Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (ZOCT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
31%

Smart Money Signals — ZOCT

Based on 73 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their ZOCT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
73 hedge funds hold ZOCT right now — the highest count in 1.8 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 — +46% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+46% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🔴

Heavy selling pressure — only 31% buying

17 buying37 selling
Last quarter: 37 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 30 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 36% entered in last year

■ 0% conviction (2yr+) ■ 64% medium ■ 36% 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.
⚠️

Saturation — most institutions already know this story

7 → 8 → 30 → 6 → 7 new funds/Q
New funds entering each quarter: 8 → 30 → 6 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 0% veterans, 48% new entrants

■ 0% veterans ■ 52% 1-2yr ■ 48% new
Of 73 current holders: 0 (0%) held 2+ years, 38 held 1–2 years, 35 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
4 of 73 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.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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 — ZOCT

In 2026 Q2, 17 hedge funds were net buyers of ZOCT (7 opened a new position, 10 added to an existing one), while 37 reduced or exited (29 trimmed, 8 sold completely) — a 31% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 73.

Hedge Fund Ownership: ZOCT

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

Market Analysis: ZOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZOCT

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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
0.4
/ 10
conviction
Hedge Fund Positioning: ZOCT
73 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 73 74 -1.35%
13F Shares 2M 3M -12.6%
Total Value $64M $71M -9.43%
New Positions 7 6 +1
Increased Positions 10 8 +2
Closed Positions 8 8 -
Reduced Positions 29 25 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZOCT

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Institutional Holders (2026 Q2)

73 + investors

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

QUARTER:
Top 25 ZOCT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pachira Investments Inc. 2.58% 248,097 $6.9M
2 Kfg Wealth Management, LLC 0.22% 70,501 $1.9M
3 WealthPLAN Partners, LLC 0.21% 39,889 $1.1M
4 Chris Bulman Inc 0.20% 20,314 $561K
5 IMG Wealth Management, Inc. 0.20% 13,302 $367K
6 FC Advisory LLC 0.19% 26,165 $722K
7 Central Valley Advisors, LLC 0.18% 24,790 $684K
8 Mtm Financial Group, LLC 0.15% 12,912 $357K
9 Cypress Wealth Services, LLC 0.13% 38,956 $1.1M
10 Wealthgarden F.S. LLC 0.13% 8,339 $230K
11 FSA Advisors, Inc. 0.11% 9,037 $250K
12 Lineweaver Wealth Advisors, LLC 0.11% 32,543 $899K
13 Southland Equity Partners LLC 0.10% 19,833 $548K
14 TrustBank 0.08% 9,000 $249K
15 Canandaigua National Bank & Trust Co 0.08% 33,100 $914K
16 BridgePort Financial Solutions, LLC 0.07% 10,313 $285K
17 Centaurus Financial, INC. 0.07% 67,473 $1.9M
18 Gill Capital Partners, LLC 0.07% 9,439 $261K
19 Bluesphere Advisors LLC 0.07% 7,958 $220K
20 Strategic Blueprint, LLC 0.06% 45,166 $1.2M
21 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% 37,971 $1.0M
22 Sovran Advisors, LLC 0.05% 23,236 $644K
23 Archer Investment Corp 0.05% 8,321 $230K
24 Financial Network Wealth Advisors LLC 0.04% 1,464 $40K
25 CFO4Life Group, LLC 0.04% 9,927 $274K
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 (ZOCT)

What does the Smart Money Trend signal show for ZOCT?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their ZOCT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ZOCT?

Heavy selling pressure — only 31% buying: Last quarter: 37 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for ZOCT holders?

Smaller funds dominant — 3% AUM from top-100: 4 of 73 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 ZOCT?

Mostly new holders — 36% 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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