Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (IAUG)

39 + Investors. Track Smart Money conviction in IAUG. 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
34%

Smart Money Signals — IAUG

Based on 40 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IAUG 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
40 hedge funds hold IAUG right now — the highest count in 1.8 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 — +122% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+122% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🔴

Heavy selling pressure — only 34% buying

10 buying19 selling
Last quarter: 19 funds sold vs only 10 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 25 → 7 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 57% entered in last year

■ 0% conviction (2yr+) ■ 42% medium ■ 57% 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.
⚠️

Saturation — most institutions already know this story

2 → 2 → 25 → 7 → 7 new funds/Q
New funds entering each quarter: 2 → 25 → 7 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 60% of holders entered in last year

■ 0% veterans ■ 40% 1-2yr ■ 60% new
Of 40 current holders: 24 (60%) 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 — 5% AUM from top-100

5% from top-100 AUM funds
5 of 40 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.4
out of 10
Moderate Exit Risk
Exit risk score 6.4/10 — 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 — IAUG

In 2026 Q1, 10 hedge funds were net buyers of IAUG (7 opened a new position, 3 added to an existing one), while 19 reduced or exited (14 trimmed, 5 sold completely) — a 34% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 40.

Hedge Fund Ownership: IAUG

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

Market Analysis: IAUG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAUG

-- --

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

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

Signal Freshness measures how much IAUG 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 · 80d ago
IAUG
nan%
SPY
+13.9%

IAUG outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
IAUG
nan%
SPY
+0.2%

Since the filing became public, IAUG outperformed SPY by nan% .

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 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: IAUG
39 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 39 38 2.63%
13F Shares 2M 2M 2.68%
Total Value $52M $51M 3.49%
New Positions 7 7 -
Increased Positions 3 6 -3
Closed Positions 6 9 -3
Reduced Positions 14 11 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IAUG

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Financial Highlights

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Institutional Holders (2026 Q1)

39 + investors

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

QUARTER:
Top 25 IAUG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone Wealth, LLC/TN 1.47% 88,934 $2.6M
2 Corrado Advisors, LLC 1.03% 68,773 $2.0M
3 Opus Financial Solutions LLC 0.57% 21,155 $606K
4 Gill Capital Partners, LLC 0.37% 44,379 $1.3M
5 NewCorp Financial Services, Inc. 0.35% 14,030 $402K
6 Red Crane Wealth Management, LLC 0.30% 12,828 $368K
7 Atlantic Private Wealth, LLC 0.25% 13,366 $383K
8 Allworth Financial LP 0.09% 796,508 $22.8M
9 PFS Partners, LLC 0.08% 6,162 $177K
10 Diligent Investors, LLC 0.07% 10,400 $298K
11 Americana Partners, LLC 0.07% 88,209 $2.5M
12 DHJJ Financial Advisors, Ltd. 0.06% 6,225 $178K
13 Wealth Alliance, LLC 0.05% 18,296 $524K
14 Fiduciary Financial Group, LLC 0.05% 13,006 $373K
15 Independent Financial Group, LLC 0.04% 51,676 $1.5M
16 Faithward Advisors, LLC 0.04% 9,891 $283K
17 Berger Financial Group, Inc 0.03% 17,120 $491K
18 Annis Gardner Whiting Capital Advisors, LLC 0.02% 3,683 $106K
19 Sigma Planning Corp 0.02% 19,808 $568K
20 Old Mission Capital LLC 0.01% 27,344 $784K
21 JDM Financial Group LLC 0.01% 1,105 $32K
22 PFG Advisors 0.01% 7,757 $222K
23 Nbc Securities, INC. 0.01% 2,426 $70K
24 Commonwealth Equity Services, LLC 0.00% 121,311 $3.5M
25 HighTower Advisors, LLC 0.00% 153,258 $4.4M
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 (IAUG)

What does the Smart Money Trend signal show for IAUG?

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

Heavy selling pressure — only 34% buying: Last quarter: 19 funds sold vs only 10 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 IAUG holders?

Smaller funds dominant — 5% AUM from top-100: 5 of 40 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IAUG?

Mostly new holders — 57% 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 (IAUG) following the 2026 Q1 hedge fund 13F filings?

As of today, IAUG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IAUG has gained nan% vs +13.9% 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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