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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
23,743
shares
|
$747,667
0.02% of portfolio
|
Q3 2024
Added 48.84%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
22,914
shares
|
$721,561
0.18% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
22,473
shares
|
$707,674
0.11% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
21,165
shares
|
$666,485
0.04% of portfolio
|
Q3 2024
Added 31.62%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
19,490
shares
|
$613,740
0.03% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
18,074
shares
|
$569,150
0.29% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
17,742
shares
|
$558,695
0.17% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
17,467
shares
|
$550,035
0.27% of portfolio
|
Q3 2024
Reduced 20.8%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
17,268
shares
|
$543,769
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
17,042
shares
|
$536,652
0.06% of portfolio
|
Q3 2024
Added 42.31%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
16,164
shares
|
$509,004
0.05% of portfolio
|
Q3 2024
Added 63.45%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
14,551
shares
|
$458,210
0.12% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
14,114
shares
|
$444,449
0.0% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
13,841
shares
|
$435,853
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
13,736
shares
|
$432,546
0.18% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
13,388
shares
|
$421,588
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
13,297
shares
|
$418,722
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
13,267
shares
|
$417,777
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
12,810
shares
|
$403,386
0.04% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
12,526
shares
|
$394,443
0.08% of portfolio
|
Q3 2024
Added 85.68%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
12,150
shares
|
$382,603
0.03% of portfolio
|
Q2 2024
Added 19.7%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
12,142
shares
|
$382,351
0.0% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
11,319
shares
|
$356,435
0.13% of portfolio
|
Q3 2024
Added 44.41%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
10,582
shares
|
$333,227
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
10,550
shares
|
$332,219
0.05% of portfolio
|
Q3 2024
Added 167.22%
|