Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (DDFL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
48%

Smart Money Signals — DDFL

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 1Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
46 hedge funds hold DDFL right now — the highest count in 0.5 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.
🟠

More sellers than buyers — 48% buying

20 buying22 selling
Last quarter: 22 funds reduced or exited vs 20 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.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% 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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 46 current holders: 46 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
2 of 46 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — 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.

Institutional Sentiment Summary — DDFL

In 2025 Q4, 20 hedge funds were net buyers of DDFL (9 opened a new position, 11 added to an existing one), while 22 reduced or exited (13 trimmed, 9 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 46.

Hedge Fund Ownership: DDFL

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

Market Analysis: DDFL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DDFL

-- --

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: DDFL
2026 Q1 Stats Unlock in 9 days 46 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 46 46 -
13F Shares 2M 2M -12.65%
Total Value $43M $49M -11.75%
New Positions 9 46 -37
Increased Positions 11 0 +11
Closed Positions 9 0 +9
Reduced Positions 13 0 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DDFL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

46 + investors

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

Top 25 institutional holders of DDFL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Welch Financial Planning, LLC 1.83% 123,676 $2.5M
2 CORRADO ADVISORS, LLC 1.45% 135,434 $2.8M
3 Southland Equity Partners LLC 0.68% 169,864 $3.5M
4 Diligent Investors, LLC 0.56% 111,008 $2.3M
5 RETIREMENT GUYS FORMULA LLC 0.55% 57,715 $1.2M
6 RED CRANE WEALTH MANAGEMENT, LLC 0.44% 26,104 $536K
7 ACT Advisors, LLC. 0.33% 37,813 $777K
8 Pinnacle Wealth Management Group, Inc. 0.13% 12,630 $259K
9 RED REEF ADVISORS LLC 0.12% 5,708 $117K
10 KFG WEALTH MANAGEMENT, LLC 0.12% 44,438 $913K
11 EVOLUTION WEALTH MANAGEMENT INC. 0.11% 7,279 $150K
12 SeaCrest Wealth Management, LLC 0.10% 45,328 $931K
13 Sigma Planning Corp 0.09% 149,110 $3.1M
14 Castle Rock Wealth Management, LLC 0.08% 19,019 $392K
15 SILVER OAK SECURITIES, INCORPORATED 0.06% 39,069 $803K
16 Strategic Blueprint, LLC 0.04% 31,513 $647K
17 HBW ADVISORY SERVICES LLC 0.03% 13,582 $279K
18 DHJJ Financial Advisors, Ltd. 0.02% 3,643 $75K
19 BIP Wealth, LLC 0.02% 26,683 $548K
20 Dynamic Advisor Solutions LLC 0.02% 25,075 $515K
21 World Investment Advisors 0.02% 47,126 $968K
22 Farther Finance Advisors, LLC 0.01% 74,711 $1.5M
23 INDEPENDENT FINANCIAL GROUP, LLC 0.01% 22,590 $464K
24 Physician Wealth Advisors, Inc. 0.01% 4,294 $88K
25 Composition Wealth, LLC 0.01% 31,720 $652K
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 (DDFL)

What does the Smart Money Trend signal show for DDFL?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for DDFL?

More sellers than buyers — 48% buying: Last quarter: 22 funds reduced or exited vs 20 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 DDFL holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 46 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DDFL?

Mostly new holders — 100% 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.