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 |
|---|---|---|---|---|---|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
16,721
shares
|
$547,278
0.55% of portfolio
|
Q2 2025
Added 26.61%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
16,338
shares
|
$534,742
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
16,252
shares
|
$531,927
0.07% of portfolio
|
Q3 2025
Added 21.61%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
16,246
shares
|
$531,731
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
16,021
shares
|
$524,367
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
15,090
shares
|
$493,895
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
14,960
shares
|
$489,640
0.0% of portfolio
|
Q2 2025
Reduced 35.25%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
14,455
shares
|
$473,112
0.09% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
13,945
shares
|
$456,419
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
13,920
shares
|
$455,601
0.26% of portfolio
|
Q3 2025
Added 72.75%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
13,388
shares
|
$438,189
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
12,650
shares
|
$414,034
0.18% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
11,510
shares
|
$376,722
0.21% of portfolio
|
Q3 2025
Reduced 20.54%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
11,450
shares
|
$374,758
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
11,330
shares
|
$370,830
0.1% of portfolio
|
Q2 2025
Added 26.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,270
shares
|
$368,867
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
11,200
shares
|
$366,575
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,070
shares
|
$362,321
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
10,856
shares
|
$355,316
0.06% of portfolio
|
Q2 2025
Reduced 68.71%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
10,582
shares
|
$346,348
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
10,465
shares
|
$342,519
0.13% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
10,129
shares
|
$331,522
0.12% of portfolio
|
Q2 2025
Added 40.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
9,780
shares
|
$320,099
0.01% of portfolio
|
Q2 2025
Reduced 34.43%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
9,577
shares
|
$313,455
0.03% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
9,557
shares
|
$312,800
0.07% of portfolio
|
Q1 2025
New holding
|