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Innovator 20+ Year Treasury Bond 9 Buffer ETF - July (TBJL) Institutional Ownership

$18.50 -0.03 (-0.13%)
As of 11:11 AM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator 20+ Year Treasury Bond 9 Buffer ETF - July (BATS:TBJL)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$1.89M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$8.03M
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TBJL Institutional Buying and Selling by Quarter

Innovator 20+ Year Treasury Bond 9 Buffer ETF - July Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Arlington Capital Management Inc.70,069$1.39M0.8%-43.5%8.243%
9/2/2026Citadel Advisors LLC22,782$452K0.0%N/A2.680%
8/23/2026Atlantic Private Wealth LLC12,500$248K0.1%+25.0%1.471%
8/21/2026Continuum Advisory LLC1,383$27K0.0%N/A0.163%
5/13/2026Cetera Investment Advisers15,257$304K0.0%-39.3%1.795%
5/8/2026Atlantic Private Wealth LLC10,000$199K0.1%+65.9%1.176%
5/2/2026Arlington Capital Management Inc.123,941$2.47M1.4%+32.5%14.581%
2/18/2026OLD Mission Capital LLC25,406$506K0.0%-20.3%2.989%
2/17/2026Cetera Investment Advisers25,144$501K0.0%-7.8%2.958%
2/17/2026Osaic Holdings Inc.24,551$489K0.0%-34.5%2.888%
2/12/2026Commonwealth Equity Services LLC499,963$9.95M0.0%-27.0%58.819%
2/11/2026Atlantic Private Wealth LLC6,029$120K0.1%N/A0.709%
1/29/2026Ashton Thomas Private Wealth LLC117,085$2.33M0.1%+1.9%13.775%
1/23/2026Altfest L J & Co. Inc.18,921$377K0.0%-40.3%2.226%
1/21/2026Capital Investment Advisory Services LLC31,056$618K0.0%+8.8%3.654%
1/6/2026Arlington Capital Management Inc.93,544$1.86M1.1%-9.1%11.005%
11/17/2025Susquehanna International Group LLP21,942$441K0.0%N/A2.581%
11/14/2025Arlington Capital Management Inc.102,923$2.07M1.3%-26.0%12.109%
11/4/2025Ashton Thomas Private Wealth LLC114,853$2.31M0.1%+0.7%13.512%
10/22/2025Commonwealth Equity Services LLC685,146$13.77M0.0%-8.9%80.605%
10/21/2025Altfest L J & Co. Inc.31,693$637K0.1%-16.3%3.729%
9/4/2025Osaic Holdings Inc.37,008$739K0.0%+5.2%4.354%
8/14/2025Jane Street Group LLC12,274$245K0.0%N/A1.444%
8/14/2025Raymond James Financial Inc.4,925$98K0.0%N/A0.579%
8/8/2025Cetera Investment Advisers14,047$281K0.0%+5.8%1.653%
8/1/2025Ashton Thomas Private Wealth LLC114,039$2.28M0.1%-0.6%13.416%
7/28/2025Harbour Investments Inc.8,671$173K0.0%+8.6%1.020%
7/16/2025Arlington Capital Management Inc.139,153$2.78M2.4%-21.9%16.371%
5/16/2025Ashton Thomas Private Wealth LLC114,736$2.32M0.1%+70.4%6.556%
5/9/2025Altfest L J & Co. Inc.859,137$17.38M2.2%+1,737.2%49.094%
5/8/2025Harbour Investments Inc.7,984$162K0.0%+108.4%0.456%
4/29/2025Capital Investment Advisory Services LLC28,544$577K0.1%+4.9%1.631%
4/10/2025Diligent Investors LLC10,000$202K0.0%-87.5%0.606%
2/18/2025GTS Securities LLC14,066$275K0.0%N/A0.426%
2/17/2025Diligent Investors LLC80,000$1.57M0.4%-2.9%2.424%
2/17/2025Citadel Advisors LLC12,256$240K0.0%N/A0.371%
2/14/2025Jane Street Group LLC14,057$275K0.0%+29.5%0.426%
2/12/2025Arlington Capital Management Inc.178,035$3.48M2.4%+101.0%5.395%
2/10/2025Harbour Investments Inc.3,832$75K0.0%+157.0%0.116%
2/7/2025Ashton Thomas Private Wealth LLC67,339$1.32M0.1%N/A2.041%
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1/23/2025Capital Investment Advisory Services LLC27,211$533K0.1%N/A0.825%
11/15/2024Jane Street Group LLC10,857$228K0.0%-86.9%0.329%
11/15/2024Integrated Wealth Concepts LLC38,035$799K0.0%-13.2%1.153%
11/13/2024Townsquare Capital LLC58,913$1.24M0.0%N/A1.785%
10/30/2024Arlington Capital Management Inc.88,580$1.86M1.5%+14.0%2.684%
10/28/2024Reston Wealth Management LLC1,240$26K0.0%N/A0.038%
10/24/2024Motiv8 Investments LLC25,683$539K0.4%-89.2%0.778%
8/6/2024Motiv8 Investments LLC237,145$4.77M3.5%-0.5%7.186%
7/31/2024Commonwealth Equity Services LLC36,321$731K0.0%-24.4%1.101%
7/18/2024Gradient Investments LLC3,703$75K0.0%-99.7%0.112%
5/30/2024Motiv8 Investments LLC238,372$4.75M3.7%N/A7.223%
4/30/2024Commonwealth Equity Services LLC48,016$956K0.0%-7.2%1.455%
4/24/2024Arlington Capital Management Inc.119,457$2.38M2.0%+140.3%2.637%
4/23/2024Gradient Investments LLC1,262,019$25.14M0.6%-2.9%27.859%
4/22/2024Altfest L J & Co. Inc.2,341,707$46.65M6.7%+1.1%51.693%
2/7/2024Arlington Capital Management Inc.49,711$1.01M0.9%-13.5%1.369%
1/18/2024Gradient Investments LLC1,299,800$26.27M0.6%-9.9%35.807%
1/18/2024Altfest L J & Co. Inc.2,315,370$46.79M6.8%-0.5%63.784%
1/11/2024Diligent Investors LLC82,410$1.67M0.5%-1.0%2.270%
11/6/2023Diligent Investors LLC83,236$1.55M0.5%-2.3%2.293%
10/27/2023Gradient Investments LLC1,443,045$26.85M0.7%N/A39.753%
10/26/2023Altfest L J & Co. Inc.2,325,860$43.28M6.8%+47.6%64.073%
10/25/2023Arlington Capital Management Inc.57,454$1.07M1.1%-3.2%1.583%
10/23/2023Commonwealth Equity Services LLC51,159$952K0.0%+13.7%1.409%
8/24/2023Arlington Capital Management Inc.59,329$1.23M1.1%+11.7%1.634%
8/10/2023Cetera Investment Advisers13,682$283K0.0%N/A0.377%
8/9/2023Altfest L J & Co. Inc.1,576,001$32.56M4.9%-31.6%43.416%
7/18/2023Allworth Financial LP1,847$38K0.0%N/A0.067%
7/13/2023Cambridge Investment Research Advisors Inc.26,309$544K0.0%N/A0.957%
4/20/2023Altfest L J & Co. Inc.2,304,688$47.33M7.4%+4.1%83.807%
2/10/2023Arlington Capital Management Inc.39,096$759K0.8%+61.3%0.000%
2/2/2023Altfest L J & Co. Inc.2,214,644$42.98M7.1%N/A0.000%


TBJL Institutional Ownership - Frequently Asked Questions

During the previous two years, 21 institutional investors and hedge funds held shares of Innovator 20+ Year Treasury Bond 9 Buffer ETF - July. The most heavily invested institutionals were Commonwealth Equity Services LLC ($9.95M), Ashton Thomas Private Wealth LLC ($2.33M), Arlington Capital Management Inc. ($1.39M), Townsquare Capital LLC ($1.24M), Integrated Wealth Concepts LLC ($799K), Capital Investment Advisory Services LLC ($618K), and Motiv8 Investments LLC ($539K).Learn more on Innovator 20+ Year Treasury Bond 9 Buffer ETF - July's institutional investors.

Of the 16 institutional investors that purchased Innovator 20+ Year Treasury Bond 9 Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Altfest L J & Co. Inc. ($812.37K), Arlington Capital Management Inc. ($130.75K), Ashton Thomas Private Wealth LLC ($117.78K), Townsquare Capital LLC ($58.91K), Citadel Advisors LLC ($35.04K), Capital Investment Advisory Services LLC ($31.06K), and Susquehanna International Group LLP ($21.94K).

Institutional investors have bought a total of 94,562 shares in the last 24 months. This purchase volume represents approximately $1.89M in transactions.

The following institutional investors have sold Innovator 20+ Year Treasury Bond 9 Buffer ETF - July stock in the last 24 months: Commonwealth Equity Services LLC ($252.24K), Arlington Capital Management Inc. ($99.48K), Altfest L J & Co. Inc. ($18.95K), Osaic Holdings Inc. ($12.96K), Cetera Investment Advisers ($12.02K), and OLD Mission Capital LLC ($6.47K).

Institutional investors have sold a total of 402,109 shares in the last 24 months. This volume of shares sold represents approximately $8.03M in transactions.


Related Companies

Institutional ownership data for BATS:TBJL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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