Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (BSEP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
34%

Smart Money Signals — BSEP

Based on 109 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 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 (96% of max)

96% of all-time peak
109 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.
🔴

Heavy selling pressure — only 34% buying

22 buying42 selling
Last quarter: 42 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new BSEP position: 14 → 18 → 5 → 11. 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
72 out of 109 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.
⚠️

Saturation — most institutions already know this story

10 → 14 → 18 → 5 → 11 new funds/Q
New funds entering each quarter: 14 → 18 → 5 → 11. 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.
🏛️

Veteran-anchored — 67% veterans vs 18% newcomers

■ 67% veterans ■ 15% 1-2yr ■ 18% new
Entry-cohort mix of 109 holders: 73 (67%) are 2+ year veterans, 16 entered 1–2 years ago, and 20 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
5 of 109 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — BSEP

In 2026 Q2, 22 hedge funds were net buyers of BSEP (11 opened a new position, 11 added to an existing one), while 42 reduced or exited (41 trimmed, 1 sold completely) — a 34% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 109.

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

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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
0.8
/ 10
conviction
Hedge Fund Positioning: BSEP
109 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 109 99 10.1%
13F Shares 3M 3M 7.2%
Total Value $128M $111M 15.26%
New Positions 11 5 +6
Increased Positions 11 11 -
Closed Positions 1 20 -19
Reduced Positions 41 43 -2
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 Q2)

109 + investors

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

QUARTER:
Top 25 BSEP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Outlook Wealth Advisors, LLC 3.65% 320,071 $16.9M
2 FSA Advisors, Inc. 0.75% 31,004 $1.6M
3 Lantz Financial LLC 0.61% 63,431 $3.3M
4 Diligent Investors, LLC 0.61% 51,949 $2.7M
5 Integral Investment Advisors, INC. 0.55% 47,537 $2.5M
6 TopTier Wealth Management, LLC 0.55% 17,161 $905K
7 DHJJ Financial Advisors, Ltd. 0.53% 35,065 $1.8M
8 My Personal CFO, LLC 0.49% 23,610 $1.2M
9 Maltin Wealth Management, Inc. 0.42% 23,834 $1.3M
10 WealthPLAN Partners, LLC 0.38% 38,080 $2.0M
11 Gwn Securities INC. 0.36% 40,654 $2.1M
12 Financial Network Wealth Advisors LLC 0.35% 6,600 $348K
13 Pinnacle Wealth Management Group, Inc. 0.35% 14,030 $740K
14 Chris Bulman Inc 0.25% 13,066 $689K
15 Global Assets Advisory, LLC 0.25% 21,768 $1.2M
16 Blue Bell Private Wealth Management, LLC 0.23% 34,398 $1.8M
17 COFG Advisors, LLC 0.19% 20,767 $1.1M
18 IMG Wealth Management, Inc. 0.18% 6,042 $319K
19 First Commonwealth Financial Corp /Pa/ 0.17% 23,005 $1.2M
20 Lewis Asset Management, LLC 0.16% 8,530 $450K
21 Garden State Investment Advisory Services LLC 0.15% 15,925 $840K
22 Evolution Wealth Management INC. 0.14% 4,367 $230K
23 Share Andrew L. 0.12% 4,380 $231K
24 BCGM Wealth Management, LLC 0.11% 10,000 $527K
25 BCS Wealth Management 0.09% 9,804 $517K
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?

Heavy selling pressure — only 34% buying: Last quarter: 42 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 BSEP holders?

Smaller funds dominant — 4% AUM from top-100: 5 of 109 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 BSEP?

66% of holders stayed for 2+ years: 72 out of 109 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.

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