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Innovator 20 YR Treas Bond 5 (TFJL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Arlington Capital Management Inc
NEW
Shares63,660
Change+63,660
Value$1.2M
Filed 2026-10-30
Smart Wealth LLC
INCREASED
Shares21,681 from 19,663
Change+2,018 (+10%)
Value$402.2K (+$17.6K)
Filed 2026-11-04
Kestra Advisory Services, LLC
UNCHANGED
Shares20,841 from 20,841
Change0 (0%)
Value$386.6K (-$21.0K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$41.7K (-$2.3K)
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares1,102 from 1,110
Change-8 (-1%)
Value$20.4K (-$1.3K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
NEW
Shares100
Change+100
Value$1.9K
Filed 2026-11-06
Susquehanna International Group, LLP
N/A
Shares— from 106,923
Change-106,923 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 36,469
Change-36,469 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 33,281
Change-33,281 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,449
Change-12,449 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,764
Change-10,764 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Status
Arlington Capital Management Inc
NEW63,660—+63,660——$1.2M—2026-10-30
Smart Wealth LLC
INCREASED21,68119,663+2,018+10%$384.6K$402.2K+$17.6K2026-11-04
Kestra Advisory Services, LLC
UNCHANGED20,84120,84100%$407.7K$386.6K-$21.0K2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED2,2502,25000%$44.0K$41.7K-$2.3K2026-11-02
CoreCap Advisors, LLC
DECREASED1,1021,110-8-1%$21.7K$20.4K-$1.3K2026-10-08
PNC Financial Services Group, Inc.
NEW100—+100——$1.9K—2026-11-06
Susquehanna International Group, LLP
N/A—106,923-106,923-100%$2.1M———
Old Mission Capital LLC
N/A—36,469-36,469-100%$713.3K———
Sykon Capital LLC
N/A—33,281-33,281-100%$651.0K———
Osaic Holdings, Inc.
N/A—12,449-12,449-100%$243.5K———
Harbour Investments, Inc.
N/A—10,764-10,764-100%$210.5K———
UBS Group AG
N/A—2,442-2,442-100%$47.8K———
Highland Investment Advisors LLC
N/A—290-290-100%$5.7K———
Showing 13 of 13 institutions