Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (IMAR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — IMAR

Based on 71 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IMAR 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
71 hedge funds hold IMAR right now — the highest count in 2.5 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.
🚀

Fast accumulation — +73% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+73% 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 — 63% buying

43 buying25 selling
Last quarter: 43 funds were net buyers (17 opened a brand new position + 26 added to an existing one). Only 25 were sellers (16 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 4 → 4 → 27 → 17. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 55% entered in last year

■ 13% conviction (2yr+) ■ 32% medium ■ 55% new
Only 9 funds (13%) 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

7 → 4 → 4 → 27 → 17 new funds/Q
New funds entering each quarter: 4 → 4 → 27 → 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.
🌱

Early stage — 58% of holders entered in last year

■ 7% veterans ■ 35% 1-2yr ■ 58% new
Of 71 current holders: 41 (58%) entered in the past year, only 5 (7%) 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 — 11% AUM from top-100

11% from top-100 AUM funds
4 of 71 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.8
out of 10
Moderate Exit Risk
Exit risk score 5.8/10 — 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 — IMAR

In 2026 Q2, 43 hedge funds were net buyers of IMAR (17 opened a new position, 26 added to an existing one), while 25 reduced or exited (16 trimmed, 9 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 71.

Hedge Fund Ownership: IMAR

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

Market Analysis: IMAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMAR

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: IMAR
70 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 70 63 11.11%
13F Shares 3M 2M 79.59%
Total Value $96M $51M 89.47%
New Positions 16 27 -11
Increased Positions 26 21 +5
Closed Positions 9 1 +8
Reduced Positions 16 5 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMAR

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Institutional Holders (2026 Q2)

70 + investors

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

QUARTER:
Top 25 IMAR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bright Futures Wealth Management, LLC. 1.29% 65,675 $2.0M
2 Corrado Advisors, LLC 1.20% 85,874 $2.6M
3 Private Client Services, LLC 0.39% 48,588 $1.5M
4 Gradient Investments LLC 0.35% 841,471 $25.6M
5 SageView Advisory Group, LLC 0.29% 270,771 $7.9M
6 PFS Partners, LLC 0.26% 21,233 $646K
7 Ballast Rock Private Wealth LLC 0.23% 16,079 $490K
8 Gts Financial, LLC 0.22% 10,648 $300K
9 Diligent Investors, LLC 0.18% 26,483 $806K
10 Access Financial Services, INC. 0.17% 17,518 $533K
11 Cornerstone Wealth, LLC/TN 0.14% 9,276 $284K
12 Syon Capital LLC 0.14% 106,165 $3.2M
13 Beacon Financial Advisory LLC 0.14% 22,737 $692K
14 Gill Capital Partners, LLC 0.13% 16,167 $492K
15 Old Port Advisors 0.10% 17,460 $532K
16 Brown Financial Advisors 0.10% 9,714 $296K
17 Straight Path Wealth Management 0.10% 13,578 $413K
18 Fiduciary Financial Group, LLC 0.08% 24,472 $745K
19 Harbour Investments, INC. 0.06% 143,417 $4.4M
20 Cypress Wealth Services, LLC 0.06% 15,731 $479K
21 TrustBank 0.06% 5,625 $171K
22 BCS Wealth Management 0.06% 10,389 $316K
23 Lantz Financial LLC 0.06% 10,086 $307K
24 D.B. Root & Company, LLC 0.05% 7,540 $230K
25 DHJJ Financial Advisors, Ltd. 0.04% 4,229 $129K
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 (IMAR)

What does the Smart Money Trend signal show for IMAR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IMAR 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 IMAR?

More buyers than sellers — 63% buying: Last quarter: 43 funds were net buyers (17 opened a brand new position + 26 added to an existing one). Only 25 were sellers (16 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IMAR holders?

Smaller funds dominant — 11% AUM from top-100: 4 of 71 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IMAR?

Mostly new holders — 55% entered in last year: Only 9 funds (13%) 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.

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