Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (DDFS)

45 + Investors. Track Smart Money conviction in DDFS. 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
↓ -1
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — DDFS

Based on 45 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 2Q
For 1 consecutive quarter, more hedge funds reduced or closed their DDFS 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 (98% of max)

98% of all-time peak
45 hedge funds hold DDFS right now — the highest count in 0.8 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.
🟡

Slight buying edge — 52% buying

13 buying12 selling
Last quarter: 13 funds bought or added vs 12 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.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 3. 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 — 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 45 current holders: 45 (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 — 9% AUM from top-100

9% from top-100 AUM funds
4 of 45 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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 — DDFS

In 2026 Q1, 13 hedge funds were net buyers of DDFS (3 opened a new position, 10 added to an existing one), while 12 reduced or exited (8 trimmed, 4 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 45.

Hedge Fund Ownership: DDFS

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

Market Analysis: DDFS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DDFS

-- --

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

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

Signal Freshness measures how much DDFS 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 · 82d ago
DDFS
+4.0%
SPY
+15.1%

DDFS outperformed SPY by -11.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
DDFS
+0.6%
SPY
+1.3%

Since the filing became public, DDFS outperformed SPY by -0.7% .

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
0.7
/ 10
conviction
Hedge Fund Positioning: DDFS
45 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 45 46 -2.17%
13F Shares 2M 2M -7.25%
Total Value $32M $35M -8.73%
New Positions 3 11 -8
Increased Positions 10 12 -2
Closed Positions 4 3 +1
Reduced Positions 8 5 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DDFS

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Institutional Holders (2026 Q1)

45 + investors

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

QUARTER:
Top 25 DDFS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Welch Financial Planning, LLC 2.48% 163,144 $3.4M
2 Blue Sky Capital Consultants Group, Inc. 0.27% 26,567 $561K
3 Rps Advisory Solutions LLC 0.14% 11,451 $242K
4 Physician Wealth Advisors, Inc. 0.08% 28,554 $603K
5 Rothschild Investment LLC 0.06% 57,865 $1.2M
6 Beacon Financial Advisory LLC 0.06% 13,067 $276K
7 Independent Financial Group, LLC 0.04% 69,105 $1.5M
8 Kingswood Wealth Advisors, LLC 0.04% 41,159 $869K
9 Southland Equity Partners LLC 0.04% 9,671 $204K
10 Evolution Wealth Management INC. 0.04% 2,423 $51K
11 DHJJ Financial Advisors, Ltd. 0.04% 5,048 $107K
12 AssuredPartners Investment Advisors, LLC 0.03% 14,423 $306K
13 Visionary Wealth Advisors 0.03% 31,359 $662K
14 Centaurus Financial, INC. 0.03% 29,061 $614K
15 CRA Financial Services, LLC 0.03% 9,500 $201K
16 Caliber Wealth Management, LLC / Ks 0.02% 9,756 $206K
17 Archer Investment Corp 0.02% 4,053 $86K
18 Dynamic Advisor Solutions LLC 0.02% 24,430 $516K
19 Old Mission Capital LLC 0.02% 47,645 $1.0M
20 Noble Wealth Management PBC 0.02% 1,500 $32K
21 Guardian Wealth Advisors, LLC / Nc 0.02% 11,735 $248K
22 First Heartland Consultants, Inc. 0.02% 9,635 $204K
23 Pallas Capital Advisors LLC 0.02% 19,265 $407K
24 Composition Wealth, LLC 0.01% 50,781 $1.1M
25 Harbour Investments, INC. 0.01% 32,322 $683K
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 (DDFS)

What does the Smart Money Trend signal show for DDFS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DDFS 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 DDFS?

Slight buying edge — 52% buying: Last quarter: 13 funds bought or added vs 12 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 DDFS holders?

Smaller funds dominant — 9% AUM from top-100: 4 of 45 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DDFS?

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 (DDFS) following the 2026 Q1 hedge fund 13F filings?

As of today, DDFS has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), DDFS has gained +4.0% vs +15.1% 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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