Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (TJUL)

85 + Investors. Track Smart Money conviction in TJUL. 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
↑ +12
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — TJUL

Based on 85 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TJUL 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 (99% of max)

99% of all-time peak
85 hedge funds hold TJUL right now — the highest count in 2.8 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 TJUL is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

33 buying35 selling
Last quarter: 35 funds reduced or exited vs 33 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new TJUL position: 5 → 7 → 11 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

41% conviction (2yr+) 32% medium 27% new
35 out of 85 hedge funds have held TJUL 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

15 → 5 → 7 → 11 → 22 new funds/Q
New funds entering each quarter: 5 → 7 → 11 → 22. 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.
📊

Mixed cohorts — 39% veterans, 33% new entrants

39% veterans 28% 1-2yr 33% new
Of 85 current holders: 33 (39%) held 2+ years, 24 held 1–2 years, 28 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
7 of 85 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: TJUL

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

Market Analysis: TJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TJUL

-- --
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
0.8
/ 10
conviction
Hedge Fund Positioning: TJUL
2026 Q1 Stats Unlock in 16 days 85 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 85 73 16.44%
13F Shares 4M 4M 14.86%
Total Value $133M $114M 15.79%
New Positions 22 11 +11
Increased Positions 11 22 -11
Closed Positions 10 12 -2
Reduced Positions 25 24 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TJUL

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Short % of Float --

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Institutional Holders (2026 Q1)

85 + investors

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

Top 25 institutional holders of TJUL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Diligent Investors, LLC 0.37% 50,315 $1.5M
2 Integrated Wealth Management 0.35% 10,300 $302K
3 KFG WEALTH MANAGEMENT, LLC 0.30% 80,231 $2.4M
4 HOWARD BAILEY SECURITIES, LLC 0.26% 21,848 $641K
5 CENTRAL VALLEY ADVISORS, LLC 0.17% 21,658 $636K
6 Syntegra Private Wealth Group, LLC 0.16% 58,947 $1.7M
7 Cypress Wealth Services, LLC 0.14% 34,867 $1.0M
8 RED REEF ADVISORS LLC 0.11% 3,788 $112K
9 Selby Wealth Management, LLC 0.09% 7,680 $225K
10 Pine Harbor Wealth Management, LLC 0.08% 9,414 $276K
11 Beacon Financial Advisory LLC 0.08% 11,930 $350K
12 Castle Rock Wealth Management, LLC 0.07% 10,564 $311K
13 Brookstone Capital Management 0.06% 181,094 $5.3M
14 KINGSWOOD WEALTH ADVISORS, LLC 0.04% 31,755 $932K
15 Csenge Advisory Group 0.03% 24,786 $728K
16 Patriot Financial Group Insurance Agency, LLC 0.03% 16,200 $476K
17 COMMONWEALTH EQUITY SERVICES, LLC 0.02% 582,995 $17.1M
18 Spire Wealth Management 0.02% 22,684 $666K
19 Sound Income Strategies, LLC 0.02% 14,288 $421K
20 BIP Wealth, LLC 0.01% 8,200 $241K
21 Networth Advisors, LLC 0.01% 466 $14K
22 Kestra Advisory Services, LLC 0.01% 69,820 $2.1M
23 Farther Finance Advisors, LLC 0.01% 25,587 $753K
24 Cambridge Investment Research Advisors, Inc. 0.01% 89,951 $3K
25 Noble Wealth Management PBC 0.01% 426 $13K
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 (TJUL)

What does the Smart Money Trend signal show for TJUL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TJUL 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 TJUL?

More sellers than buyers — 49% buying: Last quarter: 35 funds reduced or exited vs 33 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 TJUL holders?

Smaller funds dominant — 3% AUM from top-100: 7 of 85 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TJUL?

41% of holders stayed for 2+ years: 35 out of 85 hedge funds have held TJUL 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.