Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (DDTN)

20 + Investors. Track Smart Money conviction in DDTN. 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
39%

Smart Money Signals — DDTN

Based on 20 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 DDTN 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
20 hedge funds hold DDTN 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.
🔴

Heavy selling pressure — only 39% buying

7 buying11 selling
Last quarter: 11 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish 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 20 current holders: 20 (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 — 6% AUM from top-100

6% from top-100 AUM funds
3 of 20 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.0
out of 10
Moderate Exit Risk
Exit risk score 6.0/10 — 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 — DDTN

In 2026 Q1, 7 hedge funds were net buyers of DDTN (5 opened a new position, 2 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 39% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 20.

Hedge Fund Ownership: DDTN

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

Market Analysis: DDTN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DDTN

-- --

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

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

Signal Freshness measures how much DDTN 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 · 86d ago
DDTN
+7.7%
SPY
+13.0%

DDTN outperformed SPY by -5.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
DDTN
+-0.0%
SPY
-0.5%

Since the filing became public, DDTN outperformed SPY by +0.5% .

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
0.8
/ 10
conviction
Hedge Fund Positioning: DDTN
20 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 20 19 5.26%
13F Shares 1M 2M -12.05%
Total Value $28M $32M -14.2%
New Positions 5 19 -14
Increased Positions 2 0 +2
Closed Positions 4 0 +4
Reduced Positions 7 0 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DDTN

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Financial Highlights

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Institutional Holders (2026 Q1)

20 + investors

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

QUARTER:
Top 20 DDTN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Goldenstone Wealth Management LLC 10.36% 760,705 $14.2M
2 Southland Equity Partners LLC 0.22% 59,271 $1.1M
3 Occidental Asset Management, LLC 0.03% 14,450 $271K
4 DHJJ Financial Advisors, Ltd. 0.02% 2,525 $47K
5 Woodard & Co Asset Management Group Inc /Adv 0.01% 4,600 $86K
6 Wealth Enhancement Advisory Services, LLC 0.01% 331,146 $6.2M
7 Independent Financial Group, LLC 0.01% 14,195 $266K
8 Archer Investment Corp 0.01% 1,576 $30K
9 IFP Advisors, Inc 0.01% 15,345 $287K
10 Brookstone Capital Management 0.00% 22,225 $416K
11 Truist Financial Corp 0.00% 61,152 $1.1M
12 Commonwealth Equity Services, LLC 0.00% 58,164 $1.1M
13 Merit Financial Group, LLC 0.00% 10,250 $192K
14 AE Wealth Management LLC 0.00% 13,001 $243K
15 Envestnet Asset Management Inc 0.00% 61,152 $1.1M
16 Steward Partners Investment Advisory, LLC 0.00% 3,185 $60K
17 Osaic Holdings, INC. 0.00% 8,100 $152K
18 Harbour Investments, INC. 0.00% 639 $12K
19 Susquehanna International Group, LLP 0.00% 24,682 $462K
20 UBS Group AG 0.00% 425 $8K
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 (DDTN)

What does the Smart Money Trend signal show for DDTN?

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

Heavy selling pressure — only 39% buying: Last quarter: 11 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for DDTN holders?

Smaller funds dominant — 6% AUM from top-100: 3 of 20 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DDTN?

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

As of today, DDTN has moved +-0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), DDTN has gained +7.7% vs +13.0% 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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