Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (BJUL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
39%

Smart Money Signals — BJUL

Based on 120 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BJUL 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
120 hedge funds hold BJUL 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 — +14% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 39% buying

32 buying51 selling
Last quarter: 51 funds sold vs only 32 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 9 → 16 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
72 out of 120 hedge funds have held BJUL 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

13 → 9 → 9 → 16 → 17 new funds/Q
New funds entering each quarter: 9 → 9 → 16 → 17. 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.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Of 120 current holders: 77 (64%) 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 — 3% AUM from top-100

3% from top-100 AUM funds
6 of 120 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Hedge Fund Ownership: BJUL

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

Market Analysis: BJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BJUL

-- --

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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: BJUL
2026 Q1 Stats Unlock in 10 days 120 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 120 105 14.29%
13F Shares 4M 4M -2.44%
Total Value $186M $187M -0.78%
New Positions 17 16 +1
Increased Positions 15 29 -14
Closed Positions 2 8 -6
Reduced Positions 49 29 +20
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BJUL

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

120 + investors

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

Top 25 institutional holders of BJUL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 INTEGRAL INVESTMENT ADVISORS, INC. 3.54% 285,983 $14.2M
2 FSA Advisors, Inc. 1.21% 36,875 $1.8M
3 My Personal CFO, LLC 1.02% 46,755 $2.3M
4 Global Trust Wealth Management LLC 0.92% 24,450 $1.2M
5 City Center Advisors, LLC 0.73% 15,837 $787K
6 Lantz Financial LLC 0.39% 38,174 $1.9M
7 DHJJ Financial Advisors, Ltd. 0.37% 22,608 $1.1M
8 TopTier Wealth Management, LLC 0.30% 9,898 $492K
9 FORONJY FINANCIAL LLC 0.29% 13,892 $690K
10 BCGM Wealth Management, LLC 0.27% 21,352 $1.1M
11 ROTHSCHILD INVESTMENT LLC 0.24% 92,350 $4.6M
12 Wingate Wealth Advisors, Inc. 0.22% 8,198 $407K
13 CORRADO ADVISORS, LLC 0.20% 7,634 $379K
14 Seros Financial, LLC 0.20% 6,211 $309K
15 Ballast Rock Private Wealth LLC 0.18% 6,671 $331K
16 Berkshire Money Management, Inc. 0.18% 34,856 $1.7M
17 BCS Wealth Management 0.17% 17,180 $854K
18 4J Wealth Management LLC 0.16% 5,750 $286K
19 Wealthquest Corp 0.16% 41,750 $2.1M
20 Outlook Wealth Advisors, LLC 0.15% 12,666 $629K
21 Lewis Asset Management, LLC 0.12% 5,689 $283K
22 Stratos Wealth Advisors, LLC 0.12% 37,747 $1.9M
23 Chris Bulman Inc 0.10% 4,687 $233K
24 Fragasso Financial Advisors Inc 0.10% 32,161 $1.6M
25 Three Seasons Wealth, LLC 0.10% 5,065 $252K
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 (BJUL)

What does the Smart Money Trend signal show for BJUL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BJUL 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 BJUL?

Heavy selling pressure — only 39% buying: Last quarter: 51 funds sold vs only 32 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 BJUL holders?

Smaller funds dominant — 3% AUM from top-100: 6 of 120 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 BJUL?

60% of holders stayed for 2+ years: 72 out of 120 hedge funds have held BJUL 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.