Institutional Ownership Innovator 20+ Year Treasury Bo (TBJL)
This table provides information about the institutional ownership of Innovator 20+ Year Treasury Bo (TBJL). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 1.2 Million shares, which have been reported (via 13F filing form) to have a value of $24.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
685,146
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
114,853
shares
|
$2.31 Million
0.06% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Nov 14, 2025 Q3 2025 |
102,923
shares
|
$2.07 Million
1.73% of portfolio
|
Q3 2025
Reduced 26.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
37,506
shares
|
$752,745
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
31,873
shares
|
$639,691
0.0% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
31,693
shares
|
$636,078
0.09% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
28,544
shares
|
$572,878
0.05% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
27,281
shares
|
$547,529
0.0% of portfolio
|
Q3 2025
Added 94.21%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
24,918
shares
|
$500,104
0.0% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
21,942
shares
|
$440,375
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
21,316
shares
|
$427,812
0.0% of portfolio
|
Q3 2025
Added 73.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
8,671
shares
|
$174,026
0.0% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,133
shares
|
$22,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
320
shares
|
$6,422
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
250
shares
|
$5,017
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|