Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (ZJUN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
2Q ▼
Buyers last Q
17%

Smart Money Signals — ZJUN

Based on 33 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 3Q
For 2 consecutive quarters, more hedge funds reduced or closed their ZJUN 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 — 82% of 1.0Y peak

82% of all-time peak
33 funds currently hold this stock — 82% of the 1.0-year high of 40 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🔴

Heavy selling pressure — only 17% buying

5 buying24 selling
Last quarter: 24 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 4 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 42% entered in last year

■ 0% conviction (2yr+) ■ 58% medium ■ 42% 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.
⚠️

Saturation — most institutions already know this story

16 → 4 → 2 new funds/Q
New funds entering each quarter: 16 → 4 → 2. 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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 33 current holders: 33 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
5 of 33 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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.

Institutional Sentiment Summary — ZJUN

In 2026 Q1, 5 hedge funds were net buyers of ZJUN (2 opened a new position, 3 added to an existing one), while 24 reduced or exited (16 trimmed, 8 sold completely) — a 17% 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: 33.

Hedge Fund Ownership: ZJUN

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

Market Analysis: ZJUN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZJUN

-- --

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
0.2
/ 10
conviction
Hedge Fund Positioning: ZJUN
2026 Q2 Stats Unlock in 3 days 33 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 33 39 -15.38%
13F Shares 555K 2M -65.62%
Total Value $15M $43M -65.5%
New Positions 2 4 -2
Increased Positions 3 2 +1
Closed Positions 8 5 +3
Reduced Positions 16 13 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZJUN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

33 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ZJUN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integrated Wealth Management 1.45% 50,102 $1.4M
2 Howard Bailey Securities, LLC 1.32% 128,131 $3.5M
3 Sykon Capital LLC 1.24% 146,979 $4.0M
4 Centennial Advisors, LLC 1.16% 35,418 $970K
5 Key Capital Management, INC 0.68% 48,208 $1.3M
6 Optima Capital LLC 0.48% 44,696 $1.2M
7 FSA Advisors, Inc. 0.37% 29,635 $812K
8 Jessup Wealth Management, Inc 0.32% 39,746 $1.1M
9 Wellment Financial 0.25% 8,142 $223K
10 Brown Wealth Management, LLC 0.24% 38,638 $1.1M
11 Atlantic Private Wealth, LLC 0.23% 13,650 $374K
12 Lloyd Advisory Services, LLC. 0.20% 18,776 $514K
13 Independent Wealth Network Inc. 0.19% 27,792 $761K
14 Canandaigua National Bank & Trust Co 0.19% 80,702 $2.2M
15 Central Valley Advisors, LLC 0.18% 25,134 $689K
16 Prasad Wealth Partners, LLC 0.16% 23,555 $645K
17 Family Legacy Financial Solutions, LLC 0.15% 9,000 $247K
18 Applied Capital LLC 0.15% 14,621 $456K
19 Comprehensive Financial Consultants Institutional, Inc. 0.15% 20,243 $555K
20 Lineweaver Wealth Advisors, LLC 0.15% 44,743 $1.2M
21 Csenge Advisory Group 0.12% 112,092 $3.1M
22 WealthTrust Asset Management, LLC 0.11% 7,653 $210K
23 AssuredPartners Investment Advisors, LLC 0.11% 40,222 $1.1M
24 Bluesphere Advisors LLC 0.08% 9,772 $268K
25 Archer Investment Corp 0.08% 14,901 $408K
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 (ZJUN)

What does the Smart Money Trend signal show for ZJUN?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their ZJUN 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 ZJUN?

Heavy selling pressure — only 17% buying: Last quarter: 24 funds sold vs only 5 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 ZJUN holders?

Smaller funds dominant — 19% AUM from top-100: 5 of 33 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ZJUN?

Mostly new holders — 42% 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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