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 144 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $621 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
3,079,887
shares
|
$97.8 Million
10.21% of portfolio
|
Q4 2024
Added 49.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,723,660
shares
|
$54.7 Million
0.02% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,342,079
shares
|
$42.6 Million
0.1% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,061,399
shares
|
$33.7 Million
0.05% of portfolio
|
Q3 2024
Added 75.89%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
654,883
shares
|
$20.8 Million
9.82% of portfolio
|
Q4 2024
Added 1309.41%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
642,751
shares
|
$20.4 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
619,830
shares
|
$19.7 Million
9.05% of portfolio
|
Q3 2024
Added 125.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
598,319
shares
|
$19 Million
0.04% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
597,247
shares
|
$19 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
548,162
shares
|
$17.4 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
491,966
shares
|
$15.6 Million
0.02% of portfolio
|
Q3 2024
Added 143.86%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
432,418
shares
|
$13.7 Million
0.39% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
382,485
shares
|
$12.1 Million
1.28% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
367,691
shares
|
$11.7 Million
0.79% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
309,914
shares
|
$9.84 Million
1.36% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
291,413
shares
|
$9.25 Million
4.16% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
278,256
shares
|
$8.83 Million
0.05% of portfolio
|
Q3 2024
Added 17.79%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
255,467
shares
|
$8.11 Million
1.46% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
244,512
shares
|
$7.76 Million
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
227,684
shares
|
$7.23 Million
0.08% of portfolio
|
Q4 2024
Added 36.96%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
218,454
shares
|
$6.93 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
215,593
shares
|
$6.84 Million
0.44% of portfolio
|
Q4 2024
Added 918.63%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
203,314
shares
|
$6.45 Million
4.66% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
199,068
shares
|
$6.32 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
177,816
shares
|
$5.64 Million
3.68% of portfolio
|
Q4 2024
Reduced 1.39%
|