Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (BFEB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
44%

Smart Money Signals — BFEB

Based on 101 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 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 (100% of max)

100% of all-time peak
101 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 — +10% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

30 buying38 selling
Last quarter: 38 funds reduced or exited vs 30 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 12 → 19 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 13% medium ■ 24% new
64 out of 101 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.
➡️

Steady discovery — ~10 new funds/quarter

13 → 3 → 12 → 19 → 10 new funds/Q
New funds entering each quarter: 3 → 12 → 19 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 28% newcomers

■ 65% veterans ■ 7% 1-2yr ■ 28% new
Entry-cohort mix of 101 holders: 66 (65%) are 2+ year veterans, 7 entered 1–2 years ago, and 28 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
6 of 101 holders rank in the top 100 by AUM, but together hold only 5% 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.

Institutional Sentiment Summary — BFEB

In 2026 Q2, 30 hedge funds were net buyers of BFEB (10 opened a new position, 20 added to an existing one), while 38 reduced or exited (31 trimmed, 7 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 101.

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

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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
1.3
/ 10
conviction
Hedge Fund Positioning: BFEB
101 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 101 98 3.06%
13F Shares 4M 3M 7.49%
Total Value $166M $142M 17.29%
New Positions 10 19 -9
Increased Positions 20 34 -14
Closed Positions 7 9 -2
Reduced Positions 31 21 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BFEB

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Institutional Holders (2026 Q2)

101 + investors

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

QUARTER:
Top 25 BFEB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McAlister, Sweet & Associates, Inc. 1.97% 69,990 $3.7M
2 TopTier Wealth Management, LLC 1.81% 56,888 $3.0M
3 My Personal CFO, LLC 1.49% 72,470 $3.8M
4 Talon Private Wealth, LLC 1.18% 192,350 $10.1M
5 FSA Advisors, Inc. 0.81% 33,474 $1.8M
6 Chris Bulman Inc 0.64% 33,166 $1.7M
7 Valtinson Bruner Financial Planning LLC 0.63% 47,613 $2.5M
8 Bellwether Advisors, LLC 0.52% 66,453 $3.5M
9 Brookstone Capital Management 0.51% 971,141 $51.1M
10 PCA Investment Advisory Services Inc. 0.50% 34,338 $1.8M
11 Berkshire Money Management, Inc. 0.46% 95,648 $5.0M
12 DHJJ Financial Advisors, Ltd. 0.46% 30,210 $1.6M
13 Integral Investment Advisors, INC. 0.38% 33,087 $1.7M
14 Gts Financial, LLC 0.38% 11,588 $517K
15 Lantz Financial LLC 0.34% 35,179 $1.9M
16 Ballast Rock Private Wealth LLC 0.28% 11,649 $613K
17 Fortune Financial Group, Inc. 0.24% 5,900 $311K
18 Blue Bell Private Wealth Management, LLC 0.22% 33,334 $1.8M
19 Weaver Consulting Group 0.20% 18,885 $994K
20 Cornerstone Wealth, LLC/TN 0.18% 6,600 $350K
21 IMG Wealth Management, Inc. 0.18% 6,028 $317K
22 Corrado Advisors, LLC 0.15% 6,221 $327K
23 Financial Network Wealth Advisors LLC 0.15% 2,812 $148K
24 BCS Wealth Management 0.13% 13,712 $722K
25 Fragasso Financial Advisors Inc 0.13% 44,786 $2.4M
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 — 3 quarters in a row: For 3 consecutive quarters, 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?

More sellers than buyers — 44% buying: Last quarter: 38 funds reduced or exited vs 30 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 BFEB holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 101 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BFEB?

63% of holders stayed for 2+ years: 64 out of 101 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.

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