Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (XDQQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
5Q ▲
Buyers last Q
63%

Smart Money Signals — XDQQ

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added XDQQ 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
36 hedge funds hold XDQQ right now — the highest count in 3.0 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 — +50% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+50% 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 — 63% buying

22 buying13 selling
Last quarter: 22 funds were net buyers (8 opened a brand new position + 14 added to an existing one). Only 13 were sellers (11 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 7 → 3 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 31% new

■ 31% conviction (2yr+) ■ 39% medium ■ 31% new
Of the 36 current holders: 11 (31%) held >2 years, 14 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~8 new funds/quarter

5 → 4 → 7 → 3 → 8 new funds/Q
New funds entering each quarter: 4 → 7 → 3 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 33% veterans, 44% new entrants

■ 33% veterans ■ 22% 1-2yr ■ 44% new
Of 36 current holders: 12 (33%) held 2+ years, 8 held 1–2 years, 16 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
3 of 36 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — XDQQ

In 2026 Q1, 22 hedge funds were net buyers of XDQQ (8 opened a new position, 14 added to an existing one), while 13 reduced or exited (11 trimmed, 2 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 36.

Hedge Fund Ownership: XDQQ

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

Market Analysis: XDQQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XDQQ

-- --

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

Loading signal freshness…
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
0.6
/ 10
conviction
Hedge Fund Positioning: XDQQ
35 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 35 36 -2.78%
13F Shares 922K 956K -3.47%
Total Value $37M $35M 4.58%
New Positions 5 8 -3
Increased Positions 10 14 -4
Closed Positions 6 2 +4
Reduced Positions 17 11 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XDQQ

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 Q2)

35 + investors

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

QUARTER:
Top 25 XDQQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Welch Financial Planning, LLC 2.22% 93,752 $3.8M
2 MY Wealth Management Inc. 0.42% 14,536 $592K
3 Vantage Point Financial LLC 0.12% 9,886 $403K
4 Financial Network Wealth Advisors LLC 0.11% 2,718 $111K
5 Gwn Securities INC. 0.08% 12,104 $493K
6 Triad Wealth Partners, LLC 0.07% 28,826 $1.1M
7 Maia Wealth LLC 0.05% 8,514 $347K
8 Encompass More Asset Management 0.05% 8,147 $332K
9 Simplicity Wealth,LLC 0.03% 23,685 $964K
10 Orion Porfolio Solutions, LLC 0.03% 103,529 $4.2M
11 Atria Investments, Inc 0.02% 55,108 $2.2M
12 Brookstone Capital Management 0.02% 47,920 $2.0M
13 Kingsview Wealth Management, LLC 0.02% 38,644 $1.6M
14 Old Mission Capital LLC 0.02% 27,418 $1.1M
15 Arkadios Wealth Advisors 0.01% 18,002 $733K
16 Highland Investment Advisors LLC 0.01% 460 $19K
17 Ashton Thomas Private Wealth, LLC 0.01% 7,675 $313K
18 Centaurus Financial, INC. 0.01% 3,921 $160K
19 HighTower Advisors, LLC 0.01% 153,126 $6.2M
20 Commonwealth Equity Services, LLC 0.00% 83,626 $3.4M
21 Cetera Investment Advisers 0.00% 111,066 $4.5M
22 Farther Finance Advisors, LLC 0.00% 7,501 $305K
23 Steward Partners Investment Advisory, LLC 0.00% 8,468 $345K
24 Osaic Holdings, INC. 0.00% 11,639 $474K
25 DHJJ Financial Advisors, Ltd. 0.00% 40 $2K
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 (XDQQ)

What does the Smart Money Trend signal show for XDQQ?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added XDQQ 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 XDQQ?

More buyers than sellers — 63% buying: Last quarter: 22 funds were net buyers (8 opened a brand new position + 14 added to an existing one). Only 13 were sellers (11 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XDQQ holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 36 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XDQQ?

Mixed — 31% long-term, 31% new: Of the 36 current holders: 11 (31%) held >2 years, 14 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

Full history →