Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (PFEB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
1Q ▲
Buyers last Q
31%

Smart Money Signals — PFEB

Based on 199 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 PFEB 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
199 hedge funds hold PFEB right now — the highest count in 3.0 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 31% buying

45 buying101 selling
Last quarter: 101 funds sold vs only 45 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new PFEB position: 37 → 23 → 12 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 31% medium ■ 17% new
104 out of 199 hedge funds have held PFEB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

21 → 37 → 23 → 12 → 27 new funds/Q
New funds entering each quarter: 37 → 23 → 12 → 27. PFEB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 20% 1-2yr ■ 28% new
Of 199 current holders: 104 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
9 of 199 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

Hedge Fund Ownership: PFEB

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

Market Analysis: PFEB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFEB

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: PFEB
2026 Q1 Stats Unlock in 12 days 199 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 199 185 7.57%
13F Shares 14M 16M -14.4%
Total Value $555M $631M -12.02%
New Positions 27 12 +15
Increased Positions 18 13 +5
Closed Positions 13 21 -8
Reduced Positions 88 98 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFEB

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

199 + investors

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

Top 25 institutional holders of PFEB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cassady Wealth & Retirement Planning, LLC 3.41% 128,260 $5.2M
2 Blossom Wealth Management 1.63% 27,468 $1.1M
3 Southland Equity Partners LLC 1.26% 161,134 $6.5M
4 Chris Bulman Inc 1.25% 71,175 $2.9M
5 RIVERCHASE WEALTH MANAGEMENT, LLC 1.16% 55,663 $2.2M
6 FSA Advisors, Inc. 1.04% 39,226 $1.6M
7 BCS Wealth Management 0.94% 114,488 $4.6M
8 CORRADO ADVISORS, LLC 0.90% 42,914 $1.7M
9 GILL CAPITAL PARTNERS, LLC 0.88% 76,430 $3.1M
10 LeClair Wealth Partners LLC 0.86% 62,171 $2.5M
11 Blue Water Asset Management 0.86% 62,171 $2.5M
12 Castle Rock Wealth Management, LLC 0.84% 95,869 $3.9M
13 Diligent Investors, LLC 0.76% 76,420 $3.1M
14 Pinnacle Wealth Management Group, Inc. 0.74% 37,728 $1.5M
15 Forty-three Eighteen Advisors, LLC 0.70% 23,296 $934K
16 Fortune Financial Group, Inc. 0.67% 18,588 $745K
17 Lakeridge Wealth Management LLC 0.54% 31,197 $1.3M
18 Global Assets Advisory, LLC 0.45% 39,493 $1.6M
19 Ascent Wealth Partners, LLC 0.41% 88,781 $3.6M
20 Brookstone Capital Management 0.41% 902,110 $36.2M
21 TrustBank 0.40% 26,005 $1.0M
22 ATTICUS WEALTH MANAGEMENT, LLC 0.37% 34,421 $1.4M
23 Weaver Capital Management LLC 0.35% 40,578 $1.6M
24 Seros Financial, LLC 0.35% 13,520 $542K
25 Archer Investment Corp 0.34% 39,837 $1.6M
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 (PFEB)

What does the Smart Money Trend signal show for PFEB?

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

Heavy selling pressure — only 31% buying: Last quarter: 101 funds sold vs only 45 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 PFEB holders?

Strong quality — 28% AUM from major funds: 9 of 199 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PFEB?

52% of holders stayed for 2+ years: 104 out of 199 hedge funds have held PFEB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.