Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (DDFS)

43 + 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
↑ +7
Streak
1Q ▲
Buyers last Q
73%

Smart Money Signals — DDFS

Based on 43 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added DDFS 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
43 hedge funds hold DDFS 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.
🟢

More buyers than sellers — 73% buying

22 buying8 selling
Last quarter: 22 funds were net buyers (10 opened a brand new position + 12 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
🔄

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 43 current holders: 43 (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
3 of 43 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.
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.

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

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: DDFS
2026 Q1 Stats Unlock in 15 days 43 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 43 36 19.44%
13F Shares 1M 1M 11.43%
Total Value $31M $27M 13.04%
New Positions 10 36 -26
Increased Positions 12 0 +12
Closed Positions 3 0 +3
Reduced Positions 5 0 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DDFS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

43 + investors

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

Top 25 institutional holders of DDFS — 2025 Q4 · 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 Beacon Financial Advisory LLC 0.06% 13,067 $276K
6 KINGSWOOD WEALTH ADVISORS, LLC 0.04% 41,159 $869K
7 Southland Equity Partners LLC 0.04% 9,671 $204K
8 EVOLUTION WEALTH MANAGEMENT INC. 0.04% 2,423 $51K
9 DHJJ Financial Advisors, Ltd. 0.04% 5,048 $107K
10 AssuredPartners Investment Advisors, LLC 0.03% 14,423 $306K
11 CRA Financial Services, LLC 0.03% 9,500 $201K
12 CALIBER WEALTH MANAGEMENT, LLC / KS 0.02% 9,756 $206K
13 Archer Investment Corp 0.02% 4,053 $86K
14 Dynamic Advisor Solutions LLC 0.02% 24,430 $516K
15 Noble Wealth Management PBC 0.02% 1,500 $32K
16 First Heartland Consultants, Inc. 0.02% 9,635 $204K
17 Pallas Capital Advisors LLC 0.02% 19,265 $407K
18 Composition Wealth, LLC 0.01% 50,781 $1.1M
19 Brookstone Capital Management 0.01% 29,047 $613K
20 GILPIN WEALTH MANAGEMENT, LLC 0.01% 400 $8K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 187,475 $4.0M
22 Weaver Capital Management LLC 0.00% 442 $9K
23 IFP Advisors, Inc 0.00% 2,507 $53K
24 ENVESTNET ASSET MANAGEMENT INC 0.00% 28,553 $603K
25 Farther Finance Advisors, LLC 0.00% 482 $10K
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?

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

More buyers than sellers — 73% buying: Last quarter: 22 funds were net buyers (10 opened a brand new position + 12 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DDFS holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 43 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 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.

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.