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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,797
shares
|
$664,048
0.0% of portfolio
|
Q1 2025
Added 3180.28%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
20,437
shares
|
$652,553
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
20,085
shares
|
$641,314
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
19,883
shares
|
$634,864
0.1% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
19,632
shares
|
$626,849
0.32% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
19,416
shares
|
$619,952
0.19% of portfolio
|
Q1 2025
Added 93.58%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
19,113
shares
|
$610,278
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
18,685
shares
|
$596,612
0.12% of portfolio
|
Q1 2025
Added 75.64%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
18,540
shares
|
$591,982
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
|
$591,343
0.66% of portfolio
|
Q1 2025
Added 35.46%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
17,228
shares
|
$550,090
0.05% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
16,947
shares
|
$541,117
0.21% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
16,611
shares
|
$530,389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
16,504
shares
|
$526,972
0.07% of portfolio
|
Q1 2025
Added 101.79%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
14,915
shares
|
$476,235
0.02% of portfolio
|
Q1 2025
Added 72.95%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
13,811
shares
|
$440,985
0.1% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
13,388
shares
|
$427,478
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
13,207
shares
|
$421,699
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
12,916
shares
|
$412,407
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
12,800
shares
|
$408,704
0.22% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
12,665
shares
|
$404,393
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,624
shares
|
$403,084
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
12,372
shares
|
$395,037
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
12,094
shares
|
$386,161
0.17% of portfolio
|
Q1 2025
Added 50.65%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
11,731
shares
|
$374,570
0.02% of portfolio
|
Q1 2025
Reduced 44.02%
|