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 163 institutions that hold shares in the stock, with a total of 22.5 Million shares, which have been reported (via 13F filing form) to have a value of $697 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
74,843
shares
|
$2.32 Million
0.27% of portfolio
|
Q1 2025
Added 318.44%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
71,565
shares
|
$2.22 Million
0.81% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
68,042
shares
|
$2.11 Million
1.82% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
65,382
shares
|
$2.03 Million
1.3% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
62,275
shares
|
$1.93 Million
0.14% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
59,914
shares
|
$1.86 Million
0.08% of portfolio
|
Q1 2025
Added 139.51%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
59,601
shares
|
$1.85 Million
0.02% of portfolio
|
Q4 2024
Added 322.28%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
58,031
shares
|
$1.8 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
56,163
shares
|
$1.74 Million
0.65% of portfolio
|
Q4 2024
Added 104.39%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
56,163
shares
|
$1.74 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
55,471
shares
|
$1.72 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
52,756
shares
|
$1.63 Million
0.17% of portfolio
|
Q4 2024
Added 50.83%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
52,487
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
52,268
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
52,250
shares
|
$1.62 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
50,266
shares
|
$1.56 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
49,352
shares
|
$1.53 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
48,380
shares
|
$1.5 Million
0.15% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
46,121
shares
|
$1.43 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
45,526
shares
|
$1.41 Million
0.37% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
43,992
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
43,981
shares
|
$1.36 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
43,634
shares
|
$1.35 Million
0.08% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
42,437
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
Added 117.74%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
41,232
shares
|
$1.28 Million
0.34% of portfolio
|
Q4 2024
Added 73.48%
|