Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (NJUL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
4Q ▲
Buyers last Q
29%

Smart Money Signals — NJUL

Based on 115 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added NJUL 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
115 hedge funds hold NJUL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 29% buying

30 buying72 selling
Last quarter: 72 funds sold vs only 30 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 18 → 13 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 25% medium ■ 23% new
59 out of 115 hedge funds have held NJUL 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.
➡️

Steady discovery — ~18 new funds/quarter

5 → 15 → 18 → 13 → 18 new funds/Q
New funds entering each quarter: 15 → 18 → 13 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 29% newcomers

■ 53% veterans ■ 18% 1-2yr ■ 29% new
Entry-cohort mix of 115 holders: 61 (53%) are 2+ year veterans, 21 entered 1–2 years ago, and 33 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
8 of 115 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — NJUL

In 2026 Q1, 30 hedge funds were net buyers of NJUL (18 opened a new position, 12 added to an existing one), while 72 reduced or exited (55 trimmed, 17 sold completely) — a 29% buyer ratio, indicating net institutional distribution. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 115.

Hedge Fund Ownership: NJUL

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

Market Analysis: NJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NJUL

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: NJUL
2026 Q2 Stats Unlock in 2 days 114 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 114 114 -
13F Shares 2M 2M -6.8%
Total Value $122M $145M -16.05%
New Positions 17 13 +4
Increased Positions 12 14 -2
Closed Positions 17 9 +8
Reduced Positions 55 53 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NJUL

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Institutional Holders (2026 Q2)

114 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 NJUL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone Wealth, LLC/TN 1.71% 44,236 $3.4M
2 Corrado Advisors, LLC 0.98% 27,443 $2.1M
3 Outlook Wealth Advisors, LLC 0.74% 44,367 $3.4M
4 ODonnell Financial Services, LLC 0.51% 22,250 $1.7M
5 Diligent Investors, LLC 0.47% 27,253 $2.1M
6 FSA Advisors, Inc. 0.44% 12,286 $951K
7 Helium Advisors LLC 0.38% 5,905 $457K
8 Michels Family Financial, LLC 0.34% 6,811 $527K
9 DHJJ Financial Advisors, Ltd. 0.32% 14,364 $1.1M
10 Weaver Capital Management LLC 0.23% 14,811 $1.1M
11 Seros Financial, LLC 0.21% 5,109 $396K
12 Liberty Atlantic Advisors LLC 0.20% 3,663 $284K
13 Long Island Wealth Management, Inc. 0.19% 6,073 $470K
14 Gwn Securities INC. 0.16% 12,482 $966K
15 Cypress Wealth Services, LLC 0.16% 16,688 $1.3M
16 AdvisorNet Financial, Inc 0.16% 43,961 $3.4M
17 Aegis Wealth Management, Inc. 0.14% 2,834 $219K
18 Welch Financial Planning, LLC 0.13% 2,799 $217K
19 Wealthgarden F.S. LLC 0.11% 2,594 $201K
20 Evolution Wealth Management INC. 0.10% 2,281 $177K
21 Mtm Financial Group, LLC 0.10% 3,098 $240K
22 BCS Wealth Management 0.09% 6,787 $526K
23 BIP Wealth, LLC 0.09% 42,133 $3.3M
24 Altfest L J & Co Inc 0.09% 12,077 $935K
25 PlanVest Financial, Inc 0.09% 1,716 $133K
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 (NJUL)

What does the Smart Money Trend signal show for NJUL?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added NJUL 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 NJUL?

Heavy selling pressure — only 29% buying: Last quarter: 72 funds sold vs only 30 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 NJUL holders?

Smaller funds dominant — 7% AUM from top-100: 8 of 115 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NJUL?

51% of holders stayed for 2+ years: 59 out of 115 hedge funds have held NJUL 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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