Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (UOCT)

91 + Investors. Track Smart Money conviction in UOCT. 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
↑ +24
Streak
1Q ▲
Buyers last Q
74%

Smart Money Signals — UOCT

Based on 91 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 UOCT 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
91 hedge funds hold UOCT 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 — +21% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+21% 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 — 74% buying

63 buying22 selling
Last quarter: 63 funds were net buyers (28 opened a brand new position + 35 added to an existing one). Only 22 were sellers (18 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new UOCT position: 6 → 10 → 9 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

46% conviction (2yr+) 23% medium 31% new
42 out of 91 hedge funds have held UOCT 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

22 → 6 → 10 → 9 → 28 new funds/Q
New funds entering each quarter: 6 → 10 → 9 → 28. 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 — 46% of holders stayed 2+ years

46% veterans 16% 1-2yr 37% new
Of 91 current holders: 42 (46%) 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 — 3% AUM from top-100

3% from top-100 AUM funds
7 of 91 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.
3.9
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: UOCT

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

Market Analysis: UOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UOCT

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

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: UOCT
2026 Q1 Stats Unlock in 19 days 91 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 91 67 35.82%
13F Shares 4M 2M 87.68%
Total Value $165M $86M 92.52%
New Positions 28 9 +19
Increased Positions 35 19 +16
Closed Positions 4 17 -13
Reduced Positions 18 20 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UOCT

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Institutional Holders (2026 Q1)

91 + investors

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

Top 25 institutional holders of UOCT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brookstone Capital Management 0.73% 1,681,168 $64.3M
2 CENTRAL VALLEY ADVISORS, LLC 0.64% 60,918 $2.3M
3 KFG WEALTH MANAGEMENT, LLC 0.61% 124,403 $4.8M
4 NewCorp Financial Services, Inc. 0.36% 10,922 $418K
5 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.33% 149,978 $5.7M
6 Compass Advisory Group LLC 0.21% 20,885 $799K
7 Long Island Wealth Management, Inc. 0.21% 12,046 $461K
8 ATX Financial Planning, LLC 0.17% 5,903 $226K
9 Chris Bulman Inc 0.14% 8,559 $327K
10 JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.12% 15,368 $600K
11 Spire Wealth Management 0.11% 82,198 $3.1M
12 DHJJ Financial Advisors, Ltd. 0.08% 6,293 $241K
13 Berger Financial Group, Inc 0.07% 34,116 $1.3M
14 Triad Wealth Partners, LLC 0.07% 22,733 $869K
15 Beacon Financial Advisory LLC 0.06% 6,736 $258K
16 Encompass More Asset Management 0.05% 8,498 $325K
17 AssuredPartners Investment Advisors, LLC 0.05% 11,423 $440K
18 Lantz Financial LLC 0.05% 5,740 $219K
19 Madison Wealth Partners, Inc 0.04% 7,261 $278K
20 Cornerstone Wealth Group, LLC 0.03% 12,844 $513K
21 Simplicity Wealth,LLC 0.02% 10,614 $406K
22 WEDBUSH SECURITIES INC 0.02% 19,570
23 COMMONWEALTH EQUITY SERVICES, LLC 0.02% 383,727 $14.7M
24 Strategic Blueprint, LLC 0.02% 9,189 $351K
25 MONEY CONCEPTS CAPITAL CORP 0.02% 8,102 $310K
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 (UOCT)

What does the Smart Money Trend signal show for UOCT?

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

More buyers than sellers — 74% buying: Last quarter: 63 funds were net buyers (28 opened a brand new position + 35 added to an existing one). Only 22 were sellers (18 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UOCT holders?

Smaller funds dominant — 3% AUM from top-100: 7 of 91 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 UOCT?

46% of holders stayed for 2+ years: 42 out of 91 hedge funds have held UOCT 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.