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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,427
shares
|
$364,864
0.0% of portfolio
|
Q1 2025
Reduced 69.23%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
11,200
shares
|
$357,616
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
11,070
shares
|
$353,465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
10,582
shares
|
$337,883
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
10,465
shares
|
$334,147
0.13% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,464
shares
|
$334,115
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
10,171
shares
|
$324,760
0.03% of portfolio
|
Q1 2025
Added 20.65%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
9,557
shares
|
$305,155
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
9,554
shares
|
$305,059
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,969
shares
|
$286,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
8,948
shares
|
$285,709
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
8,770
shares
|
$280,026
0.03% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8,085
shares
|
$258,154
0.02% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
8,058
shares
|
$257,291
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
7,600
shares
|
$242,668
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,459
shares
|
$238,165
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
7,295
shares
|
$232,929
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
7,277
shares
|
$232,354
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
7,227
shares
|
$230,758
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
6,980
shares
|
$222,871
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
6,929
shares
|
$221,242
0.07% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
6,878
shares
|
$219,614
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,712
shares
|
$214,314
0.0% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
6,591
shares
|
$210,450
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
6,503
shares
|
$207,640
0.13% of portfolio
|
Q3 2024
New holding
|