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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
39,854
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
39,853
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
37,845
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
36,443
shares
|
$1.19 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
36,299
shares
|
$1.19 Million
0.54% of portfolio
|
Q2 2025
Added 72.37%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
35,983
shares
|
$1.18 Million
0.19% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
35,887
shares
|
$1.17 Million
0.25% of portfolio
|
Q2 2025
Reduced 21.17%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
35,680
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
35,313
shares
|
$1.15 Million
0.96% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
35,032
shares
|
$1.14 Million
0.23% of portfolio
|
Q2 2025
Added 80.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
34,550
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
34,396
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
34,309
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2025
Added 107.88%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
34,035
shares
|
$1.11 Million
0.32% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
33,851
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 31.69%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
33,661
shares
|
$1.1 Million
0.3% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
33,617
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
33,145
shares
|
$1.08 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
32,038
shares
|
$1.05 Million
0.25% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
31,295
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2025
Added 32.29%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
30,886
shares
|
$1.01 Million
0.83% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
29,795
shares
|
$973,104
0.17% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
29,622
shares
|
$967,454
0.03% of portfolio
|
Q2 2025
Reduced 32.11%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
27,905
shares
|
$911,377
0.23% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
27,219
shares
|
$888,972
0.16% of portfolio
|
Q2 2025
New holding
|