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 215 institutions that hold shares in the stock, with a total of 35.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
29,622
shares
|
$969,528
0.03% of portfolio
|
Q2 2025
Reduced 32.11%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
27,905
shares
|
$913,330
0.23% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
27,219
shares
|
$890,877
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
26,768
shares
|
$876,116
0.29% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
26,375
shares
|
$863,253
0.08% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
26,031
shares
|
$851,994
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
25,343
shares
|
$829,476
0.15% of portfolio
|
Q2 2025
Added 24.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
24,782
shares
|
$811,114
0.02% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
23,213
shares
|
$759,761
0.01% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,128
shares
|
$756,979
0.0% of portfolio
|
Q2 2025
Added 39.23%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
23,080
shares
|
$755,408
0.05% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
22,857
shares
|
$748,109
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
22,544
shares
|
$737,865
0.18% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
21,655
shares
|
$708,768
0.02% of portfolio
|
Q2 2025
Reduced 38.61%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
21,043
shares
|
$688,737
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
21,011
shares
|
$687,690
0.27% of portfolio
|
Q3 2025
Added 97.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,797
shares
|
$680,685
0.0% of portfolio
|
Q1 2025
Added 3180.28%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
20,156
shares
|
$659,705
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
20,110
shares
|
$658,200
0.29% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
19,207
shares
|
$628,645
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
19,207
shares
|
$628,645
0.1% of portfolio
|
Q2 2025
Added 55.25%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
18,540
shares
|
$606,814
0.51% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
18,520
shares
|
$606,159
0.66% of portfolio
|
Q1 2025
Added 35.46%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
18,278
shares
|
$598,238
0.05% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,106
shares
|
$559,879
0.13% of portfolio
|
Q3 2025
Reduced 8.16%
|