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 20 institutions that hold shares in the stock, with a total of 1.25 Million shares, which have been reported (via 13F filing form) to have a value of $24.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
752,198
shares
|
$15.1 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
139,153
shares
|
$2.8 Million
2.72% of portfolio
|
Q2 2025
Reduced 21.89%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
114,039
shares
|
$2.29 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
37,868
shares
|
$761,146
0.11% of portfolio
|
Q2 2025
Reduced 95.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
37,008
shares
|
$743,860
0.0% of portfolio
|
Q2 2025
Added 62.38%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
33,503
shares
|
$673,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
30,277
shares
|
$608,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
28,544
shares
|
$573,734
0.05% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
27,038
shares
|
$543,463
0.0% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
14,047
shares
|
$282,344
0.0% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,274
shares
|
$246,707
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,671
shares
|
$174,287
0.0% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
5,000
shares
|
$100,500
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,925
shares
|
$98,992
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,133
shares
|
$22,773
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
369
shares
|
$7,416
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
320
shares
|
$6,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
250
shares
|
$5,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
202
shares
|
$4,060
0.0% of portfolio
|
Q2 2025
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
|