ETF Holders

Who owns TBJL?

Buffer or defined outcome

Innovator 20+ Year Treasury Bond 9 Buffer ETF - Jul · Innovator

17 institutions reported holding TBJL, worth $9.9M, in Form 13F filings for June 30, 2026.

13F holders
17
Institutional value
$9.9M
Change from prior quarter
-37.2%
−$5.8M, with price moves
New and sold-out firms
2 / 1
7 added, 4 trimmed

Top 10 institutional holders of TBJL

FirmLocationValueSharesChange
Ashton Thomas Private Wealth, LLCScottsdale, AZ$2.3M118,237+1,234 shares
Susquehanna International Group, LLPBala Cynwyd, PA$1.7M83,229+47,340 shares
Arlington Capital Management, Inc.Arlington Heights, IL$1.4M70,069−53,872 shares
Old Mission Capital LLCChicago, IL$1.1M56,241+39,980 shares
Capital Investment Advisory Services, LLCRaleigh, NC$612K30,847−1,106 shares
Commonwealth Equity Services, LLCWaltham, MA$561K28,284−334,807 shares
Kestra Advisory Services, LLCAustin, TX$494K24,918−120 shares
Citadel Advisors LLCMiami, FL$452K22,782New position
Osaic Holdings, Inc.Scottsdale, AZ$444K22,384+205 shares
Cetera Investment AdvisersSchaumburg, IL$309K15,558+301 shares
7 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns TBJL?

17 institutional managers reported holding TBJL in Form 13F filings for June 30, 2026, worth $9.9M in total. The largest reported position was held by Ashton Thomas Private Wealth, LLC, at $2.3M.

Did institutions buy or sell TBJL last quarter?

Reported 13F value fell 37.2% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 1 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is TBJL ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.