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 130 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $561 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
50,436
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2024
Added 37.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
49,161
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Added 19.05%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
48,380
shares
|
$1.52 Million
0.13% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
48,001
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
47,247
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
46,465
shares
|
$1.46 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
45,774
shares
|
$1.44 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
45,369
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2024
Reduced 56.56%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
42,130
shares
|
$1.33 Million
0.55% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
40,244
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
37,123
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 53.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,052
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 39.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
35,184
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Added 42290.36%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
34,978
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Added 137.83%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
34,650
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
34,311
shares
|
$1.08 Million
0.32% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,177
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2023
Added 3.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
26,741
shares
|
$842,074
0.0% of portfolio
|
Q3 2024
Added 57.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
26,088
shares
|
$821,511
0.01% of portfolio
|
Q3 2024
Reduced 19.71%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
25,000
shares
|
$787,250
0.01% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
24,894
shares
|
$783,912
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
24,861
shares
|
$782,872
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
24,125
shares
|
$759,696
0.03% of portfolio
|
Q3 2024
Added 52.98%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
23,887
shares
|
$752,201
0.03% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
23,768
shares
|
$748,454
0.13% of portfolio
|
Q3 2024
Added 34.12%
|