Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (IJAN)

109 + 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
↑ +19
Streak
2Q ▲
Buyers last Q
70%

Smart Money Signals — IJAN

Based on 110 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak
110 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.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+21 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 buyers than sellers — 70% buying

70 buying30 selling
Last quarter: 70 funds were net buyers (29 opened a brand new position + 41 added to an existing one). Only 30 were sellers (20 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new IJAN position: 11 → 6 → 19 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 24% medium ■ 33% new
48 out of 110 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.
🚀

Acceleration phase — new buyers rushing in

13 → 11 → 6 → 19 → 29 new funds/Q
New funds entering each quarter: 11 → 6 → 19 → 29. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 45% veterans vs 37% newcomers

■ 45% veterans ■ 17% 1-2yr ■ 37% new
Entry-cohort mix of 110 holders: 50 (45%) are 2+ year veterans, 19 entered 1–2 years ago, and 41 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
8 of 110 holders rank in the top 100 by AUM, but together hold only 5% 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 — IJAN

In 2026 Q1, 70 hedge funds were net buyers of IJAN (29 opened a new position, 41 added to an existing one), while 30 reduced or exited (20 trimmed, 10 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 110.

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.

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

Signal Freshness measures how much IJAN 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 · 84d ago
IJAN
+5.2%
SPY
+14.9%

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

Since 13F Filing Date May 15, 2026 · 39d ago
IJAN
+2.3%
SPY
+1.1%

Since the filing became public, IJAN outperformed SPY by +1.2% .

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 5 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: IJAN
109 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 109 91 19.78%
13F Shares 5M 3M 47.37%
Total Value $180M $122M 47.88%
New Positions 29 19 +10
Increased Positions 41 26 +15
Closed Positions 11 18 -7
Reduced Positions 20 30 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IJAN

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Financial Highlights

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Institutional Holders (2026 Q1)

109 + investors

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

QUARTER:
Top 25 IJAN holders by conviction (% of portfolio weight) — 2026 Q1 · 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 BFI Wealth Solutions, LLC 2.80% 79,705 $2.9M
5 Cornerstone Wealth, LLC/TN 2.67% 127,879 $4.7M
6 HFG Wealth Management, LLC 2.27% 113,792 $4.1M
7 JDM Financial Group LLC 1.16% 82,989 $3.0M
8 My Personal CFO, LLC 0.90% 56,630 $2.1M
9 VanWeelden Wealth Management, LLC 0.82% 28,226 $1.0M
10 Corrado Advisors, LLC 0.75% 39,680 $1.4M
11 NewCorp Financial Services, Inc. 0.60% 18,951 $688K
12 Retirement Guys Formula LLC 0.49% 29,514 $1.1M
13 WPWealth LLP 0.49% 88,353 $3.2M
14 DHJJ Financial Advisors, Ltd. 0.42% 34,596 $1.3M
15 Opus Financial Solutions LLC 0.36% 10,486 $380K
16 Wealthgarden F.S. LLC 0.33% 13,138 $477K
17 Diligent Investors, LLC 0.32% 35,302 $1.3M
18 Talon Private Wealth, LLC 0.25% 51,909 $1.9M
19 PFS Partners, LLC 0.23% 13,964 $507K
20 BIP Wealth, LLC 0.21% 143,126 $5.2M
21 AdvisorNet Financial, Inc 0.21% 111,746 $4.1M
22 Global Strategic Investment Solutions, LLC 0.21% 58,445 $2.1M
23 Vestia Personal Wealth Advisors 0.18% 10,598 $384K
24 Access Financial Services, INC. 0.18% 13,975 $507K
25 Financial Network Wealth Advisors LLC 0.17% 4,649 $169K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 buyers than sellers — 70% buying: Last quarter: 70 funds were net buyers (29 opened a brand new position + 41 added to an existing one). Only 30 were sellers (20 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IJAN holders?

Smaller funds dominant — 5% AUM from top-100: 8 of 110 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IJAN?

44% of holders stayed for 2+ years: 48 out of 110 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.

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

As of today, IJAN has moved +2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +1.2%. Since the quarter end (March 31, 2026), IJAN has gained +5.2% vs +14.9% 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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