Innovator Etfs Trust (XBFR) Hedge Fund Ownership (Q2 2026)

Innovator Etfs Trust (XBFR)

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

Smart Money Signals — XBFR

Based on 20 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q

For 1 consecutive quarter, more hedge funds added XBFR 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

20 hedge funds hold XBFR right now — the highest count in 0.5 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.

🟢

More buyers than sellers — 91% buying

20 buying2 selling

Last quarter: 20 funds were net buyers (11 opened a brand new position + 9 added to an existing one). Only 2 were sellers (0 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 20 current holders: 20 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

0 of 20 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	20	11	81.82%
13F Shares	769K	469K	64.0%
Total Value	$20M	$12M	77.92%
New Positions	11	11	-
Increased Positions	9	0	+9
Closed Positions	2	0	+2
Reduced Positions	0	0	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

81.82%

13F Shares

769K

469K

64.0%

Total Value

$20M

$12M

77.92%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

20 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 20 XBFR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Elmwood Wealth Management, Inc.	1.06%	159,075	$4.2M
2	Winnacle Wealth LLC	0.87%	47,814	$1.3M
3	Arlington Capital Management, Inc.	0.38%	23,166	$617K
4	Vestia Personal Wealth Advisors	0.17%	16,622	$443K
5	First Commonwealth Financial Corp /Pa/	0.14%	38,700	$1.0M
6	Gilpin Wealth Management, LLC	0.14%	7,525	$200K
7	Daymark Wealth Partners, LLC	0.08%	122,965	$3.3M
8	Visionary Wealth Advisors	0.08%	71,585	$1.9M
9	Keystone Wealth Services, LLC	0.06%	11,870	$316K
10	Red Reef Advisors LLC	0.02%	909	$24K
11	Brookstone Capital Management	0.02%	57,950	$1.5M
12	Old Mission Capital LLC	0.01%	33,386	$889K
13	Commonwealth Equity Services, LLC	0.00%	94,566	$2.5M
14	HighTower Advisors, LLC	0.00%	24,390	$649K
15	Captrust Financial Advisors	0.00%	8,272	$220K
16	Cetera Investment Advisers	0.00%	12,557	$334K
17	Steward Partners Investment Advisory, LLC	0.00%	2,000	$53K
18	Harbour Investments, INC.	0.00%	596	$16K
19	IFP Advisors, Inc	0.00%	275	$7K
20	Susquehanna International Group, LLP	0.00%	34,901	$929K

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 (XBFR)

What does the Smart Money Trend signal show for XBFR?

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

More buyers than sellers — 91% buying: Last quarter: 20 funds were net buyers (11 opened a brand new position + 9 added to an existing one). Only 2 were sellers (0 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XBFR holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 20 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XBFR?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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Innovator Etfs Trust (XBFR)

Smart Money Signals — XBFR

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

More buyers than sellers — 91% buying

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — XBFR

Hedge Fund Ownership: XBFR

Market Analysis: XBFR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XBFR

Hedge Fund Positioning: XBFR

Statistics: XBFR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Innovator Etfs Trust (XBFR)

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