Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (UJUL)

73 + 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
↓ -6
Streak
2Q ▼
Buyers last Q
30%

Smart Money Signals — UJUL

Based on 73 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
73 funds currently hold this stock — 91% of the 3.0-year high of 80 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 30% buying

19 buying45 selling
Last quarter: 45 funds sold vs only 19 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 17 → 7 → 4. 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+) 34% medium 15% new
37 out of 73 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.
⚠️

Saturation — most institutions already know this story

8 → 12 → 17 → 7 → 4 new funds/Q
New funds entering each quarter: 12 → 17 → 7 → 4. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 52% veterans vs 23% newcomers

52% veterans 25% 1-2yr 23% new
Entry-cohort mix of 73 holders: 38 (52%) are 2+ year veterans, 18 entered 1–2 years ago, and 17 (23%) 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
5 of 73 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — UJUL

In 2026 Q1, 19 hedge funds were net buyers of UJUL (4 opened a new position, 15 added to an existing one), while 45 reduced or exited (35 trimmed, 10 sold completely) — a 30% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 73.

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.

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

Signal Freshness measures how much UJUL 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 · 82d ago
UJUL
+5.9%
SPY
+15.1%

UJUL outperformed SPY by -9.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
UJUL
+0.7%
SPY
+1.3%

Since the filing became public, UJUL outperformed SPY by -0.6% .

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
0.7
/ 10
conviction
Hedge Fund Positioning: UJUL
73 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 73 79 -7.59%
13F Shares 3M 3M -7.91%
Total Value $101M $112M -10.08%
New Positions 4 7 -3
Increased Positions 15 21 -6
Closed Positions 10 8 +2
Reduced Positions 35 31 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UJUL

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Financial Highlights

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Institutional Holders (2026 Q1)

73 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMG Wealth Management, Inc. 1.57% 64,111 $2.5M
2 Central Valley Advisors, LLC 0.54% 51,854 $2.0M
3 Kfg Wealth Management, LLC 0.51% 102,110 $3.9M
4 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.38% 175,352 $6.7M
5 O'Connor Financial Group LLC 0.33% 20,901 $800K
6 InvesTrust 0.26% 16,258 $623K
7 Retirement Guys Formula LLC 0.21% 12,036 $461K
8 BFI Wealth Solutions, LLC 0.21% 5,650 $218K
9 AssuredPartners Investment Advisors, LLC 0.19% 45,737 $1.8M
10 Arete Wealth Advisors, LLC 0.17% 58,380 $2.2M
11 Fiduciary Financial Group, LLC 0.15% 30,156 $1.2M
12 WPWealth LLP 0.13% 22,862 $876K
13 Journey Retirement Planning & Investment Management LLC 0.12% 15,612 $605K
14 Berger Financial Group, Inc 0.12% 55,885 $2.1M
15 SeaCrest Wealth Management, LLC 0.11% 26,131 $1.0M
16 Nations Financial Group Inc, /Ia/ /Adv 0.09% 45,734 $1.8M
17 Archer Investment Corp 0.09% 10,832 $415K
18 Financial Network Wealth Advisors LLC 0.08% 2,064 $79K
19 Buska Wealth Management, LLC 0.08% 5,255 $201K
20 Triad Wealth Partners, LLC 0.07% 23,564 $902K
21 Encompass More Asset Management 0.06% 8,927 $342K
22 Strategic Blueprint, LLC 0.05% 24,461 $937K
23 Souders Financial Advisors 0.05% 11,680 $447K
24 Accurate Wealth Management, LLC 0.05% 10,061 $395K
25 Allegiance Financial Group Advisory Services LLC 0.05% 5,991 $229K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Heavy selling pressure — only 30% buying: Last quarter: 45 funds sold vs only 19 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 UJUL holders?

Smaller funds dominant — 4% AUM from top-100: 5 of 73 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?

51% of holders stayed for 2+ years: 37 out of 73 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.

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

As of today, UJUL has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), UJUL has gained +5.9% 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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