Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (IJUL)

106 + 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
↓ -3
Streak
1Q ▼
Buyers last Q
31%

Smart Money Signals — IJUL

Based on 107 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IJUL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
107 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 31% buying

28 buying61 selling
Last quarter: 61 funds sold vs only 28 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 24 → 18 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 24% new
51 out of 107 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.
➡️

Steady discovery — ~13 new funds/quarter

13 → 10 → 24 → 18 → 13 new funds/Q
New funds entering each quarter: 10 → 24 → 18 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 31% newcomers

■ 54% veterans ■ 15% 1-2yr ■ 31% new
Entry-cohort mix of 107 holders: 58 (54%) are 2+ year veterans, 16 entered 1–2 years ago, and 33 (31%) 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
5 of 107 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.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 Q1, 28 hedge funds were net buyers of IJUL (13 opened a new position, 15 added to an existing one), while 61 reduced or exited (45 trimmed, 16 sold completely) — a 31% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 107.

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

-- --

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

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

Signal Freshness measures how much IJUL 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
IJUL
+6.1%
SPY
+13.9%

IJUL outperformed SPY by -7.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IJUL
+2.8%
SPY
+0.2%

Since the filing became public, IJUL outperformed SPY by +2.6% .

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: IJUL
106 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 106 110 -3.64%
13F Shares 4M 5M -16.85%
Total Value $126M $152M -17.29%
New Positions 13 18 -5
Increased Positions 15 16 -1
Closed Positions 17 13 +4
Reduced Positions 45 34 +11
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 Q1)

106 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gts Financial, LLC 4.28% 185,528 $5.4M
2 BFI Wealth Solutions, LLC 1.80% 55,178 $1.9M
3 Corrado Advisors, LLC 0.96% 54,450 $1.8M
4 Long Island Wealth Management, Inc. 0.91% 58,113 $2.0M
5 Cornerstone Wealth, LLC/TN 0.65% 33,209 $1.2M
6 Access Financial Services, INC. 0.57% 47,405 $1.6M
7 Opus Financial Solutions LLC 0.56% 17,682 $597K
8 WorthPointe, LLC 0.40% 43,593 $1.5M
9 Berger Financial Group, Inc 0.39% 204,253 $6.9M
10 Diligent Investors, LLC 0.38% 45,256 $1.5M
11 Liberty Atlantic Advisors LLC 0.34% 11,870 $401K
12 Straight Path Wealth Management 0.31% 34,655 $1.2M
13 Bedel Financial Consulting, Inc. 0.31% 81,624 $2.8M
14 Global Strategic Investment Solutions, LLC 0.30% 89,715 $3.0M
15 Talon Private Wealth, LLC 0.25% 56,123 $1.9M
16 DHJJ Financial Advisors, Ltd. 0.23% 20,132 $679K
17 Ifrah Financial Services, Inc. 0.22% 24,119 $814K
18 Level Four Advisory Services, LLC 0.21% 187,442 $6.3M
19 Compass Advisory Group LLC 0.18% 20,355 $687K
20 PFS Partners, LLC 0.18% 11,617 $392K
21 BCS Wealth Management 0.17% 25,067 $846K
22 Stratos Wealth Advisors, LLC 0.14% 67,701 $2.3M
23 Triad Wealth Partners, LLC 0.14% 51,743 $1.7M
24 BIP Wealth, LLC 0.13% 97,426 $3.3M
25 Signal Advisors Wealth, LLC 0.13% 56,153 $1.9M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IJUL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IJUL?

Heavy selling pressure — only 31% buying: Last quarter: 61 funds sold vs only 28 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for IJUL holders?

Smaller funds dominant — 5% AUM from top-100: 5 of 107 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?

48% of holders stayed for 2+ years: 51 out of 107 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.

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

As of today, IJUL has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.6%. Since the quarter end (March 31, 2026), IJUL has gained +6.1% 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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