Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (UFEB)

104 + Investors. Track Smart Money conviction in UFEB. 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
↑ +10
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — UFEB

Based on 96 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UFEB 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
96 hedge funds hold UFEB 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

50 buying37 selling
Last quarter: 50 funds bought or added vs 37 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.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new UFEB position: 13 → 12 → 7 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 22% new

39% conviction (2yr+) 40% medium 22% new
Of the 96 current holders: 37 (39%) held >2 years, 38 held 1–2 years, and 21 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.
➡️

Steady discovery — ~19 new funds/quarter

36 → 13 → 12 → 7 → 19 new funds/Q
New funds entering each quarter: 13 → 12 → 7 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 45% newcomers

41% veterans 15% 1-2yr 45% new
Entry-cohort mix of 96 holders: 39 (41%) are 2+ year veterans, 14 entered 1–2 years ago, and 43 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
5 of 96 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — UFEB

In 2026 Q1, 50 hedge funds were net buyers of UFEB (19 opened a new position, 31 added to an existing one), while 37 reduced or exited (28 trimmed, 9 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 96.

Hedge Fund Ownership: UFEB

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

Market Analysis: UFEB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UFEB

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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 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: UFEB
104 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 104 96 8.33%
13F Shares 5M 6M -19.03%
Total Value $190M $220M -13.81%
New Positions 16 19 -3
Increased Positions 12 31 -19
Closed Positions 8 9 -1
Reduced Positions 39 28 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UFEB

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Institutional Holders (2026 Q2)

104 + investors

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

QUARTER:
Top 25 UFEB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crosspoint Financial, LLC 2.13% 24,069 $930K
2 Kfg Wealth Management, LLC 1.88% 431,456 $16.7M
3 NewCorp Financial Services, Inc. 1.38% 46,554 $1.8M
4 Central Valley Advisors, LLC 0.64% 64,206 $2.5M
5 Tounjian Advisory Partners, LLC 0.57% 34,677 $1.3M
6 Brookstone Capital Management 0.57% 1,463,509 $56.6M
7 IMG Wealth Management, Inc. 0.33% 15,377 $594K
8 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.31% 164,993 $6.4M
9 Strategic Blueprint, LLC 0.27% 137,909 $5.3M
10 Comprehensive Financial Consultants Institutional, Inc. 0.24% 23,174 $896K
11 Lantz Financial LLC 0.19% 26,454 $1.0M
12 BFI Wealth Solutions, LLC 0.18% 6,250 $242K
13 Northstar Group, Inc. 0.17% 35,010 $1.4M
14 Bright Futures Wealth Management, LLC. 0.13% 5,302 $205K
15 Sonoma Allocations LLC 0.13% 11,000 $426K
16 Fiduciary Financial Group, LLC 0.13% 29,243 $1.1M
17 Stratos Wealth Advisors, LLC 0.13% 59,543 $2.3M
18 Mtm Financial Group, LLC 0.13% 7,580 $293K
19 Chris Bulman Inc 0.12% 8,275 $320K
20 Financial Network Wealth Advisors LLC 0.11% 2,925 $113K
21 Beckerman Institutional, LLC 0.11% 6,186 $239K
22 OxenFree Capital LLC 0.11% 6,200 $240K
23 Ballast Rock Private Wealth LLC 0.10% 5,778 $223K
24 Trek Financial, LLC 0.10% 49,916 $1.9M
25 Spire Wealth Management 0.09% 79,813 $3.1M
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 (UFEB)

What does the Smart Money Trend signal show for UFEB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UFEB 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 UFEB?

Slight buying edge — 57% buying: Last quarter: 50 funds bought or added vs 37 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 UFEB holders?

Smaller funds dominant — 3% AUM from top-100: 5 of 96 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UFEB?

Mixed — 39% long-term, 22% new: Of the 96 current holders: 37 (39%) held >2 years, 38 held 1–2 years, and 21 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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