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 |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,457
shares
|
$45,370
0.03% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,200
shares
|
$37,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
954
shares
|
$29,707
0.0% of portfolio
|
Q2 2024
Added 26.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
818
shares
|
$25,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
775
shares
|
$24,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
645
shares
|
$20,085
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
634
shares
|
$19,742
0.0% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
385
shares
|
$11,988
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
345
shares
|
$10,743
0.0% of portfolio
|
Q4 2024
Reduced 60.84%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
286
shares
|
$8,906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
215
shares
|
$6,695
0.0% of portfolio
|
Q4 2024
Added 53.57%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
150
shares
|
$4,671
1.8% of portfolio
|
Q1 2025
Reduced 99.78%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
79
shares
|
$2,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
40
shares
|
$1,245
0.0% of portfolio
|
Q3 2023
New holding
|