Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (NJUL)

109 + Investors. Track Smart Money conviction in NJUL. 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
↑ +1
Streak
3Q ▲
Buyers last Q
28%

Smart Money Signals — NJUL

Based on 109 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
109 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 28% buying

24 buying61 selling
Last quarter: 61 funds sold vs only 24 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 14 → 18 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

50% conviction (2yr+) 29% medium 20% new
55 out of 109 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 — ~10 new funds/quarter

17 → 5 → 14 → 18 → 10 new funds/Q
New funds entering each quarter: 5 → 14 → 18 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

54% veterans 19% 1-2yr 27% new
Of 109 current holders: 59 (54%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
5 of 109 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: NJUL
2026 Q1 Stats Unlock in 20 days 109 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 109 108 0.93%
13F Shares 2M 2M -12.01%
Total Value $142M $158M -10.03%
New Positions 10 18 -8
Increased Positions 14 37 -23
Closed Positions 9 7 +2
Reduced Positions 52 24 +28
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NJUL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

109 + investors

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

Top 25 institutional holders of NJUL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Outlook Wealth Advisors, LLC 0.76% 44,042 $3.1M
2 Diligent Investors, LLC 0.48% 27,335 $2.0M
3 DHJJ Financial Advisors, Ltd. 0.36% 15,072 $1.1M
4 Michels Family Financial, LLC 0.35% 6,811 $486K
5 Weaver Capital Management LLC 0.23% 14,811 $1.1M
6 Liberty Atlantic Advisors LLC 0.22% 3,663 $262K
7 Long Island Wealth Management, Inc. 0.20% 6,073 $434K
8 Cypress Wealth Services, LLC 0.17% 16,688 $1.2M
9 BIP Wealth, LLC 0.14% 46,502 $3.3M
10 ALTFEST L J & CO INC 0.13% 17,625 $1.3M
11 EVOLUTION WEALTH MANAGEMENT INC. 0.12% 2,327 $166K
12 BCS Wealth Management 0.10% 7,076 $505K
13 CREATIVE FINANCIAL DESIGNS INC /ADV 0.09% 21,130 $1.5M
14 Strategic Blueprint, LLC 0.09% 21,409 $1.5M
15 CRA Financial Services, LLC 0.08% 8,672 $619K
16 Certified Advisory Corp 0.08% 11,987 $856K
17 Global Trust Asset Management, LLC 0.07% 2,500 $179K
18 Summit Wealth Partners, LLC 0.06% 5,240 $374K
19 KFG WEALTH MANAGEMENT, LLC 0.05% 5,769 $412K
20 Onyx Bridge Wealth Group LLC 0.03% 4,339 $310K
21 GILL CAPITAL PARTNERS, LLC 0.03% 1,354 $97K
22 AdvisorNet Financial, Inc 0.03% 7,408 $529K
23 Focus Financial Network, Inc. 0.03% 10,531 $752K
24 Accurate Wealth Management, LLC 0.02% 2,784 $205K
25 Stratos Wealth Advisors, LLC 0.02% 4,940 $353K
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 — 3 quarters in a row: For 3 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 28% buying: Last quarter: 61 funds sold vs only 24 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 — 4% AUM from top-100: 5 of 109 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NJUL?

50% of holders stayed for 2+ years: 55 out of 109 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.