Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (IMAR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
21%

Smart Money Signals — IMAR

Based on 37 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

High ownership — 92% of 2.0Y peak

92% of all-time peak
37 funds currently hold this stock — 92% of the 2.0-year high of 40 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +42% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+42% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🔴

Heavy selling pressure — only 21% buying

5 buying19 selling
Last quarter: 19 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 7 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 27% entered in last year

■ 0% conviction (2yr+) ■ 73% medium ■ 27% 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

7 → 18 → 7 → 4 → 4 new funds/Q
New funds entering each quarter: 18 → 7 → 4 → 4. 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.
🌱

Early stage — 59% of holders entered in last year

■ 0% veterans ■ 41% 1-2yr ■ 59% new
Of 37 current holders: 22 (59%) 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 — 3% AUM from top-100

3% from top-100 AUM funds
1 of 37 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.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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: IMAR

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

Market Analysis: IMAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMAR

-- --

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
0.2
/ 10
conviction
Hedge Fund Positioning: IMAR
2026 Q1 Stats Unlock in 9 days 37 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 37 40 -7.5%
13F Shares 603K 693K -12.86%
Total Value $18M $20M -10.16%
New Positions 4 4 -
Increased Positions 1 5 -4
Closed Positions 7 4 +3
Reduced Positions 12 11 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMAR

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

37 + investors

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

Top 25 institutional holders of IMAR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CORRADO ADVISORS, LLC 1.32% 87,374 $2.5M
2 ACCESS FINANCIAL SERVICES, INC. 1.26% 122,321 $3.6M
3 Ballast Rock Private Wealth LLC 0.26% 16,079 $467K
4 Diligent Investors, LLC 0.17% 24,283 $705K
5 HFG Wealth Management, LLC 0.16% 9,750 $283K
6 GILL CAPITAL PARTNERS, LLC 0.13% 15,050 $437K
7 Beacon Financial Advisory LLC 0.12% 17,651 $512K
8 Straight Path Wealth Management 0.11% 13,578 $394K
9 FIDUCIARY FINANCIAL GROUP, LLC 0.09% 22,552 $655K
10 PFS Partners, LLC 0.09% 6,496 $189K
11 Atlantic Private Wealth, LLC 0.07% 3,500 $102K
12 Lantz Financial LLC 0.06% 10,271 $298K
13 BCS Wealth Management 0.06% 10,389 $302K
14 DHJJ Financial Advisors, Ltd. 0.04% 4,229 $123K
15 Cornerstone Wealth Group, LLC 0.04% 18,453 $549K
16 PFG Advisors 0.02% 14,028 $407K
17 Stonebridge Financial Group, LLC 0.02% 7,933 $230K
18 Berger Financial Group, Inc 0.02% 10,667 $310K
19 Private Advisor Group, LLC 0.01% 73,615 $2.1M
20 MML INVESTORS SERVICES, LLC 0.01% 65,927 $1.9M
21 Kestra Advisory Services, LLC 0.01% 46,553 $1.4M
22 IFP Advisors, Inc 0.01% 8,380 $243K
23 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.00% 1,747 $51K
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 53,900 $1.6M
25 AdvisorNet Financial, Inc 0.00% 1,315 $38K
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 (IMAR)

What does the Smart Money Trend signal show for IMAR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IMAR 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 IMAR?

Heavy selling pressure — only 21% buying: Last quarter: 19 funds sold vs only 5 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 IMAR holders?

Smaller funds dominant — 3% AUM from top-100: 1 of 37 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 IMAR?

Mostly new holders — 27% 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.