Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (EJUL)

72 + 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
↑ +5
Streak
3Q ▲
Buyers last Q
47%

Smart Money Signals — EJUL

Based on 73 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
73 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

28 buying32 selling
Last quarter: 32 funds reduced or exited vs 28 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: 8 → 16 → 9 → 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+) ■ 33% medium ■ 22% new
33 out of 73 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.
📊

Peak discovery — momentum slowing

8 → 8 → 16 → 9 → 11 new funds/Q
New funds entering each quarter: 8 → 16 → 9 → 11. EJUL 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 — 55% veterans vs 33% newcomers

■ 55% veterans ■ 12% 1-2yr ■ 33% new
Entry-cohort mix of 73 holders: 40 (55%) are 2+ year veterans, 9 entered 1–2 years ago, and 24 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
5 of 73 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 Q1, 28 hedge funds were net buyers of EJUL (11 opened a new position, 17 added to an existing one), while 32 reduced or exited (26 trimmed, 6 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 73.

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

-- --

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

Is It Too Late to Buy Innovator Etfs Trust (EJUL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EJUL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
EJUL
+4.2%
SPY
+13.9%

EJUL outperformed SPY by -9.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EJUL
+0.7%
SPY
+0.2%

Since the filing became public, EJUL outperformed SPY by +0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: EJUL
72 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 72 68 5.88%
13F Shares 2M 2M 11.41%
Total Value $55M $49M 12.24%
New Positions 11 9 +2
Increased Positions 17 11 +6
Closed Positions 7 8 -1
Reduced Positions 26 27 -1
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 Q1)

72 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Liberty Atlantic Advisors LLC 2.35% 92,097 $2.8M
2 Corrado Advisors, LLC 1.83% 117,629 $3.5M
3 HFG Wealth Management, LLC 1.39% 84,437 $2.5M
4 BFI Wealth Solutions, LLC 1.06% 36,648 $1.1M
5 Helium Advisors LLC 0.57% 20,143 $602K
6 Opus Financial Solutions LLC 0.35% 12,459 $372K
7 Diligent Investors, LLC 0.35% 46,840 $1.4M
8 Cape Investment Advisory, Inc. 0.28% 28,627 $856K
9 Arlington Capital Management, Inc. 0.23% 13,703 $410K
10 Talon Private Wealth, LLC 0.23% 57,767 $1.7M
11 Berger Financial Group, Inc 0.20% 120,915 $3.6M
12 WorthPointe, LLC 0.18% 22,313 $667K
13 Straight Path Wealth Management 0.17% 21,563 $644K
14 Cornerstone Wealth, LLC/TN 0.16% 9,078 $280K
15 Winnow Wealth LLC 0.16% 6,813 $204K
16 Ifrah Financial Services, Inc. 0.15% 19,605 $586K
17 Stratos Wealth Advisors, LLC 0.14% 74,306 $2.2M
18 3EDGE Asset Management, LP 0.13% 92,677 $2.7M
19 Signal Advisors Wealth, LLC 0.12% 57,767 $1.7M
20 Triad Wealth Partners, LLC 0.11% 45,543 $1.4M
21 WPWealth LLP 0.09% 18,871 $564K
22 Faithward Advisors, LLC 0.06% 13,548 $405K
23 Whipplewood Advisors, LLC 0.05% 3,485 $104K
24 Gill Capital Partners, LLC 0.04% 4,919 $147K
25 Jacobi Capital Management LLC 0.04% 25,154 $752K
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 — 3 quarters in a row: For 3 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 — 47% buying: Last quarter: 32 funds reduced or exited vs 28 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 — 8% AUM from top-100: 5 of 73 holders rank in the top 100 by AUM, but together hold only 8% 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: 33 out of 73 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.

Is it too late to buy Innovator Etfs Trust (EJUL) following the 2026 Q1 hedge fund 13F filings?

As of today, EJUL has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), EJUL has gained +4.2% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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