Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (BOCT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
36%

Smart Money Signals — BOCT

Based on 121 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BOCT 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
121 hedge funds hold BOCT 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.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 36% buying

35 buying61 selling
Last quarter: 61 funds sold vs only 35 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

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

new funds entering per quarter
Funds opening a new BOCT position: 10 → 38 → 11 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 15% medium ■ 29% new
68 out of 121 hedge funds have held BOCT 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.
📊

Peak discovery — momentum slowing

5 → 10 → 38 → 11 → 18 new funds/Q
New funds entering each quarter: 10 → 38 → 11 → 18. BOCT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 62% veterans vs 31% newcomers

■ 62% veterans ■ 7% 1-2yr ■ 31% new
Entry-cohort mix of 121 holders: 75 (62%) are 2+ year veterans, 8 entered 1–2 years ago, and 38 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
5 of 121 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — BOCT

In 2026 Q2, 35 hedge funds were net buyers of BOCT (18 opened a new position, 17 added to an existing one), while 61 reduced or exited (50 trimmed, 11 sold completely) — a 36% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 121.

Hedge Fund Ownership: BOCT

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

Market Analysis: BOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOCT

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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 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: BOCT
121 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 121 114 6.14%
13F Shares 4M 4M -11.98%
Total Value $178M $190M -6.24%
New Positions 18 11 +7
Increased Positions 17 25 -8
Closed Positions 11 17 -6
Reduced Positions 50 39 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOCT

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Institutional Holders (2026 Q2)

121 + investors

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

QUARTER:
Top 25 BOCT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integral Investment Advisors, INC. 3.46% 296,555 $15.7M
2 COFG Advisors, LLC 3.39% 370,725 $19.7M
3 FSA Advisors, Inc. 0.94% 38,464 $2.0M
4 City Center Advisors, LLC 0.68% 15,946 $845K
5 BFI Wealth Solutions, LLC 0.48% 12,101 $642K
6 Global Assets Advisory, LLC 0.47% 40,715 $2.2M
7 Maltin Wealth Management, Inc. 0.42% 23,473 $1.2M
8 My Personal CFO, LLC 0.40% 19,400 $1.0M
9 Foronjy Financial LLC 0.38% 19,415 $1.0M
10 Global Trust Wealth Management LLC 0.37% 10,200 $541K
11 DHJJ Financial Advisors, Ltd. 0.34% 21,961 $1.2M
12 TopTier Wealth Management, LLC 0.33% 10,379 $550K
13 Diligent Investors, LLC 0.30% 25,131 $1.3M
14 Weaver Consulting Group 0.29% 27,090 $1.4M
15 Grantvest Financial Group LLC 0.28% 9,049 $480K
16 Berkshire Money Management, Inc. 0.27% 55,587 $2.9M
17 Blue Bell Private Wealth Management, LLC 0.25% 38,493 $2.0M
18 IMG Wealth Management, Inc. 0.24% 8,051 $427K
19 First Commonwealth Financial Corp /Pa/ 0.23% 30,338 $1.6M
20 Lantz Financial LLC 0.22% 22,899 $1.2M
21 Valtinson Bruner Financial Planning LLC 0.18% 13,697 $726K
22 Fragasso Financial Advisors Inc 0.18% 63,507 $3.4M
23 Gts Financial, LLC 0.15% 4,642 $211K
24 Wealthquest Corp 0.15% 43,921 $2.3M
25 Straight Path Wealth Management 0.10% 8,459 $449K
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 (BOCT)

What does the Smart Money Trend signal show for BOCT?

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

Heavy selling pressure — only 36% buying: Last quarter: 61 funds sold vs only 35 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 BOCT holders?

Smaller funds dominant — 7% AUM from top-100: 5 of 121 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BOCT?

56% of holders stayed for 2+ years: 68 out of 121 hedge funds have held BOCT 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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