Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (ZOCT)

75 + 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
↑ +26
Streak
1Q ▲
Buyers last Q
80%

Smart Money Signals — ZOCT

Based on 75 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 4Q
For 1 consecutive quarter, more hedge funds added ZOCT 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
75 hedge funds hold ZOCT right now — the highest count in 1.2 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 — +60% more funds vs a year ago

fund count last 5Q
+28 new funds entered over the past year (+60% 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.
🟢

More buyers than sellers — 80% buying

51 buying13 selling
Last quarter: 51 funds were net buyers (30 opened a brand new position + 21 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new ZOCT position: 6 → 7 → 7 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 51% entered in last year

■ 0% conviction (2yr+) ■ 49% medium ■ 51% 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.
🚀

Acceleration phase — new buyers rushing in

6 → 7 → 7 → 30 new funds/Q
New funds entering each quarter: 6 → 7 → 7 → 30. 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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 75 current holders: 75 (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 — 2% AUM from top-100

2% from top-100 AUM funds
5 of 75 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: ZOCT
2026 Q1 Stats Unlock in 11 days 75 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 75 49 53.06%
13F Shares 3M 2M 83.79%
Total Value $80M $43M 85.55%
New Positions 30 7 +23
Increased Positions 21 17 +4
Closed Positions 4 8 -4
Reduced Positions 9 8 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZOCT

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

75 + investors

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

Top 25 institutional holders of ZOCT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pachira Investments Inc. 3.07% 245,336 $6.6M
2 KFG WEALTH MANAGEMENT, LLC 0.25% 73,104 $2.0M
3 Chris Bulman Inc 0.24% 20,578 $550K
4 WealthPLAN Partners, LLC 0.21% 39,889 $1.1M
5 FC Advisory LLC 0.20% 26,165 $700K
6 CENTRAL VALLEY ADVISORS, LLC 0.19% 25,466 $681K
7 FSA Advisors, Inc. 0.16% 9,220 $247K
8 Cypress Wealth Services, LLC 0.16% 42,641 $1.1M
9 WEALTHGARDEN F.S. LLC 0.15% 8,339 $223K
10 Lineweaver Wealth Advisors, LLC 0.12% 32,563 $871K
11 Southland Equity Partners LLC 0.10% 19,833 $530K
12 TrustBank 0.09% 9,000 $241K
13 CANANDAIGUA NATIONAL CORP 0.08% 33,100 $885K
14 BridgePort Financial Solutions, LLC 0.08% 10,363 $277K
15 Bluesphere Advisors LLC 0.08% 7,958 $213K
16 GILL CAPITAL PARTNERS, LLC 0.07% 9,439 $252K
17 Strategic Blueprint, LLC 0.07% 46,365 $1.2M
18 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% 43,988 $1.2M
19 Sovran Advisors, LLC 0.05% 23,236 $635K
20 Archer Investment Corp 0.05% 8,603 $230K
21 Summit Wealth Partners, LLC 0.04% 10,523 $281K
22 COMMONWEALTH EQUITY SERVICES, LLC 0.03% 854,107 $22.8M
23 AssuredPartners Investment Advisors, LLC 0.03% 10,385 $279K
24 Continuum Advisory, LLC 0.02% 9,398 $251K
25 First Heartland Consultants, Inc. 0.02% 9,230 $247K
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?

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

More buyers than sellers — 80% buying: Last quarter: 51 funds were net buyers (30 opened a brand new position + 21 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ZOCT holders?

Smaller funds dominant — 2% AUM from top-100: 5 of 75 holders rank in the top 100 by AUM, but together hold only 2% 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 — 51% 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.