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 206 institutions that hold shares in the stock, with a total of 32.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
3,153,269
shares
|
$103 Million
9.7% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,306,222
shares
|
$75 Million
0.14% of portfolio
|
Q2 2025
Added 58.82%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,717,555
shares
|
$55.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,690,579
shares
|
$55 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,084,063
shares
|
$35.2 Million
0.05% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,072,378
shares
|
$34.9 Million
0.06% of portfolio
|
Q2 2025
Added 50.71%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
841,791
shares
|
$27.4 Million
0.26% of portfolio
|
Q2 2025
Added 41.96%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
821,790
shares
|
$26.7 Million
2.47% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
764,336
shares
|
$24.8 Million
9.59% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
694,363
shares
|
$22.6 Million
9.52% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
672,379
shares
|
$21.9 Million
0.08% of portfolio
|
Q2 2025
Added 45.08%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
640,059
shares
|
$20.8 Million
0.31% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
592,982
shares
|
$19.3 Million
0.2% of portfolio
|
Q1 2025
Added 894.92%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
588,185
shares
|
$19.1 Million
1.96% of portfolio
|
Q2 2025
Added 5521.03%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
583,580
shares
|
$19 Million
13.83% of portfolio
|
Q2 2025
Added 20.89%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
533,353
shares
|
$17.3 Million
0.32% of portfolio
|
Q2 2025
Added 51.76%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
494,367
shares
|
$16.1 Million
0.14% of portfolio
|
Q2 2025
Added 175.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
491,966
shares
|
$16 Million
0.02% of portfolio
|
Q3 2024
Added 143.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
491,944
shares
|
$16 Million
0.44% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
467,315
shares
|
$15.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
460,547
shares
|
$15 Million
1.05% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
421,744
shares
|
$13.7 Million
1.26% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
417,280
shares
|
$13.6 Million
7.62% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
367,244
shares
|
$11.9 Million
1.66% of portfolio
|
Q2 2025
New holding
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
322,027
shares
|
$10.5 Million
6.86% of portfolio
|
Q2 2025
Added 11.17%
|