Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (ACII)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
3Q ▲
Buyers last Q
76%

Smart Money Signals — ACII

Based on 49 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added ACII 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
49 hedge funds hold ACII right now — the highest count in 1.0 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.
🟢

More buyers than sellers — 76% buying

42 buying13 selling
Last quarter: 42 funds were net buyers (27 opened a brand new position + 15 added to an existing one). Only 13 were sellers (5 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new ACII position: 10 → 20 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 98% entered in last year

■ 0% conviction (2yr+) ■ 2% medium ■ 98% 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.
🚀

Acceleration phase — new buyers rushing in

10 → 20 → 27 new funds/Q
New funds entering each quarter: 10 → 20 → 27. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 49 current holders: 49 (100%) 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 — 1% AUM from top-100

1% from top-100 AUM funds
2 of 49 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — ACII

In 2026 Q2, 42 hedge funds were net buyers of ACII (27 opened a new position, 15 added to an existing one), while 13 reduced or exited (5 trimmed, 8 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: ACII

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

Market Analysis: ACII

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ACII

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: ACII
48 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 48 30 60.0%
13F Shares 3M 3M 3.96%
Total Value $68M $65M 5.37%
New Positions 27 20 +7
Increased Positions 14 7 +7
Closed Positions 9 2 +7
Reduced Positions 5 2 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ACII

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Financial Highlights

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Institutional Holders (2026 Q2)

48 + investors

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

QUARTER:
Top 25 ACII holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone Wealth, LLC/TN 3.02% 233,292 $6.0M
2 Talon Private Wealth, LLC 2.79% 936,059 $23.8M
3 Mid-American Wealth Advisory Group, Inc. 1.43% 155,686 $4.0M
4 RPg Family Wealth Advisory, LLC 0.86% 162,400 $4.1M
5 Arlington Capital Management, Inc. 0.63% 39,565 $1.0M
6 Bright Futures Wealth Management, LLC. 0.51% 30,840 $785K
7 Oasis Advisors, LLC 0.48% 29,358 $747K
8 Winnacle Wealth LLC 0.46% 26,714 $680K
9 Goldenstone Wealth Management LLC 0.46% 27,734 $706K
10 Authentikos Wealth Advisory, LLC 0.34% 21,093 $537K
11 Evolution Wealth Management INC. 0.30% 20,368 $518K
12 Brookstone Capital Management 0.24% 928,979 $23.6M
13 Rose Capital Advisors LLC 0.16% 12,256 $312K
14 Founders Financial Securities LLC 0.15% 112,501 $2.9M
15 Wealthgarden F.S. LLC 0.14% 9,851 $251K
16 FSA Advisors, Inc. 0.14% 12,130 $309K
17 POM Investment Strategies, LLC 0.09% 3,096 $79K
18 Soltis Investment Advisors LLC 0.08% 58,358 $1.5M
19 Brown Wealth Management, LLC 0.08% 13,925 $354K
20 Maia Wealth LLC 0.08% 20,127 $512K
21 Strategic Blueprint, LLC 0.07% 54,957 $1.4M
22 WealthPlan Investment Management, LLC 0.07% 53,731 $1.4M
23 Red Reef Advisors LLC 0.06% 2,388 $61K
24 Benson Wealth Management INC 0.05% 1,908 $49K
25 Triad Wealth Partners, LLC 0.02% 14,613 $370K
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 (ACII)

What does the Smart Money Trend signal show for ACII?

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

More buyers than sellers — 76% buying: Last quarter: 42 funds were net buyers (27 opened a brand new position + 15 added to an existing one). Only 13 were sellers (5 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ACII holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 49 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ACII?

Mostly new holders — 98% 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.

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