Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (INOV)

53 + Investors. Track Smart Money conviction in INOV. 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
↑ +34
Streak
1Q ▲
Buyers last Q
90%

Smart Money Signals — INOV

Based on 53 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added INOV 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.
🔻

Below peak — only 28% of 3.0Y high

28% of all-time peak
Only 53 funds hold INOV today versus a peak of 187 funds at 2021 Q3 — just 28% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
🚀

Fast accumulation — +212% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+212% 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 — 90% buying

46 buying5 selling
Last quarter: 46 funds were net buyers (35 opened a brand new position + 11 added to an existing one). Only 5 were sellers (4 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new INOV position: 6 → 4 → 2 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 55% entered in last year

11% conviction (2yr+) 34% medium 55% new
Only 6 funds (11%) 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

11 → 6 → 4 → 2 → 35 new funds/Q
New funds entering each quarter: 6 → 4 → 2 → 35. 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 — 70% of holders entered in last year

23% veterans 8% 1-2yr 70% new
Of 53 current holders: 37 (70%) entered in the past year, only 12 (23%) 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 — 8% AUM from top-100

8% from top-100 AUM funds
3 of 53 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

Hedge Fund Ownership: INOV

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

Market Analysis: INOV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INOV

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

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: INOV
2026 Q1 Stats Unlock in 21 days 53 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 53 19 178.95%
13F Shares 924K 230K 302.17%
Total Value $32M $8M 315.99%
New Positions 35 2 +33
Increased Positions 11 5 +6
Closed Positions 1 5 -4
Reduced Positions 4 5 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: INOV

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

53 + investors

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

Top 25 institutional holders of INOV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maltin Wealth Management, Inc. 1.92% 144,572 $5.0M
2 Berkshire Money Management, Inc. 0.91% 256,846 $8.9M
3 GILL CAPITAL PARTNERS, LLC 0.38% 38,131 $1.3M
4 PRIVATE CLIENT SERVICES, LLC 0.33% 31,708 $1.1M
5 DHJJ Financial Advisors, Ltd. 0.13% 11,089 $385K
6 CYPRESS FINANCIAL PLANNING LLC 0.09% 9,662 $335K
7 Diligent Investors, LLC 0.09% 10,000 $347K
8 PFS Partners, LLC 0.06% 3,591 $125K
9 Occidental Asset Management, LLC 0.03% 6,963 $242K
10 FIDUCIARY FINANCIAL GROUP, LLC 0.03% 6,054 $210K
11 Accurate Wealth Management, LLC 0.03% 6,166 $221K
12 Cornerstone Wealth Group, LLC 0.03% 11,390 $407K
13 AdvisorNet Financial, Inc 0.03% 14,125 $490K
14 First Heartland Consultants, Inc. 0.02% 6,717 $233K
15 Berger Financial Group, Inc 0.02% 9,100 $316K
16 NorthCrest Asset Manangement, LLC 0.01% 11,452 $400K
17 IFP Advisors, Inc 0.01% 13,554 $470K
18 Sowell Financial Services LLC 0.01% 6,075 $211K
19 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.00% 1,528 $53K
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 62,387 $2.2M
21 Private Advisor Group, LLC 0.00% 13,290 $461K
22 CoreCap Advisors, LLC 0.00% 725 $25K
23 TRUIST FINANCIAL CORP 0.00% 16,501 $572K
24 Farther Finance Advisors, LLC 0.00% 711 $25K
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 12,202 $26K
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 (INOV)

What does the Smart Money Trend signal show for INOV?

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

More buyers than sellers — 90% buying: Last quarter: 46 funds were net buyers (35 opened a brand new position + 11 added to an existing one). Only 5 were sellers (4 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for INOV holders?

Smaller funds dominant — 8% AUM from top-100: 3 of 53 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held INOV?

Mostly new holders — 55% entered in last year: Only 6 funds (11%) 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.