Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (BJUL)

123 + Investors. Track Smart Money conviction in BJUL. 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
42%

Smart Money Signals — BJUL

Based on 125 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BJUL 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
125 hedge funds hold BJUL 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 — +24% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+24% 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 sellers than buyers — 42% buying

43 buying59 selling
Last quarter: 59 funds reduced or exited vs 43 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 17 → 13 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new
77 out of 125 hedge funds have held BJUL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

10 → 17 → 17 → 13 → 14 new funds/Q
New funds entering each quarter: 17 → 17 → 13 → 14. BJUL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 62% veterans vs 22% newcomers

■ 62% veterans ■ 17% 1-2yr ■ 22% new
Entry-cohort mix of 125 holders: 77 (62%) are 2+ year veterans, 21 entered 1–2 years ago, and 27 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
6 of 125 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — BJUL

In 2026 Q2, 43 hedge funds were net buyers of BJUL (14 opened a new position, 29 added to an existing one), while 59 reduced or exited (48 trimmed, 11 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 125.

Hedge Fund Ownership: BJUL

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

Market Analysis: BJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BJUL

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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.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: BJUL
123 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 123 122 0.82%
13F Shares 4M 4M 4.89%
Total Value $174M $153M 13.77%
New Positions 12 13 -1
Increased Positions 29 14 +15
Closed Positions 11 16 -5
Reduced Positions 48 54 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BJUL

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Institutional Holders (2026 Q2)

123 + investors

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

QUARTER:
Top 25 BJUL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integral Investment Advisors, INC. 3.49% 292,075 $15.9M
2 COFG Advisors, LLC 3.37% 359,409 $19.5M
3 FSA Advisors, Inc. 0.92% 37,132 $2.0M
4 My Personal CFO, LLC 0.84% 39,755 $2.2M
5 City Center Advisors, LLC 0.69% 15,670 $851K
6 Bellwether Advisors, LLC 0.60% 74,924 $4.1M
7 Corrado Advisors, LLC 0.59% 23,514 $1.3M
8 Commerce Advisors, LLC 0.54% 18,413 $1000K
9 Global Trust Wealth Management LLC 0.51% 13,675 $743K
10 Lantz Financial LLC 0.38% 38,045 $2.1M
11 Foronjy Financial LLC 0.38% 18,905 $1.0M
12 IMG Wealth Management, Inc. 0.37% 12,232 $664K
13 DHJJ Financial Advisors, Ltd. 0.34% 21,825 $1.2M
14 Blue Bell Private Wealth Management, LLC 0.34% 49,663 $2.7M
15 TopTier Wealth Management, LLC 0.32% 9,895 $537K
16 Chapman Financial Group, LLC 0.32% 8,857 $481K
17 Gwn Securities INC. 0.29% 31,971 $1.7M
18 BCGM Wealth Management, LLC 0.25% 21,352 $1.2M
19 Wingate Wealth Advisors, Inc. 0.24% 9,864 $536K
20 Rothschild Investment LLC 0.19% 91,750 $5.0M
21 Seros Financial, LLC 0.18% 6,325 $344K
22 Berkshire Money Management, Inc. 0.17% 34,038 $1.8M
23 Ballast Rock Private Wealth LLC 0.17% 6,671 $362K
24 BCS Wealth Management 0.16% 16,313 $886K
25 4J Wealth Management LLC 0.15% 5,750 $312K
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 (BJUL)

What does the Smart Money Trend signal show for BJUL?

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

More sellers than buyers — 42% buying: Last quarter: 59 funds reduced or exited vs 43 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 BJUL holders?

Smaller funds dominant — 4% AUM from top-100: 6 of 125 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BJUL?

62% of holders stayed for 2+ years: 77 out of 125 hedge funds have held BJUL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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