Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (ZJUL)

85 + Investors. Track Smart Money conviction in ZJUL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
43%

Smart Money Signals — ZJUL

Based on 86 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 ZJUL 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 (96% of max)

96% of all-time peak
86 hedge funds hold ZJUL 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 — +16% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 43% buying

31 buying41 selling
Last quarter: 41 funds reduced or exited vs 31 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.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 7 → 10 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 22% entered in last year

■ 0% conviction (2yr+) ■ 78% medium ■ 22% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

18 → 26 → 7 → 10 → 14 new funds/Q
New funds entering each quarter: 26 → 7 → 10 → 14. ZJUL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 0% veterans, 44% new entrants

■ 0% veterans ■ 56% 1-2yr ■ 44% new
Of 86 current holders: 0 (0%) held 2+ years, 48 held 1–2 years, 38 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
6 of 86 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — ZJUL

In 2026 Q2, 31 hedge funds were net buyers of ZJUL (14 opened a new position, 17 added to an existing one), while 41 reduced or exited (28 trimmed, 13 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 86.

Hedge Fund Ownership: ZJUL

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

Market Analysis: ZJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZJUL

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ZJUL
85 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 85 85 -
13F Shares 2M 2M -1.24%
Total Value $65M $63M 1.97%
New Positions 13 10 +3
Increased Positions 17 7 +10
Closed Positions 13 14 -1
Reduced Positions 28 36 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZJUL

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Financial Highlights

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Institutional Holders (2026 Q2)

85 + investors

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

QUARTER:
Top 25 ZJUL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMG Wealth Management, Inc. 0.48% 29,043 $870K
2 Spectrum Advisors, Inc. 0.29% 12,697 $369K
3 Canandaigua National Bank & Trust Co 0.29% 115,087 $3.4M
4 Diligent Investors, LLC 0.28% 42,137 $1.3M
5 Carmel Capital Partners, LLC 0.25% 25,700 $770K
6 Archer Investment Corp 0.24% 39,869 $1.2M
7 Central Valley Advisors, LLC 0.19% 24,677 $740K
8 Collaborative Wealth Managment Inc. 0.19% 14,723 $441K
9 Jim Saulnier & Associates, LLC 0.17% 14,495 $434K
10 Red Reef Advisors LLC 0.17% 6,179 $185K
11 Aegis Wealth Management, Inc. 0.17% 8,823 $264K
12 Riverchase Wealth Management, LLC 0.17% 11,916 $357K
13 Evolution Wealth Management INC. 0.15% 8,450 $253K
14 Kfg Wealth Management, LLC 0.15% 43,009 $1.3M
15 FC Advisory LLC 0.14% 17,376 $521K
16 Brown Wealth Management, LLC 0.13% 20,012 $600K
17 Code Waechter LLC 0.13% 8,386 $251K
18 Centaurus Financial, INC. 0.12% 107,150 $3.2M
19 Reliant Wealth Planning 0.12% 14,366 $431K
20 Cypress Wealth Services, LLC 0.11% 28,623 $858K
21 Stratos Wealth Advisors, LLC 0.09% 51,777 $1.6M
22 Triad Wealth Partners, LLC 0.07% 40,953 $1.2M
23 Lineweaver Wealth Advisors, LLC 0.07% 18,820 $564K
24 Trek Financial, LLC 0.06% 43,511 $1.3M
25 Beck Capital Management, LLC 0.06% 10,314 $309K
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 (ZJUL)

What does the Smart Money Trend signal show for ZJUL?

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

More sellers than buyers — 43% buying: Last quarter: 41 funds reduced or exited vs 31 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 ZJUL holders?

Smaller funds dominant — 3% AUM from top-100: 6 of 86 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ZJUL?

Mostly new holders — 22% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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