Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (AOCT)

34 + Investors. Track Smart Money conviction in AOCT. 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
↑ +6
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — AOCT

Based on 35 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 AOCT 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.
📊

High ownership — 90% of 1.8Y peak

90% of all-time peak
35 funds currently hold this stock — 90% of the 1.8-year high of 39 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold AOCT compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

12 buying13 selling
Last quarter: 13 funds reduced or exited vs 12 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 8 → 4 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 37% entered in last year

0% conviction (2yr+) 63% medium 37% 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.
➡️

Steady discovery — ~8 new funds/quarter

18 → 2 → 8 → 4 → 8 new funds/Q
New funds entering each quarter: 2 → 8 → 4 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 57% of holders entered in last year

3% veterans 40% 1-2yr 57% new
Of 35 current holders: 20 (57%) entered in the past year, only 1 (3%) 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 — 2% AUM from top-100

2% from top-100 AUM funds
5 of 35 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — AOCT

In 2026 Q1, 12 hedge funds were net buyers of AOCT (8 opened a new position, 4 added to an existing one), while 13 reduced or exited (11 trimmed, 2 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 35.

Hedge Fund Ownership: AOCT

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

Market Analysis: AOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AOCT

-- --

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

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

Signal Freshness measures how much AOCT has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
AOCT
+3.0%
SPY
+13.9%

AOCT outperformed SPY by -10.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
AOCT
+0.4%
SPY
+0.2%

Since the filing became public, AOCT outperformed SPY by +0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.5
/ 10
conviction
Hedge Fund Positioning: AOCT
34 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 34 29 17.24%
13F Shares 1M 1M -1.3%
Total Value $37M $38M -3.14%
New Positions 8 4 +4
Increased Positions 4 3 +1
Closed Positions 3 11 -8
Reduced Positions 10 13 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AOCT

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Financial Highlights

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Institutional Holders (2026 Q1)

34 + investors

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

QUARTER:
Top 25 AOCT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legacy CG, LLC 4.94% 672,374 $17.8M
2 Capasso Planning Partners LLC 0.35% 24,460 $647K
3 Continuum Wealth Advisors, LLC 0.30% 27,024 $715K
4 Selby Wealth Management, LLC 0.26% 24,600 $651K
5 Comprehensive Financial Consultants Institutional, Inc. 0.09% 11,391 $301K
6 Tradition Wealth Management, LLC 0.07% 39,088 $1.0M
7 Kfg Wealth Management, LLC 0.06% 18,799 $497K
8 Cypress Wealth Services, LLC 0.03% 9,056 $240K
9 Syntegra Private Wealth Group, LLC 0.03% 11,735 $310K
10 Brookstone Capital Management 0.02% 76,331 $2.0M
11 WealthShield Partners, LLC 0.02% 7,730 $205K
12 Old Mission Capital LLC 0.02% 40,429 $1.1M
13 Independent Financial Group, LLC 0.01% 10,000 $265K
14 TopTier Wealth Management, LLC 0.01% 404 $11K
15 Commonwealth Equity Services, LLC 0.00% 104,148 $2.8M
16 Concurrent Investment Advisors, LLC 0.00% 12,424 $329K
17 CoreCap Advisors, LLC 0.00% 3,675 $97K
18 Allworth Financial LP 0.00% 25,880 $685K
19 St Germain D J Co Inc 0.00% 1,977 $52K
20 HighTower Advisors, LLC 0.00% 64,656 $1.7M
21 AE Wealth Management LLC 0.00% 11,640 $308K
22 Raymond James Financial Inc 0.00% 138,711 $3.7M
23 Steward Partners Investment Advisory, LLC 0.00% 6,863 $182K
24 Ashton Thomas Private Wealth, LLC 0.00% 1,462 $39K
25 Cetera Investment Advisers 0.00% 25,710 $680K
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 (AOCT)

What does the Smart Money Trend signal show for AOCT?

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

More sellers than buyers — 48% buying: Last quarter: 13 funds reduced or exited vs 12 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 AOCT holders?

Smaller funds dominant — 2% AUM from top-100: 5 of 35 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AOCT?

Mostly new holders — 37% 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.

Is it too late to buy Innovator Etfs Trust (AOCT) following the 2026 Q1 hedge fund 13F filings?

As of today, AOCT has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), AOCT has gained +3.0% vs +13.9% 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.

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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