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 539,648 shares, which have been reported (via 13F filing form) to have a value of $10.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
178,035
shares
|
$3.6 Million
2.68% of portfolio
|
Q4 2024
Added 100.99%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
80,000
shares
|
$1.62 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
67,339
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
46,764
shares
|
$946,503
0.13% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
30,846
shares
|
$624,323
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
27,893
shares
|
$564,554
0.0% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
27,211
shares
|
$550,750
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,404
shares
|
$412,976
0.0% of portfolio
|
Q4 2024
Added 29.08%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
14,066
shares
|
$284,695
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,057
shares
|
$284,513
0.0% of portfolio
|
Q4 2024
Added 29.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
13,683
shares
|
$276,943
0.0% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,256
shares
|
$248,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,832
shares
|
$77,559
0.0% of portfolio
|
Q4 2024
Added 157.01%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,133
shares
|
$22,931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
986
shares
|
$19,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
369
shares
|
$7,468
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
344
shares
|
$6,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
250
shares
|
$5,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
180
shares
|
$3,643
0.0% of portfolio
|
Q4 2024
Reduced 83.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|