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 |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
34,692
shares
|
$1.11 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
34,650
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
33,876
shares
|
$1.08 Million
0.35% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
33,469
shares
|
$1.07 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
31,866
shares
|
$1.02 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
30,812
shares
|
$983,827
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
29,421
shares
|
$939,412
0.32% of portfolio
|
Q1 2025
Added 313.04%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
29,122
shares
|
$929,865
0.07% of portfolio
|
Q1 2025
Added 36.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
28,800
shares
|
$919,584
0.01% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
28,691
shares
|
$916,103
0.24% of portfolio
|
Q1 2025
Added 54.1%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
27,873
shares
|
$889,984
0.07% of portfolio
|
Q1 2025
Added 129.41%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
27,600
shares
|
$881,268
0.13% of portfolio
|
Q1 2025
Added 62.02%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
26,768
shares
|
$854,702
0.34% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
25,705
shares
|
$820,760
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
25,362
shares
|
$809,808
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
25,099
shares
|
$801,411
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
24,191
shares
|
$772,418
0.34% of portfolio
|
Q1 2025
Added 26.47%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
23,657
shares
|
$755,368
0.22% of portfolio
|
Q1 2025
Added 55.39%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
23,379
shares
|
$746,491
0.01% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
23,116
shares
|
$738,093
0.08% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
23,103
shares
|
$737,678
0.0% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
21,643
shares
|
$691,060
0.11% of portfolio
|
Q1 2025
Added 43.97%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
21,396
shares
|
$683,174
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
21,059
shares
|
$672,413
0.34% of portfolio
|
Q1 2025
Added 109.21%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
20,982
shares
|
$669,955
0.14% of portfolio
|
Q1 2025
Added 37.54%
|