Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (KJUL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
26%

Smart Money Signals — KJUL

Based on 81 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 KJUL 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 — 90% of 3.0Y peak

90% of all-time peak
81 funds currently hold this stock — 90% of the 3.0-year high of 90 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold KJUL compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 26% buying

18 buying52 selling
Last quarter: 52 funds sold vs only 18 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 14 → 10 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 25% medium ■ 19% new
46 out of 81 hedge funds have held KJUL 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.
📊

Peak discovery — momentum slowing

8 → 10 → 14 → 10 → 7 new funds/Q
New funds entering each quarter: 10 → 14 → 10 → 7. KJUL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 15% 1-2yr ■ 27% new
Of 81 current holders: 47 (58%) 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 — 2% AUM from top-100

2% from top-100 AUM funds
4 of 81 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — KJUL

In 2026 Q1, 18 hedge funds were net buyers of KJUL (7 opened a new position, 11 added to an existing one), while 52 reduced or exited (41 trimmed, 11 sold completely) — a 26% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 81.

Hedge Fund Ownership: KJUL

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

Market Analysis: KJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KJUL

-- --

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

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

Signal Freshness measures how much KJUL 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 · 75d ago
KJUL
+5.6%
SPY
+14.1%

KJUL outperformed SPY by -8.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
KJUL
+0.9%
SPY
+0.3%

Since the filing became public, KJUL outperformed SPY by +0.6% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: KJUL
80 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 80 85 -5.88%
13F Shares 3M 3M 4.59%
Total Value $101M $97M 3.94%
New Positions 7 10 -3
Increased Positions 11 15 -4
Closed Positions 12 9 +3
Reduced Positions 41 31 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KJUL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

80 + investors

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

QUARTER:
Top 25 KJUL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Red Crane Wealth Management, LLC 2.12% 80,443 $2.6M
2 BFI Wealth Solutions, LLC 1.94% 62,665 $2.0M
3 Long Island Wealth Management, Inc. 0.66% 44,514 $1.4M
4 Cornerstone Wealth, LLC/TN 0.64% 34,276 $1.1M
5 Compass Advisory Group LLC 0.46% 54,117 $1.7M
6 Diligent Investors, LLC 0.45% 57,159 $1.8M
7 Global Trust Wealth Management LLC 0.41% 17,000 $545K
8 ODonnell Financial Services, LLC 0.39% 35,065 $1.1M
9 Miller Financial Services LLC 0.38% 10,711 $343K
10 XML Financial, LLC 0.33% 128,193 $4.1M
11 Gill Capital Partners, LLC 0.30% 32,416 $1.0M
12 DHJJ Financial Advisors, Ltd. 0.26% 24,613 $788K
13 FSA Advisors, Inc. 0.25% 11,730 $376K
14 WorthPointe, LLC 0.22% 25,159 $806K
15 Straight Path Wealth Management 0.20% 23,562 $755K
16 Winnow Wealth LLC 0.16% 6,442 $206K
17 Seros Financial, LLC 0.14% 6,698 $215K
18 PFS Partners, LLC 0.13% 9,147 $293K
19 Berger Financial Group, Inc 0.13% 72,250 $2.3M
20 Allworth Financial LP 0.12% 950,770 $30.5M
21 BCS Wealth Management 0.09% 14,127 $452K
22 Valtinson Bruner Financial Planning LLC 0.09% 10,057 $322K
23 Fragasso Financial Advisors Inc 0.08% 40,637 $1.3M
24 Blue Bell Private Wealth Management, LLC 0.08% 16,494 $528K
25 Crown Wealth Group, LLC 0.07% 7,946 $255K
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 (KJUL)

What does the Smart Money Trend signal show for KJUL?

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

Heavy selling pressure — only 26% buying: Last quarter: 52 funds sold vs only 18 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 KJUL holders?

Smaller funds dominant — 2% AUM from top-100: 4 of 81 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 KJUL?

57% of holders stayed for 2+ years: 46 out of 81 hedge funds have held KJUL 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 (KJUL) following the 2026 Q1 hedge fund 13F filings?

As of today, KJUL has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), KJUL has gained +5.6% vs +14.1% 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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