Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (EOCT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
45%

Smart Money Signals — EOCT

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EOCT 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
63 hedge funds hold EOCT 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 — +54% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+54% 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 sellers than buyers — 45% buying

27 buying33 selling
Last quarter: 33 funds reduced or exited vs 27 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 (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 21 → 11. 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.
📌

Mixed — 25% long-term, 43% new

■ 25% conviction (2yr+) ■ 32% medium ■ 43% new
Of the 63 current holders: 16 (25%) held >2 years, 20 held 1–2 years, and 27 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.
📈

Growing discovery — still being found

9 → 7 → 8 → 21 → 11 new funds/Q
New funds entering each quarter: 7 → 8 → 21 → 11. A growing number of institutions are discovering EOCT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 32% veterans, 52% new entrants

■ 32% veterans ■ 16% 1-2yr ■ 52% new
Of 63 current holders: 20 (32%) held 2+ years, 10 held 1–2 years, 33 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
5 of 63 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.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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 — EOCT

In 2026 Q1, 27 hedge funds were net buyers of EOCT (11 opened a new position, 16 added to an existing one), while 33 reduced or exited (23 trimmed, 10 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 63.

Hedge Fund Ownership: EOCT

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

Market Analysis: EOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EOCT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Innovator Etfs Trust (EOCT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EOCT has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
EOCT
+6.9%
SPY
+15.9%

EOCT outperformed SPY by -9.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
EOCT
+1.3%
SPY
+2.0%

Since the filing became public, EOCT outperformed SPY by -0.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: EOCT
63 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 63 62 1.61%
13F Shares 3M 3M -3.55%
Total Value $84M $86M -2.64%
New Positions 11 21 -10
Increased Positions 16 21 -5
Closed Positions 10 1 +9
Reduced Positions 23 9 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EOCT

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Financial Highlights

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Institutional Holders (2026 Q1)

63 + investors

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

QUARTER:
Top 25 EOCT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Broussard Financial Group LLC 7.75% 303,370 $9.7M
2 Corrado Advisors, LLC 1.65% 98,858 $3.2M
3 Liberty Atlantic Advisors LLC 1.32% 48,249 $1.5M
4 Cornerstone Wealth, LLC/TN 1.12% 59,440 $2.0M
5 BFI Wealth Solutions, LLC 1.06% 34,416 $1.1M
6 Global Strategic Investment Solutions, LLC 0.52% 168,054 $5.4M
7 Secured Retirement Advisors, LLC 0.38% 20,850 $666K
8 MBL Wealth, LLC 0.36% 148,738 $4.8M
9 Opus Financial Solutions LLC 0.33% 11,089 $354K
10 Sugar Maple Asset Management, LLC 0.21% 10,935 $349K
11 Arlington Capital Management, Inc. 0.20% 10,896 $348K
12 Winnow Wealth LLC 0.17% 6,788 $217K
13 Wealthgarden F.S. LLC 0.14% 6,561 $210K
14 Compass Advisory Group LLC 0.14% 16,400 $524K
15 WPWealth LLP 0.13% 26,952 $861K
16 Noble Wealth Management PBC 0.12% 7,450 $238K
17 PFG Advisors 0.09% 59,891 $1.9M
18 Berger Financial Group, Inc 0.09% 48,765 $1.6M
19 Financial Network Wealth Advisors LLC 0.03% 958 $31K
20 Allworth Financial LP 0.03% 236,205 $7.5M
21 Founders Financial Securities LLC 0.03% 15,287 $503K
22 Tradition Wealth Management, LLC 0.03% 13,112 $419K
23 IFG Advisory, LLC 0.03% 300 $10K
24 NorthCrest Asset Manangement, LLC 0.03% 27,368 $874K
25 Principal Securities, INC. 0.03% 56,457 $1.8M
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 (EOCT)

What does the Smart Money Trend signal show for EOCT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EOCT 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 EOCT?

More sellers than buyers — 45% buying: Last quarter: 33 funds reduced or exited vs 27 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 EOCT holders?

Smaller funds dominant — 7% AUM from top-100: 5 of 63 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 EOCT?

Mixed — 25% long-term, 43% new: Of the 63 current holders: 16 (25%) held >2 years, 20 held 1–2 years, and 27 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.

Is it too late to buy Innovator Etfs Trust (EOCT) following the 2026 Q1 hedge fund 13F filings?

As of today, EOCT has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), EOCT has gained +6.9% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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