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 215 institutions that hold shares in the stock, with a total of 35.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
146,428
shares
|
$4.79 Million
2.86% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
146,414
shares
|
$4.79 Million
0.42% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
145,643
shares
|
$4.77 Million
3.88% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
139,322
shares
|
$4.56 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,372
shares
|
$4.53 Million
0.0% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
137,053
shares
|
$4.49 Million
2.42% of portfolio
|
Q2 2025
Added 91268.67%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
135,559
shares
|
$4.44 Million
0.31% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
133,494
shares
|
$4.37 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
131,794
shares
|
$4.31 Million
0.01% of portfolio
|
Q2 2025
Added 45.29%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
131,413
shares
|
$4.3 Million
2.82% of portfolio
|
Q3 2025
Added 40.68%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
119,440
shares
|
$3.91 Million
0.3% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
117,794
shares
|
$3.86 Million
0.15% of portfolio
|
Q3 2025
Added 211.25%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
117,694
shares
|
$3.85 Million
0.41% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
115,939
shares
|
$3.79 Million
0.51% of portfolio
|
Q3 2025
Added 80.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
113,539
shares
|
$3.72 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
111,563
shares
|
$3.65 Million
0.03% of portfolio
|
Q2 2025
Added 120.06%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
111,482
shares
|
$3.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
110,055
shares
|
$3.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.82%
|
|
|
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%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
108,652
shares
|
$3.56 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
107,630
shares
|
$3.52 Million
0.02% of portfolio
|
Q3 2025
Added 21.83%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
106,040
shares
|
$3.47 Million
0.74% of portfolio
|
Q3 2025
Added 79.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
97,208
shares
|
$3.18 Million
0.02% of portfolio
|
Q2 2025
Added 105.22%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
91,524
shares
|
$3 Million
1.03% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
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%
|