Stock Analysis
Data Source: SEC EDGAR 13F
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Innovator Etfs Trust (DDFO)

55 + Investors. Track Smart Money conviction in DDFO. 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
↑ +7
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — DDFO

Based on 56 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added DDFO 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
56 hedge funds hold DDFO 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.
🟡

Slight buying edge — 50% buying

23 buying23 selling
Last quarter: 23 funds bought or added vs 23 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.
🔄

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 56 current holders: 56 (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 — 17% AUM from top-100

17% from top-100 AUM funds
3 of 56 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — DDFO

In 2026 Q1, 23 hedge funds were net buyers of DDFO (15 opened a new position, 8 added to an existing one), while 23 reduced or exited (15 trimmed, 8 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: DDFO

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

Market Analysis: DDFO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DDFO

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: DDFO
2026 Q2 Stats Unlock in 2 days 55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 49 12.24%
13F Shares 3M 5M -41.64%
Total Value $66M $116M -43.47%
New Positions 14 49 -35
Increased Positions 8 0 +8
Closed Positions 8 0 +8
Reduced Positions 15 0 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DDFO

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Institutional Holders (2026 Q2)

55 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 DDFO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valtinson Bruner Financial Planning LLC 2.76% 489,751 $11.0M
2 Weaver Capital Management LLC 2.23% 471,002 $10.1M
3 Welch Financial Planning, LLC 0.43% 32,693 $736K
4 SageView Advisory Group, LLC 0.39% 501,905 $10.8M
5 Southland Equity Partners LLC 0.33% 83,962 $1.9M
6 Grantvest Financial Group LLC 0.26% 20,283 $457K
7 Castle Rock Wealth Management, LLC 0.20% 45,848 $1.0M
8 Pitti Group Wealth Management, LLC 0.18% 11,150 $251K
9 Cassady Wealth & Retirement Planning, LLC 0.15% 14,806 $333K
10 DHJJ Financial Advisors, Ltd. 0.15% 23,177 $522K
11 World Equity Group, INC. 0.15% 29,757 $670K
12 Archer Investment Corp 0.12% 26,753 $602K
13 Pinnacle Wealth Management Group, Inc. 0.10% 9,320 $210K
14 Keystone Wealth Services, LLC 0.09% 20,649 $465K
15 Calton & Associates, INC. 0.08% 24,517 $552K
16 Financial Solutions Advisory Group, Inc. 0.07% 23,291 $525K
17 Kfg Wealth Management, LLC 0.04% 16,807 $378K
18 Cornerstone Wealth Group, LLC 0.04% 30,425 $685K
19 Caliber Wealth Management, LLC / Ks 0.04% 18,354 $413K
20 Harbour Investments, INC. 0.02% 59,849 $1.3M
21 Silver Oak Securities, Incorporated 0.02% 12,995 $293K
22 Independent Financial Group, LLC 0.02% 40,264 $906K
23 World Investment Advisors 0.01% 38,415 $824K
24 Koshinski Asset Management, Inc. 0.01% 10,646 $240K
25 Kingswood Wealth Advisors, LLC 0.01% 13,777 $310K
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 (DDFO)

What does the Smart Money Trend signal show for DDFO?

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

Slight buying edge — 50% buying: Last quarter: 23 funds bought or added vs 23 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 DDFO holders?

Smaller funds dominant — 17% AUM from top-100: 3 of 56 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DDFO?

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.

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