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Innovator 20 YR T Bond 9 BUF (TBJL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Arlington Capital Management Inc
INCREASED
Shares72,246 from 70,069
Change+2,177 (+3%)
Value$1.3M (-$63.6K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
INCREASED
Shares49,077 from 30,847
Change+18,230 (+59%)
Value$900.9K (+$289.0K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares25,038 from 24,918
Change+120 (+0%)
Value$459.6K (-$34.6K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares15,314 from 28,284
Change-12,970 (-46%)
Value$281.1K (-$279.9K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
NEW
Shares100
Change+100
Value$1.8K
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$367 (-$30)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 118,237
Change-118,237 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-03
Susquehanna International Group, LLP
N/A
Shares— from 83,229
Change-83,229 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 56,241
Change-56,241 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 22,782
Change-22,782 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,384
Change-22,384 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,558
Change-15,558 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,623
Change-9,623 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
UBS Group AG
N/A
Shares— from 154
Change-154 (-100%)
Value—
Status
Arlington Capital Management Inc
INCREASED72,24670,069+2,177+3%$1.4M$1.3M-$63.6K2026-10-30
Capital Investment Advisory Services, LLC
INCREASED49,07730,847+18,230+59%$611.8K$900.9K+$289.0K2026-10-30
Kestra Advisory Services, LLC
INCREASED25,03824,918+120+0%$494.2K$459.6K-$34.6K2026-11-02
Commonwealth Equity Services, LLC
DECREASED15,31428,284-12,970-46%$561.0K$281.1K-$279.9K2026-11-02
PNC Financial Services Group, Inc.
NEW100—+100——$1.8K—2026-11-06
IFP Advisors, Inc
UNCHANGED202000%$397$367-$302026-10-16
Ashton Thomas Private Wealth, LLC
CLOSED0118,237-118,237-100%$2.3M$0-$2.3M2026-11-03
Susquehanna International Group, LLP
N/A—83,229-83,229-100%$1.7M———
Old Mission Capital LLC
N/A—56,241-56,241-100%$1.1M———
Citadel Advisors LLC
N/A—22,782-22,782-100%$451.9K———
Osaic Holdings, Inc.
N/A—22,384-22,384-100%$443.9K———
Cetera Investment Advisers
N/A—15,558-15,558-100%$308.6K———
Atlantic Private Wealth, LLC
N/A—12,500-12,500-100%$247.9K———
Harbour Investments, Inc.
N/A—9,623-9,623-100%$190.9K———
Continuum Advisory, LLC
N/A—1,383-1,383-100%$27.4K———
Morgan Stanley
N/A—1,154-1,154-100%$22.9K———
AE Wealth Management LLC
N/A—250-250-100%$5.0K———
UBS Group AG
N/A—154-154-100%$3.1K———
Showing 18 of 18 institutions