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Innovator 20+ Year Treasury Bond 5 Floor ETF - July (TFJL) Institutional Ownership

$19.20 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Innovator 20+ Year Treasury Bond 5 Floor ETF - July (BATS:TFJL)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$28.84M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$13.06M
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TFJL Institutional Buying and Selling by Quarter

Innovator 20+ Year Treasury Bond 5 Floor ETF - July Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2026 Arlington Capital Management Inc.44,146$871K0.5%+4.2%3.679%
2/18/2026 OLD Mission Capital LLC14,048$278K0.0%-46.7%1.171%
2/17/2026 Osaic Holdings Inc.11,904$236K0.0%-4.8%0.992%
2/12/2026 Sykon Capital LLC33,050$654K0.2%-94.5%2.754%
2/4/2026 Trek Financial LLC19,345$383K0.0%-8.2%1.612%
1/6/2026 Arlington Capital Management Inc.42,381$839K0.5%-11.1%3.532%
11/17/2025 Sykon Capital LLC603,608$12.25M4.1%N/A50.301%
11/17/2025 Flow Traders U.S. LLC17,332$352K0.0%-19.9%1.444%
11/14/2025 Arlington Capital Management Inc.47,692$968K0.6%-23.6%3.974%
11/7/2025 SMART Wealth LLC15,471$314K0.1%+10.2%1.289%
10/31/2025 Trek Financial LLC21,084$428K0.0%-11.8%1.757%
8/14/2025 Jane Street Group LLC806,908$16.25M0.0%N/A67.242%
8/13/2025 Trek Financial LLC23,916$482K0.0%-39.6%1.993%
8/13/2025 JT Stratford LLC14,389$290K0.0%N/A1.199%
7/28/2025 Harbour Investments Inc.6,185$125K0.0%+421.5%0.515%
7/16/2025 Arlington Capital Management Inc.62,422$1.26M1.1%-31.8%5.202%
5/14/2025Flow Traders U.S. LLC21,647$449K0.0%-18.1%1.273%
5/6/2025Arlington Capital Management Inc.91,477$1.90M1.4%+2.6%5.790%
4/30/2025Trek Financial LLC39,577$821K0.1%-35.9%2.505%
4/29/2025SMART Wealth LLC16,533$343K0.1%-97.2%1.046%
3/10/2025Mattson Financial Services LLC50,449$1.06M0.3%-5.2%5.174%
3/6/2025Wood Tarver Financial Group LLC4,734$94K0.0%N/A0.486%
2/17/2025Citadel Advisors LLC11,217$224K0.0%N/A0.368%
2/14/2025Jane Street Group LLC21,567$430K0.0%N/A0.707%
2/13/2025Trek Financial LLC61,743$1.23M0.1%-15.1%2.024%
2/12/2025Arlington Capital Management Inc.89,124$1.78M1.2%+84.3%2.922%
2/10/2025Harbour Investments Inc.1,454$29K0.0%+96.2%0.048%
2/10/2025Commonwealth Equity Services LLC403,598$8.05M0.0%N/A13.233%
1/28/2025SMART Wealth LLC593,517$11.84M4.2%-17.1%19.460%
1/21/2025Gradient Investments LLC12,526$250K0.0%-99.4%0.411%
1/13/2025Brookstone Capital Management98,784$1.97M0.0%-47.7%3.239%
12/16/2024SMART Wealth LLC715,966$15.08M5.9%+12.8%23.474%
11/18/2024Brown Financial Advisors124,819$2.63M1.1%+4.6%4.092%
10/30/2024Arlington Capital Management Inc.48,370$1.02M0.8%+14.6%1.586%
10/28/2024Palumbo Wealth Management LLC166,152$3.50M1.4%-5.5%5.448%
10/11/2024Paladin Wealth LLC78,857$1.66M1.5%N/A2.585%
10/8/2024Brookstone Capital Management189,045$3.98M0.1%-1.0%6.198%
9/30/2024Mattson Financial Services LLC53,521$1.06M0.4%N/A1.755%
8/30/2024Brown Financial Advisors119,320$2.36M1.1%N/A3.912%
7/31/2024Commonwealth Equity Services LLC878,197$17.40M0.0%N/A28.793%
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7/18/2024Gradient Investments LLC2,024,908$40.11M0.9%N/A66.390%
7/18/2024Brookstone Capital Management191,051$3.86M0.1%-8.2%6.264%
4/24/2024Arlington Capital Management Inc.43,375$884K0.7%N/A6.196%
4/15/2024Brookstone Capital Management208,096$4.24M0.1%+39.7%29.728%
1/22/2024Palumbo Wealth Management LLC166,749$3.57M1.8%-3.5%18.528%
1/18/2024Altfest L J & Co. Inc.14,321$307K0.0%N/A1.591%
1/11/2024Brookstone Capital Management148,920$3.19M0.1%N/A16.547%
10/23/2023Commonwealth Equity Services LLC257,254$4.96M0.0%-0.7%28.584%
10/16/2023Palumbo Wealth Management LLC172,823$3.33M1.8%N/A19.203%
8/10/2023Commonwealth Equity Services LLC258,941$5.27M0.0%+14.5%28.771%
8/4/2023Envestnet Asset Management Inc.394,976$8.04M0.0%N/A43.886%
8/4/2023IFP Advisors Inc2,500$62K0.0%+100.0%0.278%
7/11/2023Brookstone Capital Management28,916$574K0.0%+71.2%7.609%
5/11/2023Commonwealth Equity Services LLC226,179$4.78M0.0%N/A59.521%
4/19/2023Brookstone Capital Management16,888$349K0.0%N/A4.444%
4/18/2023IFP Advisors Inc1,250$31K0.0%N/A0.329%


TFJL Institutional Ownership - Frequently Asked Questions

During the previous two years, 19 institutional investors and hedge funds held shares of Innovator 20+ Year Treasury Bond 5 Floor ETF - July. The most heavily invested institutionals were Jane Street Group LLC ($16.25M), Commonwealth Equity Services LLC ($8.05M), Palumbo Wealth Management LLC ($3.50M), Brown Financial Advisors ($2.63M), Brookstone Capital Management ($1.97M), Paladin Wealth LLC ($1.66M), and Mattson Financial Services LLC ($1.06M).Learn more on Innovator 20+ Year Treasury Bond 5 Floor ETF - July's institutional investors.

Of the 13 institutional investors that purchased Innovator 20+ Year Treasury Bond 5 Floor ETF - July's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($2.02M), Commonwealth Equity Services LLC ($1.28M), Jane Street Group LLC ($828.48K), Sykon Capital LLC ($603.61K), Brown Financial Advisors ($124.82K), SMART Wealth LLC ($82.74K), and Paladin Wealth LLC ($78.86K).

Institutional investors have bought a total of 1,433,106 shares in the last 24 months. This purchase volume represents approximately $28.84M in transactions.

The following institutional investors have sold Innovator 20+ Year Treasury Bond 5 Floor ETF - July stock in the last 24 months: Sykon Capital LLC ($570.56K), Arlington Capital Management Inc. ($49.10K), Trek Financial LLC ($20.23K), OLD Mission Capital LLC ($12.29K), Flow Traders U.S. LLC ($4.32K), and Osaic Holdings Inc. ($600.00).

Institutional investors have sold a total of 657,089 shares in the last 24 months. This volume of shares sold represents approximately $13.06M in transactions.



This page (BATS:TFJL) was last updated on 5/25/2026 by MarketBeat.com Staff.
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