TBJL Institutional Ownership & Shareholders
INNOVATOR 20 YR T BOND 9 BUF (TBJL) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.78M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ashton Thomas Private Wealth, Llc is currently the largest disclosed institutional shareholder of TBJL tracked by InsiderSet, reporting ownership valued at approximately $2.35M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.25M, representing an estimated loss of -3.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed TBJL value among the investors covered in this analysis. Major shareholders include Ashton Thomas Private Wealth, Llc, Susquehanna International Group, Llp, Arlington Capital Management, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR 20 YR T BOND 9 BUF (TBJL).
This page ranks the largest institutional TBJL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$9.78M
Largest Holder
Ashton Thomas Private Wealth, Llc
Largest Position
$2.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, Llc | 0.05% | 118,237 | $2,345,195 | $2,252,415 | -$92,780 | -3.96% | |
| Susquehanna International Group, Llp | 0.00% | 83,229 | $1,650,822 | $1,585,512 | -$65,310 | -3.96% | |
| Arlington Capital Management, Inc. | 0.76% | 72,246 | $1,326,184 | $1,376,286 | +$50,102 | +3.78% | |
| Old Mission Capital Llc | 0.03% | 56,241 | $1,115,523 | $1,071,391 | -$44,132 | -3.96% | |
| Capital Investment Advisory Services, Llc | 0.06% | 49,077 | $900,875 | $934,917 | +$34,042 | +3.78% | |
| Kestra Advisory Services, Llc | 0.00% | 25,038 | $459,610 | $476,974 | +$17,364 | +3.78% | |
| Citadel Advisors Llc | 0.00% | 22,782 | $451,874 | $433,997 | -$17,877 | -3.96% | |
| Osaic Holdings, Inc. | 0.00% | 22,384 | $443,871 | $426,415 | -$17,456 | -3.93% | |
| Cetera Investment Advisers | 0.00% | 15,558 | $308,588 | $296,380 | -$12,208 | -3.96% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,314 | $281,110 | $291,732 | +$10,622 | +3.78% | |
| Atlantic Private Wealth, Llc | 0.15% | 12,500 | $247,934 | $238,125 | -$9,809 | -3.96% | |
| Harbour Investments, Inc. | 0.00% | 9,623 | $190,869 | $183,318 | -$7,551 | -3.96% | |
| Continuum Advisory, Llc | 0.00% | 1,383 | $27,431 | $26,346 | -$1,085 | -3.95% | |
| Morgan Stanley | 0.00% | 1,154 | $22,889 | $21,984 | -$905 | -3.96% | |
| Ubs Group Ag | 0.00% | 154 | $3,055 | $2,934 | -$121 | -3.97% | |
| Ifp Advisors, Inc | 0.00% | 20 | $367 | $381 | +$14 | +3.81% |
Frequently asked questions about TBJL
Who are the largest institutional holders of TBJL?
The largest institutional holders of TBJL reported in the latest SEC Form 13F filings include Ashton Thomas Private Wealth, Llc, Susquehanna International Group, Llp, Arlington Capital Management, Inc., Old Mission Capital Llc, and Capital Investment Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported TBJL position.
What is TBJL institutional ownership?
This page tracks TBJL positions reported by institutional investment managers through SEC Form 13F. INNOVATOR 20 YR T BOND 9 BUF (TBJL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TBJL?
InsiderSet currently tracks 16 institutional managers reporting TBJL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TBJL shareholders.
How much TBJL stock do institutions own?
Institutional investment managers disclosed approximately $9.78M in TBJL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TBJL institutional ownership last updated?
The latest TBJL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TBJL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TBJL position after the reporting date.
Are institutions buying or selling TBJL?
Institutional buying and selling can be analyzed by comparing TBJL positions across consecutive 13F reporting periods. InsiderSet's TBJL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TBJL ownership changes.
How has TBJL institutional ownership changed over time?
InsiderSet tracks TBJL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.