Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (BAUG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
41%

Smart Money Signals — BAUG

Based on 105 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BAUG 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
105 hedge funds hold BAUG 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 — +13% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

33 buying47 selling
Last quarter: 47 funds reduced or exited vs 33 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: 8 → 11 → 13 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 16% medium ■ 24% new
63 out of 105 hedge funds have held BAUG 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.
📈

Growing discovery — still being found

12 → 8 → 11 → 13 → 15 new funds/Q
New funds entering each quarter: 8 → 11 → 13 → 15. A growing number of institutions are discovering BAUG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 15% 1-2yr ■ 25% new
Of 105 current holders: 63 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
5 of 105 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Hedge Fund Ownership: BAUG

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

Market Analysis: BAUG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BAUG

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: BAUG
2026 Q1 Stats Unlock in 19 days 105 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 105 96 9.38%
13F Shares 3M 3M 1.73%
Total Value $156M $150M 3.97%
New Positions 15 13 +2
Increased Positions 18 32 -14
Closed Positions 6 10 -4
Reduced Positions 41 28 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BAUG

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

105 + investors

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

Top 25 institutional holders of BAUG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RED REEF ADVISORS LLC 0.76% 15,000 $751K
2 Diligent Investors, LLC 0.64% 53,266 $2.6M
3 Fortune Financial Group, Inc. 0.44% 10,060 $491K
4 INTEGRAL INVESTMENT ADVISORS, INC. 0.38% 31,357 $1.5M
5 DHJJ Financial Advisors, Ltd. 0.31% 19,024 $929K
6 Beacon Financial Advisory LLC 0.30% 27,071 $1.3M
7 Buska Wealth Management, LLC 0.27% 13,998 $684K
8 Lantz Financial LLC 0.26% 25,666 $1.3M
9 Chris Bulman Inc 0.23% 10,769 $526K
10 Pinnacle Wealth Management Group, Inc. 0.21% 8,850 $432K
11 CORRADO ADVISORS, LLC 0.19% 7,631 $373K
12 BCS Wealth Management 0.17% 16,718 $817K
13 BAM Wealth Management, LLC 0.15% 4,107 $201K
14 Share Andrew L. 0.14% 5,976 $292K
15 Selby Wealth Management, LLC 0.12% 6,200 $303K
16 CENTRAL VALLEY ADVISORS, LLC 0.11% 8,574 $419K
17 Outlook Wealth Advisors, LLC 0.11% 9,372 $458K
18 My Personal CFO, LLC 0.11% 5,140 $251K
19 CRA Financial Services, LLC 0.11% 16,939 $827K
20 Berkshire Money Management, Inc. 0.05% 10,801 $528K
21 Impact Partnership Wealth, LLC 0.05% 7,461 $364K
22 EVOLUTION WEALTH MANAGEMENT INC. 0.04% 1,235 $60K
23 Strategic Blueprint, LLC 0.04% 14,167 $692K
24 Fragasso Financial Advisors Inc 0.04% 13,104 $646K
25 CoreCap Advisors, LLC 0.03% 21,049 $1.0M
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 (BAUG)

What does the Smart Money Trend signal show for BAUG?

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

More sellers than buyers — 41% buying: Last quarter: 47 funds reduced or exited vs 33 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 BAUG holders?

Smaller funds dominant — 2% AUM from top-100: 5 of 105 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 BAUG?

60% of holders stayed for 2+ years: 63 out of 105 hedge funds have held BAUG 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.