Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (UJUL)

77 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — UJUL

Based on 77 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UJUL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
77 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 — +18% more funds vs a year ago

fund count last 6Q
+12 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 sellers than buyers — 42% buying

28 buying38 selling
Last quarter: 38 funds reduced or exited vs 28 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 11 → 16 → 7. 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.
🔒

48% of holders stayed for 2+ years

48% conviction (2yr+) 30% medium 22% new
37 out of 77 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.
➡️

Steady discovery — ~7 new funds/quarter

8 → 8 → 11 → 16 → 7 new funds/Q
New funds entering each quarter: 8 → 11 → 16 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

53% veterans 18% 1-2yr 29% new
Of 77 current holders: 41 (53%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
6 of 77 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: UJUL
2026 Q1 Stats Unlock in 16 days 77 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 77 78 -1.28%
13F Shares 3M 5M -36.9%
Total Value $111M $173M -35.85%
New Positions 7 16 -9
Increased Positions 21 30 -9
Closed Positions 8 6 +2
Reduced Positions 30 15 +15
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 Q1)

77 + investors

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

Top 25 institutional holders of UJUL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CENTRAL VALLEY ADVISORS, LLC 0.54% 51,854 $2.0M
2 KFG WEALTH MANAGEMENT, LLC 0.51% 102,110 $3.9M
3 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.38% 175,352 $6.7M
4 O'Connor Financial Group LLC 0.33% 20,901 $800K
5 InvesTrust 0.26% 16,258 $623K
6 RETIREMENT GUYS FORMULA LLC 0.21% 12,036 $461K
7 AssuredPartners Investment Advisors, LLC 0.19% 45,737 $1.8M
8 FIDUCIARY FINANCIAL GROUP, LLC 0.15% 30,156 $1.2M
9 JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.12% 15,612 $605K
10 Berger Financial Group, Inc 0.12% 55,885 $2.1M
11 SeaCrest Wealth Management, LLC 0.11% 26,131 $1.0M
12 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.09% 45,734 $1.8M
13 Buska Wealth Management, LLC 0.08% 5,255 $201K
14 Triad Wealth Partners, LLC 0.07% 23,564 $902K
15 Encompass More Asset Management 0.06% 8,927 $342K
16 Strategic Blueprint, LLC 0.05% 24,461 $937K
17 Accurate Wealth Management, LLC 0.05% 10,061 $395K
18 EVOLUTION WEALTH MANAGEMENT INC. 0.04% 1,324 $51K
19 Brookstone Capital Management 0.04% 82,891 $3.2M
20 Kestra Advisory Services, LLC 0.04% 248,559 $9.5M
21 ALTFEST L J & CO INC 0.04% 8,595 $329K
22 Spire Wealth Management 0.03% 22,789 $873K
23 MONEY CONCEPTS CAPITAL CORP 0.01% 6,998 $268K
24 DHJJ Financial Advisors, Ltd. 0.01% 864 $33K
25 RFG Advisory, LLC 0.01% 11,335 $434K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UJUL 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 UJUL?

More sellers than buyers — 42% buying: Last quarter: 38 funds reduced or exited vs 28 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UJUL holders?

Smaller funds dominant — 4% AUM from top-100: 6 of 77 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 UJUL?

48% of holders stayed for 2+ years: 37 out of 77 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.