Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (DDTL)

35 + Investors. Track Smart Money conviction in DDTL. 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
41%

Smart Money Signals — DDTL

Based on 35 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 2Q
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 (95% of max)

95% of all-time peak
35 hedge funds hold DDTL right now — the highest count in 0.8 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 — 41% buying

12 buying17 selling
Last quarter: 17 funds reduced or exited vs 12 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.
➡️

Steady new buyers — ~5 new funds per quarter

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

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 35 current holders: 35 (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
3 of 35 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.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — 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 — DDTL

In 2026 Q1, 12 hedge funds were net buyers of DDTL (5 opened a new position, 7 added to an existing one), while 17 reduced or exited (12 trimmed, 5 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 35.

Hedge Fund Ownership: DDTL

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

Market Analysis: DDTL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DDTL

-- --

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

Is It Too Late to Buy INNOVATOR ETFS TRUST (DDTL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DDTL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 53d ago
DDTL
+5.9%
SPY
+14.7%

DDTL outperformed SPY by -8.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 8d ago
DDTL
+0.2%
SPY
+0.9%

Since the filing became public, DDTL outperformed SPY by -0.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
1.1
/ 10
conviction
Hedge Fund Positioning: DDTL
35 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 35 35 -
13F Shares 4M 4M -8.77%
Total Value $72M $80M -10.35%
New Positions 5 7 -2
Increased Positions 7 7 -
Closed Positions 5 9 -4
Reduced Positions 12 10 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DDTL

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Institutional Holders (2026 Q1)

35 + investors

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

QUARTER:
Top 25 institutional holders of DDTL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 INVESTMENT MANAGEMENT CORP /VA/ /ADV 8.31% 467,955 $9.7M
2 Pinnacle Wealth Management Group, Inc. 0.83% 81,285 $1.7M
3 CORRADO ADVISORS, LLC 0.64% 59,607 $1.2M
4 Southland Equity Partners LLC 0.62% 154,592 $3.2M
5 Gradient Investments LLC 0.60% 1,866,754 $38.6M
6 WORLD EQUITY GROUP, INC. 0.40% 74,852 $1.5M
7 Paladin Wealth, LLC 0.21% 14,491 $300K
8 A4 Wealth Advisors LLC 0.18% 10,802 $223K
9 Brown Financial Advisors 0.17% 22,031 $456K
10 RED REEF ADVISORS LLC 0.13% 6,081 $127K
11 Weaver Consulting Group 0.09% 18,583 $384K
12 Diligent Investors, LLC 0.07% 14,200 $294K
13 Mattson Financial Services, LLC 0.06% 12,766 $264K
14 Stratos Wealth Advisors, LLC 0.05% 35,500 $734K
15 Dynamic Advisor Solutions LLC 0.03% 47,298 $978K
16 Occidental Asset Management, LLC 0.03% 10,450 $216K
17 CreativeOne Wealth, LLC 0.02% 49,001 $1.0M
18 TopTier Wealth Management, LLC 0.02% 1,676 $35K
19 Brookstone Capital Management 0.02% 71,262 $1.5M
20 Strategic Blueprint, LLC 0.01% 12,195 $252K
21 DHJJ Financial Advisors, Ltd. 0.01% 2,059 $43K
22 Atria Investments, Inc 0.01% 38,534 $797K
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 249,300 $5.2M
24 Beacon Pointe Advisors, LLC 0.01% 64,789 $1.3M
25 IFP Advisors, Inc 0.01% 14,094 $291K
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 (DDTL)

What does the Smart Money Trend signal show for DDTL?

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 DDTL?

More sellers than buyers — 41% buying: Last quarter: 17 funds reduced or exited vs 12 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 DDTL holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 35 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 DDTL?

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.

Is it too late to buy INNOVATOR ETFS TRUST (DDTL) following the 2026 Q1 hedge fund 13F filings?

As of today, DDTL has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), DDTL has gained +5.9% vs +14.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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