Innovator 20 YR T Bond 9 BufTBJLETF
13F holders, Q1 2025 (March 31)14holders −5
1new positions
6sold out
$20.23avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Innovator 20 YR T Bond 9 Buf (TBJL) in their 13F filings, down 5 from Q4 2024. 1 opened new positions and 6 sold out. The largest holders were Altfest L J & Co. Inc. ($17.4M), Arlington Capital Management, Inc. ($3.6M) and Ashton Thomas Private Wealth, LLC ($2.3M).
- Company
- Innovator 20 YR T Bond 9 Buf
- CUSIP
- 45782C235
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $101K |
| Exits | 6 | $820K |
All 13F filers, Q4 2024 → Q1 2025: 882,316 shares bought and 119,872 shares sold, net +762,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Altfest L J & Co. Inc. | 2.18% | Add +1737.2% | 859,137 | $17.4M |
| Arlington Capital Management, Inc. | 2.73% | Add +0.1% | 178,158 | $3.6M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +70.4% | 114,736 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +50.6% | 35,171 | $711K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +4.9% | 28,544 | $577K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 28,013 | $567K |
| Cetera Investment Advisers | 0.00% | Reduce -2.9% | 13,283 | $269K |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.2% | 12,821 | $259K |
| Diligent Investors, LLC | 0.05% | Reduce -87.5% | 10,000 | $202K |
| Harbour Investments, Inc. | 0.00% | Add +108.3% | 7,984 | $162K |
| Compass Financial Services Inc | 0.05% | New | 5,000 | $101K |
| Morgan Stanley | 0.00% | No change | 1,133 | $23K |
| Luminist Capital LLC | 0.01% | No change | 369 | $7K |
| AE Wealth Management LLC | 0.00% | No change | 250 | $5K |
"% of holder's portfolio" is TBJL's weight in each manager's 13F, not the share of Innovator 20 YR T Bond 9 Buf the manager owns.