Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (KJUL)

79 + 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
↓ -2
Streak
2Q ▼
Buyers last Q
34%

Smart Money Signals — KJUL

Based on 79 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 88% of 3.0Y peak

88% of all-time peak
79 funds currently hold this stock — 88% 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding KJUL is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 34% buying

23 buying44 selling
Last quarter: 44 funds sold vs only 23 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 10 → 7 → 8. 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 ■ 18% new
45 out of 79 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

10 → 14 → 10 → 7 → 8 new funds/Q
New funds entering each quarter: 14 → 10 → 7 → 8. 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.
🏛️

Veteran-anchored — 57% veterans vs 27% newcomers

■ 57% veterans ■ 16% 1-2yr ■ 27% new
Entry-cohort mix of 79 holders: 45 (57%) are 2+ year veterans, 13 entered 1–2 years ago, and 21 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
3 of 79 holders rank in the top 100 by AUM, but together hold only 5% 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.

Institutional Sentiment Summary — KJUL

In 2026 Q2, 23 hedge funds were net buyers of KJUL (8 opened a new position, 15 added to an existing one), while 44 reduced or exited (34 trimmed, 10 sold completely) — a 34% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 79.

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

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

Loading signal freshness…
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
1.6
/ 10
conviction
Hedge Fund Positioning: KJUL
79 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 79 81 -2.47%
13F Shares 2M 3M -26.45%
Total Value $78M $101M -23.07%
New Positions 8 7 +1
Increased Positions 15 11 +4
Closed Positions 10 11 -1
Reduced Positions 34 41 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KJUL

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Institutional Holders (2026 Q2)

79 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Red Crane Wealth Management, LLC 1.95% 78,164 $2.7M
2 Cornerstone Wealth, LLC/TN 1.90% 111,076 $3.8M
3 BFI Wealth Solutions, LLC 1.68% 66,819 $2.3M
4 Long Island Wealth Management, Inc. 0.75% 53,197 $1.8M
5 Diligent Investors, LLC 0.43% 57,159 $1.9M
6 Compass Advisory Group LLC 0.43% 53,362 $1.8M
7 Global Trust Wealth Management LLC 0.40% 17,000 $577K
8 ODonnell Financial Services, LLC 0.34% 34,222 $1.2M
9 Miller Financial Services LLC 0.29% 10,711 $364K
10 Gill Capital Partners, LLC 0.28% 31,611 $1.1M
11 DHJJ Financial Advisors, Ltd. 0.24% 24,233 $823K
12 FSA Advisors, Inc. 0.23% 14,770 $502K
13 WorthPointe, LLC 0.21% 24,729 $840K
14 Straight Path Wealth Management 0.19% 23,722 $806K
15 Winnacle Wealth LLC 0.15% 6,295 $214K
16 Gwn Securities INC. 0.14% 24,767 $841K
17 XML Financial, LLC 0.12% 50,500 $1.7M
18 Berger Financial Group, Inc 0.12% 71,588 $2.4M
19 PFS Partners, LLC 0.12% 8,945 $304K
20 Seros Financial, LLC 0.12% 6,698 $228K
21 BCS Wealth Management 0.09% 14,066 $478K
22 First Commonwealth Financial Corp /Pa/ 0.09% 18,095 $615K
23 Valtinson Bruner Financial Planning LLC 0.08% 8,985 $305K
24 Fragasso Financial Advisors Inc 0.07% 40,084 $1.4M
25 Founders Financial Securities LLC 0.07% 39,787 $1.4M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 34% buying: Last quarter: 44 funds sold vs only 23 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 — 5% AUM from top-100: 3 of 79 holders rank in the top 100 by AUM, but together hold only 5% 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: 45 out of 79 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.

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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