Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (UJUN)

69 + 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
↑ +17
Streak
1Q ▲
Buyers last Q
79%

Smart Money Signals — UJUN

Based on 69 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 UJUN 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
69 hedge funds hold UJUN 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 79% buying

52 buying14 selling
Last quarter: 52 funds were net buyers (24 opened a brand new position + 28 added to an existing one). Only 14 were sellers (7 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new UJUN position: 9 → 4 → 3 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

49% conviction (2yr+) 19% medium 32% new
34 out of 69 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.
🚀

Acceleration phase — new buyers rushing in

12 → 9 → 4 → 3 → 24 new funds/Q
New funds entering each quarter: 9 → 4 → 3 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 51% veterans vs 35% newcomers

51% veterans 14% 1-2yr 35% new
Entry-cohort mix of 69 holders: 35 (51%) are 2+ year veterans, 10 entered 1–2 years ago, and 24 (35%) 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
4 of 69 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.
4.0
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 — UJUN

In 2026 Q2, 52 hedge funds were net buyers of UJUN (24 opened a new position, 28 added to an existing one), while 14 reduced or exited (7 trimmed, 7 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 69.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: UJUN
69 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 69 52 32.69%
13F Shares 3M 1M 139.94%
Total Value $133M $53M 151.15%
New Positions 24 3 +21
Increased Positions 28 4 +24
Closed Positions 7 4 +3
Reduced Positions 7 25 -18
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 Q2)

69 + investors

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

QUARTER:
Top 25 UJUN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMG Wealth Management, Inc. 0.68% 31,539 $1.2M
2 Central Valley Advisors, LLC 0.65% 65,560 $2.5M
3 Kfg Wealth Management, LLC 0.62% 141,429 $5.5M
4 BXM Wealth LLC 0.61% 29,140 $1.1M
5 Brookstone Capital Management 0.56% 1,441,222 $55.5M
6 Barnes Dennig Private Wealth Management LLC 0.43% 13,883 $535K
7 O'Connor Financial Group LLC 0.42% 30,611 $1.2M
8 Berger Financial Group, Inc 0.36% 185,198 $7.1M
9 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.31% 162,090 $6.2M
10 Castle Rock Wealth Management, LLC 0.30% 40,094 $1.5M
11 Trek Financial, LLC 0.29% 151,373 $5.8M
12 AssuredPartners Investment Advisors, LLC 0.15% 39,322 $1.5M
13 Tounjian Advisory Partners, LLC 0.14% 8,430 $325K
14 Comprehensive Financial Consultants Institutional, Inc. 0.13% 12,285 $473K
15 Garden State Investment Advisory Services LLC 0.12% 17,235 $664K
16 Chris Bulman Inc 0.09% 6,214 $239K
17 Spire Wealth Management 0.08% 67,674 $2.6M
18 PFG Advisors 0.07% 37,762 $1.5M
19 Financial Management Network Inc 0.07% 13,130 $506K
20 Virtue Capital Management, LLC 0.07% 13,849 $534K
21 Fiduciary Financial Group, LLC 0.07% 15,022 $579K
22 Strategic Blueprint, LLC 0.06% 33,323 $1.3M
23 FC Advisory LLC 0.06% 6,061 $234K
24 Nations Financial Group Inc, /Ia/ /Adv 0.05% 28,572 $1.1M
25 Lantz Financial LLC 0.04% 6,115 $236K
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?

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

More buyers than sellers — 79% buying: Last quarter: 52 funds were net buyers (24 opened a brand new position + 28 added to an existing one). Only 14 were sellers (7 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UJUN holders?

Smaller funds dominant — 5% AUM from top-100: 4 of 69 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?

49% of holders stayed for 2+ years: 34 out of 69 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.

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