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TBJL Institutional Ownership

Innovator 20+ Year Treasury Bond 9 Buffer ETF - July
1W: -1.3% 1M: -3.4% 3M: -5.5% YTD: -7.8% 1Y: -8.7% 3Y: -1.2% 5Y: -24.0%
$18.37
-0.05 (-0.28%)
 
Weekly Expected Move ±1.0%
$18 $18 $18 $19 $19
ETF CBOE · AUM $21.5M

Institutional Ownership — TBJL

18
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
10M
Total Invested
2
New Positions
7
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (20 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Ashton Thomas Private Wealth, LLC 118,237 2M +1,234 +1.1% 7Q SEC ↗
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 83,229 2M +47,340 +131.9% 4Q SEC ↗
3 Arlington Capital Management, Inc. 70,069 1M -53,872 -43.5% 18Q SEC ↗
4 OLD MISSION CAPITAL LLC 56,241 1M +39,980 +245.9% 5Q SEC ↗
5 Capital Investment Advisory Services, 30,847 567K -1,106 -3.5% 7Q SEC ↗
6 COMMONWEALTH EQUITY SERVICES, LLC 28,284 520K -334,807 -92.2% 5Q SEC ↗
7 Kestra Advisory Services, LLC 24,918 458K -120 -0.5% 9Q SEC ↗
8 CITADEL ADVISORS LLC NEW 22,782 419K — +0.0% 1Q SEC ↗
9 OSAIC HOLDINGS, INC. 22,384 411K +205 +0.9% 20Q SEC ↗
10 Cetera Investment Advisers 15,558 286K +301 +2.0% 13Q SEC ↗
11 Atlantic Private Wealth, LLC 12,500 230K +2,500 +25.0% 3Q SEC ↗
12 HARBOUR INVESTMENTS, INC. 9,623 177K — +0.0% 10Q SEC ↗
13 Continuum Advisory, LLC NEW 1,383 25K — +0.0% 1Q SEC ↗
14 MORGAN STANLEY 1,154 21K — +0.0% 7Q SEC ↗
15 AE Wealth Management LLC 250 5K — +0.0% 7Q SEC ↗
16 UBS Group AG 154 3K +45 +41.3% 2Q SEC ↗
17 IFP Advisors, Inc 20 0K — +0.0% 5Q SEC ↗
18 Luminist Capital LLC 0 0K -369 -100.0% 1Q SEC ↗
19 ALTFEST L J & CO INC 0 0K -17,462 -100.0% 14Q SEC ↗
20 RAYMOND JAMES FINANCIAL INC 0 0K -13,000 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
CITADEL ADVISORS LLC 22,782 419K
Continuum Advisory, LLC 1,383 25K
Sold Out (3)
HolderPrev SharesPrev Value
ALTFEST L J & CO INC 17,462 321K
RAYMOND JAMES FINANCIAL INC 13,000 239K
Luminist Capital LLC 369 7K
Biggest Increases (7)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +47,340 +131.9% 83,229
OLD MISSION CAPITAL LLC +39,980 +245.9% 56,241
Atlantic Private Wealth, LLC +2,500 +25.0% 12,500
Ashton Thomas Private Wealth, LLC +1,234 +1.1% 118,237
Cetera Investment Advisers +301 +2.0% 15,558
OSAIC HOLDINGS, INC. +205 +0.9% 22,384
UBS Group AG +45 +41.3% 154
Biggest Decreases (4)
HolderReducedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC -334,807 -92.2% 28,284
Arlington Capital Management, Inc. -53,872 -43.5% 70,069
Capital Investment Advisory Service -1,106 -3.5% 30,847
Kestra Advisory Services, LLC -120 -0.5% 24,918

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms