Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (KOCT)

91 + Investors. Track Smart Money conviction in KOCT. 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
↑ +11
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — KOCT

Based on 91 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added KOCT 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
91 hedge funds hold KOCT 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
+7 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 buyers than sellers — 67% buying

53 buying26 selling
Last quarter: 53 funds were net buyers (18 opened a brand new position + 35 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 3 → 15 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 25% medium 24% new
46 out of 91 hedge funds have held KOCT 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

23 → 9 → 3 → 15 → 18 new funds/Q
New funds entering each quarter: 9 → 3 → 15 → 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 — 46% of holders stayed 2+ years

46% veterans 20% 1-2yr 34% new
Of 91 current holders: 42 (46%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
4 of 91 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.
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: KOCT

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

Market Analysis: KOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KOCT

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

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 2 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: KOCT
2026 Q1 Stats Unlock in 19 days 91 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 91 80 13.75%
13F Shares 3M 2M 27.14%
Total Value $90M $69M 29.37%
New Positions 18 15 +3
Increased Positions 35 16 +19
Closed Positions 7 13 -6
Reduced Positions 19 29 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KOCT

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Financial Highlights

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Institutional Holders (2026 Q1)

91 + investors

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

Top 25 institutional holders of KOCT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DHJJ Financial Advisors, Ltd. 0.56% 49,708 $1.7M
2 Long Island Wealth Management, Inc. 0.31% 19,598 $665K
3 RETIREMENT GUYS FORMULA LLC 0.29% 18,703 $635K
4 Compass Advisory Group LLC 0.19% 20,381 $691K
5 Global Strategic Investment Solutions, LLC 0.18% 55,148 $1.9M
6 PFS Partners, LLC 0.17% 10,776 $366K
7 RED REEF ADVISORS LLC 0.16% 4,726 $159K
8 Diligent Investors, LLC 0.12% 14,036 $476K
9 Elmwood Wealth Management, Inc. 0.08% 8,450 $287K
10 Outlook Wealth Advisors, LLC 0.07% 8,756 $297K
11 FOUNDERS FINANCIAL SECURITIES LLC 0.07% 33,179 $1.2M
12 Stratos Wealth Advisors, LLC 0.07% 33,371 $1.1M
13 BCS Wealth Management 0.07% 9,865 $335K
14 FIDUCIARY FINANCIAL GROUP, LLC 0.06% 13,699 $465K
15 Fragasso Financial Advisors Inc 0.04% 20,353 $698K
16 CRA Financial Services, LLC 0.03% 7,620 $259K
17 Noble Wealth Management PBC 0.03% 1,800 $61K
18 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% 17,537 $595K
19 U.S. Capital Wealth Advisors, LLC 0.02% 28,360 $962K
20 First Heartland Consultants, Inc. 0.02% 8,252 $280K
21 IFP Advisors, Inc 0.02% 27,317 $927K
22 AXXCESS WEALTH MANAGEMENT, LLC 0.01% 12,228 $415K
23 WEDBUSH SECURITIES INC 0.01% 11,300
24 GILPIN WEALTH MANAGEMENT, LLC 0.01% 400 $14K
25 NorthCrest Asset Manangement, LLC 0.01% 8,776 $300K
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 (KOCT)

What does the Smart Money Trend signal show for KOCT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added KOCT 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 KOCT?

More buyers than sellers — 67% buying: Last quarter: 53 funds were net buyers (18 opened a brand new position + 35 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KOCT holders?

Smaller funds dominant — 4% AUM from top-100: 4 of 91 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 KOCT?

51% of holders stayed for 2+ years: 46 out of 91 hedge funds have held KOCT 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.