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 16 institutions that hold shares in the stock, with a total of 1.17 Million shares, which have been reported (via 13F filing form) to have a value of $23 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
|
$14.9 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
139,153
shares
|
$2.75 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
|
$2.26 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
37,868
shares
|
$749,029
0.11% of portfolio
|
Q2 2025
Reduced 95.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
28,544
shares
|
$564,600
0.05% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
28,013
shares
|
$554,097
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
22,791
shares
|
$450,805
0.0% of portfolio
|
Q2 2025
Reduced 35.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
14,047
shares
|
$277,849
0.0% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,821
shares
|
$253,599
0.0% of portfolio
|
Q1 2025
Reduced 37.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,671
shares
|
$171,512
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
|
$98,900
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,133
shares
|
$22,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
369
shares
|
$7,298
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
320
shares
|
$6,329
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
250
shares
|
$4,945
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
|