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 15 institutions that hold shares in the stock, with a total of 1.29 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
859,137
shares
|
$17 Million
2.68% of portfolio
|
Q1 2025
Added 1737.18%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
178,158
shares
|
$3.52 Million
2.86% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
114,736
shares
|
$2.27 Million
0.09% of portfolio
|
Q1 2025
Added 70.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
35,171
shares
|
$694,627
0.0% of portfolio
|
Q4 2024
Reduced 33.6%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
28,544
shares
|
$563,744
0.06% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
28,013
shares
|
$553,256
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
13,283
shares
|
$262,339
0.0% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,821
shares
|
$253,214
0.0% of portfolio
|
Q1 2025
Reduced 37.16%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
10,000
shares
|
$197,500
0.05% of portfolio
|
Q1 2025
Reduced 87.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,984
shares
|
$157,684
0.01% of portfolio
|
Q1 2025
Added 108.35%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
5,000
shares
|
$98,750
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,133
shares
|
$22,376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
369
shares
|
$7,287
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
250
shares
|
$4,937
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|