Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (IDEC)

48 + Investors. Track Smart Money conviction in IDEC. 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
↑ +25
Streak
3Q ▲
Buyers last Q
82%

Smart Money Signals — IDEC

Based on 48 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 IDEC 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
48 hedge funds hold IDEC right now — the highest count in 2.2 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 — +118% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+118% 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.
🟢

More buyers than sellers — 82% buying

42 buying9 selling
Last quarter: 42 funds were net buyers (30 opened a brand new position + 12 added to an existing one). Only 9 were sellers (4 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new IDEC position: 5 → 3 → 2 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 67% entered in last year

4% conviction (2yr+) 29% medium 67% new
Only 2 funds (4%) 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.
🚀

Acceleration phase — new buyers rushing in

12 → 5 → 3 → 2 → 30 new funds/Q
New funds entering each quarter: 5 → 3 → 2 → 30. 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.
🌱

Early stage — 81% of holders entered in last year

0% veterans 19% 1-2yr 81% new
Of 48 current holders: 39 (81%) 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 — 3% AUM from top-100

3% from top-100 AUM funds
2 of 48 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — 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: IDEC

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

Market Analysis: IDEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDEC

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: IDEC
2026 Q1 Stats Unlock in 18 days 48 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 48 23 108.7%
13F Shares 875K 380K 130.42%
Total Value $28M $12M 139.53%
New Positions 30 2 +28
Increased Positions 12 3 +9
Closed Positions 5 1 +4
Reduced Positions 4 8 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDEC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

48 + investors

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

Top 25 institutional holders of IDEC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CORRADO ADVISORS, LLC 1.31% 77,304 $2.5M
2 ACCESS FINANCIAL SERVICES, INC. 1.25% 107,916 $3.5M
3 Liberty Atlantic Advisors LLC 0.26% 9,215 $300K
4 GILL CAPITAL PARTNERS, LLC 0.24% 25,760 $839K
5 First City Capital Management, Inc. 0.17% 10,019 $326K
6 RIVERCHASE WEALTH MANAGEMENT, LLC 0.14% 8,061 $262K
7 CYPRESS FINANCIAL PLANNING LLC 0.13% 14,170 $461K
8 PFS Partners, LLC 0.12% 8,334 $271K
9 Ballast Rock Private Wealth LLC 0.12% 6,419 $209K
10 Outlook Wealth Advisors, LLC 0.11% 14,431 $470K
11 Diligent Investors, LLC 0.09% 11,640 $379K
12 Berger Financial Group, Inc 0.09% 49,205 $1.6M
13 FIDUCIARY FINANCIAL GROUP, LLC 0.09% 20,526 $668K
14 DHJJ Financial Advisors, Ltd. 0.08% 7,148 $233K
15 KFG WEALTH MANAGEMENT, LLC 0.06% 13,360 $435K
16 Belpointe Asset Management LLC 0.05% 44,907 $1.5M
17 Occidental Asset Management, LLC 0.03% 6,650 $217K
18 SIGNATUREFD, LLC 0.02% 36,920 $1.2M
19 Alaska Permanent Capital Management, LLC 0.01% 5,418 $175K
20 NorthCrest Asset Manangement, LLC 0.01% 6,984 $228K
21 Kestra Advisory Services, LLC 0.00% 39,783 $1.3M
22 NBC SECURITIES, INC. 0.00% 1,926 $63K
23 AdvisorNet Financial, Inc 0.00% 2,171 $71K
24 IFP Advisors, Inc 0.00% 3,638 $118K
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 45,662 $1.5M
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 (IDEC)

What does the Smart Money Trend signal show for IDEC?

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

More buyers than sellers — 82% buying: Last quarter: 42 funds were net buyers (30 opened a brand new position + 12 added to an existing one). Only 9 were sellers (4 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDEC holders?

Smaller funds dominant — 3% AUM from top-100: 2 of 48 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IDEC?

Mostly new holders — 67% entered in last year: Only 2 funds (4%) 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.