Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (BFEB)

86 + Investors. Track Smart Money conviction in BFEB. 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
33%

Smart Money Signals — BFEB

Based on 86 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BFEB 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 (97% of max)

97% of all-time peak
86 hedge funds hold BFEB 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
+10 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.
🔴

Heavy selling pressure — only 33% buying

22 buying45 selling
Last quarter: 45 funds sold vs only 22 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new BFEB position: 18 → 11 → 3 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 19% medium 15% new
57 out of 86 hedge funds have held BFEB 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.
⚠️

Saturation — most institutions already know this story

7 → 18 → 11 → 3 → 12 new funds/Q
New funds entering each quarter: 18 → 11 → 3 → 12. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 12% 1-2yr 22% new
Of 86 current holders: 57 (66%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
6 of 86 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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: BFEB

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

Market Analysis: BFEB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BFEB

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

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BFEB
2026 Q1 Stats Unlock in 16 days 86 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 86 80 7.5%
13F Shares 2M 3M -21.61%
Total Value $107M $132M -19.17%
New Positions 12 3 +9
Increased Positions 10 13 -3
Closed Positions 6 12 -6
Reduced Positions 39 33 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BFEB

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Short % of Float --

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Institutional Holders (2026 Q1)

86 + investors

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

Top 25 institutional holders of BFEB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McAlister, Sweet & Associates, Inc. 2.08% 69,990 $3.3M
2 My Personal CFO, LLC 1.54% 73,685 $3.5M
3 Chris Bulman Inc 0.72% 34,488 $1.6M
4 Berkshire Money Management, Inc. 0.69% 141,346 $6.7M
5 DHJJ Financial Advisors, Ltd. 0.48% 30,210 $1.4M
6 INTEGRAL INVESTMENT ADVISORS, INC. 0.39% 33,087 $1.6M
7 Brookstone Capital Management 0.38% 689,839 $32.9M
8 Lantz Financial LLC 0.35% 35,345 $1.7M
9 Ballast Rock Private Wealth LLC 0.31% 11,880 $567K
10 Fortune Financial Group, Inc. 0.25% 5,900 $281K
11 CORRADO ADVISORS, LLC 0.16% 6,238 $298K
12 BCS Wealth Management 0.13% 13,712 $654K
13 Fragasso Financial Advisors Inc 0.13% 45,779 $2.2M
14 Blue Sky Capital Consultants Group, Inc. 0.13% 5,747 $274K
15 Outlook Wealth Advisors, LLC 0.11% 9,645 $460K
16 Bluesphere Advisors LLC 0.11% 6,200 $296K
17 CENTRAL VALLEY ADVISORS, LLC 0.10% 7,341 $350K
18 CRA Financial Services, LLC 0.06% 9,363 $447K
19 Strategic Blueprint, LLC 0.06% 20,361 $971K
20 Spire Wealth Management 0.05% 28,450 $1.4M
21 Accurate Wealth Management, LLC 0.04% 6,000 $296K
22 Global Trust Asset Management, LLC 0.03% 1,500 $72K
23 CoreCap Advisors, LLC 0.02% 15,329 $731K
24 AlphaStar Capital Management, LLC 0.02% 5,947 $284K
25 Simplicity Wealth,LLC 0.02% 6,454 $308K
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 (BFEB)

What does the Smart Money Trend signal show for BFEB?

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

Heavy selling pressure — only 33% buying: Last quarter: 45 funds sold vs only 22 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for BFEB holders?

Smaller funds dominant — 4% AUM from top-100: 6 of 86 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BFEB?

66% of holders stayed for 2+ years: 57 out of 86 hedge funds have held BFEB 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.