Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (PSTP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — PSTP

Based on 54 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added PSTP 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
54 hedge funds hold PSTP 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 — +50% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+50% 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.
🟡

Slight buying edge — 55% buying

27 buying22 selling
Last quarter: 27 funds bought or added vs 22 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 8 → 9 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 26% new

■ 39% conviction (2yr+) ■ 35% medium ■ 26% new
Of the 54 current holders: 21 (39%) held >2 years, 19 held 1–2 years, and 14 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

4 → 8 → 8 → 9 → 12 new funds/Q
New funds entering each quarter: 8 → 8 → 9 → 12. A growing number of institutions are discovering PSTP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 48% veterans vs 37% newcomers

■ 48% veterans ■ 15% 1-2yr ■ 37% new
Entry-cohort mix of 54 holders: 26 (48%) are 2+ year veterans, 8 entered 1–2 years ago, and 20 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
7 of 54 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — PSTP

In 2026 Q2, 27 hedge funds were net buyers of PSTP (12 opened a new position, 15 added to an existing one), while 22 reduced or exited (17 trimmed, 5 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 54.

Hedge Fund Ownership: PSTP

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

Market Analysis: PSTP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSTP

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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 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: PSTP
54 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 54 47 14.89%
13F Shares 3M 3M -9.58%
Total Value $98M $102M -3.86%
New Positions 12 9 +3
Increased Positions 15 15 -
Closed Positions 5 6 -1
Reduced Positions 17 16 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSTP

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

54 + investors

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

QUARTER:
Top 25 PSTP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brown Wealth Management, LLC 2.27% 275,784 $10.1M
2 Kfg Wealth Management, LLC 1.03% 248,305 $9.1M
3 Ofc Financial Planning, LLC 0.92% 28,088 $1.0M
4 Evolution Wealth Management INC. 0.90% 41,530 $1.5M
5 Lineweaver Wealth Advisors, LLC 0.90% 206,063 $7.6M
6 Nest Investments, LLC 0.73% 26,093 $960K
7 Wealthgarden F.S. LLC 0.72% 34,434 $1.3M
8 Aire Advisors, LLC 0.43% 71,771 $2.6M
9 Opus Financial Solutions LLC 0.34% 11,360 $418K
10 Southern Capital Advisors, LLC 0.30% 19,204 $706K
11 William Mack & Associates, Inc. 0.28% 21,378 $786K
12 Mosley Wealth Management 0.25% 21,720 $799K
13 Planwiser Financial, LLC 0.19% 7,347 $270K
14 FSA Advisors, Inc. 0.17% 10,253 $377K
15 Addison Capital Co 0.16% 27,042 $995K
16 Stegent Equity Advisors, Inc. 0.16% 6,154 $226K
17 Cambridge Advisors Inc. 0.12% 18,205 $670K
18 Krilogy Financial LLC 0.11% 104,078 $3.8M
19 Riverchase Wealth Management, LLC 0.11% 6,237 $229K
20 Oakmont Advisory Group, LLC 0.09% 2,958 $109K
21 Cape Investment Advisory, Inc. 0.09% 9,200 $338K
22 Lloyd Advisory Services, LLC. 0.08% 5,768 $212K
23 COFG Advisors, LLC 0.06% 9,611 $354K
24 Luminist Capital LLC 0.04% 989 $36K
25 Occidental Asset Management, LLC 0.04% 10,525 $387K
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 (PSTP)

What does the Smart Money Trend signal show for PSTP?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added PSTP 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 PSTP?

Slight buying edge — 55% buying: Last quarter: 27 funds bought or added vs 22 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PSTP holders?

Smaller funds dominant — 5% AUM from top-100: 7 of 54 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PSTP?

Mixed — 39% long-term, 26% new: Of the 54 current holders: 21 (39%) held >2 years, 19 held 1–2 years, and 14 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.

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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