Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (EJUL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
4Q ▲
Buyers last Q
49%

Smart Money Signals — EJUL

Based on 75 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added EJUL 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
75 hedge funds hold EJUL 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 — +34% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+34% 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 — 49% buying

33 buying34 selling
Last quarter: 34 funds reduced or exited vs 33 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 9 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 27% medium ■ 28% new
34 out of 75 hedge funds have held EJUL 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 — ~11 new funds/quarter

8 → 16 → 9 → 11 → 11 new funds/Q
New funds entering each quarter: 16 → 9 → 11 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 37% newcomers

■ 49% veterans ■ 13% 1-2yr ■ 37% new
Entry-cohort mix of 75 holders: 37 (49%) are 2+ year veterans, 10 entered 1–2 years ago, and 28 (37%) 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
3 of 74 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 — EJUL

In 2026 Q2, 33 hedge funds were net buyers of EJUL (11 opened a new position, 22 added to an existing one), while 34 reduced or exited (25 trimmed, 9 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 75.

Hedge Fund Ownership: EJUL

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

Market Analysis: EJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EJUL

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: EJUL
73 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 73 73 -
13F Shares 2M 2M -9.76%
Total Value $50M $55M -8.36%
New Positions 11 11 -
Increased Positions 22 17 +5
Closed Positions 10 6 +4
Reduced Positions 24 26 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EJUL

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Institutional Holders (2026 Q2)

73 + investors

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

QUARTER:
Top 25 EJUL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Liberty Atlantic Advisors LLC 2.01% 89,207 $2.8M
2 Corrado Advisors, LLC 1.86% 129,517 $4.0M
3 BFI Wealth Solutions, LLC 0.99% 42,933 $1.3M
4 Helium Advisors LLC 0.52% 20,143 $629K
5 HFG Wealth Management, LLC 0.48% 15,334 $479K
6 Diligent Investors, LLC 0.33% 46,834 $1.5M
7 Arlington Capital Management, Inc. 0.31% 15,753 $492K
8 Cornerstone Wealth, LLC/TN 0.28% 17,910 $546K
9 Opus Financial Solutions LLC 0.25% 9,905 $309K
10 Cape Investment Advisory, Inc. 0.24% 28,927 $904K
11 Talon Private Wealth, LLC 0.21% 57,137 $1.8M
12 Berger Financial Group, Inc 0.19% 117,316 $3.7M
13 Straight Path Wealth Management 0.17% 23,338 $729K
14 WorthPointe, LLC 0.17% 21,575 $674K
15 Ifrah Financial Services, Inc. 0.15% 19,476 $608K
16 Winnacle Wealth LLC 0.14% 6,655 $208K
17 Stratos Wealth Advisors, LLC 0.12% 70,618 $2.2M
18 Signal Advisors Wealth, LLC 0.10% 60,933 $1.9M
19 WPWealth LLP 0.09% 18,871 $589K
20 Access Financial Services, INC. 0.08% 8,182 $256K
21 Smallwood Wealth Investment Management, LLC 0.08% 6,029 $188K
22 Triad Wealth Partners, LLC 0.08% 43,594 $1.3M
23 Vantage Point Financial LLC 0.07% 7,799 $244K
24 Faithward Advisors, LLC 0.05% 13,503 $422K
25 Jacobi Capital Management LLC 0.04% 25,154 $786K
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 (EJUL)

What does the Smart Money Trend signal show for EJUL?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added EJUL 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 EJUL?

More sellers than buyers — 49% buying: Last quarter: 34 funds reduced or exited vs 33 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 EJUL holders?

Smaller funds dominant — 4% AUM from top-100: 3 of 74 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 EJUL?

45% of holders stayed for 2+ years: 34 out of 75 hedge funds have held EJUL 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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