Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (UDEC)

115 + Investors. Track Smart Money conviction in UDEC. 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
↑ +5
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — UDEC

Based on 115 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 UDEC 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
115 hedge funds hold UDEC 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.
🚀

Fast accumulation — +60% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+60% 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 sellers than buyers — 49% buying

51 buying53 selling
Last quarter: 53 funds reduced or exited vs 51 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new UDEC position: 32 → 27 → 13 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 37% long-term, 34% new

37% conviction (2yr+) 30% medium 34% new
Of the 115 current holders: 42 (37%) held >2 years, 34 held 1–2 years, and 39 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

27 → 32 → 27 → 13 → 23 new funds/Q
New funds entering each quarter: 32 → 27 → 13 → 23. UDEC 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 — 41% of holders stayed 2+ years

41% veterans 5% 1-2yr 54% new
Of 115 current holders: 47 (41%) 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 — 5% AUM from top-100

5% from top-100 AUM funds
6 of 115 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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: UDEC

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

Market Analysis: UDEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UDEC

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

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: UDEC
2026 Q1 Stats Unlock in 17 days 115 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 115 110 4.55%
13F Shares 6M 5M 7.28%
Total Value $231M $208M 10.92%
New Positions 23 13 +10
Increased Positions 28 17 +11
Closed Positions 18 18 -
Reduced Positions 35 49 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UDEC

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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)

115 + investors

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

Top 25 institutional holders of UDEC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CENTRAL VALLEY ADVISORS, LLC 0.97% 91,348 $3.5M
2 Brookstone Capital Management 0.84% 1,886,457 $73.3M
3 MILESTONE ASSET MANAGEMENT, LLC 0.54% 75,699 $2.9M
4 KFG WEALTH MANAGEMENT, LLC 0.51% 101,177 $3.9M
5 Sovran Advisors, LLC 0.45% 139,430 $5.7M
6 Family Legacy Financial Solutions, LLC 0.44% 13,900 $542K
7 Bravias Capital Group, LLC 0.41% 16,016 $622K
8 NewCorp Financial Services, Inc. 0.36% 10,679 $415K
9 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.33% 149,099 $5.8M
10 RED REEF ADVISORS LLC 0.32% 8,014 $318K
11 Castle Rock Wealth Management, LLC 0.32% 37,320 $1.5M
12 Lakeridge Wealth Management LLC 0.31% 18,531 $720K
13 MBL Wealth, LLC 0.21% 71,598 $2.8M
14 William Mack & Associates, Inc. 0.20% 9,223 $358K
15 Berger Financial Group, Inc 0.19% 88,385 $3.4M
16 AssuredPartners Investment Advisors, LLC 0.19% 45,067 $1.8M
17 Bright Futures Wealth Management, LLC. 0.18% 6,721 $261K
18 WealthPLAN Partners, LLC 0.16% 21,042 $817K
19 Lantz Financial LLC 0.15% 18,838 $732K
20 Old Port Advisors 0.15% 16,875 $655K
21 FIDUCIARY FINANCIAL GROUP, LLC 0.13% 25,622 $995K
22 O'Connor Financial Group LLC 0.11% 7,232 $281K
23 WealthPlan Investment Management, LLC 0.11% 52,061 $2.0M
24 Chris Bulman Inc 0.11% 6,330 $246K
25 Strategic Blueprint, LLC 0.10% 44,599 $1.7M
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 (UDEC)

What does the Smart Money Trend signal show for UDEC?

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

More sellers than buyers — 49% buying: Last quarter: 53 funds reduced or exited vs 51 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UDEC holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 115 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UDEC?

Mixed — 37% long-term, 34% new: Of the 115 current holders: 42 (37%) held >2 years, 34 held 1–2 years, and 39 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.