Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (TJUL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
2Q ▼
Buyers last Q
30%

Smart Money Signals — TJUL

Based on 75 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their TJUL 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 — 82% of 3.0Y peak

82% of all-time peak
75 funds currently hold this stock — 82% of the 3.0-year high of 91 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold TJUL compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 30% buying

19 buying44 selling
Last quarter: 44 funds sold vs only 19 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 25 → 9 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 27% medium ■ 21% new
39 out of 75 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.
⚠️

Saturation — most institutions already know this story

8 → 11 → 25 → 9 → 8 new funds/Q
New funds entering each quarter: 11 → 25 → 9 → 8. 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.
🏛️

Veteran-anchored — 53% veterans vs 24% newcomers

■ 53% veterans ■ 23% 1-2yr ■ 24% new
Entry-cohort mix of 75 holders: 40 (53%) are 2+ year veterans, 17 entered 1–2 years ago, and 18 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
6 of 75 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — TJUL

In 2026 Q2, 19 hedge funds were net buyers of TJUL (8 opened a new position, 11 added to an existing one), while 44 reduced or exited (30 trimmed, 14 sold completely) — a 30% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 75.

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

-- --

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: TJUL
74 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 74 81 -8.64%
13F Shares 3M 3M -10.38%
Total Value $77M $83M -7.38%
New Positions 7 9 -2
Increased Positions 11 9 +2
Closed Positions 14 19 -5
Reduced Positions 30 39 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TJUL

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Financial Highlights

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Institutional Holders (2026 Q2)

74 + investors

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

QUARTER:
Top 25 TJUL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legacy CG, LLC 4.37% 564,487 $17.1M
2 Mtm Financial Group, LLC 0.53% 40,755 $1.2M
3 Atlantic Private Wealth, LLC 0.40% 21,750 $658K
4 Diligent Investors, LLC 0.29% 42,665 $1.3M
5 Kfg Wealth Management, LLC 0.24% 69,871 $2.1M
6 Intentional Wealth Strategies, LLC 0.20% 7,106 $215K
7 Central Valley Advisors, LLC 0.17% 21,658 $655K
8 Financial Network Wealth Advisors LLC 0.14% 4,611 $139K
9 Cypress Wealth Services, LLC 0.13% 34,867 $1.1M
10 Syntegra Private Wealth Group, LLC 0.13% 53,850 $1.6M
11 Tempo Wealth, LLC 0.10% 21,366 $646K
12 Red Reef Advisors LLC 0.09% 3,102 $94K
13 Selby Wealth Management, LLC 0.08% 7,680 $232K
14 Gwn Securities INC. 0.08% 15,098 $456K
15 Pine Harbor Wealth Management, LLC 0.08% 9,414 $285K
16 Bullseye Investment Management, LLC 0.07% 4,883 $148K
17 Beacon Financial Advisory LLC 0.07% 11,930 $361K
18 Castle Rock Wealth Management, LLC 0.06% 10,298 $311K
19 Prostatis Group LLC 0.06% 8,307 $251K
20 Maia Wealth LLC 0.05% 10,588 $320K
21 Main Street Financial Solutions, LLC 0.04% 20,668 $607K
22 Brookstone Capital Management 0.04% 126,340 $3.8M
23 Kingswood Wealth Advisors, LLC 0.04% 31,285 $946K
24 Three Seasons Wealth, LLC 0.04% 13,583 $411K
25 Trek Financial, LLC 0.04% 23,929 $723K
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?

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

Heavy selling pressure — only 30% buying: Last quarter: 44 funds sold vs only 19 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 TJUL holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 75 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TJUL?

52% of holders stayed for 2+ years: 39 out of 75 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.

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