Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (UJUL)

74 + Investors. Track Smart Money conviction in UJUL. 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
↑ +3
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — UJUL

Based on 76 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UJUL 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 (95% of max)

95% of all-time peak
76 hedge funds hold UJUL 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 — +9% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

37 buying34 selling
Last quarter: 37 funds bought or added vs 34 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.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new UJUL position: 17 → 7 → 4 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
42 out of 76 hedge funds have held UJUL 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

12 → 17 → 7 → 4 → 14 new funds/Q
New funds entering each quarter: 17 → 7 → 4 → 14. UJUL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 53% veterans vs 30% newcomers

■ 53% veterans ■ 17% 1-2yr ■ 30% new
Entry-cohort mix of 76 holders: 40 (53%) are 2+ year veterans, 13 entered 1–2 years ago, and 23 (30%) 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 76 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — UJUL

In 2026 Q2, 37 hedge funds were net buyers of UJUL (14 opened a new position, 23 added to an existing one), while 34 reduced or exited (23 trimmed, 11 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 76.

Hedge Fund Ownership: UJUL

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

Market Analysis: UJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UJUL

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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
0.8
/ 10
conviction
Hedge Fund Positioning: UJUL
74 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 74 73 1.37%
13F Shares 2M 3M -18.2%
Total Value $88M $101M -12.91%
New Positions 13 4 +9
Increased Positions 22 15 +7
Closed Positions 12 10 +2
Reduced Positions 23 35 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UJUL

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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 UJUL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UJUL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMG Wealth Management, Inc. 1.45% 64,004 $2.6M
2 Central Valley Advisors, LLC 0.61% 58,253 $2.4M
3 Altium Investment Strategies LLC 0.54% 9,213 $377K
4 Campbell Deegan Wealth Management, LLC 0.53% 18,365 $749K
5 Kfg Wealth Management, LLC 0.45% 96,867 $3.9M
6 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.37% 183,958 $7.5M
7 InvesTrust 0.26% 16,258 $663K
8 Journey Retirement Planning & Investment Management LLC 0.19% 5,880 $240K
9 Retirement Guys Formula LLC 0.18% 12,036 $491K
10 AssuredPartners Investment Advisors, LLC 0.18% 45,664 $1.9M
11 BFI Wealth Solutions, LLC 0.17% 5,650 $230K
12 NewCorp Financial Services, Inc. 0.16% 4,973 $203K
13 Fiduciary Financial Group, LLC 0.14% 30,156 $1.2M
14 Berger Financial Group, Inc 0.12% 57,745 $2.4M
15 WPWealth LLP 0.12% 19,434 $792K
16 Smith Shellnut Wilson LLC /Adv 0.10% 6,531 $253K
17 Accurate Wealth Management, LLC 0.10% 24,368 $997K
18 Triad Wealth Partners, LLC 0.09% 38,984 $1.6M
19 Financial Network Wealth Advisors LLC 0.08% 2,037 $83K
20 Archer Investment Corp 0.08% 10,287 $419K
21 Arete Wealth Advisors, LLC 0.08% 58,450 $2.4M
22 Encompass More Asset Management 0.06% 10,947 $446K
23 Souders Financial Advisors 0.05% 11,680 $476K
24 Bedel Financial Consulting, Inc. 0.04% 11,394 $465K
25 Delta Investment Management, LLC 0.04% 6,470 $264K
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 (UJUL)

What does the Smart Money Trend signal show for UJUL?

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

Slight buying edge — 52% buying: Last quarter: 37 funds bought or added vs 34 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 UJUL holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 76 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 UJUL?

55% of holders stayed for 2+ years: 42 out of 76 hedge funds have held UJUL 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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