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 200 institutions that hold shares in the stock, with a total of 29.5 Million shares, which have been reported (via 13F filing form) to have a value of $942 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
289,663
shares
|
$9.25 Million
9.24% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
273,747
shares
|
$8.74 Million
1.58% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
259,786
shares
|
$8.29 Million
1.35% of portfolio
|
Q1 2025
Added 33.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
251,623
shares
|
$8.03 Million
0.1% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
248,451
shares
|
$7.93 Million
0.23% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
240,997
shares
|
$7.7 Million
2.88% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
232,792
shares
|
$7.43 Million
0.94% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
225,077
shares
|
$7.19 Million
0.42% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
220,581
shares
|
$7.04 Million
3.4% of portfolio
|
Q1 2025
Added 131.4%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
213,755
shares
|
$6.83 Million
4.08% of portfolio
|
Q1 2025
Added 38.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
210,265
shares
|
$6.71 Million
0.02% of portfolio
|
Q1 2025
Added 120.1%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
May 12, 2025 Q1 2025 |
210,247
shares
|
$6.71 Million
4.83% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
208,238
shares
|
$6.65 Million
0.13% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
193,778
shares
|
$6.19 Million
0.2% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Financial Designs Corp
Claremont, CA |
Apr 14, 2025 Q1 2025 |
182,581
shares
|
$5.83 Million
3.99% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
179,472
shares
|
$5.73 Million
0.05% of portfolio
|
Q1 2025
Added 1079.26%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
170,122
shares
|
$5.43 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
165,428
shares
|
$5.28 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
145,896
shares
|
$4.66 Million
0.29% of portfolio
|
Q1 2025
Added 25.76%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
142,603
shares
|
$4.55 Million
0.13% of portfolio
|
Q1 2025
Added 70.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,372
shares
|
$4.42 Million
0.0% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
135,839
shares
|
$4.34 Million
1.44% of portfolio
|
Q1 2025
Added 23.51%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
133,947
shares
|
$4.28 Million
1.45% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
128,425
shares
|
$4.1 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
121,498
shares
|
$3.88 Million
0.0% of portfolio
|
Q1 2025
Added 16.81%
|