Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (JULH)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — JULH

Based on 24 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 JULH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 2.8Y peak

89% of all-time peak
24 funds currently hold this stock — 89% of the 2.8-year high of 27 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

11 buying11 selling
Last quarter: 11 funds bought or added vs 11 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.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 3 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 21% new

38% conviction (2yr+) 42% medium 21% new
Of the 24 current holders: 9 (38%) held >2 years, 10 held 1–2 years, and 5 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~3 new funds/quarter

3 → 2 → 3 → 6 → 3 new funds/Q
New funds entering each quarter: 2 → 3 → 6 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 50% veterans vs 33% newcomers

50% veterans 17% 1-2yr 33% new
Entry-cohort mix of 24 holders: 12 (50%) are 2+ year veterans, 4 entered 1–2 years ago, and 8 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
3 of 24 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

Institutional Sentiment Summary — JULH

In 2026 Q1, 11 hedge funds were net buyers of JULH (3 opened a new position, 8 added to an existing one), while 11 reduced or exited (5 trimmed, 6 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 24.

Hedge Fund Ownership: JULH

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

Market Analysis: JULH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JULH

-- --

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

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

Signal Freshness measures how much JULH has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 11d ago
JULH
+0.1%
SPY
+1.6%

JULH outperformed SPY by -1.5% since June 30, 2026.

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 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: JULH
2026 Q2 Stats Unlock in 39 days 24 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 24 27 -11.11%
13F Shares 446K 478K -6.69%
Total Value $11M $12M -7.94%
New Positions 3 6 -3
Increased Positions 8 9 -1
Closed Positions 6 2 +4
Reduced Positions 5 4 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JULH

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

24 + investors

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

QUARTER:
Top 2 JULH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Harbor Investment Advisory, LLC 0.00% 2,020 $50K
2 CoreCap Advisors, LLC 0.00% 385 $10K
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 (JULH)

What does the Smart Money Trend signal show for JULH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JULH 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 JULH?

Slight buying edge — 50% buying: Last quarter: 11 funds bought or added vs 11 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 JULH holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 24 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 JULH?

Mixed — 38% long-term, 21% new: Of the 24 current holders: 9 (38%) held >2 years, 10 held 1–2 years, and 5 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Innovator Etfs Trust (JULH) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), JULH has gained +0.1% vs +1.6% 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.

Full history →