Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (DDTL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — DDTL

Based on 33 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds reduced or closed their DDTL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 0.5Y peak

94% of all-time peak
33 funds currently hold this stock — 94% of the 0.5-year high of 35 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🟠

More sellers than buyers — 44% buying

14 buying18 selling
Last quarter: 18 funds reduced or exited vs 14 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.
🔄

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 33 current holders: 33 (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 — 0% AUM from top-100

0% from top-100 AUM funds
3 of 33 holders rank in the top 100 by AUM, but together hold only 0% 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: DDTL

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

Market Analysis: DDTL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DDTL

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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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: DDTL
2026 Q1 Stats Unlock in 15 days 33 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 33 35 -5.71%
13F Shares 3M 3M 11.74%
Total Value $70M $61M 14.25%
New Positions 7 35 -28
Increased Positions 7 0 +7
Closed Positions 9 0 +9
Reduced Positions 9 0 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DDTL

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

33 + investors

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

Top 21 institutional holders of DDTL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 INVESTMENT MANAGEMENT CORP /VA/ /ADV 8.31% 467,955 $9.7M
2 Pinnacle Wealth Management Group, Inc. 0.83% 81,285 $1.7M
3 CORRADO ADVISORS, LLC 0.64% 59,607 $1.2M
4 Southland Equity Partners LLC 0.62% 154,592 $3.2M
5 Gradient Investments LLC 0.60% 1,866,754 $38.6M
6 Paladin Wealth, LLC 0.21% 14,491 $300K
7 RED REEF ADVISORS LLC 0.13% 6,081 $127K
8 Diligent Investors, LLC 0.07% 14,200 $294K
9 Stratos Wealth Advisors, LLC 0.05% 35,500 $734K
10 Dynamic Advisor Solutions LLC 0.03% 47,298 $978K
11 Occidental Asset Management, LLC 0.03% 10,450 $216K
12 Brookstone Capital Management 0.02% 71,262 $1.5M
13 Strategic Blueprint, LLC 0.01% 12,195 $252K
14 DHJJ Financial Advisors, Ltd. 0.01% 2,059 $43K
15 Atria Investments, Inc 0.01% 38,534 $797K
16 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 249,300 $5.2M
17 IFP Advisors, Inc 0.01% 14,094 $291K
18 Farther Finance Advisors, LLC 0.00% 16,420 $342K
19 Physician Wealth Advisors, Inc. 0.00% 900 $19K
20 Cambridge Investment Research Advisors, Inc. 0.00% 19,145 —
21 UBS Group AG 0.00% 598 $12K
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 (DDTL)

What does the Smart Money Trend signal show for DDTL?

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

More sellers than buyers — 44% buying: Last quarter: 18 funds reduced or exited vs 14 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 DDTL holders?

Smaller funds dominant — 0% AUM from top-100: 3 of 33 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DDTL?

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.