Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (UJAN)

98 + Investors. Track Smart Money conviction in UJAN. 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
↑ +6
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — UJAN

Based on 98 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 UJAN 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
98 hedge funds hold UJAN 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.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+24% 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.
🟡

Slight buying edge — 56% buying

40 buying31 selling
Last quarter: 40 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 15 → 9 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 28% medium 19% new
52 out of 98 hedge funds have held UJAN 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.
📊

Peak discovery — momentum slowing

11 → 17 → 15 → 9 → 12 new funds/Q
New funds entering each quarter: 17 → 15 → 9 → 12. UJAN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 58% of holders stayed 2+ years

58% veterans 12% 1-2yr 30% new
Of 98 current holders: 57 (58%) 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.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
6 of 98 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: UJAN

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

Market Analysis: UJAN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UJAN

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

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: UJAN
2026 Q1 Stats Unlock in 22 days 98 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 98 92 6.52%
13F Shares 3M 3M -4.48%
Total Value $124M $123M 0.65%
New Positions 12 9 +3
Increased Positions 28 13 +15
Closed Positions 6 16 -10
Reduced Positions 25 42 -17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UJAN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

98 + investors

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

Top 25 institutional holders of UJAN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BXM Wealth LLC 1.81% 55,195 $2.3M
2 Brookstone Capital Management 0.74% 1,519,749 $64.6M
3 CENTRAL VALLEY ADVISORS, LLC 0.56% 48,267 $2.1M
4 Long Island Wealth Management, Inc. 0.55% 27,903 $1.2M
5 Lantz Financial LLC 0.49% 55,217 $2.3M
6 Hiley Hunt Wealth Management 0.46% 24,384 $1.0M
7 Berkshire Money Management, Inc. 0.35% 79,793 $3.4M
8 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.34% 142,190 $6.0M
9 Maltin Wealth Management, Inc. 0.25% 15,113 $642K
10 Ballast Rock Private Wealth LLC 0.23% 9,879 $420K
11 Compass Advisory Group LLC 0.23% 20,238 $860K
12 KFG WEALTH MANAGEMENT, LLC 0.16% 30,023 $1.3M
13 Chris Bulman Inc 0.16% 8,614 $366K
14 O'Connor Financial Group LLC 0.16% 8,973 $381K
15 Diligent Investors, LLC 0.15% 13,890 $590K
16 Accurate Wealth Management, LLC 0.13% 24,879 $1.1M
17 Southland Equity Partners LLC 0.13% 15,443 $656K
18 Spire Wealth Management 0.11% 77,062 $3.3M
19 Lakeridge Wealth Management LLC 0.11% 5,757 $245K
20 MBL Wealth, LLC 0.08% 24,425 $1.0M
21 DHJJ Financial Advisors, Ltd. 0.08% 5,356 $228K
22 Triad Wealth Partners, LLC 0.07% 21,520 $915K
23 Elmwood Wealth Management, Inc. 0.06% 5,000 $213K
24 FC Advisory LLC 0.06% 4,734 $201K
25 Encompass More Asset Management 0.05% 7,623 $324K
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 (UJAN)

What does the Smart Money Trend signal show for UJAN?

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

Slight buying edge — 56% buying: Last quarter: 40 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UJAN holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 98 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 UJAN?

53% of holders stayed for 2+ years: 52 out of 98 hedge funds have held UJAN 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.