Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (JAJL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — JAJL

Based on 83 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 JAJL 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
83 hedge funds hold JAJL 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 — +63% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+63% 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.
🟡

Slight buying edge — 56% buying

45 buying35 selling
Last quarter: 45 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new JAJL position: 27 → 16 → 12 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 37% entered in last year

1% conviction (2yr+) 61% medium 37% new
Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

18 → 27 → 16 → 12 → 18 new funds/Q
New funds entering each quarter: 27 → 16 → 12 → 18. JAJL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 65% of holders entered in last year

1% veterans 34% 1-2yr 65% new
Of 83 current holders: 54 (65%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
5 of 83 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Hedge Fund Ownership: JAJL

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

Market Analysis: JAJL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JAJL

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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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: JAJL
2026 Q1 Stats Unlock in 14 days 83 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 83 74 12.16%
13F Shares 5M 5M -1.87%
Total Value $141M $141M -0.56%
New Positions 18 12 +6
Increased Positions 27 28 -1
Closed Positions 9 18 -9
Reduced Positions 26 20 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JAJL

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Financial Highlights

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Institutional Holders (2026 Q1)

83 + investors

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

Top 25 institutional holders of JAJL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Peak Wealth Management LLC 1.94% 81,284 $2.4M
2 Weaver Capital Management LLC 0.45% 71,151 $2.1M
3 Cassady Wealth & Retirement Planning, LLC 0.30% 16,080 $467K
4 Triad Wealth Partners, LLC 0.28% 121,273 $3.5M
5 Blue Sky Capital Consultants Group, Inc. 0.27% 19,430 $565K
6 SYKON CAPITAL LLC 0.26% 26,723 $777K
7 Lifestyle Asset Management, Inc. 0.26% 26,878 $781K
8 Aegis Wealth Management, Inc. 0.22% 9,613 $279K
9 BridgePort Financial Solutions, LLC 0.21% 25,131 $731K
10 Encompass More Asset Management 0.18% 37,029 $1.1M
11 WEALTHGARDEN F.S. LLC 0.17% 8,535 $248K
12 Pinnacle Wealth Management Group, Inc. 0.15% 10,350 $301K
13 Cypress Wealth Services, LLC 0.15% 35,448 $1.0M
14 KELLY FINANCIAL GROUP LLC 0.14% 19,555 $568K
15 Ballast Rock Private Wealth LLC 0.14% 8,626 $251K
16 Keystone Financial Group, Inc. 0.13% 8,609 $250K
17 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% 58,176 $1.7M
18 KFG WEALTH MANAGEMENT, LLC 0.10% 25,358 $737K
19 Vantage Point Financial LLC 0.09% 9,178 $267K
20 EVOLUTION WEALTH MANAGEMENT INC. 0.06% 2,851 $83K
21 Archer Investment Corp 0.05% 8,830 $257K
22 Soltis Investment Advisors LLC 0.05% 28,420 $826K
23 AssuredPartners Investment Advisors, LLC 0.04% 13,497 $393K
24 Accurate Wealth Management, LLC 0.03% 9,129 $267K
25 Stratos Wealth Advisors, LLC 0.03% 17,617 $512K
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 (JAJL)

What does the Smart Money Trend signal show for JAJL?

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

Slight buying edge — 56% buying: Last quarter: 45 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JAJL holders?

Smaller funds dominant — 2% AUM from top-100: 5 of 83 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JAJL?

Mostly new holders — 37% entered in last year: Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.