Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR GROWTH-100 POWER BUFFER ETF - JUNE (NJUN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
2Q ▼
Buyers last Q
30%

Smart Money Signals — NJUN

Based on 32 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their NJUN 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 — 80% of 1.8Y peak

80% of all-time peak
32 funds currently hold this stock — 80% of the 1.8-year high of 40 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+28% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🔴

Heavy selling pressure — only 30% buying

9 buying21 selling
Last quarter: 21 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 19 → 6 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 47% entered in last year

■ 0% conviction (2yr+) ■ 53% medium ■ 47% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

5 → 6 → 19 → 6 → 4 new funds/Q
New funds entering each quarter: 6 → 19 → 6 → 4. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 0% veterans, 53% new entrants

■ 0% veterans ■ 47% 1-2yr ■ 53% new
Of 32 current holders: 0 (0%) held 2+ years, 15 held 1–2 years, 17 (53%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
6 of 32 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — NJUN

In 2025 Q4, 9 hedge funds were net buyers of NJUN (4 opened a new position, 5 added to an existing one), while 21 reduced or exited (13 trimmed, 8 sold completely) — a 30% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 32.

Hedge Fund Ownership: NJUN

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

Market Analysis: NJUN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NJUN

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: NJUN
2026 Q1 Stats Unlock in 4 days 31 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 31 36 -13.89%
13F Shares 2M 2M -5.53%
Total Value $53M $55M -3.31%
New Positions 3 6 -3
Increased Positions 5 5 -
Closed Positions 8 10 -2
Reduced Positions 13 11 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NJUN

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Financial Highlights

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Institutional Holders (2026 Q1)

31 + investors

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

QUARTER:
Top 25 institutional holders of NJUN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CORRADO ADVISORS, LLC 0.23% 14,294 $447K
2 Liberty Atlantic Advisors LLC 0.20% 7,618 $238K
3 YARGER WEALTH STRATEGIES, LLC 0.13% 9,995 $313K
4 DHJJ Financial Advisors, Ltd. 0.10% 9,424 $295K
5 Allworth Financial LP 0.06% 467,861 $14.6M
6 Keystone Wealth Services, LLC 0.05% 7,750 $242K
7 Ascent Wealth Partners, LLC 0.04% 10,950 $342K
8 GILL CAPITAL PARTNERS, LLC 0.02% 2,305 $72K
9 PFG Advisors 0.02% 11,292 $353K
10 OLD MISSION CAPITAL LLC 0.01% 25,615 $801K
11 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 261,848 $8.2M
12 HighTower Advisors, LLC 0.01% 327,058 $10.2M
13 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% 4,540 $142K
14 Phoenix Financial Ltd. 0.00% 15,520 $485K
15 AdvisorNet Financial, Inc 0.00% 2,602 $81K
16 Keating Financial Advisory Services, Inc. 0.00% 585 $18K
17 Cetera Investment Advisers 0.00% 87,120 $2.7M
18 Kestra Advisory Services, LLC 0.00% 22,754 $712K
19 NBC SECURITIES, INC. 0.00% 983 $31K
20 AE Wealth Management LLC 0.00% 12,782 $400K
21 OSAIC HOLDINGS, INC. 0.00% 46,658 $1.5M
22 OneDigital Investment Advisors LLC 0.00% 6,871 $215K
23 RAYMOND JAMES FINANCIAL INC 0.00% 215,337 $6.7M
24 HARBOUR INVESTMENTS, INC. 0.00% 3,977 $124K
25 MML INVESTORS SERVICES, LLC 0.00% 10,094 $316K
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 GROWTH-100 POWER BUFFER ETF - JUNE (NJUN)

What does the Smart Money Trend signal show for NJUN?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their NJUN 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 NJUN?

Heavy selling pressure — only 30% buying: Last quarter: 21 funds sold vs only 9 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 NJUN holders?

Smaller funds dominant — 8% AUM from top-100: 6 of 32 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NJUN?

Mostly new holders — 47% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.