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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
111,530
shares
|
$3.56 Million
0.74% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
111,089
shares
|
$3.55 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
109,277
shares
|
$3.49 Million
0.33% of portfolio
|
Q1 2025
Added 107.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
105,302
shares
|
$3.36 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
100,056
shares
|
$3.19 Million
0.85% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
99,113
shares
|
$3.16 Million
2.56% of portfolio
|
Q1 2025
Added 3617.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
90,709
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
87,409
shares
|
$2.79 Million
1.06% of portfolio
|
Q1 2025
Added 15.01%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
84,746
shares
|
$2.71 Million
2.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
82,301
shares
|
$2.63 Million
0.21% of portfolio
|
Q4 2024
Added 26.08%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
82,289
shares
|
$2.63 Million
0.83% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
80,826
shares
|
$2.58 Million
0.08% of portfolio
|
Q1 2025
Added 169.73%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
77,395
shares
|
$2.47 Million
1.54% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
76,306
shares
|
$2.44 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
74,843
shares
|
$2.39 Million
0.27% of portfolio
|
Q1 2025
Added 318.44%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
67,660
shares
|
$2.16 Million
1.96% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
65,597
shares
|
$2.09 Million
2.02% of portfolio
|
Q1 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
65,382
shares
|
$2.09 Million
1.3% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
62,807
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 19.66%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
62,275
shares
|
$1.99 Million
0.14% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
59,914
shares
|
$1.91 Million
0.08% of portfolio
|
Q1 2025
Added 139.51%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
57,472
shares
|
$1.84 Million
1.75% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
55,471
shares
|
$1.77 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
55,107
shares
|
$1.76 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
54,886
shares
|
$1.75 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.27%
|