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Of the 3 tracked institutions holding TBLL, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +4.4pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 3 tracked institutional investors we monitor, TBLL (INVESCO EXCH TRADED FD TR II) is held with a combined value of $5.21M across 49,385 shares. The largest holder is Gotham Asset Management, LLC with a position worth $4.44M (0.01% of their portfolio). CITADEL ADVISORS LLC opened a new position in the most recent quarter. 1 fund increased its holdings. 1 fund reduced its position.
Total Institutional Value
$5.21M
Total Shares Held
49,385
Institutional Holders
3
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | Gotham Asset Management, LLC | $4.44M | 0.01% | +1.2% |
| 2 | CITADEL ADVISORS LLC | $766.02K | 0.00% | New |
| 3 | FMR LLC | $2.83K | 0.00% | -91.0% |
| Member | Type | Date |
|---|---|---|
| John Boozman | Sell | Apr 2, 2026 |
| John Boozman | Buy | Jan 23, 2026 |
| John Boozman | Sell | Dec 11, 2025 |
| John Boozman | Sell |
As of the latest SEC 13F filings, Gotham Asset Management, LLC is the largest institutional holder of TBLL with a position worth $4.44M, representing 0.01% of their portfolio. In total, 3 institutional investors hold TBLL with a combined value of $5.21M.
In the most recent quarter, 1 fund opened a new position in TBLL. Additionally, 1 increased their holdings and 1 reduced their positions.
Institutional investors hold $5.21M worth of TBLL stock across 3 positions. The largest institutional holder is Gotham Asset Management, LLC with $4.44M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For TBLL, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their TBLL positions.
| Aug 1, 2025 |
| John Boozman | Buy | Jun 11, 2025 |
| John Boozman | Sell | May 16, 2025 |
| John Boozman | Buy | Mar 19, 2025 |
| John Boozman | Buy | Mar 5, 2025 |
Showing 8 of 12. STOCK Act disclosures lag up to 45 days.
Last Close
$105.63
2026-09-01
YTD
+2.3%
100% of 52-week range
