Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (XDQQ)

29 + Investors. Track Smart Money conviction in XDQQ. 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
↑ +1
Streak
4Q ▲
Buyers last Q
52%

Smart Money Signals — XDQQ

Based on 29 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added XDQQ 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
29 hedge funds hold XDQQ 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 — +26% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+26% 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.
🟡

Slight buying edge — 52% buying

14 buying13 selling
Last quarter: 14 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 7 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 38% new

28% conviction (2yr+) 34% medium 38% new
Of the 29 current holders: 8 (28%) held >2 years, 10 held 1–2 years, and 11 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.
➡️

Steady discovery — ~2 new funds/quarter

5 → 5 → 4 → 7 → 2 new funds/Q
New funds entering each quarter: 5 → 4 → 7 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 28% veterans, 48% new entrants

28% veterans 24% 1-2yr 48% new
Of 29 current holders: 8 (28%) held 2+ years, 7 held 1–2 years, 14 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
3 of 29 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.
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: XDQQ

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

Market Analysis: XDQQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XDQQ

-- --

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: XDQQ
2026 Q1 Stats Unlock in 11 days 29 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 29 28 3.57%
13F Shares 826K 827K -0.04%
Total Value $33M $31M 4.54%
New Positions 2 7 -5
Increased Positions 12 12 -
Closed Positions 1 6 -5
Reduced Positions 12 8 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XDQQ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

29 + investors

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

Top 18 institutional holders of XDQQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Welch Financial Planning, LLC 2.26% 84,999 $3.1M
2 Ballast Rock Private Wealth LLC 0.13% 6,392 $236K
3 Triad Wealth Partners, LLC 0.11% 38,750 $1.4M
4 Vantage Point Financial LLC 0.10% 7,967 $295K
5 Encompass More Asset Management 0.06% 10,462 $387K
6 JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.06% 6,924 $274K
7 Maia Wealth LLC 0.05% 8,290 $307K
8 Atria Investments, Inc 0.02% 58,270 $2.2M
9 Brookstone Capital Management 0.02% 44,891 $1.7M
10 HighTower Advisors, LLC 0.01% 153,126 $5.7M
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 85,640 $3.2M
12 Farther Finance Advisors, LLC 0.00% 7,479 $280K
13 Steward Partners Investment Advisory, LLC 0.00% 8,583 $318K
14 DHJJ Financial Advisors, Ltd. 0.00% 40 $1K
15 IFP Advisors, Inc 0.00% 209 $8K
16 LPL Financial LLC 0.00% 6,714 $248K
17 CoreCap Advisors, LLC 0.00% 17
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 887 $33K
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 (XDQQ)

What does the Smart Money Trend signal show for XDQQ?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added XDQQ 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 XDQQ?

Slight buying edge — 52% buying: Last quarter: 14 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XDQQ holders?

Smaller funds dominant — 3% AUM from top-100: 3 of 29 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 XDQQ?

Mixed — 28% long-term, 38% new: Of the 29 current holders: 8 (28%) held >2 years, 10 held 1–2 years, and 11 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.