Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (IAPR)

111 + 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
↑ +11
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — IAPR

Based on 112 hedge funds · latest filing: 2026 Q2 · 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
112 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

52 buying35 selling
Last quarter: 52 funds were net buyers (17 opened a brand new position + 35 added to an existing one). Only 35 were sellers (29 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 13 → 15 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 23% medium ■ 29% new
53 out of 112 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.
🚀

Acceleration phase — new buyers rushing in

24 → 8 → 13 → 15 → 17 new funds/Q
New funds entering each quarter: 8 → 13 → 15 → 17. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 48% veterans vs 38% newcomers

■ 48% veterans ■ 14% 1-2yr ■ 38% new
Entry-cohort mix of 112 holders: 54 (48%) are 2+ year veterans, 16 entered 1–2 years ago, and 42 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
8 of 111 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — IAPR

In 2026 Q2, 52 hedge funds were net buyers of IAPR (17 opened a new position, 35 added to an existing one), while 35 reduced or exited (29 trimmed, 6 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 112.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: IAPR
111 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 111 101 9.9%
13F Shares 4M 4M -6.08%
Total Value $132M $130M 1.69%
New Positions 17 15 +2
Increased Positions 35 29 +6
Closed Positions 6 13 -7
Reduced Positions 29 33 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IAPR

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Institutional Holders (2026 Q2)

111 + investors

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

QUARTER:
Top 25 IAPR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HFG Wealth Management, LLC 8.07% 241,761 $8.0M
2 PFS Partners, LLC 3.78% 281,188 $9.3M
3 Investment Management Corp /Va/ /Adv 1.67% 60,390 $2.0M
4 BFI Wealth Solutions, LLC 1.64% 66,710 $2.2M
5 Corrado Advisors, LLC 1.09% 71,627 $2.4M
6 Chris Bulman Inc 0.74% 60,893 $2.0M
7 Opus Financial Solutions LLC 0.51% 19,095 $634K
8 Financial Network Wealth Advisors LLC 0.42% 12,321 $409K
9 Gill Capital Partners, LLC 0.37% 42,242 $1.4M
10 ODonnell Financial Services, LLC 0.28% 28,482 $946K
11 WPWealth LLP 0.24% 49,263 $1.6M
12 Tradition Wealth Management, LLC 0.19% 95,598 $3.2M
13 Helium Advisors LLC 0.18% 6,584 $219K
14 DHJJ Financial Advisors, Ltd. 0.18% 18,449 $613K
15 Composition Wealth, LLC 0.17% 437,156 $14.5M
16 First Commonwealth Financial Corp /Pa/ 0.17% 36,537 $1.2M
17 Red Crane Wealth Management, LLC 0.16% 6,610 $220K
18 Fiduciary Financial Group, LLC 0.15% 39,331 $1.3M
19 BCS Wealth Management 0.15% 24,451 $812K
20 Ballast Rock Private Wealth LLC 0.13% 8,662 $288K
21 Navis Wealth Advisors, LLC 0.13% 10,286 $342K
22 Compass Advisory Group LLC 0.13% 16,369 $544K
23 Cornerstone Wealth, LLC/TN 0.12% 7,365 $246K
24 Straight Path Wealth Management 0.12% 15,800 $525K
25 Vantage Point Financial LLC 0.12% 11,636 $386K
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?

More buyers than sellers — 60% buying: Last quarter: 52 funds were net buyers (17 opened a brand new position + 35 added to an existing one). Only 35 were sellers (29 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IAPR holders?

Smaller funds dominant — 6% AUM from top-100: 8 of 111 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 IAPR?

47% of holders stayed for 2+ years: 53 out of 112 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.

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