Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (IAPR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
39%

Smart Money Signals — IAPR

Based on 97 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IAPR 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
97 hedge funds hold IAPR right now — the highest count in 3.0 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.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 39% buying

29 buying45 selling
Last quarter: 45 funds sold vs only 29 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 22 → 8 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 26% medium ■ 26% new
47 out of 97 hedge funds have held IAPR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

16 → 5 → 22 → 8 → 12 new funds/Q
New funds entering each quarter: 5 → 22 → 8 → 12. IAPR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 14% 1-2yr ■ 32% new
Of 97 current holders: 52 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
7 of 97 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.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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: IAPR

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

Market Analysis: IAPR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAPR

-- --

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.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IAPR
2026 Q1 Stats Unlock in 14 days 97 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 97 94 3.19%
13F Shares 6M 6M 0.42%
Total Value $171M $167M 2.08%
New Positions 12 8 +4
Increased Positions 17 20 -3
Closed Positions 9 7 +2
Reduced Positions 36 42 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IAPR

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Financial Highlights

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Institutional Holders (2026 Q1)

97 + investors

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

Top 25 institutional holders of IAPR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HFG Wealth Management, LLC 8.25% 473,603 $15.0M
2 PFS Partners, LLC 4.13% 284,514 $9.0M
3 INVESTMENT MANAGEMENT CORP /VA/ /ADV 1.61% 59,063 $1.9M
4 Chris Bulman Inc 0.85% 61,193 $1.9M
5 CORRADO ADVISORS, LLC 0.71% 43,135 $1.4M
6 GILL CAPITAL PARTNERS, LLC 0.32% 35,136 $1.1M
7 Composition Wealth, LLC 0.22% 499,732 $15.8M
8 Helium Advisors LLC 0.20% 6,584 $209K
9 Prairie Wealth Advisors, Inc. 0.19% — $441K
10 RED CRANE WEALTH MANAGEMENT, LLC 0.17% 6,610 $209K
11 DHJJ Financial Advisors, Ltd. 0.17% 16,133 $511K
12 FIDUCIARY FINANCIAL GROUP, LLC 0.17% 39,331 $1.2M
13 Ballast Rock Private Wealth LLC 0.16% 9,062 $287K
14 BCS Wealth Management 0.15% 23,876 $756K
15 Compass Advisory Group LLC 0.14% 16,369 $518K
16 Triad Wealth Partners, LLC 0.13% 53,668 $1.7M
17 Signal Advisors Wealth, LLC 0.13% 61,146 $1.9M
18 Straight Path Wealth Management 0.13% 15,355 $486K
19 Fragasso Financial Advisors Inc 0.13% 66,784 $2.1M
20 BIP Wealth, LLC 0.11% 86,565 $2.7M
21 Vantage Point Financial LLC 0.11% 9,646 $305K
22 TrustBank 0.10% 7,871 $249K
23 Diligent Investors, LLC 0.10% 12,258 $388K
24 Collaborative Wealth Managment Inc. 0.09% 6,481 $205K
25 Long Island Wealth Management, Inc. 0.09% 6,367 $202K
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 (IAPR)

What does the Smart Money Trend signal show for IAPR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IAPR 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 IAPR?

Heavy selling pressure — only 39% buying: Last quarter: 45 funds sold vs only 29 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 IAPR holders?

Smaller funds dominant — 2% AUM from top-100: 7 of 97 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 IAPR?

48% of holders stayed for 2+ years: 47 out of 97 hedge funds have held IAPR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.