Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (UNOV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
40%

Smart Money Signals — UNOV

Based on 76 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added UNOV 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
76 hedge funds hold UNOV 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 — +38% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+38% 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 sellers than buyers — 40% buying

25 buying38 selling
Last quarter: 38 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 22 → 10 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 28% medium ■ 30% new
32 out of 76 hedge funds have held UNOV 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.
➡️

Steady discovery — ~15 new funds/quarter

11 → 4 → 22 → 10 → 15 new funds/Q
New funds entering each quarter: 4 → 22 → 10 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 47% veterans vs 36% newcomers

■ 47% veterans ■ 17% 1-2yr ■ 36% new
Entry-cohort mix of 76 holders: 36 (47%) are 2+ year veterans, 13 entered 1–2 years ago, and 27 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
6 of 76 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — UNOV

In 2026 Q2, 25 hedge funds were net buyers of UNOV (15 opened a new position, 10 added to an existing one), while 38 reduced or exited (30 trimmed, 8 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. This marks 3 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: 76.

Hedge Fund Ownership: UNOV

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

Market Analysis: UNOV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UNOV

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: UNOV
76 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 76 69 10.14%
13F Shares 2M 5M -59.44%
Total Value $73M $169M -56.66%
New Positions 15 10 +5
Increased Positions 10 14 -4
Closed Positions 8 8 -
Reduced Positions 30 25 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UNOV

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Institutional Holders (2026 Q2)

76 + investors

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

QUARTER:
Top 25 UNOV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kellett Wealth Advisors, LLC 1.31% 70,055 $2.8M
2 4J Wealth Management LLC 1.08% 54,614 $2.2M
3 Central Valley Advisors, LLC 0.81% 78,462 $3.2M
4 O'Connor Financial Group LLC 0.51% 35,907 $1.4M
5 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.32% 159,971 $6.4M
6 IMG Wealth Management, Inc. 0.28% 12,728 $511K
7 ATX Financial Planning, LLC 0.24% 9,193 $369K
8 CWC Advisors, LLC. 0.22% 12,459 $500K
9 Atticus Wealth Management, LLC 0.21% 21,778 $875K
10 Castle Rock Wealth Management, LLC 0.19% 24,649 $991K
11 Kfg Wealth Management, LLC 0.19% 42,871 $1.7M
12 Triumph Capital Management 0.17% 23,944 $962K
13 Buska Wealth Management, LLC 0.15% 10,464 $420K
14 Lantz Financial LLC 0.13% 17,036 $684K
15 Lakeridge Wealth Management LLC 0.10% 6,881 $276K
16 Trek Financial, LLC 0.08% 39,665 $1.6M
17 Spire Wealth Management 0.08% 62,970 $2.5M
18 IFP Advisors, Inc 0.07% 96,054 $3.9M
19 DHJJ Financial Advisors, Ltd. 0.06% 5,267 $212K
20 WealthShield Partners, LLC 0.06% 9,392 $377K
21 FC Advisory LLC 0.06% 5,235 $210K
22 WorthPointe, LLC 0.05% 5,130 $206K
23 Financial Management Network Inc 0.05% 7,950 $320K
24 Berger Financial Group, Inc 0.04% 21,855 $878K
25 Three Seasons Wealth, LLC 0.04% 11,117 $446K
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 (UNOV)

What does the Smart Money Trend signal show for UNOV?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added UNOV 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 UNOV?

More sellers than buyers — 40% buying: Last quarter: 38 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UNOV holders?

Smaller funds dominant — 7% AUM from top-100: 6 of 76 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UNOV?

42% of holders stayed for 2+ years: 32 out of 76 hedge funds have held UNOV 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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