Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER (NDEC)

46 + Investors. Track Smart Money conviction in NDEC. 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
↑ +11
Streak
2Q ▲
Buyers last Q
79%

Smart Money Signals — NDEC

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 4Q
For 2 consecutive quarters, more hedge funds added NDEC 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
46 hedge funds hold NDEC right now — the highest count in 1.2 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 — +119% more funds vs a year ago

fund count last 5Q
+25 new funds entered over the past year (+119% 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.
🟢

More buyers than sellers — 79% buying

37 buying10 selling
Last quarter: 37 funds were net buyers (15 opened a brand new position + 22 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new NDEC position: 11 → 3 → 8 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 48% entered in last year

0% conviction (2yr+) 52% medium 48% 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.
📈

Growing discovery — still being found

11 → 3 → 8 → 15 new funds/Q
New funds entering each quarter: 11 → 3 → 8 → 15. A growing number of institutions are discovering NDEC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 46 current holders: 46 (100%) 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 46 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.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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: NDEC

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

Market Analysis: NDEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NDEC

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

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: NDEC
2026 Q1 Stats Unlock in 20 days 46 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 46 35 31.43%
13F Shares 2M 921K 64.09%
Total Value $42M $25M 68.33%
New Positions 15 8 +7
Increased Positions 22 3 +19
Closed Positions 4 3 +1
Reduced Positions 6 12 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NDEC

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

Financial Highlights

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Institutional Holders (2026 Q1)

46 + investors

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

Top 16 institutional holders of NDEC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SMI Advisory Services, LLC 1.87% 415,766 $11.3M
2 Liberty Atlantic Advisors LLC 0.73% 31,530 $850K
3 SECURED RETIREMENT ADVISORS, LLC 0.38% 24,675 $665K
4 Fortune Financial Group, Inc. 0.24% 10,000 $269K
5 Diligent Investors, LLC 0.15% 22,750 $613K
6 FWG Investments, LLC. 0.15% 8,842 $238K
7 Beacon Financial Advisory LLC 0.12% 19,234 $518K
8 GILL CAPITAL PARTNERS, LLC 0.09% 11,270 $304K
9 DHJJ Financial Advisors, Ltd. 0.04% 4,763 $128K
10 Noble Wealth Management PBC 0.02% 1,260 $34K
11 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% 5,950 $160K
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 161,279 $4.3M
13 AdvisorNet Financial, Inc 0.01% 4,094 $110K
14 NBC SECURITIES, INC. 0.00% 1,334 $36K
15 TRUIST FINANCIAL CORP 0.00% 14,870 $401K
16 IFP Advisors, Inc 0.00% 450 $12K
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 GROWTH-100 POWER BUFFER ETF - DECEMBER (NDEC)

What does the Smart Money Trend signal show for NDEC?

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

More buyers than sellers — 79% buying: Last quarter: 37 funds were net buyers (15 opened a brand new position + 22 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NDEC holders?

Smaller funds dominant — 3% AUM from top-100: 2 of 46 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 NDEC?

Mostly new holders — 48% 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.

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.