Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (TJUL)

80 + 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
↓ -10
Streak
1Q ▼
Buyers last Q
23%

Smart Money Signals — TJUL

Based on 80 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 89% of 3.0Y peak

89% of all-time peak
80 funds currently hold this stock — 89% of the 3.0-year high of 90 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold TJUL compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 23% buying

17 buying57 selling
Last quarter: 57 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 11 → 25 → 8. 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.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 30% medium ■ 29% new
33 out of 80 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.
➡️

Steady discovery — ~8 new funds/quarter

5 → 7 → 11 → 25 → 8 new funds/Q
New funds entering each quarter: 7 → 11 → 25 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 45% veterans vs 31% newcomers

■ 45% veterans ■ 24% 1-2yr ■ 31% new
Entry-cohort mix of 80 holders: 36 (45%) are 2+ year veterans, 19 entered 1–2 years ago, and 25 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
7 of 80 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.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — TJUL

In 2026 Q1, 17 hedge funds were net buyers of TJUL (8 opened a new position, 9 added to an existing one), while 57 reduced or exited (39 trimmed, 18 sold completely) — a 23% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 80.

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.

Is It Too Late to Buy Innovator Etfs Trust (TJUL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TJUL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
TJUL
+2.9%
SPY
+15.1%

TJUL outperformed SPY by -12.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
TJUL
+0.4%
SPY
+1.3%

Since the filing became public, TJUL outperformed SPY by -0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.6
/ 10
conviction
Hedge Fund Positioning: TJUL
80 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 80 90 -11.11%
13F Shares 3M 5M -36.04%
Total Value $82M $134M -38.85%
New Positions 8 25 -17
Increased Positions 9 11 -2
Closed Positions 18 10 +8
Reduced Positions 39 25 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TJUL

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

80 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legacy CG, LLC 4.50% 551,992 $16.2M
2 Atlantic Private Wealth, LLC 0.44% 22,795 $669K
3 IFG Advisory, LLC 0.41% 4,827 $142K
4 Diligent Investors, LLC 0.37% 50,315 $1.5M
5 Integrated Wealth Management 0.35% 10,300 $302K
6 Kfg Wealth Management, LLC 0.30% 80,231 $2.4M
7 Howard Bailey Securities, LLC 0.26% 21,848 $641K
8 Opus Financial Solutions LLC 0.25% 8,900 $261K
9 Intentional Wealth Strategies, LLC 0.19% 7,106 $209K
10 Central Valley Advisors, LLC 0.17% 21,658 $636K
11 Syntegra Private Wealth Group, LLC 0.16% 58,947 $1.7M
12 Key Capital Management, INC 0.16% 8,205 $241K
13 Three Seasons Wealth, LLC 0.15% 13,583 $399K
14 Financial Network Wealth Advisors LLC 0.14% 4,811 $141K
15 Cypress Wealth Services, LLC 0.14% 34,867 $1.0M
16 Red Reef Advisors LLC 0.11% 3,788 $112K
17 Tempo Wealth, LLC 0.11% 21,366 $627K
18 Selby Wealth Management, LLC 0.09% 7,680 $225K
19 Gwn Securities INC. 0.08% 15,101 $443K
20 Pine Harbor Wealth Management, LLC 0.08% 9,414 $276K
21 Beacon Financial Advisory LLC 0.08% 11,930 $350K
22 Prostatis Group LLC 0.07% 9,243 $271K
23 Castle Rock Wealth Management, LLC 0.07% 10,564 $311K
24 Maia Wealth LLC 0.06% 12,891 $378K
25 Brookstone Capital Management 0.06% 181,094 $5.3M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 23% buying: Last quarter: 57 funds sold vs only 17 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 — 4% AUM from top-100: 7 of 80 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 TJUL?

41% of holders stayed for 2+ years: 33 out of 80 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.

Is it too late to buy Innovator Etfs Trust (TJUL) following the 2026 Q1 hedge fund 13F filings?

As of today, TJUL has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), TJUL has gained +2.9% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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