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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
146,414
shares
|
$4.78 Million
0.42% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
139,322
shares
|
$4.55 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,372
shares
|
$4.52 Million
0.0% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
137,053
shares
|
$4.48 Million
2.42% of portfolio
|
Q2 2025
Added 91268.67%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
135,559
shares
|
$4.43 Million
0.31% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
133,494
shares
|
$4.36 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
131,794
shares
|
$4.3 Million
0.01% of portfolio
|
Q2 2025
Added 45.29%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
120,260
shares
|
$3.93 Million
0.05% of portfolio
|
Q2 2025
Added 414.39%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
119,440
shares
|
$3.9 Million
0.3% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
114,831
shares
|
$3.75 Million
0.09% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
111,563
shares
|
$3.64 Million
0.03% of portfolio
|
Q2 2025
Added 120.06%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
110,095
shares
|
$3.6 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
110,055
shares
|
$3.59 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.82%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
109,725
shares
|
$3.58 Million
0.39% of portfolio
|
Q2 2025
Added 46.61%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
109,187
shares
|
$3.57 Million
1.33% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
97,208
shares
|
$3.17 Million
0.02% of portfolio
|
Q2 2025
Added 105.22%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
93,416
shares
|
$3.05 Million
2.14% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
90,804
shares
|
$2.97 Million
0.41% of portfolio
|
Q2 2025
Added 352.1%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
88,343
shares
|
$2.89 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
88,028
shares
|
$2.87 Million
1.02% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
86,736
shares
|
$2.83 Million
0.84% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
83,722
shares
|
$2.73 Million
0.08% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
82,301
shares
|
$2.69 Million
0.2% of portfolio
|
Q4 2024
Added 26.08%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
81,782
shares
|
$2.67 Million
1.93% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
72,929
shares
|
$2.38 Million
0.05% of portfolio
|
Q2 2025
Added 47.77%
|