Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (KSEP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
39%

Smart Money Signals — KSEP

Based on 31 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 86% of 2.0Y peak

86% of all-time peak
31 funds currently hold this stock — 86% of the 2.0-year high of 36 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+29% 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.
🔴

Heavy selling pressure — only 39% buying

7 buying11 selling
Last quarter: 11 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 11 → 6 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 0% conviction (2yr+) ■ 68% medium ■ 32% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

3 → 10 → 11 → 6 → 4 new funds/Q
New funds entering each quarter: 10 → 11 → 6 → 4. 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 — 0% veterans, 48% new entrants

■ 0% veterans ■ 52% 1-2yr ■ 48% new
Of 31 current holders: 0 (0%) held 2+ years, 16 held 1–2 years, 15 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
1 of 31 holders rank in the top 100 by AUM, but together hold only 3% 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.

Institutional Sentiment Summary — KSEP

In 2026 Q2, 7 hedge funds were net buyers of KSEP (4 opened a new position, 3 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 39% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 31.

Hedge Fund Ownership: KSEP

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

Market Analysis: KSEP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KSEP

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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
0.1
/ 10
conviction
Hedge Fund Positioning: KSEP
31 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 31 31 -
13F Shares 415K 468K -11.32%
Total Value $12M $13M -3.55%
New Positions 4 6 -2
Increased Positions 3 2 +1
Closed Positions 4 11 -7
Reduced Positions 7 12 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KSEP

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Institutional Holders (2026 Q2)

31 + investors

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

QUARTER:
Top 25 KSEP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FreeGulliver LLC 0.12% 11,108 $343K
2 Red Reef Advisors LLC 0.07% 2,500 $77K
3 Beacon Financial Advisory LLC 0.06% 9,850 $304K
4 Fiduciary Financial Group, LLC 0.06% 15,798 $487K
5 Financial Network Wealth Advisors LLC 0.05% 1,709 $53K
6 Blue Bell Private Wealth Management, LLC 0.05% 11,852 $366K
7 Keating Financial Advisory Services, Inc. 0.04% 10,415 $321K
8 Atlantic Private Wealth, LLC 0.04% 2,000 $62K
9 PFS Partners, LLC 0.04% 2,891 $89K
10 Noble Wealth Management PBC 0.04% 2,537 $78K
11 DHJJ Financial Advisors, Ltd. 0.02% 2,368 $73K
12 Old Mission Capital LLC 0.02% 36,247 $1.1M
13 Gill Capital Partners, LLC 0.01% 1,600 $49K
14 Visionary Wealth Advisors 0.01% 7,066 $218K
15 Kestra Advisory Services, LLC 0.00% 46,366 $1.4M
16 Lanark Financial, INC. 0.00% 1,277 $39K
17 Commonwealth Equity Services, LLC 0.00% 56,291 $1.7M
18 AdvisorNet Financial, Inc 0.00% 1,505 $46K
19 IFP Advisors, Inc 0.00% 3,360 $104K
20 Osaic Holdings, INC. 0.00% 44,842 $1.4M
21 Ashton Thomas Private Wealth, LLC 0.00% 1,859 $57K
22 Allworth Financial LP 0.00% 8,453 $261K
23 Cetera Investment Advisers 0.00% 34,773 $1.1M
24 Beacon Financial Strategies CORP 0.00% 61 $2K
25 Truist Financial Corp 0.00% 14,495 $447K
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 (KSEP)

What does the Smart Money Trend signal show for KSEP?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for KSEP?

Heavy selling pressure — only 39% buying: Last quarter: 11 funds sold vs only 7 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 KSEP holders?

Smaller funds dominant — 3% AUM from top-100: 1 of 31 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KSEP?

Mostly new holders — 32% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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