Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (QTOC)

18 + Investors. Track Smart Money conviction in QTOC. 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
62%

Smart Money Signals — QTOC

Based on 18 hedge funds · latest filing: 2026 Q1 · 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
18 hedge funds hold QTOC 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
+4 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 — 62% buying

8 buying5 selling
Last quarter: 8 funds were net buyers (2 opened a brand new position + 6 added to an existing one). Only 5 were sellers (3 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 1 → 5 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 28% new

■ 33% conviction (2yr+) ■ 39% medium ■ 28% new
Of the 18 current holders: 6 (33%) held >2 years, 7 held 1–2 years, and 5 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.
➡️

Steady discovery — ~2 new funds/quarter

3 → 4 → 1 → 5 → 2 new funds/Q
New funds entering each quarter: 4 → 1 → 5 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 44% new entrants

■ 39% veterans ■ 17% 1-2yr ■ 44% new
Of 18 current holders: 7 (39%) held 2+ years, 3 held 1–2 years, 8 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
3 of 18 holders rank in the top 100 by AUM, but together hold only 12% 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 — QTOC

In 2026 Q1, 8 hedge funds were net buyers of QTOC (2 opened a new position, 6 added to an existing one), while 5 reduced or exited (3 trimmed, 2 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 18.

Hedge Fund Ownership: QTOC

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

Market Analysis: QTOC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QTOC

-- --

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

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

Signal Freshness measures how much QTOC 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 · 82d ago
QTOC
nan%
SPY
+15.1%

QTOC outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
QTOC
nan%
SPY
+1.3%

Since the filing became public, QTOC outperformed SPY by nan% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: QTOC
18 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 18 18 -
13F Shares 203K 198K 2.84%
Total Value $7M $7M -0.32%
New Positions 2 5 -3
Increased Positions 6 6 -
Closed Positions 2 1 +1
Reduced Positions 3 2 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QTOC

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

18 + investors

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

QUARTER:
Top 17 QTOC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Welch Financial Planning, LLC 0.48% 20,034 $664K
2 Sunbelt Securities, Inc. 0.07% 35,527 $1.2M
3 Brookwood Investment Group LLC 0.07% 17,346 $575K
4 Old Mission Capital LLC 0.01% 28,162 $933K
5 Cary Street Partners Financial LLC 0.01% 11,650 $386K
6 World Investment Advisors 0.01% 15,805 $524K
7 Kestra Advisory Services, LLC 0.00% 10,070 $334K
8 Commonwealth Equity Services, LLC 0.00% 17,886 $593K
9 Osaic Holdings, INC. 0.00% 14,475 $480K
10 Red Reef Advisors LLC 0.00% 20 —
11 IFP Advisors, Inc 0.00% 805 $27K
12 DHJJ Financial Advisors, Ltd. 0.00% 45 $1K
13 HighTower Advisors, LLC 0.00% 6,859 $227K
14 Susquehanna International Group, LLP 0.00% 16,355 $542K
15 Goldman Sachs Group Inc 0.00% 8,348 $277K
16 CoreCap Advisors, LLC 0.00% 21 —
17 Morgan Stanley 0.00% 1 —
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 (QTOC)

What does the Smart Money Trend signal show for QTOC?

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 QTOC?

More buyers than sellers — 62% buying: Last quarter: 8 funds were net buyers (2 opened a brand new position + 6 added to an existing one). Only 5 were sellers (3 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QTOC holders?

Smaller funds dominant — 12% AUM from top-100: 3 of 18 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QTOC?

Mixed — 33% long-term, 28% new: Of the 18 current holders: 6 (33%) held >2 years, 7 held 1–2 years, and 5 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.

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

As of today, QTOC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), QTOC has gained nan% vs +15.1% 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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