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 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
321,612
shares
|
$10.5 Million
1.7% of portfolio
|
Q2 2025
Added 17.49%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
313,806
shares
|
$10.2 Million
3.43% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
304,525
shares
|
$9.93 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.71%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
303,152
shares
|
$9.89 Million
0.31% of portfolio
|
Q2 2025
Added 56.44%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
293,951
shares
|
$9.59 Million
0.52% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
289,195
shares
|
$9.43 Million
1.79% of portfolio
|
Q2 2025
Added 1278.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
288,917
shares
|
$9.42 Million
1.43% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
268,323
shares
|
$8.75 Million
0.15% of portfolio
|
Q2 2025
Added 28.85%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
258,748
shares
|
$8.44 Million
0.22% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
246,517
shares
|
$8.04 Million
0.83% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
241,517
shares
|
$7.88 Million
0.43% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
240,997
shares
|
$7.86 Million
2.54% of portfolio
|
Q1 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
234,673
shares
|
$7.66 Million
0.38% of portfolio
|
Q2 2025
Added 37.94%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
223,475
shares
|
$7.29 Million
4.98% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
212,397
shares
|
$6.93 Million
3.54% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
209,419
shares
|
$6.83 Million
2.87% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
199,870
shares
|
$6.52 Million
0.0% of portfolio
|
Q2 2025
Added 64.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
190,595
shares
|
$6.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
186,679
shares
|
$6.09 Million
3.67% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
177,994
shares
|
$5.81 Million
0.14% of portfolio
|
Q2 2025
Reduced 29.26%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
165,193
shares
|
$5.39 Million
0.29% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
162,744
shares
|
$5.31 Million
1.59% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
155,324
shares
|
$5.07 Million
0.01% of portfolio
|
Q2 2025
Added 147.3%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
154,128
shares
|
$5.03 Million
4.55% of portfolio
|
Q2 2025
Added 134.96%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
146,428
shares
|
$4.78 Million
2.86% of portfolio
|
Q2 2025
Added 12.77%
|