Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (ZDEK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
36%

Smart Money Signals — ZDEK

Based on 85 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ZDEK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
85 hedge funds hold ZDEK 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 — +33% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+33% 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.
🔴

Heavy selling pressure — only 36% buying

21 buying37 selling
Last quarter: 37 funds sold vs only 21 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 32 → 11 → 5. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 35% entered in last year

■ 0% conviction (2yr+) ■ 65% medium ■ 35% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

16 → 11 → 32 → 11 → 5 new funds/Q
New funds entering each quarter: 11 → 32 → 11 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 0% veterans, 52% new entrants

■ 0% veterans ■ 48% 1-2yr ■ 52% new
Of 85 current holders: 0 (0%) held 2+ years, 41 held 1–2 years, 44 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
6 of 85 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.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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.

Institutional Sentiment Summary — ZDEK

In 2026 Q2, 21 hedge funds were net buyers of ZDEK (5 opened a new position, 16 added to an existing one), while 37 reduced or exited (28 trimmed, 9 sold completely) — a 36% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 85.

Hedge Fund Ownership: ZDEK

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

Market Analysis: ZDEK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZDEK

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

Loading signal freshness…
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
0.4
/ 10
conviction
Hedge Fund Positioning: ZDEK
85 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 85 89 -4.49%
13F Shares 3M 3M -7.28%
Total Value $64M $67M -4.62%
New Positions 5 11 -6
Increased Positions 16 12 +4
Closed Positions 9 9 -
Reduced Positions 28 29 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZDEK

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Institutional Holders (2026 Q2)

85 + investors

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

QUARTER:
Top 25 ZDEK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Owen LaRue, LLC 0.56% 60,574 $1.6M
2 Brown Wealth Management, LLC 0.46% 78,199 $2.1M
3 Alpine Bank Wealth Management 0.39% 116,000 $3.1M
4 Prasad Wealth Partners, LLC 0.29% 46,261 $1.2M
5 Kfg Wealth Management, LLC 0.29% 95,635 $2.5M
6 Lineweaver Wealth Advisors, LLC 0.25% 79,556 $2.1M
7 Diligent Investors, LLC 0.24% 40,000 $1.1M
8 Rps Advisory Solutions LLC 0.23% 12,976 $343K
9 FC Advisory LLC 0.21% 30,049 $794K
10 Integrity Wealth Solutions LLC 0.20% 20,940 $553K
11 FSA Advisors, Inc. 0.20% 16,738 $442K
12 Archer Investment Corp 0.20% 38,401 $1.0M
13 Peak Wealth Management LLC 0.15% 8,320 $220K
14 IMG Wealth Management, Inc. 0.15% 10,267 $271K
15 Central Valley Advisors, LLC 0.15% 22,119 $584K
16 Gwn Securities INC. 0.14% 31,907 $843K
17 Grantvest Financial Group LLC 0.12% 8,137 $215K
18 Chris Bulman Inc 0.12% 12,155 $321K
19 Marshall Financial Group, LLC 0.11% 29,802 $787K
20 AssuredPartners Investment Advisors, LLC 0.11% 44,659 $1.2M
21 Sonoma Allocations LLC 0.11% 13,185 $349K
22 Evolution Wealth Management INC. 0.09% 6,086 $161K
23 Vivid Wealth Management, LLC 0.07% 7,575 $200K
24 Sykon Capital LLC 0.07% 8,140 $215K
25 Plan Group Financial, LLC 0.05% 9,738 $257K
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 (ZDEK)

What does the Smart Money Trend signal show for ZDEK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ZDEK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ZDEK?

Heavy selling pressure — only 36% buying: Last quarter: 37 funds sold vs only 21 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 ZDEK holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 85 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 ZDEK?

Mostly new holders — 35% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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