Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (XBOC)

39 + Investors. Track Smart Money conviction in XBOC. 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
→ 0
Streak
1Q —
Buyers last Q
43%

Smart Money Signals — XBOC

Based on 40 hedge funds · latest filing: 2026 Q2 · 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.
📊

High ownership — 80% of 3.0Y peak

80% of all-time peak
40 funds currently hold this stock — 80% of the 3.0-year high of 50 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 17% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold XBOC compared to a year ago (-17% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

13 buying17 selling
Last quarter: 17 funds reduced or exited vs 13 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 8 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 25% medium ■ 12% new
25 out of 40 hedge funds have held XBOC 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.
📊

Peak discovery — momentum slowing

6 → 3 → 8 → 2 → 5 new funds/Q
New funds entering each quarter: 3 → 8 → 2 → 5. XBOC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 57% veterans vs 15% newcomers

■ 57% veterans ■ 28% 1-2yr ■ 15% new
Entry-cohort mix of 40 holders: 23 (57%) are 2+ year veterans, 11 entered 1–2 years ago, and 6 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
5 of 40 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.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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.

Institutional Sentiment Summary — XBOC

In 2026 Q2, 13 hedge funds were net buyers of XBOC (5 opened a new position, 8 added to an existing one), while 17 reduced or exited (12 trimmed, 5 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 40.

Hedge Fund Ownership: XBOC

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

Market Analysis: XBOC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XBOC

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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.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: XBOC
2026 Q3 Stats Unlock in 49 days 39 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 39 40 -2.5%
13F Shares 1M 1M 4.93%
Total Value $39M $34M 13.31%
New Positions 4 2 +2
Increased Positions 8 7 +1
Closed Positions 5 12 -7
Reduced Positions 12 19 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XBOC

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Institutional Holders (2026 Q2)

39 + investors

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

QUARTER:
Top 25 XBOC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crosspoint Financial, LLC 3.19% 39,266 $1.4M
2 Welch Financial Planning, LLC 0.54% 26,229 $932K
3 Bullseye Investment Management, LLC 0.52% 29,671 $1.1M
4 Blue Bell Private Wealth Management, LLC 0.48% 109,243 $3.9M
5 Brookwood Investment Group LLC 0.21% 53,564 $1.9M
6 Millington Financial Advisors, LLC 0.18% 13,054 $465K
7 First Commonwealth Financial Corp /Pa/ 0.17% 35,043 $1.2M
8 Vestia Personal Wealth Advisors 0.17% 12,277 $436K
9 Diligent Investors, LLC 0.08% 10,350 $368K
10 CRA Financial Services, LLC 0.07% 18,316 $651K
11 Orion Capital Management LLC 0.07% 6,340 $225K
12 DHJJ Financial Advisors, Ltd. 0.07% 6,775 $241K
13 Snowden Capital Advisors LLC 0.03% 31,850 $1.1M
14 Luminist Capital LLC 0.02% 640 $22K
15 Centaurus Financial, INC. 0.02% 16,797 $597K
16 Advisory Services Network, LLC 0.01% 36,217 $1.3M
17 Brookstone Capital Management 0.01% 34,815 $1.2M
18 IFP Advisors, Inc 0.01% 19,022 $676K
19 Old Mission Capital LLC 0.01% 12,280 $436K
20 Gts Securities LLC 0.01% 8,900 $316K
21 Cetera Investment Advisers 0.01% 183,332 $6.5M
22 Osaic Holdings, INC. 0.00% 116,130 $4.1M
23 Pinnacle Wealth Planning Services, Inc. 0.00% 1,299 $46K
24 HighTower Advisors, LLC 0.00% 103,045 $3.7M
25 Kestra Advisory Services, LLC 0.00% 23,138 $822K
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 (XBOC)

What does the Smart Money Trend signal show for XBOC?

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 XBOC?

More sellers than buyers — 43% buying: Last quarter: 17 funds reduced or exited vs 13 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XBOC holders?

Smaller funds dominant — 3% AUM from top-100: 5 of 40 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 XBOC?

62% of holders stayed for 2+ years: 25 out of 40 hedge funds have held XBOC 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.

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