Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (ZFEB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
41%

Smart Money Signals — ZFEB

Based on 103 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 5Q
For 2 consecutive quarters, more hedge funds added ZFEB 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
103 hedge funds hold ZFEB right now — the highest count in 1.5 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.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+37% 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 sellers than buyers — 41% buying

24 buying34 selling
Last quarter: 34 funds reduced or exited vs 24 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.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 9 → 29 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 35% entered in last year

■ 0% conviction (2yr+) ■ 65% medium ■ 35% 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.
📈

Growing discovery — still being found

30 → 9 → 9 → 29 → 11 new funds/Q
New funds entering each quarter: 9 → 9 → 29 → 11. A growing number of institutions are discovering ZFEB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 58% of holders entered in last year

■ 0% veterans ■ 42% 1-2yr ■ 58% new
Of 103 current holders: 60 (58%) 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 — 5% AUM from top-100

5% from top-100 AUM funds
6 of 103 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.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 — ZFEB

In 2026 Q2, 24 hedge funds were net buyers of ZFEB (11 opened a new position, 13 added to an existing one), while 34 reduced or exited (28 trimmed, 6 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 103.

Hedge Fund Ownership: ZFEB

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

Market Analysis: ZFEB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZFEB

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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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: ZFEB
103 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 103 98 5.1%
13F Shares 3M 4M -1.05%
Total Value $89M $86M 2.76%
New Positions 11 29 -18
Increased Positions 13 32 -19
Closed Positions 6 7 -1
Reduced Positions 28 16 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZFEB

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Institutional Holders (2026 Q2)

103 + investors

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

QUARTER:
Top 25 ZFEB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blossom Wealth Management 3.10% 84,787 $2.2M
2 Peak Wealth Management LLC 1.10% 60,330 $1.6M
3 Crosspoint Financial, LLC 0.68% 11,441 $297K
4 NovaPoint Capital, LLC 0.46% 85,026 $2.2M
5 Trek Financial, LLC 0.42% 325,047 $8.4M
6 Atlantic Private Wealth, LLC 0.41% 26,000 $676K
7 Optima Capital LLC 0.39% 37,633 $978K
8 Alpine Bank Wealth Management 0.38% 115,000 $3.0M
9 IMG Wealth Management, Inc. 0.35% 24,260 $630K
10 Evolution Wealth Management INC. 0.26% 16,735 $435K
11 Fortune Financial Group, Inc. 0.25% 12,500 $325K
12 Chris Bulman Inc 0.22% 23,494 $610K
13 Five Pine Wealth Management 0.22% 14,907 $387K
14 Lineweaver Wealth Advisors, LLC 0.19% 60,931 $1.6M
15 Integrity Advisory Solutions, LLC 0.18% 67,492 $1.8M
16 Central Valley Advisors, LLC 0.17% 24,991 $649K
17 Archer Investment Corp 0.15% 30,228 $785K
18 Summit Wealth Partners, LLC 0.14% 38,112 $990K
19 Colton Groome Financial Advisors, LLC 0.13% 21,003 $546K
20 Canandaigua National Bank & Trust Co 0.13% 58,836 $1.5M
21 Ptm Wealth Management, LLC 0.12% 10,000 $260K
22 Prostatis Group LLC 0.10% 17,256 $448K
23 WPWealth LLP 0.10% 26,407 $686K
24 Kelly Financial Group LLC 0.09% 16,185 $421K
25 Truvestments Capital LLC 0.09% 23,599 $613K
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 (ZFEB)

What does the Smart Money Trend signal show for ZFEB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ZFEB 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 ZFEB?

More sellers than buyers — 41% buying: Last quarter: 34 funds reduced or exited vs 24 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 ZFEB holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 103 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 ZFEB?

Mostly new holders — 35% 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.

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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