Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (PMAR)

182 + Investors. Track Smart Money conviction in PMAR. 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
↑ +13
Streak
1Q ▲
Buyers last Q
29%

Smart Money Signals — PMAR

Based on 182 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 PMAR 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
182 hedge funds hold PMAR 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 — +6% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 29% buying

39 buying94 selling
Last quarter: 94 funds sold vs only 39 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new PMAR position: 24 → 14 → 11 → 25. 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+) 33% medium 15% new
94 out of 182 hedge funds have held PMAR 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.
➡️

Steady discovery — ~25 new funds/quarter

16 → 24 → 14 → 11 → 25 new funds/Q
New funds entering each quarter: 24 → 14 → 11 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

51% veterans 25% 1-2yr 24% new
Of 182 current holders: 92 (51%) 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.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
9 of 182 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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: PMAR

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

Market Analysis: PMAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PMAR

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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.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: PMAR
2026 Q1 Stats Unlock in 15 days 182 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 182 169 7.69%
13F Shares 10M 10M -0.85%
Total Value $465M $458M 1.49%
New Positions 25 11 +14
Increased Positions 14 17 -3
Closed Positions 12 18 -6
Reduced Positions 82 81 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PMAR

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Institutional Holders (2026 Q1)

182 + investors

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

Top 25 institutional holders of PMAR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Southland Equity Partners LLC 5.93% 681,790 $30.4M
2 Bright Futures Wealth Management, LLC. 2.74% 89,642 $4.0M
3 Cassady Wealth & Retirement Planning, LLC 2.64% 90,152 $4.1M
4 CORRADO ADVISORS, LLC 1.02% 43,907 $2.0M
5 Diligent Investors, LLC 1.00% 90,776 $4.1M
6 ATTICUS WEALTH MANAGEMENT, LLC 0.76% 62,633 $2.8M
7 GILL CAPITAL PARTNERS, LLC 0.75% 58,103 $2.6M
8 Global Assets Advisory, LLC 0.71% 55,936 $2.5M
9 Ballast Rock Private Wealth LLC 0.66% 26,937 $1.2M
10 Lakeridge Wealth Management LLC 0.62% 32,186 $1.4M
11 Chris Bulman Inc 0.61% 31,313 $1.4M
12 Pacific Park Financial, Inc. 0.59% 20,373 $909K
13 Hidden Cove Wealth Management, LLC 0.58% 20,083 $896K
14 Blue Water Asset Management 0.54% 35,052 $1.6M
15 KFG WEALTH MANAGEMENT, LLC 0.53% 91,102 $4.1M
16 Fortune Financial Group, Inc. 0.52% 12,900 $576K
17 BCS Wealth Management 0.52% 56,777 $2.5M
18 Vantage Point Financial LLC 0.45% 28,625 $1.3M
19 TrustBank 0.42% 24,475 $1.1M
20 CRA Financial Services, LLC 0.35% 60,452 $2.7M
21 Weaver Capital Management LLC 0.35% 35,643 $1.6M
22 LifeWealth Investments, LLC 0.34% 25,205 $1.1M
23 Castle Rock Wealth Management, LLC 0.32% 33,057 $1.5M
24 Blue Sky Capital Consultants Group, Inc. 0.29% 13,580 $606K
25 RIVERCHASE WEALTH MANAGEMENT, LLC 0.27% 11,813 $527K
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 (PMAR)

What does the Smart Money Trend signal show for PMAR?

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

Heavy selling pressure — only 29% buying: Last quarter: 94 funds sold vs only 39 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 PMAR holders?

Smaller funds dominant — 18% AUM from top-100: 9 of 182 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PMAR?

52% of holders stayed for 2+ years: 94 out of 182 hedge funds have held PMAR 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.