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 164 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $703 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
21,388
shares
|
$666,022
0.06% of portfolio
|
Q4 2024
Added 25.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
20,955
shares
|
$652,538
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
19,632
shares
|
$611,340
0.32% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
19,128
shares
|
$595,645
0.25% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
19,113
shares
|
$595,178
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
18,685
shares
|
$581,850
0.12% of portfolio
|
Q1 2025
Added 75.64%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
18,618
shares
|
$579,764
0.16% of portfolio
|
Q4 2024
Added 27.95%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
18,540
shares
|
$577,335
0.51% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
18,520
shares
|
$576,712
0.66% of portfolio
|
Q1 2025
Added 35.46%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
17,817
shares
|
$554,821
0.09% of portfolio
|
Q4 2024
Reduced 20.72%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
17,217
shares
|
$536,137
0.22% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
17,035
shares
|
$530,469
0.08% of portfolio
|
Q4 2024
Added 61.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
16,611
shares
|
$517,266
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
16,278
shares
|
$506,896
0.05% of portfolio
|
Q4 2024
Added 27.07%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
15,255
shares
|
$475,040
0.11% of portfolio
|
Q4 2024
Reduced 92.63%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
15,224
shares
|
$474,075
0.16% of portfolio
|
Q4 2024
Added 34.5%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
15,219
shares
|
$473,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$467,100
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
14,915
shares
|
$464,453
0.02% of portfolio
|
Q1 2025
Added 72.95%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
14,627
shares
|
$455,484
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
14,081
shares
|
$438,482
0.0% of portfolio
|
Q4 2024
Added 79.44%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,781
shares
|
$429,140
0.09% of portfolio
|
Q4 2024
Added 37.06%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
13,388
shares
|
$416,902
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,150
shares
|
$378,351
0.03% of portfolio
|
Q2 2024
Added 19.7%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
11,800
shares
|
$367,452
0.17% of portfolio
|
Q4 2024
New holding
|