Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (PJUL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
40%

Smart Money Signals — PJUL

Based on 246 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PJUL 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
246 hedge funds hold PJUL 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PJUL is almost the same as a year ago (+8 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 40% buying

76 buying114 selling
Last quarter: 114 funds reduced or exited vs 76 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 17 → 30 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 26% medium ■ 18% new
138 out of 246 hedge funds have held PJUL 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.
🚀

Acceleration phase — new buyers rushing in

29 → 10 → 17 → 30 → 33 new funds/Q
New funds entering each quarter: 10 → 17 → 30 → 33. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 23% 1-2yr ■ 21% new
Of 246 current holders: 137 (56%) 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.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
9 of 246 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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: PJUL

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

Market Analysis: PJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PJUL

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

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: PJUL
2026 Q1 Stats Unlock in 17 days 246 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 246 231 6.49%
13F Shares 18M 20M -12.42%
Total Value $829M $932M -11.07%
New Positions 33 30 +3
Increased Positions 43 89 -46
Closed Positions 18 16 +2
Reduced Positions 96 63 +33
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PJUL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

246 + investors

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

Top 25 institutional holders of PJUL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prossimo Advisors, LLC 6.03% 21,554 $991K
2 Cassady Wealth & Retirement Planning, LLC 1.70% 56,109 $2.6M
3 Wisconsin Wealth Advisors, LLC 1.66% 36,820 $1.7M
4 Fortune Financial Group, Inc. 1.40% 33,811 $1.6M
5 Southland Equity Partners LLC 1.34% 149,468 $6.9M
6 AA Financial Advisors, LLC 1.15% 177,069 $8.1M
7 Long Island Wealth Management, Inc. 0.94% 44,057 $2.0M
8 Fortune Financial Advisors, LLC 0.93% 39,807 $1.8M
9 Straight Path Wealth Management 0.86% 70,045 $3.2M
10 Lakeridge Wealth Management LLC 0.82% 41,392 $1.9M
11 Elmwood Wealth Management, Inc. 0.82% 64,351 $3.0M
12 City Center Advisors, LLC 0.70% 16,502 $759K
13 Kearns & Associates LLC 0.64% 25,755 $1.2M
14 FSA WEALTH PARTNERS, INC. 0.63% 28,762 $1.3M
15 Welch Financial Planning, LLC 0.60% 18,222 $838K
16 Weaver Capital Management LLC 0.55% 54,819 $2.5M
17 Triad Wealth Partners, LLC 0.52% 142,284 $6.5M
18 MBL Wealth, LLC 0.52% 148,446 $6.8M
19 Chris Bulman Inc 0.50% 25,051 $1.2M
20 CRA Financial Services, LLC 0.49% 82,703 $3.8M
21 Catalina Capital Group, LLC 0.46% 16,892 $776K
22 Outlook Wealth Advisors, LLC 0.45% 40,776 $1.9M
23 BCS Wealth Management 0.43% 46,208 $2.1M
24 Diligent Investors, LLC 0.41% 36,391 $1.7M
25 GILL CAPITAL PARTNERS, LLC 0.40% 30,053 $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 (PJUL)

What does the Smart Money Trend signal show for PJUL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PJUL 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 PJUL?

More sellers than buyers — 40% buying: Last quarter: 114 funds reduced or exited vs 76 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PJUL holders?

Strong quality — 22% AUM from major funds: 9 of 246 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PJUL?

56% of holders stayed for 2+ years: 138 out of 246 hedge funds have held PJUL 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.