Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (NOCT)

103 + Investors. Track Smart Money conviction in NOCT. 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
↑ +27
Streak
1Q ▲
Buyers last Q
78%

Smart Money Signals — NOCT

Based on 103 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 NOCT 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
103 hedge funds hold NOCT 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 — +29% more funds vs a year ago

fund count last 6Q
+23 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.
🟢

More buyers than sellers — 78% buying

73 buying20 selling
Last quarter: 73 funds were net buyers (32 opened a brand new position + 41 added to an existing one). Only 20 were sellers (15 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+30 vs last Q)

new funds entering per quarter
Funds opening a new NOCT position: 9 → 10 → 2 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 27% medium 29% new
45 out of 103 hedge funds have held NOCT 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

26 → 9 → 10 → 2 → 32 new funds/Q
New funds entering each quarter: 9 → 10 → 2 → 32. 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 — 43% of holders stayed 2+ years

43% veterans 14% 1-2yr 44% new
Of 103 current holders: 44 (43%) 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 103 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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: NOCT

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

Market Analysis: NOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NOCT

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

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: NOCT
2026 Q1 Stats Unlock in 18 days 103 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 103 76 35.53%
13F Shares 3M 2M 76.14%
Total Value $187M $104M 79.74%
New Positions 32 2 +30
Increased Positions 41 21 +20
Closed Positions 5 9 -4
Reduced Positions 15 29 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NOCT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

103 + investors

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

Top 25 institutional holders of NOCT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 INVESTMENT MANAGEMENT CORP /VA/ /ADV 8.89% 183,638 $10.4M
2 Element Squared LLC 3.89% 122,309 $6.9M
3 RED CRANE WEALTH MANAGEMENT, LLC 1.45% 31,295 $1.8M
4 Liberty Atlantic Advisors LLC 0.40% 8,292 $467K
5 Diligent Investors, LLC 0.40% 28,448 $1.6M
6 SECURED RETIREMENT ADVISORS, LLC 0.39% 12,340 $696K
7 DHJJ Financial Advisors, Ltd. 0.34% 18,223 $1.0M
8 Mid-American Wealth Advisory Group, Inc. 0.31% 12,859 $745K
9 Global Trust Wealth Management LLC 0.24% 5,550 $313K
10 CORRADO ADVISORS, LLC 0.23% 7,984 $450K
11 Certified Advisory Corp 0.16% 31,869 $1.8M
12 Michels Family Financial, LLC 0.15% 3,809 $215K
13 First Heartland Consultants, Inc. 0.13% 29,022 $1.6M
14 CRA Financial Services, LLC 0.11% 15,275 $861K
15 Outlook Wealth Advisors, LLC 0.11% 8,067 $455K
16 MMA ASSET MANAGEMENT LLC 0.11% 5,293 $298K
17 Freedom Investment Management, Inc. 0.09% 5,537 $312K
18 Noble Wealth Management PBC 0.09% 3,238 $183K
19 CREATIVE FINANCIAL DESIGNS INC /ADV 0.06% 16,420 $926K
20 BIP Wealth, LLC 0.06% 24,455 $1.4M
21 AdvisorNet Financial, Inc 0.03% 10,045 $566K
22 CoreCap Advisors, LLC 0.03% 14,850 $837K
23 Kestra Advisory Services, LLC 0.03% 132,854 $7.5M
24 Focus Financial Network, Inc. 0.03% 13,582 $766K
25 World Investment Advisors 0.02% 26,840 $1.5M
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 (NOCT)

What does the Smart Money Trend signal show for NOCT?

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

More buyers than sellers — 78% buying: Last quarter: 73 funds were net buyers (32 opened a brand new position + 41 added to an existing one). Only 20 were sellers (15 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NOCT holders?

Smaller funds dominant — 4% AUM from top-100: 4 of 103 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 NOCT?

44% of holders stayed for 2+ years: 45 out of 103 hedge funds have held NOCT 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.