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 163 institutions that hold shares in the stock, with a total of 22.5 Million shares, which have been reported (via 13F filing form) to have a value of $697 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
10,582
shares
|
$327,830
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
10,465
shares
|
$324,205
0.13% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
10,030
shares
|
$310,729
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
9,489
shares
|
$293,969
0.02% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,969
shares
|
$277,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
8,770
shares
|
$271,694
0.03% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
8,430
shares
|
$261,161
0.02% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
8,179
shares
|
$253,385
0.03% of portfolio
|
Q3 2024
Added 57.47%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
8,058
shares
|
$249,636
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
8,028
shares
|
$248,707
0.1% of portfolio
|
Q4 2024
Reduced 41.56%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
7,600
shares
|
$235,448
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,512
shares
|
$232,721
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,459
shares
|
$231,079
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
7,361
shares
|
$228,043
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
7,123
shares
|
$220,670
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,870
shares
|
$212,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
6,606
shares
|
$204,653
0.0% of portfolio
|
Q4 2024
Reduced 50.21%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
6,503
shares
|
$201,462
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,953
shares
|
$184,423
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,238
shares
|
$162,273
0.0% of portfolio
|
Q2 2024
Reduced 21.91%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
2,666
shares
|
$82,592
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
2,666
shares
|
$82,592
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,508
shares
|
$77,697
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
2,092
shares
|
$64,810
0.01% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,457
shares
|
$45,137
0.03% of portfolio
|
Q1 2024
Reduced 7.41%
|