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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
54,797
shares
|
$1.75 Million
0.05% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
53,348
shares
|
$1.7 Million
0.15% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
52,446
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
51,650
shares
|
$1.65 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
50,697
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Added 260.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
49,352
shares
|
$1.58 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
47,367
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
45,844
shares
|
$1.46 Million
0.05% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
45,526
shares
|
$1.45 Million
0.37% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
44,734
shares
|
$1.43 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
44,121
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
43,992
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
43,981
shares
|
$1.4 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
43,634
shares
|
$1.39 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
41,501
shares
|
$1.33 Million
0.36% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
41,432
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
41,232
shares
|
$1.32 Million
0.34% of portfolio
|
Q4 2024
Added 73.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
40,417
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
39,282
shares
|
$1.25 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
37,620
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
37,212
shares
|
$1.19 Million
0.33% of portfolio
|
Q1 2025
Added 30.58%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
36,060
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 21.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
35,932
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
35,277
shares
|
$1.13 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Pachira Investments Inc.
|
May 05, 2025 Q1 2025 |
34,846
shares
|
$1.11 Million
0.84% of portfolio
|
Q1 2025
Added 138.23%
|