Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (EJAN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
46%

Smart Money Signals — EJAN

Based on 71 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 EJAN 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
71 funds currently hold this stock — 92% of the 3.0-year high of 77 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 1 quarters from the low — a sharp move.
🟠

More sellers than buyers — 46% buying

29 buying34 selling
Last quarter: 34 funds reduced or exited vs 29 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 5 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 30% medium ■ 17% new
38 out of 71 hedge funds have held EJAN 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.
➡️

Steady discovery — ~11 new funds/quarter

9 → 13 → 5 → 7 → 11 new funds/Q
New funds entering each quarter: 13 → 5 → 7 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 25% 1-2yr ■ 25% new
Of 71 current holders: 35 (49%) 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 — 2% AUM from top-100

2% from top-100 AUM funds
3 of 71 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — EJAN

In 2025 Q4, 29 hedge funds were net buyers of EJAN (11 opened a new position, 18 added to an existing one), while 34 reduced or exited (24 trimmed, 10 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 71.

Hedge Fund Ownership: EJAN

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

Market Analysis: EJAN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EJAN

-- --

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 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: EJAN
2026 Q1 Stats Unlock in 5 days 71 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 71 70 1.43%
13F Shares 2M 2M 0.42%
Total Value $55M $54M 2.18%
New Positions 11 7 +4
Increased Positions 18 16 +2
Closed Positions 10 6 +4
Reduced Positions 24 29 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EJAN

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

71 + investors

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

QUARTER:
Top 25 institutional holders of EJAN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Long Island Wealth Management, Inc. 3.66% 232,619 $7.9M
2 ACCESS FINANCIAL SERVICES, INC. 2.38% 197,793 $6.7M
3 CORRADO ADVISORS, LLC 1.32% 74,668 $2.5M
4 Liberty Atlantic Advisors LLC 0.98% 33,730 $1.1M
5 PRIVATE CLIENT SERVICES, LLC 0.55% 54,539 $1.9M
6 HFG Wealth Management, LLC 0.40% 21,617 $733K
7 My Personal CFO, LLC 0.40% 26,990 $916K
8 PERSONAL CFO SOLUTIONS, LLC 0.35% 74,162 $2.5M
9 MBL Wealth, LLC 0.33% 129,170 $4.4M
10 Diligent Investors, LLC 0.28% 33,899 $1.2M
11 Opus Financial Solutions LLC 0.28% 8,621 $293K
12 Compass Advisory Group LLC 0.25% 27,718 $940K
13 GILL CAPITAL PARTNERS, LLC 0.25% 25,512 $866K
14 Onyx Bridge Wealth Group LLC 0.22% 61,644 $2.1M
15 NewCorp Financial Services, Inc. 0.20% 6,892 $234K
16 First Heartland Consultants, Inc. 0.19% 71,287 $2.4M
17 Arlington Capital Management, Inc. 0.18% 9,432 $320K
18 WPWealth LLP 0.15% 29,049 $986K
19 Signal Advisors Wealth, LLC 0.12% 50,643 $1.7M
20 Triad Wealth Partners, LLC 0.11% 39,324 $1.3M
21 WorthPointe, LLC 0.08% 8,237 $279K
22 Vantage Point Financial LLC 0.07% 5,925 $201K
23 Cypress Wealth Services, LLC 0.07% 14,161 $480K
24 AdvisorNet Financial, Inc 0.05% 29,714 $1.0M
25 DHJJ Financial Advisors, Ltd. 0.05% 4,551 $154K
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 (EJAN)

What does the Smart Money Trend signal show for EJAN?

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

More sellers than buyers — 46% buying: Last quarter: 34 funds reduced or exited vs 29 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 EJAN holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 71 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 EJAN?

54% of holders stayed for 2+ years: 38 out of 71 hedge funds have held EJAN 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.