Who owns Innovator 20+ Year Treasury Bond 9 Buffer ETF - July?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TBJL from SEC Form 13F filings across 17 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 17 institutions disclosed 497,633 shares of Innovator 20+ Year Treasury Bond 9 Buffer ETF - July worth $9.9M — about 42.4% of shares outstanding; the largest disclosed holder is Ashton Thomas Private Wealth, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
17
13F holders
$9.9M
value, 2026 filers
42.4%
of shares outstanding (497,633 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TBJL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Ashton Thomas Private Wealth, LLC | 118,237 | $2.3M | 0.0% | 10.1% | +1.1% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83,229 | $1.7M | 0.0% | 7.1% | +131.9% |
| 3 | Arlington Capital Management, Inc. | 70,069 | $1.4M | 0.9% | 6% | -43.5% |
| 4 | OLD MISSION CAPITAL LLC | 56,241 | $1.1M | 0.0% | 4.8% | +245.9% |
| 5 | Capital Investment Advisory Services, LLC | 30,847 | $611,841 | 0.0% | 2.6% | -3.5% |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 28,284 | $561,000 | 0.0% | 2.4% | -92.2% |
| 7 | Kestra Advisory Services, LLC | 24,918 | $494,241 | 0.0% | 2.1% | -0.5% |
| 8 | CITADEL ADVISORS LLCNEW | 22,782 | $451,874 | 0.0% | 1.9% | new |
| 9 | OSAIC HOLDINGS, INC. | 22,384 | $443,871 | 0.0% | 1.9% | +0.9% |
| 10 | Cetera Investment Advisers | 15,558 | $308,588 | 0.0% | 1.3% | +2.0% |
| 11 | Atlantic Private Wealth, LLC | 12,500 | $247,934 | 0.2% | 1.1% | +25.0% |
| 12 | HARBOUR INVESTMENTS, INC. | 9,623 | $190,869 | 0.0% | 0.8% | 0.0% |
| 13 | Continuum Advisory, LLCNEW | 1,383 | $27,431 | 0.0% | 0.1% | new |
| 14 | MORGAN STANLEY | 1,154 | $22,889 | 0.0% | 0.1% | 0.0% |
| 15 | AE Wealth Management LLC | 250 | $4,959 | 0.0% | 0% | 0.0% |
| 16 | UBS Group AG | 154 | $3,055 | 0.0% | 0% | +41.3% |
| 17 | IFP Advisors, Inc | 20 | $397 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.