Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (DDFO)

55 + Investors. Track Smart Money conviction in DDFO. 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
↑ +7
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — DDFO

Based on 56 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added DDFO 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
56 hedge funds hold DDFO right now — the highest count in 0.5 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.
🟡

Slight buying edge — 50% buying

23 buying23 selling
Last quarter: 23 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
🔄

Mostly new holders — 100% entered in last year

0% conviction (2yr+) 0% medium 100% 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.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 56 current holders: 56 (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 — 18% AUM from top-100

18% from top-100 AUM funds
4 of 56 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — DDFO

In 2026 Q1, 23 hedge funds were net buyers of DDFO (15 opened a new position, 8 added to an existing one), while 23 reduced or exited (15 trimmed, 8 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: DDFO

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

Market Analysis: DDFO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DDFO

-- --

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

Is It Too Late to Buy Innovator Etfs Trust (DDFO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DDFO has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
DDFO
nan%
SPY
+13.9%

DDFO outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
DDFO
nan%
SPY
+0.2%

Since the filing became public, DDFO outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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: DDFO
55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 49 12.24%
13F Shares 3M 5M -41.64%
Total Value $66M $116M -43.47%
New Positions 14 49 -35
Increased Positions 8 0 +8
Closed Positions 8 0 +8
Reduced Positions 15 0 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DDFO

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Financial Highlights

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Institutional Holders (2026 Q1)

55 + investors

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

QUARTER:
Top 25 DDFO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valtinson Bruner Financial Planning LLC 2.90% 491,572 $10.5M
2 Weaver Capital Management LLC 2.19% 471,002 $10.1M
3 Archer Investment Corp 0.58% 126,753 $2.7M
4 Welch Financial Planning, LLC 0.50% 32,173 $690K
5 Southland Equity Partners LLC 0.35% 83,962 $1.8M
6 Grantvest Financial Group LLC 0.28% 20,283 $435K
7 Castle Rock Wealth Management, LLC 0.21% 45,981 $990K
8 World Equity Group, INC. 0.20% 35,739 $767K
9 Pitti Group Wealth Management, LLC 0.19% 11,150 $239K
10 DHJJ Financial Advisors, Ltd. 0.16% 23,177 $497K
11 Keystone Wealth Services, LLC 0.09% 20,660 $443K
12 Adapt Wealth Advisors, LLC 0.08% 10,416 $223K
13 Calton & Associates, INC. 0.07% 23,517 $504K
14 Financial Solutions Advisory Group, Inc. 0.07% 22,914 $492K
15 Kfg Wealth Management, LLC 0.05% 19,142 $411K
16 Crusonia Wealth Advisors LLC 0.05% 11,676 $250K
17 Centaurus Financial, INC. 0.05% 49,532 $1.1M
18 Caliber Wealth Management, LLC / Ks 0.04% 18,354 $394K
19 Cornerstone Wealth Group, LLC 0.04% 30,425 $670K
20 Independent Financial Group, LLC 0.03% 44,271 $950K
21 AssuredPartners Investment Advisors, LLC 0.03% 11,255 $243K
22 Sigma Planning Corp 0.02% 35,248 $756K
23 Harbour Investments, INC. 0.02% 62,663 $1.3M
24 Silver Oak Securities, Incorporated 0.02% 12,995 $279K
25 Modern Wealth Management, LLC 0.01% 40,732 $876K
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 (DDFO)

What does the Smart Money Trend signal show for DDFO?

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

Slight buying edge — 50% buying: Last quarter: 23 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DDFO holders?

Smaller funds dominant — 18% AUM from top-100: 4 of 56 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DDFO?

Mostly new holders — 100% 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.

Is it too late to buy Innovator Etfs Trust (DDFO) following the 2026 Q1 hedge fund 13F filings?

As of today, DDFO has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), DDFO has gained nan% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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