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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Oct 17, 2025 Q3 2025 |
86,736
shares
|
$2.84 Million
0.84% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
86,212
shares
|
$2.82 Million
0.08% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
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
|
$2.68 Million
1.93% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
80,901
shares
|
$2.65 Million
0.09% of portfolio
|
Q3 2025
Added 22.23%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
80,519
shares
|
$2.64 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
80,066
shares
|
$2.62 Million
1.77% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
62,275
shares
|
$2.04 Million
0.14% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
61,715
shares
|
$2.02 Million
0.26% of portfolio
|
Q3 2025
Added 27.63%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
61,398
shares
|
$2.01 Million
0.05% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
59,900
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2025
Added 107.99%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
58,795
shares
|
$1.92 Million
1.49% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
58,601
shares
|
$1.92 Million
0.82% of portfolio
|
Q3 2025
Added 61.44%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
55,471
shares
|
$1.82 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
55,048
shares
|
$1.8 Million
0.15% of portfolio
|
Q3 2025
Reduced 17.8%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
54,794
shares
|
$1.79 Million
0.02% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
53,348
shares
|
$1.75 Million
0.13% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
51,871
shares
|
$1.7 Million
0.06% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
50,641
shares
|
$1.66 Million
0.83% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
49,966
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
48,800
shares
|
$1.6 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
47,840
shares
|
$1.57 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
43,521
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
42,617
shares
|
$1.39 Million
0.18% of portfolio
|
Q3 2025
Added 18.44%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
42,462
shares
|
$1.39 Million
0.44% of portfolio
|
Q2 2025
Added 44.33%
|