Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (AAPR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
46%

Smart Money Signals — AAPR

Based on 47 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AAPR 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.
📊

High ownership — 90% of 1.8Y peak

90% of all-time peak
47 funds currently hold this stock — 90% of the 1.8-year high of 52 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold AAPR compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

13 buying15 selling
Last quarter: 15 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 0 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 17% entered in last year

■ 0% conviction (2yr+) ■ 83% medium ■ 17% 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.
➡️

Steady discovery — ~4 new funds/quarter

14 → 4 → 0 → 7 → 4 new funds/Q
New funds entering each quarter: 4 → 0 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 32% new entrants

■ 0% veterans ■ 68% 1-2yr ■ 32% new
Of 47 current holders: 0 (0%) held 2+ years, 32 held 1–2 years, 15 (32%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
5 of 47 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

Hedge Fund Ownership: AAPR

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

Market Analysis: AAPR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AAPR

-- --

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
0.6
/ 10
conviction
Hedge Fund Positioning: AAPR
2026 Q1 Stats Unlock in 15 days 47 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 47 45 4.44%
13F Shares 1M 1M 4.87%
Total Value $31M $29M 6.4%
New Positions 4 7 -3
Increased Positions 9 6 +3
Closed Positions 2 5 -3
Reduced Positions 13 16 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AAPR

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Valuation Measures Data as of: --

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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) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

47 + investors

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

Top 19 institutional holders of AAPR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Peak Wealth Management LLC 0.49% 20,651 $595K
2 Crown Wealth Group, LLC 0.25% 29,483 $849K
3 BridgePort Financial Solutions, LLC 0.09% 10,437 $300K
4 KFG WEALTH MANAGEMENT, LLC 0.07% 19,322 $556K
5 Lineweaver Wealth Advisors, LLC 0.07% 18,475 $532K
6 Diligent Investors, LLC 0.05% 7,550 $217K
7 Cypress Wealth Services, LLC 0.05% 12,519 $360K
8 NBZ Investment Advisors LLC 0.02% 1,635 $47K
9 AXXCESS WEALTH MANAGEMENT, LLC 0.02% 18,846 $543K
10 Spire Wealth Management 0.02% 17,400 $501K
11 Kestra Advisory Services, LLC 0.01% 127,954 $3.7M
12 World Investment Advisors 0.01% 22,896 $659K
13 Brookstone Capital Management 0.01% 19,179 $552K
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 119,366 $3.4M
15 DHJJ Financial Advisors, Ltd. 0.00% 405 $12K
16 Farther Finance Advisors, LLC 0.00% 13,490 $389K
17 CoreCap Advisors, LLC 0.00% 3,644 $105K
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 23,050 $665K
19 IFP Advisors, Inc 0.00% 930 $27K
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 (AAPR)

What does the Smart Money Trend signal show for AAPR?

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

More sellers than buyers — 46% buying: Last quarter: 15 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 AAPR holders?

Smaller funds dominant — 7% AUM from top-100: 5 of 47 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AAPR?

Mostly new holders — 17% 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.