Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (PSEP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
3Q ▲
Buyers last Q
34%

Smart Money Signals — PSEP

Based on 220 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PSEP 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
220 hedge funds hold PSEP 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 — +18% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 34% buying

55 buying109 selling
Last quarter: 109 funds sold vs only 55 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 15 → 36 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 20% new
120 out of 220 hedge funds have held PSEP 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.
🚀

Acceleration phase — new buyers rushing in

25 → 12 → 15 → 36 → 34 new funds/Q
New funds entering each quarter: 12 → 15 → 36 → 34. 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.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 18% 1-2yr ■ 23% new
Of 220 current holders: 129 (59%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
12 of 220 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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: PSEP

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

Market Analysis: PSEP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSEP

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

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: PSEP
2026 Q1 Stats Unlock in 19 days 220 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 220 204 7.84%
13F Shares 17M 18M -3.44%
Total Value $739M $758M -2.48%
New Positions 34 36 -2
Increased Positions 21 78 -57
Closed Positions 18 14 +4
Reduced Positions 91 47 +44
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSEP

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

220 + investors

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

Top 25 institutional holders of PSEP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Michels Family Financial, LLC 1.33% 42,695 $1.8M
2 CORRADO ADVISORS, LLC 1.31% 58,282 $2.5M
3 Chris Bulman Inc 1.27% 67,523 $2.9M
4 Cassady Wealth & Retirement Planning, LLC 1.24% 43,346 $1.9M
5 Pinnacle Wealth Management Group, Inc. 0.91% 43,065 $1.9M
6 RED REEF ADVISORS LLC 0.77% 17,300 $756K
7 MBL Wealth, LLC 0.75% 229,345 $9.9M
8 Weaver Capital Management LLC 0.71% 76,074 $3.3M
9 Pacific Park Financial, Inc. 0.67% 23,764 $1.0M
10 O'Connor Financial Group LLC 0.64% 36,067 $1.6M
11 MeadowBrook Investment Advisors LLC 0.58% 15,108 $651K
12 Diligent Investors, LLC 0.55% 51,517 $2.2M
13 KFG WEALTH MANAGEMENT, LLC 0.42% 75,016 $3.2M
14 Cannon Advisors, Inc. 0.41% 12,793 $551K
15 Liberty Atlantic Advisors LLC 0.37% 10,037 $432K
16 RED CRANE WEALTH MANAGEMENT, LLC 0.29% 8,117 $350K
17 Southland Equity Partners LLC 0.27% 31,611 $1.4M
18 Outlook Wealth Advisors, LLC 0.26% 25,348 $1.1M
19 Straight Path Wealth Management 0.25% 21,460 $924K
20 ALTFEST L J & CO INC 0.24% 51,692 $2.2M
21 BCS Wealth Management 0.21% 24,261 $1.0M
22 CYPRESS FINANCIAL PLANNING LLC 0.19% 16,318 $703K
23 BigSur Wealth Management LLC 0.19% 16,000 $689K
24 Beacon Financial Advisory LLC 0.19% 19,761 $851K
25 Pathway Financial Advisors LLC 0.18% 34,430 $1.5M
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 (PSEP)

What does the Smart Money Trend signal show for PSEP?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PSEP 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 PSEP?

Heavy selling pressure — only 34% buying: Last quarter: 109 funds sold vs only 55 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 PSEP holders?

Strong quality — 29% AUM from major funds: 12 of 220 holders rank in the top 100 by AUM, accounting for 29% 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 PSEP?

55% of holders stayed for 2+ years: 120 out of 220 hedge funds have held PSEP 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.