Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (AJUL)

44 + Investors. Track Smart Money conviction in AJUL. 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
↑ +1
Streak
1Q ▲
Buyers last Q
26%

Smart Money Signals — AJUL

Based on 44 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 AJUL 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
44 hedge funds hold AJUL right now — the highest count in 2.0 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 — +7% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 26% buying

8 buying23 selling
Last quarter: 23 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 3 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 16% entered in last year

0% conviction (2yr+) 84% medium 16% 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

6 → 7 → 7 → 3 → 7 new funds/Q
New funds entering each quarter: 7 → 7 → 3 → 7. AJUL 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, 27% new entrants

0% veterans 73% 1-2yr 27% new
Of 44 current holders: 0 (0%) held 2+ years, 32 held 1–2 years, 12 (27%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
3 of 44 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — AJUL

In 2026 Q2, 8 hedge funds were net buyers of AJUL (7 opened a new position, 1 added to an existing one), while 23 reduced or exited (17 trimmed, 6 sold completely) — a 26% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 44.

Hedge Fund Ownership: AJUL

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

Market Analysis: AJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AJUL

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: AJUL
44 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 44 43 2.33%
13F Shares 855K 887K -3.56%
Total Value $25M $25M -0.07%
New Positions 7 3 +4
Increased Positions 1 4 -3
Closed Positions 6 6 -
Reduced Positions 17 15 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AJUL

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Institutional Holders (2026 Q2)

44 + investors

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

QUARTER:
Top 25 AJUL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mtm Financial Group, LLC 0.29% 22,405 $674K
2 Bay Capital Advisors, LLC 0.11% 6,805 $205K
3 Maia Wealth LLC 0.08% 18,871 $568K
4 Comprehensive Financial Consultants Institutional, Inc. 0.06% 6,997 $210K
5 Able Wealth Management LLC 0.05% 7,776 $234K
6 Syntegra Private Wealth Group, LLC 0.05% 20,353 $612K
7 Cypress Wealth Services, LLC 0.04% 11,357 $342K
8 Kfg Wealth Management, LLC 0.04% 10,471 $315K
9 Three Seasons Wealth, LLC 0.03% 10,520 $316K
10 Trek Financial, LLC 0.02% 13,052 $393K
11 Cornerstone Wealth Group, LLC 0.02% 8,960 $270K
12 Tradition Wealth Management, LLC 0.02% 8,307 $250K
13 Chicago Partners Investment Group LLC 0.01% 22,725 $680K
14 Continuum Advisory, LLC 0.01% 5,156 $155K
15 Old Mission Capital LLC 0.01% 16,712 $503K
16 Belpointe Asset Management LLC 0.01% 6,731 $202K
17 Noble Wealth Management PBC 0.01% 480 $14K
18 Integrity Alliance, LLC. 0.01% 6,770 $204K
19 World Investment Advisors 0.00% 10,299 $299K
20 HighTower Advisors, LLC 0.00% 166,342 $5.0M
21 Harbor Investment Advisory, LLC 0.00% 2,128 $64K
22 Fort Washington Investment Advisors Inc /Oh/ 0.00% 29,500 $887K
23 Foundations Investment Advisors, LLC 0.00% 14,158 $426K
24 CoreCap Advisors, LLC 0.00% 4,927 $148K
25 Brookstone Capital Management 0.00% 14,405 $433K
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 (AJUL)

What does the Smart Money Trend signal show for AJUL?

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

Heavy selling pressure — only 26% buying: Last quarter: 23 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 AJUL holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 44 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AJUL?

Mostly new holders — 16% 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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