Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (BUFB)

80 + Investors. Track Smart Money conviction in BUFB. 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
↑ +7
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — BUFB

Based on 80 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 BUFB 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
80 hedge funds hold BUFB 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 — +33% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+33% 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.
🟢

More buyers than sellers — 61% buying

44 buying28 selling
Last quarter: 44 funds were net buyers (12 opened a brand new position + 32 added to an existing one). Only 28 were sellers (23 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

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

new funds entering per quarter
Funds opening a new BUFB position: 15 → 11 → 3 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 21% new

35% conviction (2yr+) 44% medium 21% new
Of the 80 current holders: 28 (35%) held >2 years, 35 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
⚠️

Saturation — most institutions already know this story

12 → 15 → 11 → 3 → 12 new funds/Q
New funds entering each quarter: 15 → 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.
📊

Mixed cohorts — 31% veterans, 39% new entrants

31% veterans 30% 1-2yr 39% new
Of 80 current holders: 25 (31%) held 2+ years, 24 held 1–2 years, 31 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
4 of 80 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: BUFB

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

Market Analysis: BUFB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BUFB

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

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: BUFB
2026 Q1 Stats Unlock in 17 days 80 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 80 73 9.59%
13F Shares 4M 4M -6.94%
Total Value $147M $154M -4.61%
New Positions 12 3 +9
Increased Positions 32 35 -3
Closed Positions 5 7 -2
Reduced Positions 23 24 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BUFB

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

80 + investors

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

Top 25 institutional holders of BUFB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 COLUMBIA ADVISORY PARTNERS LLC 4.20% 183,120 $6.6M
2 CAPITAL WEALTH MANAGEMENT, LLC 2.08% 213,581 $7.7M
3 Heritage Wealth Management, Inc. 1.30% 73,323 $2.6M
4 Syntegra Private Wealth Group, LLC 0.66% 193,108 $6.9M
5 MKD WEALTH COACHES, LLC 0.56% 15,740 $565K
6 KFG WEALTH MANAGEMENT, LLC 0.54% 115,810 $4.2M
7 Encompass More Asset Management 0.49% 81,788 $2.9M
8 Balance Wealth, LLC 0.37% 33,262 $1.2M
9 Diligent Investors, LLC 0.37% 41,097 $1.5M
10 FORONJY FINANCIAL LLC 0.33% 22,048 $792K
11 Arlington Capital Management, Inc. 0.28% 14,061 $505K
12 CALIBER WEALTH MANAGEMENT, LLC / KS 0.20% 49,832 $1.8M
13 Kathmere Capital Management, LLC 0.18% 82,829 $3.0M
14 DIVERSIFY WEALTH MANAGEMENT, LLC 0.14% 199,050 $7.6M
15 INTEGRAL INVESTMENT ADVISORS, INC. 0.11% 12,250 $440K
16 World Investment Advisors 0.05% 78,496 $2.8M
17 GILPIN WEALTH MANAGEMENT, LLC 0.04% 1,500 $54K
18 IBEX WEALTH ADVISORS 0.03% 10,056 $361K
19 Simplicity Wealth,LLC 0.02% 12,246 $440K
20 DHJJ Financial Advisors, Ltd. 0.02% 1,951 $70K
21 Capital Asset Advisory Services LLC 0.01% 8,796 $334K
22 RFG Advisory, LLC 0.01% 18,100 $650K
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 165,201 $5.9M
24 AdvisorNet Financial, Inc 0.01% 4,100 $147K
25 Cambridge Investment Research Advisors, Inc. 0.01% 69,459 $2K
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 (BUFB)

What does the Smart Money Trend signal show for BUFB?

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

More buyers than sellers — 61% buying: Last quarter: 44 funds were net buyers (12 opened a brand new position + 32 added to an existing one). Only 28 were sellers (23 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUFB holders?

Smaller funds dominant — 14% AUM from top-100: 4 of 80 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BUFB?

Mixed — 35% long-term, 21% new: Of the 80 current holders: 28 (35%) held >2 years, 35 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.