Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (UJAN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — UJAN

Based on 110 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak
110 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

63 buying37 selling
Last quarter: 63 funds were net buyers (19 opened a brand new position + 44 added to an existing one). Only 37 were sellers (26 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 10 → 14 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 23% medium ■ 26% new
56 out of 110 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.
📈

Growing discovery — still being found

17 → 17 → 10 → 14 → 19 new funds/Q
New funds entering each quarter: 17 → 10 → 14 → 19. A growing number of institutions are discovering UJAN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 53% veterans vs 35% newcomers

■ 53% veterans ■ 13% 1-2yr ■ 35% new
Entry-cohort mix of 110 holders: 58 (53%) are 2+ year veterans, 14 entered 1–2 years ago, and 38 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
5 of 109 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — UJAN

In 2026 Q1, 63 hedge funds were net buyers of UJAN (19 opened a new position, 44 added to an existing one), while 37 reduced or exited (26 trimmed, 11 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 110.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much UJAN 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 · 79d ago
UJAN
+6.7%
SPY
+13.9%

UJAN outperformed SPY by -7.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
UJAN
+1.0%
SPY
+0.2%

Since the filing became public, UJAN outperformed SPY by +0.8% .

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 4 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: UJAN
110 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 110 102 7.84%
13F Shares 6M 3M 100.15%
Total Value $250M $129M 93.86%
New Positions 19 14 +5
Increased Positions 44 29 +15
Closed Positions 11 7 +4
Reduced Positions 26 25 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UJAN

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Institutional Holders (2026 Q1)

110 + investors

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

QUARTER:
Top 25 UJAN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sonoma Allocations LLC 6.05% 410,090 $17.5M
2 Campbell Deegan Wealth Management, LLC 5.12% 150,463 $6.4M
3 Talon Private Wealth, LLC 4.77% 845,012 $35.9M
4 VanWeelden Wealth Management, LLC 4.58% 135,247 $5.7M
5 BXM Wealth LLC 1.81% 55,195 $2.3M
6 IMG Wealth Management, Inc. 1.34% 49,605 $2.1M
7 Prairie Wealth Advisors, Inc. 1.20% — $2.8M
8 Brookstone Capital Management 0.74% 1,519,749 $64.6M
9 Central Valley Advisors, LLC 0.56% 48,267 $2.1M
10 Long Island Wealth Management, Inc. 0.55% 27,903 $1.2M
11 Lantz Financial LLC 0.49% 55,217 $2.3M
12 BFI Wealth Solutions, LLC 0.48% 11,600 $496K
13 Hiley Hunt Wealth Management 0.46% 24,384 $1.0M
14 ATX Financial Planning, LLC 0.42% 12,905 $549K
15 Berkshire Money Management, Inc. 0.35% 79,793 $3.4M
16 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.34% 142,190 $6.0M
17 Strategic Blueprint, LLC 0.27% 109,767 $4.7M
18 Maltin Wealth Management, Inc. 0.25% 15,113 $642K
19 Ballast Rock Private Wealth LLC 0.23% 9,879 $420K
20 Compass Advisory Group LLC 0.23% 20,238 $860K
21 Archer Investment Corp 0.18% 20,159 $857K
22 Kfg Wealth Management, LLC 0.16% 30,023 $1.3M
23 Chris Bulman Inc 0.16% 8,614 $366K
24 JT Stratford LLC 0.16% 29,304 $1.2M
25 O'Connor Financial Group LLC 0.16% 8,973 $381K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 63% buying: Last quarter: 63 funds were net buyers (19 opened a brand new position + 44 added to an existing one). Only 37 were sellers (26 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UJAN holders?

Smaller funds dominant — 6% AUM from top-100: 5 of 109 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UJAN?

51% of holders stayed for 2+ years: 56 out of 110 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.

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

As of today, UJAN has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), UJAN has gained +6.7% vs +13.9% 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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