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 19 institutions that hold shares in the stock, with a total of 489,385 shares, which have been reported (via 13F filing form) to have a value of $9.62 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
88,580
shares
|
$1.77 Million
1.67% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
82,410
shares
|
$1.65 Million
0.44% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
58,913
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
51,862
shares
|
$1.04 Million
0.14% of portfolio
|
Q3 2024
Reduced 96.94%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
38,035
shares
|
$761,080
0.01% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
30,284
shares
|
$605,982
0.0% of portfolio
|
Q3 2024
Reduced 51.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
29,193
shares
|
$584,151
0.0% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
27,211
shares
|
$544,492
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
15,807
shares
|
$316,298
0.0% of portfolio
|
Q3 2024
Reduced 17.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
14,073
shares
|
$281,600
0.0% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,481
shares
|
$249,744
0.01% of portfolio
|
Q3 2024
Reduced 84.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,857
shares
|
$217,248
0.0% of portfolio
|
Q3 2024
Reduced 86.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,491
shares
|
$29,834
0.0% of portfolio
|
Q3 2024
Added 70.4%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,118
shares
|
$22,371
0.0% of portfolio
|
Q3 2024
Reduced 32.85%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
986
shares
|
$19,729
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
344
shares
|
$6,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
57
shares
|
$1,140
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|