 0.00% 11,681 $279K
16 Susquehanna International Group, LLP 0.00% 72,359 $1.7M
17 IFP Advisors, Inc 0.00% 35 —
18 UBS Group AG 0.00% 96 $2K
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 (OCTJ)

What does the Smart Money Trend signal show for OCTJ?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their OCTJ 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 OCTJ?

Heavy selling pressure — only 25% buying: Last quarter: 12 funds sold vs only 4 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 OCTJ holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 18 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OCTJ?

44% of holders stayed for 2+ years: 8 out of 18 hedge funds have held OCTJ 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.

Full history →