Institutional Ownership Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $400 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,905,756
shares
|
$57.2 Million
0.02% of portfolio
|
Q1 2024
Added 8.34%
|
|
Wealthquest Corp
Cincinnati, OH |
May 09, 2024 Q1 2024 |
1,405,898
shares
|
$42.2 Million
5.27% of portfolio
|
Q1 2024
Added 345.62%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
726,371
shares
|
$21.8 Million
0.05% of portfolio
|
Q1 2024
Added 0.11%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
666,953
shares
|
$20 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
664,860
shares
|
$20 Million
0.39% of portfolio
|
Q1 2024
Reduced 9.33%
|
|
Crown Wealth Group, LLC
|
May 01, 2024 Q1 2024 |
459,024
shares
|
$13.8 Million
7.19% of portfolio
|
Q1 2024
Added 11.15%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 23, 2024 Q1 2024 |
427,235
shares
|
$12.8 Million
3.57% of portfolio
|
Q1 2024
Reduced 85.34%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
409,701
shares
|
$12.3 Million
0.02% of portfolio
|
Q1 2024
Added 44.37%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 03, 2024 Q1 2024 |
400,719
shares
|
$12 Million
1.39% of portfolio
|
Q1 2024
Added 13.99%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
400,231
shares
|
$12 Million
0.86% of portfolio
|
Q1 2024
Added 6.95%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
376,924
shares
|
$11.3 Million
1.32% of portfolio
|
Q1 2024
Added 16.98%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
348,296
shares
|
$10.5 Million
0.16% of portfolio
|
Q1 2024
Added 41.07%
|
|
Personal Cfo Solutions, LLC
|
May 13, 2024 Q1 2024 |
289,889
shares
|
$8.7 Million
1.41% of portfolio
|
Q1 2024
Added 0.78%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
245,291
shares
|
$7.36 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
222,788
shares
|
$6.69 Million
0.17% of portfolio
|
Q1 2024
Reduced 82.9%
|
|
Cra Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
208,570
shares
|
$6.26 Million
1.38% of portfolio
|
Q1 2024
Reduced 5.46%
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Apr 18, 2024 Q1 2024 |
197,121
shares
|
$5.92 Million
4.54% of portfolio
|
Q1 2024
Added 1.98%
|
|
Financial Designs Corp
Claremont, CA |
Apr 12, 2024 Q1 2024 |
192,976
shares
|
$5.79 Million
3.72% of portfolio
|
Q1 2024
Added 2.1%
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
165,199
shares
|
$4.96 Million
0.01% of portfolio
|
Q1 2024
Reduced 50.46%
|
|
Integral Investment Advisors, Inc.
|
May 01, 2024 Q1 2024 |
161,300
shares
|
$4.84 Million
1.98% of portfolio
|
Q1 2024
Added 2.38%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
155,827
shares
|
$4.68 Million
0.02% of portfolio
|
Q1 2024
Added 12.24%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
133,914
shares
|
$4.02 Million
0.13% of portfolio
|
Q1 2024
Added 12.25%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
131,585
shares
|
$3.95 Million
1.15% of portfolio
|
Q1 2024
New holding
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
130,713
shares
|
$3.92 Million
0.03% of portfolio
|
Q1 2024
Added 73.67%
|
|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
128,245
shares
|
$3.85 Million
0.32% of portfolio
|
Q1 2024
Added 281.66%
|