Who Owns TBJL?
Innovator 20+ Year Treasury Bond 9 Buffer ETF — Institutional Ownership & 13F Holdings
$19.83
+0.00 (+0.00%)
Market Cap
$23.6M
Shares Outstanding
1,149,097
Institutional Holders
14
Total Inst. Value
$25.6M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
1
Closed Positions
7
Increased
7
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ALTFEST L J & CO INC | $17.4M | 859,137 |
| 2 | Arlington Capital Management, Inc. | $3.6M | 178,158 |
| 3 | Ashton Thomas Private Wealth, LLC | $2.3M | 114,736 |
| 4 | OSAIC HOLDINGS, INC. | $711K | 35,171 |
| 5 | Capital Investment Advisory Services, LLC | $577K | 28,544 |
| 6 | Cetera Investment Advisers | $269K | 13,283 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $259K | 12,821 |
| 8 | Diligent Investors, LLC | $202K | 10,000 |
| 9 | HARBOUR INVESTMENTS, INC. | $162K | 7,984 |
| 10 | Compass Financial Services IncNew | $101K | 5,000 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ALTFEST L J & CO INC | +812K | $17.4M |
| Arlington Capital Management, Inc. | +123 | $3.6M |
| Ashton Thomas Private Wealth, LLC | +47K | $2.3M |
| OSAIC HOLDINGS, INC. | +4K | $711K |
| Capital Investment Advisory Services, LLC | +1K | $577K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Diligent Investors, LLC | -70K | $202K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -8K | $259K |
| Cetera Investment Advisers | -400 | $269K |
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Frequently Asked Questions
How many institutional investors hold TBJL?
As of Q1 2025, 14 institutional investors report holding TBJL (Innovator 20+ Year Treasury Bond 9 Buffer ETF) in their 13F filings.
Which hedge fund owns the most TBJL?
The largest institutional holder of TBJL is ALTFEST L J & CO INC with $17.4M in shares.
Are institutions buying or selling TBJL?
This quarter, 1 institutions opened new positions in TBJL and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.