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 |
|---|---|---|---|---|---|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
71,001
shares
|
$2.32 Million
1.84% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
66,969
shares
|
$2.19 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
66,189
shares
|
$2.16 Million
0.08% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
64,214
shares
|
$2.1 Million
0.29% of portfolio
|
Q2 2025
Added 16.53%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
62,275
shares
|
$2.03 Million
0.14% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
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%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
58,937
shares
|
$1.92 Million
0.44% of portfolio
|
Q2 2025
Added 34.01%
|
|
|
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%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
56,170
shares
|
$1.83 Million
1.03% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
55,471
shares
|
$1.81 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
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
|
$1.74 Million
0.13% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
51,871
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
49,966
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
48,800
shares
|
$1.59 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
48,355
shares
|
$1.58 Million
0.21% of portfolio
|
Q2 2025
Added 123.42%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
47,840
shares
|
$1.56 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
43,921
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
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%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
41,232
shares
|
$1.35 Million
0.34% of portfolio
|
Q4 2024
Added 73.48%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
40,506
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
40,118
shares
|
$1.31 Million
0.43% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
40,041
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
39,961
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.55%
|