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 |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
9,554
shares
|
$312,702
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
9,224
shares
|
$301,901
0.01% of portfolio
|
Q2 2025
Added 42.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,969
shares
|
$293,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
8,822
shares
|
$288,744
0.12% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
8,634
shares
|
$282,590
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
8,536
shares
|
$279,383
0.14% of portfolio
|
Q2 2025
Added 2034.0%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
8,345
shares
|
$273,131
0.0% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
8,160
shares
|
$267,076
0.08% of portfolio
|
Q2 2025
Added 17.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
8,071
shares
|
$264,163
0.01% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
7,710
shares
|
$252,348
0.01% of portfolio
|
Q2 2025
Added 137.45%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
7,700
shares
|
$252,020
0.07% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
7,661
shares
|
$250,744
0.1% of portfolio
|
Q3 2025
Reduced 35.75%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
7,629
shares
|
$249,697
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,582
shares
|
$248,158
0.0% of portfolio
|
Q2 2025
Reduced 33.65%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,459
shares
|
$244,133
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
6,980
shares
|
$228,455
0.02% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,768
shares
|
$221,516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
6,764
shares
|
$221,385
0.26% of portfolio
|
Q2 2025
Added 1203.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6,600
shares
|
$216,017
0.01% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
6,503
shares
|
$212,843
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
6,279
shares
|
$205,511
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,238
shares
|
$171,439
0.0% of portfolio
|
Q2 2024
Reduced 21.91%
|
|
|
Alaska Permanent Capital Management
|
Jul 29, 2025 Q2 2025 |
5,198
shares
|
$170,130
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,951
shares
|
$162,046
0.01% of portfolio
|
Q2 2025
Reduced 57.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,457
shares
|
$145,877
0.0% of portfolio
|
Q2 2025
Added 367.19%
|