Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (BJUN)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
40%

Smart Money Signals — BJUN

Based on 85 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BJUN 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
85 hedge funds hold BJUN 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.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 40% buying

25 buying37 selling
Last quarter: 37 funds reduced or exited vs 25 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new BJUN position: 7 → 15 → 7 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 22% medium 19% new
50 out of 85 hedge funds have held BJUN 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.
➡️

Steady discovery — ~13 new funds/quarter

11 → 7 → 15 → 7 → 13 new funds/Q
New funds entering each quarter: 7 → 15 → 7 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 15% 1-2yr 22% new
Of 85 current holders: 53 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
5 of 85 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.
4.1
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.

Hedge Fund Ownership: BJUN

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

Market Analysis: BJUN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BJUN

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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.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: BJUN
2026 Q1 Stats Unlock in 11 days 85 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 85 80 6.25%
13F Shares 2M 3M -26.8%
Total Value $96M $128M -25.21%
New Positions 13 7 +6
Increased Positions 12 17 -5
Closed Positions 8 12 -4
Reduced Positions 29 31 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BJUN

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Institutional Holders (2026 Q1)

85 + investors

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

Top 25 institutional holders of BJUN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maltin Wealth Management, Inc. 0.54% 30,417 $1.4M
2 TopTier Wealth Management, LLC 0.47% 16,390 $758K
3 My Personal CFO, LLC 0.40% 19,580 $906K
4 CORRADO ADVISORS, LLC 0.39% 16,103 $745K
5 INTEGRAL INVESTMENT ADVISORS, INC. 0.39% 33,710 $1.6M
6 DHJJ Financial Advisors, Ltd. 0.36% 23,687 $1.1M
7 Outlook Wealth Advisors, LLC 0.30% 27,038 $1.3M
8 Strategic Blueprint, LLC 0.28% 102,818 $4.8M
9 FSA Advisors, Inc. 0.26% 8,545 $395K
10 Ballast Rock Private Wealth LLC 0.22% 8,647 $400K
11 BCS Wealth Management 0.21% 22,358 $1.0M
12 Beacon Financial Advisory LLC 0.20% 19,015 $880K
13 RETIREMENT INCOME SOLUTIONS, INC 0.11% 14,103 $652K
14 Chris Bulman Inc 0.09% 4,347 $201K
15 Barnes Dennig Private Wealth Management LLC 0.08% 1,684 $78K
16 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.08% 32,252 $1.5M
17 Fragasso Financial Advisors Inc 0.08% 26,915 $1.3M
18 Lantz Financial LLC 0.07% 7,351 $340K
19 Rothschild Wealth LLC 0.06% 14,801 $685K
20 WealthShield Partners, LLC 0.06% 10,700 $495K
21 Stratos Wealth Advisors, LLC 0.05% 16,714 $773K
22 SILVER OAK SECURITIES, INCORPORATED 0.04% 11,450 $530K
23 CRA Financial Services, LLC 0.04% 6,025 $279K
24 FIDELIS CAPITAL PARTNERS, LLC 0.03% 10,240 $474K
25 AdvisorNet Financial, Inc 0.03% 11,479 $531K
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 (BJUN)

What does the Smart Money Trend signal show for BJUN?

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

More sellers than buyers — 40% buying: Last quarter: 37 funds reduced or exited vs 25 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 BJUN holders?

Smaller funds dominant — 3% AUM from top-100: 5 of 85 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 BJUN?

59% of holders stayed for 2+ years: 50 out of 85 hedge funds have held BJUN 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.