INNOVATOR 20 YR T BOND 9 BUF (TBJL) Institutional Ownership Changes & 13F Activity
INNOVATOR 20 YR T BOND 9 BUF (TBJL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Commonwealth Equity Services, Llc, Ashton Thomas Private Wealth, Llc, Arlington Capital Management, Inc., Capital Investment Advisory Services, Llc, and Old Mission Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Buy | +13,000 | — | 13,000 | $258.83K | Q4 2025 | Feb 18, 2026 |
| Old Mission Capital Llc | Buy | +25,406 | — | 25,406 | $505.83K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +25,144 | — | 25,144 | $500.61K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +24,551 | — | 24,551 | $488.81K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +15,154 | — | 15,154 | $301.71K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +24,918 | — | 24,918 | $496.12K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +1,154 | — | 1,154 | $22.98K | Q4 2025 | Feb 13, 2026 |
| Luminist Capital Llc | Buy | +369 | — | 369 | $7.35K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +499,963 | — | 499,963 | $9.95M | Q4 2025 | Feb 12, 2026 |
| Atlantic Private Wealth, Llc | Buy | +6,029 | — | 6,029 | $120.04K | Q4 2025 | Feb 11, 2026 |
| Harbour Investments, Inc. | Buy | +8,671 | — | 8,671 | $172.64K | Q4 2025 | Feb 09, 2026 |
| Ifp Advisors, Inc | Buy | +20 | — | 20 | $398.00 | Q4 2025 | Feb 06, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +117,085 | — | 117,085 | $2.33M | Q4 2025 | Jan 29, 2026 |
| Ae Wealth Management Llc | Buy | +250 | — | 250 | $4.98K | Q4 2025 | Jan 26, 2026 |
| Altfest L J & Co Inc | Buy | +18,921 | — | 18,921 | $376.72K | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, Llc | Buy | +31,056 | — | 31,056 | $618.32K | Q4 2025 | Jan 21, 2026 |
| Arlington Capital Management, Inc. | Buy | +93,544 | — | 93,544 | $1.86M | Q4 2025 | Jan 06, 2026 |
Frequently asked questions about TBJL activity
Which institutional owners are buying TBJL?
Institutional owners buying TBJL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TBJL activity?
"Buy" means an investor increased their reported position in TBJL compared to the prior reporting period. This reflects growing exposure to INNOVATOR 20 YR T BOND 9 BUF (TBJL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TBJL increasing?
Institutional interest in TBJL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.