Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (JULJ)

17 + Investors. Track Smart Money conviction in JULJ. 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
45%

Smart Money Signals — JULJ

Based on 17 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 JULJ 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 — 81% of 2.8Y peak

81% of all-time peak
17 funds currently hold this stock — 81% of the 2.8-year high of 21 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 1 quarters from the low — a sharp move.
🟠

More sellers than buyers — 45% buying

10 buying12 selling
Last quarter: 12 funds reduced or exited vs 10 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 — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 7 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 41% new

■ 35% conviction (2yr+) ■ 24% medium ■ 41% new
Of the 17 current holders: 6 (35%) held >2 years, 4 held 1–2 years, and 7 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

2 → 3 → 3 → 7 → 3 new funds/Q
New funds entering each quarter: 3 → 3 → 7 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 41% newcomers

■ 53% veterans ■ 6% 1-2yr ■ 41% new
Entry-cohort mix of 17 holders: 9 (53%) are 2+ year veterans, 1 entered 1–2 years ago, and 7 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
3 of 17 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — JULJ

In 2026 Q1, 10 hedge funds were net buyers of JULJ (3 opened a new position, 7 added to an existing one), while 12 reduced or exited (6 trimmed, 6 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 17.

Hedge Fund Ownership: JULJ

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

Market Analysis: JULJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JULJ

-- --

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

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

Signal Freshness measures how much JULJ 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 · 86d ago
JULJ
+1.2%
SPY
+13.0%

JULJ outperformed SPY by -11.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
JULJ
+0.2%
SPY
-0.5%

Since the filing became public, JULJ outperformed SPY by +0.7% .

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
0.1
/ 10
conviction
Hedge Fund Positioning: JULJ
17 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 17 20 -15.0%
13F Shares 317K 371K -14.72%
Total Value $8M $9M -15.48%
New Positions 3 7 -4
Increased Positions 7 4 +3
Closed Positions 6 1 +5
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JULJ

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

17 + investors

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

QUARTER:
Top 18 JULJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mtm Financial Group, LLC 0.41% 35,253 $873K
2 RPg Family Wealth Advisory, LLC 0.40% 77,066 $1.9M
3 Integrity Advisory Solutions, LLC 0.03% 9,197 $228K
4 World Investment Advisors 0.02% 56,791 $1.4M
5 WealthPlan Investment Management, LLC 0.02% 12,571 $311K
6 CoreCap Advisors, LLC 0.01% 17,461 $433K
7 Sunbelt Securities, Inc. 0.01% 8,404 $208K
8 Brookstone Capital Management 0.01% 37,289 $924K
9 Old Mission Capital LLC 0.01% 25,156 $623K
10 Pinnacle Wealth Planning Services, Inc. 0.00% 736 $18K
11 Farther Finance Advisors, LLC 0.00% 6,278 $156K
12 Raymond James Financial Inc 0.00% 25,132 $623K
13 IFP Advisors, Inc 0.00% 215 $5K
14 Susquehanna International Group, LLP 0.00% 38,445 $952K
15 Ashton Thomas Private Wealth, LLC 0.00% 144 $4K
16 Osaic Holdings, INC. 0.00% 75 $2K
17 Morgan Stanley 0.00% 1,170 $29K
18 UBS Group AG 0.00% 381 $9K
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 (JULJ)

What does the Smart Money Trend signal show for JULJ?

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

More sellers than buyers — 45% buying: Last quarter: 12 funds reduced or exited vs 10 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 JULJ holders?

Smaller funds dominant — 13% AUM from top-100: 3 of 17 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JULJ?

Mixed — 35% long-term, 41% new: Of the 17 current holders: 6 (35%) held >2 years, 4 held 1–2 years, and 7 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 (JULJ) following the 2026 Q1 hedge fund 13F filings?

As of today, JULJ has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), JULJ has gained +1.2% vs +13.0% 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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