Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (KJAN)

110 + Investors. Track Smart Money conviction in KJAN. 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
↑ +3
Streak
1Q ▲
Buyers last Q
37%

Smart Money Signals — KJAN

Based on 110 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 KJAN 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
110 funds currently hold this stock — 92% of the 3.0-year high of 119 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding KJAN is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 37% buying

38 buying66 selling
Last quarter: 66 funds sold vs only 38 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new KJAN position: 14 → 6 → 11 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 32% medium 15% new
58 out of 110 hedge funds have held KJAN 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.
🚀

Acceleration phase — new buyers rushing in

12 → 14 → 6 → 11 → 20 new funds/Q
New funds entering each quarter: 14 → 6 → 11 → 20. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 45% of holders stayed 2+ years

45% veterans 28% 1-2yr 27% new
Of 110 current holders: 49 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
6 of 110 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: KJAN

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

Market Analysis: KJAN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KJAN

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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.

7 top-rated funds 3 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: KJAN
2026 Q1 Stats Unlock in 14 days 110 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 110 107 2.8%
13F Shares 4M 4M -1.92%
Total Value $178M $176M 0.62%
New Positions 20 11 +9
Increased Positions 18 16 +2
Closed Positions 17 15 +2
Reduced Positions 49 52 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KJAN

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Financial Highlights

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Institutional Holders (2026 Q1)

110 + investors

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

Top 25 institutional holders of KJAN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PFS Partners, LLC 9.69% 506,405 $21.1M
2 Long Island Wealth Management, Inc. 9.15% 472,994 $19.7M
3 Compass Advisory Group LLC 6.87% 615,077 $25.7M
4 INVESTMENT MANAGEMENT CORP /VA/ /ADV 1.85% 51,739 $2.2M
5 Miller Financial Services LLC 1.23% 26,910 $1.1M
6 RED CRANE WEALTH MANAGEMENT, LLC 1.10% 31,965 $1.3M
7 MBL Wealth, LLC 0.70% 221,463 $9.2M
8 Berkshire Money Management, Inc. 0.64% 149,379 $6.2M
9 DHJJ Financial Advisors, Ltd. 0.51% 36,576 $1.5M
10 Global Trust Wealth Management LLC 0.44% 13,840 $577K
11 RED REEF ADVISORS LLC 0.39% 9,277 $384K
12 WEALTHGARDEN F.S. LLC 0.32% 11,144 $465K
13 Faithward Advisors, LLC 0.29% 47,935 $2.0M
14 First City Capital Management, Inc. 0.26% 11,670 $487K
15 RETIREMENT GUYS FORMULA LLC 0.24% 12,709 $530K
16 BCGM Wealth Management, LLC 0.24% 22,457 $937K
17 Crown Wealth Group, LLC 0.23% 18,762 $783K
18 Liberty Atlantic Advisors LLC 0.21% 5,993 $250K
19 AdvisorNet Financial, Inc 0.19% 89,675 $3.7M
20 Cassady Wealth & Retirement Planning, LLC 0.19% 7,005 $290K
21 TrustBank 0.14% 8,705 $363K
22 Maltin Wealth Management, Inc. 0.13% 7,933 $331K
23 Diligent Investors, LLC 0.12% 12,024 $502K
24 Collaborative Wealth Managment Inc. 0.12% 6,361 $265K
25 AssuredPartners Investment Advisors, LLC 0.12% 26,545 $1.1M
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 (KJAN)

What does the Smart Money Trend signal show for KJAN?

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

Heavy selling pressure — only 37% buying: Last quarter: 66 funds sold vs only 38 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 KJAN holders?

Smaller funds dominant — 3% AUM from top-100: 6 of 110 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KJAN?

53% of holders stayed for 2+ years: 58 out of 110 hedge funds have held KJAN 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.