Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (POCT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
30%

Smart Money Signals — POCT

Based on 250 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added POCT 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
250 hedge funds hold POCT 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 — +19% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 30% buying

62 buying143 selling
Last quarter: 143 funds sold vs only 62 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-40 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 18 → 62 → 22. 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.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 25% medium ■ 26% new
122 out of 250 hedge funds have held POCT 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

18 → 20 → 18 → 62 → 22 new funds/Q
New funds entering each quarter: 20 → 18 → 62 → 22. 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.
🏛️

Veteran-anchored — 52% veterans vs 30% newcomers

■ 52% veterans ■ 18% 1-2yr ■ 30% new
Entry-cohort mix of 250 holders: 129 (52%) are 2+ year veterans, 45 entered 1–2 years ago, and 76 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
11 of 250 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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 — POCT

In 2026 Q1, 62 hedge funds were net buyers of POCT (22 opened a new position, 40 added to an existing one), while 143 reduced or exited (123 trimmed, 20 sold completely) — a 30% buyer ratio, indicating net institutional distribution. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 250.

Hedge Fund Ownership: POCT

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

Market Analysis: POCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: POCT

-- --

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

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

Signal Freshness measures how much POCT 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 · 79d ago
POCT
+7.0%
SPY
+13.9%

POCT outperformed SPY by -6.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
POCT
+0.6%
SPY
+0.2%

Since the filing became public, POCT outperformed SPY by +0.4% .

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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: POCT
248 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 248 248 -
13F Shares 19M 21M -8.38%
Total Value $728M $901M -19.16%
New Positions 20 62 -42
Increased Positions 40 102 -62
Closed Positions 20 12 +8
Reduced Positions 123 48 +75
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: POCT

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Institutional Holders (2026 Q1)

248 + investors

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

QUARTER:
Top 25 POCT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone Wealth, LLC/TN 4.62% 181,597 $8.2M
2 BFI Wealth Solutions, LLC 2.42% 58,223 $2.5M
3 Red Crane Wealth Management, LLC 2.03% 57,187 $2.5M
4 Fortune Financial Group, Inc. 1.99% 51,407 $2.2M
5 Cassady Wealth & Retirement Planning, LLC 1.97% 68,631 $3.0M
6 Chris Bulman Inc 1.29% 68,288 $2.9M
7 Forty-three Eighteen Advisors, LLC 1.20% 37,041 $1.6M
8 Atlantic Private Wealth, LLC 1.19% 42,346 $1.8M
9 AA Financial Advisors, LLC 1.15% 189,401 $8.2M
10 Three Seasons Wealth, LLC 0.93% 56,500 $2.4M
11 Talon Private Wealth, LLC 0.83% 144,195 $6.2M
12 FSA Advisors, Inc. 0.76% 26,834 $1.2M
13 Southland Equity Partners LLC 0.75% 88,714 $3.8M
14 City Center Advisors, LLC 0.69% 17,319 $747K
15 Liberty Atlantic Advisors LLC 0.69% 18,599 $802K
16 Corrado Advisors, LLC 0.67% 29,645 $1.3M
17 Sugar Maple Asset Management, LLC 0.66% 25,372 $1.1M
18 WPWealth LLP 0.66% 99,835 $4.3M
19 First Commonwealth Financial Corp /Pa/ 0.62% 89,951 $3.9M
20 Diligent Investors, LLC 0.62% 57,723 $2.5M
21 Keating Financial Advisory Services, Inc. 0.55% 78,772 $3.4M
22 Cape Investment Advisory, Inc. 0.54% 37,450 $1.6M
23 Gill Capital Partners, LLC 0.53% 43,020 $1.9M
24 Certified Advisory Corp 0.51% 132,540 $5.7M
25 Triad Wealth Partners, LLC 0.50% 146,583 $6.3M
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 (POCT)

What does the Smart Money Trend signal show for POCT?

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

Heavy selling pressure — only 30% buying: Last quarter: 143 funds sold vs only 62 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 POCT holders?

Smaller funds dominant — 17% AUM from top-100: 11 of 250 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held POCT?

49% of holders stayed for 2+ years: 122 out of 250 hedge funds have held POCT 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.

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

As of today, POCT has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), POCT has gained +7.0% vs +13.9% 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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