Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (IJAN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — IJAN

Based on 89 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 IJAN 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 (98% of max)

98% of all-time peak
89 hedge funds hold IJAN 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 — +6% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+6% 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

43 buying48 selling
Last quarter: 48 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.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new IJAN position: 13 → 10 → 6 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 34% medium ■ 18% new
43 out of 89 hedge funds have held IJAN 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 — ~19 new funds/quarter

13 → 13 → 10 → 6 → 19 new funds/Q
New funds entering each quarter: 13 → 10 → 6 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 26% 1-2yr ■ 26% new
Of 89 current holders: 43 (48%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
6 of 89 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: IJAN

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

Market Analysis: IJAN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IJAN

-- --

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.

6 top-rated funds 3 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IJAN
2026 Q1 Stats Unlock in 12 days 89 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 89 88 1.14%
13F Shares 3M 3M 8.23%
Total Value $118M $106M 10.58%
New Positions 19 6 +13
Increased Positions 24 15 +9
Closed Positions 18 9 +9
Reduced Positions 30 41 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IJAN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

89 + investors

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

Top 25 institutional holders of IJAN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Long Island Wealth Management, Inc. 8.59% 510,484 $18.5M
2 Compass Advisory Group LLC 8.08% 832,806 $30.2M
3 RED CRANE WEALTH MANAGEMENT, LLC 3.20% 107,137 $3.9M
4 HFG Wealth Management, LLC 2.27% 113,792 $4.1M
5 My Personal CFO, LLC 0.90% 56,630 $2.1M
6 CORRADO ADVISORS, LLC 0.75% 39,680 $1.4M
7 NewCorp Financial Services, Inc. 0.60% 18,951 $688K
8 RETIREMENT GUYS FORMULA LLC 0.49% 29,514 $1.1M
9 DHJJ Financial Advisors, Ltd. 0.42% 34,596 $1.3M
10 Opus Financial Solutions LLC 0.36% 10,486 $380K
11 WEALTHGARDEN F.S. LLC 0.33% 13,138 $477K
12 Diligent Investors, LLC 0.32% 35,302 $1.3M
13 PFS Partners, LLC 0.23% 13,964 $507K
14 BIP Wealth, LLC 0.21% 143,126 $5.2M
15 AdvisorNet Financial, Inc 0.21% 111,746 $4.1M
16 Global Strategic Investment Solutions, LLC 0.21% 58,445 $2.1M
17 VESTIA PERSONAL WEALTH ADVISORS 0.18% 10,598 $384K
18 ACCESS FINANCIAL SERVICES, INC. 0.18% 13,975 $507K
19 GILL CAPITAL PARTNERS, LLC 0.16% 15,676 $569K
20 Triad Wealth Partners, LLC 0.13% 46,722 $1.7M
21 AssuredPartners Investment Advisors, LLC 0.13% 33,344 $1.2M
22 Signal Advisors Wealth, LLC 0.13% 51,909 $1.9M
23 Atlantic Private Wealth, LLC 0.13% 5,400 $196K
24 Vantage Point Financial LLC 0.13% 10,027 $364K
25 Cypress Wealth Services, LLC 0.11% 21,274 $772K
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 (IJAN)

What does the Smart Money Trend signal show for IJAN?

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

More sellers than buyers — 47% buying: Last quarter: 48 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 IJAN holders?

Smaller funds dominant — 4% AUM from top-100: 6 of 89 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 IJAN?

48% of holders stayed for 2+ years: 43 out of 89 hedge funds have held IJAN 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.