Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (UJUN)

51 + Investors. Track Smart Money conviction in UJUN. 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
21%

Smart Money Signals — UJUN

Based on 51 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 UJUN 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 — 94% of 3.0Y peak

94% of all-time peak
51 funds currently hold this stock — 94% of the 3.0-year high of 54 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+4 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.
🔴

Heavy selling pressure — only 21% buying

8 buying31 selling
Last quarter: 31 funds sold vs only 8 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: 4 → 10 → 9 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 27% medium 16% new
29 out of 51 hedge funds have held UJUN 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 — ~4 new funds/quarter

4 → 4 → 10 → 9 → 4 new funds/Q
New funds entering each quarter: 4 → 10 → 9 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 20% 1-2yr 20% new
Of 51 current holders: 31 (61%) 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
5 of 51 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.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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: UJUN

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

Market Analysis: UJUN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UJUN

-- --

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: UJUN
2026 Q1 Stats Unlock in 15 days 51 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 51 54 -5.56%
13F Shares 2M 3M -54.11%
Total Value $55M $119M -53.63%
New Positions 4 9 -5
Increased Positions 4 10 -6
Closed Positions 7 6 +1
Reduced Positions 24 17 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UJUN

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Institutional Holders (2026 Q1)

51 + investors

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

Top 25 institutional holders of UJUN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CENTRAL VALLEY ADVISORS, LLC 0.55% 54,057 $2.0M
2 Barnes Dennig Private Wealth Management LLC 0.52% 14,185 $528K
3 SeaCrest Wealth Management, LLC 0.38% 96,537 $3.6M
4 KFG WEALTH MANAGEMENT, LLC 0.38% 79,389 $3.0M
5 Berger Financial Group, Inc 0.37% 175,588 $6.5M
6 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.33% 154,608 $5.8M
7 Castle Rock Wealth Management, LLC 0.32% 40,094 $1.5M
8 RPS ADVISORY SOLUTIONS LLC 0.22% 10,211 $380K
9 O'Connor Financial Group LLC 0.14% 8,958 $334K
10 AssuredPartners Investment Advisors, LLC 0.10% 25,356 $951K
11 FC Advisory LLC 0.07% 6,061 $226K
12 Spire Wealth Management 0.05% 39,785 $1.5M
13 FIDUCIARY FINANCIAL GROUP, LLC 0.05% 9,478 $353K
14 WealthShield Partners, LLC 0.02% 5,632 $210K
15 Strategic Blueprint, LLC 0.02% 9,853 $367K
16 MONEY CONCEPTS CAPITAL CORP 0.01% 7,070 $263K
17 Brookstone Capital Management 0.01% 23,980 $893K
18 CoreCap Advisors, LLC 0.01% 7,677 $286K
19 Kestra Advisory Services, LLC 0.01% 55,805 $2.1M
20 Archer Investment Corp 0.01% 715 $27K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 51,450 $1.9M
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 14,941 $559K
23 TRUIST FINANCIAL CORP 0.00% 22,598 $842K
24 MML INVESTORS SERVICES, LLC 0.00% 9,823 $366K
25 Cambridge Investment Research Advisors, Inc. 0.00% 6,155
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 (UJUN)

What does the Smart Money Trend signal show for UJUN?

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

Heavy selling pressure — only 21% buying: Last quarter: 31 funds sold vs only 8 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 UJUN holders?

Smaller funds dominant — 5% AUM from top-100: 5 of 51 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 UJUN?

57% of holders stayed for 2+ years: 29 out of 51 hedge funds have held UJUN 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.