Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (TJAN)

29 + Investors. Track Smart Money conviction in TJAN. 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
29%

Smart Money Signals — TJAN

Based on 29 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 3Q
For 1 consecutive quarter, more hedge funds reduced or closed their TJAN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
29 hedge funds hold TJAN right now — the highest count in 1.0 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.
🔴

Heavy selling pressure — only 29% buying

6 buying15 selling
Last quarter: 15 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 5 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 38% entered in last year

■ 0% conviction (2yr+) ■ 62% medium ■ 38% 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

8 → 5 → 4 new funds/Q
New funds entering each quarter: 8 → 5 → 4. 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 29 current holders: 29 (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 — 2% AUM from top-100

2% from top-100 AUM funds
3 of 29 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.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — TJAN

In 2025 Q4, 6 hedge funds were net buyers of TJAN (4 opened a new position, 2 added to an existing one), while 15 reduced or exited (10 trimmed, 5 sold completely) — a 29% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 29.

Hedge Fund Ownership: TJAN

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

Market Analysis: TJAN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TJAN

-- --

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: TJAN
2026 Q1 Stats Unlock in 6 days 29 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 29 30 -3.33%
13F Shares 680K 753K -9.6%
Total Value $19M $20M -8.78%
New Positions 4 5 -1
Increased Positions 2 5 -3
Closed Positions 5 5 -
Reduced Positions 10 8 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TJAN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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)

29 + investors

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

Top 19 institutional holders of TJAN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlantic Private Wealth, LLC 0.43% 24,500 $664K
2 GILL CAPITAL PARTNERS, LLC 0.22% 28,254 $766K
3 Cypress Wealth Services, LLC 0.12% 30,599 $829K
4 SMI Advisory Services, LLC 0.08% 18,817 $512K
5 Brookstone Capital Management 0.05% 168,266 $4.6M
6 Triad Wealth Partners, LLC 0.03% 13,253 $359K
7 Mutual Advisors, LLC 0.01% 25,017 $678K
8 Abound Wealth Management 0.00% 344 $9K
9 HighTower Advisors, LLC 0.00% 63,479 $1.7M
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 34,931 $947K
11 IFP Advisors, Inc 0.00% 2,100 $57K
12 Cambridge Investment Research Advisors, Inc. 0.00% 14,101 —
13 Farther Finance Advisors, LLC 0.00% 3,249 $88K
14 MML INVESTORS SERVICES, LLC 0.00% 9,074 $246K
15 Cetera Investment Advisers 0.00% 8,534 $231K
16 CWM, LLC 0.00% 2,653 $72K
17 RAYMOND JAMES FINANCIAL INC 0.00% 22,277 $604K
18 LPL Financial LLC 0.00% 8,558 $232K
19 UBS Group AG 0.00% 322 $9K
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 (TJAN)

What does the Smart Money Trend signal show for TJAN?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TJAN 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 TJAN?

Heavy selling pressure — only 29% buying: Last quarter: 15 funds sold vs only 6 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 TJAN holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 29 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 TJAN?

Mostly new holders — 38% 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.