Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (KDEC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — KDEC

Based on 63 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 5Q
For 2 consecutive quarters, more hedge funds added KDEC 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
63 hedge funds hold KDEC right now — the highest count in 1.5 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.
🚀

Fast accumulation — +110% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+110% 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.
🟢

More buyers than sellers — 67% buying

42 buying21 selling
Last quarter: 42 funds were net buyers (23 opened a brand new position + 19 added to an existing one). Only 21 were sellers (13 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new KDEC position: 16 → 9 → 10 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 52% entered in last year

■ 0% conviction (2yr+) ■ 48% medium ■ 52% 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.
📈

Growing discovery — still being found

29 → 16 → 9 → 10 → 23 new funds/Q
New funds entering each quarter: 16 → 9 → 10 → 23. A growing number of institutions are discovering KDEC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new
Of 63 current holders: 62 (98%) entered in the past year, only 1 (2%) 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
1 of 63 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.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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: KDEC

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

Market Analysis: KDEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KDEC

-- --

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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: KDEC
2026 Q1 Stats Unlock in 10 days 63 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 63 48 31.25%
13F Shares 2M 1M 49.81%
Total Value $55M $36M 50.12%
New Positions 23 10 +13
Increased Positions 19 11 +8
Closed Positions 8 5 +3
Reduced Positions 13 13 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KDEC

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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)

63 + investors

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

Top 25 institutional holders of KDEC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maltin Wealth Management, Inc. 2.99% 304,909 $7.8M
2 Catalina Capital Group, LLC 1.64% 106,865 $2.7M
3 Miller Financial Services LLC 0.56% 20,012 $514K
4 TopTier Wealth Management, LLC 0.40% 25,324 $651K
5 OPTIMA CAPITAL LLC 0.32% 26,904 $691K
6 Outlook Wealth Advisors, LLC 0.28% 44,338 $1.1M
7 Liberty Atlantic Advisors LLC 0.23% 10,604 $273K
8 FSA Advisors, Inc. 0.23% 13,437 $345K
9 WEALTHGARDEN F.S. LLC 0.14% 8,099 $208K
10 PFS Partners, LLC 0.13% 11,127 $286K
11 Berkshire Money Management, Inc. 0.10% 37,530 $964K
12 Diligent Investors, LLC 0.09% 14,850 $382K
13 Atlantic Private Wealth, LLC 0.08% 4,793 $123K
14 Beacon Financial Advisory LLC 0.08% 13,685 $352K
15 Procyon Advisors, LLC 0.07% 55,951 $1.4M
16 Annis Gardner Whiting Capital Advisors, LLC 0.06% 15,525 $399K
17 Faithward Advisors, LLC 0.05% 14,415 $370K
18 DHJJ Financial Advisors, Ltd. 0.05% 6,139 $158K
19 FIDUCIARY FINANCIAL GROUP, LLC 0.03% 9,530 $245K
20 Noble Wealth Management PBC 0.03% 2,125 $55K
21 INDEPENDENT FINANCIAL GROUP, LLC 0.03% 34,751 $893K
22 GILL CAPITAL PARTNERS, LLC 0.02% 3,097 $80K
23 Sigma Planning Corp 0.02% 30,603 $786K
24 RED REEF ADVISORS LLC 0.02% 787 $20K
25 BLAIR WILLIAM & CO/IL 0.02% 204,482 $5.3M
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 (KDEC)

What does the Smart Money Trend signal show for KDEC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added KDEC 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 KDEC?

More buyers than sellers — 67% buying: Last quarter: 42 funds were net buyers (23 opened a brand new position + 19 added to an existing one). Only 21 were sellers (13 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KDEC holders?

Smaller funds dominant — 1% AUM from top-100: 1 of 63 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 KDEC?

Mostly new holders — 52% 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.