Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (IJUL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — IJUL

Based on 109 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IJUL 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 (99% of max)

99% of all-time peak
109 hedge funds hold IJUL 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 — +21% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+21% 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 — 45% buying

38 buying46 selling
Last quarter: 46 funds reduced or exited vs 38 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 18 → 13 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 24% medium ■ 26% new
55 out of 109 hedge funds have held IJUL 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.
⚠️

Saturation — most institutions already know this story

10 → 24 → 18 → 13 → 12 new funds/Q
New funds entering each quarter: 24 → 18 → 13 → 12. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 51% veterans vs 34% newcomers

■ 51% veterans ■ 15% 1-2yr ■ 34% new
Entry-cohort mix of 109 holders: 56 (51%) are 2+ year veterans, 16 entered 1–2 years ago, and 37 (34%) 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
6 of 109 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 — IJUL

In 2026 Q2, 38 hedge funds were net buyers of IJUL (12 opened a new position, 26 added to an existing one), while 46 reduced or exited (36 trimmed, 10 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 109.

Hedge Fund Ownership: IJUL

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

Market Analysis: IJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IJUL

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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 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IJUL
108 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 108 107 0.93%
13F Shares 4M 4M -0.28%
Total Value $133M $126M 5.96%
New Positions 12 13 -1
Increased Positions 26 15 +11
Closed Positions 11 16 -5
Reduced Positions 35 45 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IJUL

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Financial Highlights

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Institutional Holders (2026 Q2)

108 + investors

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

QUARTER:
Top 25 IJUL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gts Financial, LLC 4.47% 192,190 $6.1M
2 Cornerstone Wealth, LLC/TN 2.25% 122,861 $4.4M
3 BFI Wealth Solutions, LLC 1.90% 71,296 $2.6M
4 Long Island Wealth Management, Inc. 0.98% 65,841 $2.4M
5 Corrado Advisors, LLC 0.89% 53,482 $1.9M
6 Red Crane Wealth Management, LLC 0.73% 27,722 $997K
7 Access Financial Services, INC. 0.56% 47,405 $1.7M
8 Opus Financial Solutions LLC 0.47% 16,336 $588K
9 WorthPointe, LLC 0.38% 42,546 $1.5M
10 Berger Financial Group, Inc 0.37% 199,418 $7.2M
11 Diligent Investors, LLC 0.36% 45,256 $1.6M
12 Liberty Atlantic Advisors LLC 0.30% 11,682 $420K
13 Straight Path Wealth Management 0.29% 35,068 $1.3M
14 Bedel Financial Consulting, Inc. 0.29% 85,469 $3.1M
15 Global Strategic Investment Solutions, LLC 0.28% 89,016 $3.2M
16 Talon Private Wealth, LLC 0.23% 54,837 $2.0M
17 Ifrah Financial Services, Inc. 0.21% 23,943 $861K
18 DHJJ Financial Advisors, Ltd. 0.21% 20,007 $720K
19 Level Four Advisory Services, LLC 0.19% 191,865 $6.9M
20 Compass Advisory Group LLC 0.18% 21,338 $768K
21 PFS Partners, LLC 0.17% 11,602 $417K
22 BCS Wealth Management 0.16% 24,975 $898K
23 Stratos Wealth Advisors, LLC 0.13% 64,721 $2.3M
24 Vantage Point Financial LLC 0.13% 11,605 $417K
25 Cypress Financial Planning LLC 0.12% 13,416 $483K
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 (IJUL)

What does the Smart Money Trend signal show for IJUL?

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

More sellers than buyers — 45% buying: Last quarter: 46 funds reduced or exited vs 38 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 IJUL holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 109 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 IJUL?

50% of holders stayed for 2+ years: 55 out of 109 hedge funds have held IJUL 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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