Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (BSEP)

108 + Investors. Track Smart Money conviction in BSEP. 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
↑ +14
Streak
1Q ▲
Buyers last Q
42%

Smart Money Signals — BSEP

Based on 108 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 BSEP 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
108 hedge funds hold BSEP 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 — +8% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 42% buying

36 buying49 selling
Last quarter: 49 funds reduced or exited vs 36 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 — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 9 → 13 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 19% medium 18% new
68 out of 108 hedge funds have held BSEP 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.
🚀

Acceleration phase — new buyers rushing in

15 → 6 → 9 → 13 → 18 new funds/Q
New funds entering each quarter: 6 → 9 → 13 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 13% 1-2yr 26% new
Of 108 current holders: 66 (61%) 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
3 of 108 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: BSEP

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

Market Analysis: BSEP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSEP

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

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BSEP
2026 Q1 Stats Unlock in 16 days 108 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 108 94 14.89%
13F Shares 4M 4M -2.83%
Total Value $185M $186M -0.85%
New Positions 18 13 +5
Increased Positions 18 38 -20
Closed Positions 4 15 -11
Reduced Positions 45 18 +27
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSEP

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Institutional Holders (2026 Q1)

108 + investors

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

Top 25 institutional holders of BSEP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Outlook Wealth Advisors, LLC 3.70% 318,020 $15.3M
2 Lantz Financial LLC 0.63% 63,472 $3.1M
3 Diligent Investors, LLC 0.62% 52,449 $2.5M
4 INTEGRAL INVESTMENT ADVISORS, INC. 0.57% 47,537 $2.3M
5 DHJJ Financial Advisors, Ltd. 0.56% 35,372 $1.7M
6 My Personal CFO, LLC 0.50% 23,610 $1.1M
7 Maltin Wealth Management, Inc. 0.44% 23,834 $1.1M
8 WealthPLAN Partners, LLC 0.35% 38,210 $1.8M
9 Pinnacle Wealth Management Group, Inc. 0.33% 14,030 $675K
10 Chris Bulman Inc 0.28% 13,125 $631K
11 EVOLUTION WEALTH MANAGEMENT INC. 0.18% 5,256 $253K
12 Lewis Asset Management, LLC 0.17% 8,530 $410K
13 Share Andrew L. 0.10% 4,380 $211K
14 BCS Wealth Management 0.10% 9,882 $475K
15 Beacon Financial Advisory LLC 0.06% 5,834 $281K
16 Berkshire Money Management, Inc. 0.06% 12,687 $610K
17 CALIBER WEALTH MANAGEMENT, LLC / KS 0.05% 8,923 $429K
18 Fragasso Financial Advisors Inc 0.04% 15,123 $734K
19 Strategic Blueprint, LLC 0.04% 15,496 $745K
20 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% 16,581 $797K
21 Global Trust Asset Management, LLC 0.04% 2,000 $96K
22 Summit Wealth Partners, LLC 0.04% 4,713 $227K
23 Weaver Capital Management LLC 0.03% 3,004 $144K
24 Syntegra Private Wealth Group, LLC 0.02% 5,233 $252K
25 Spire Wealth Management 0.02% 11,730 $564K
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 (BSEP)

What does the Smart Money Trend signal show for BSEP?

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

More sellers than buyers — 42% buying: Last quarter: 49 funds reduced or exited vs 36 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 BSEP holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 108 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 BSEP?

63% of holders stayed for 2+ years: 68 out of 108 hedge funds have held BSEP 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.