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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
6,492
shares
|
$207,289
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
5,598
shares
|
$178,744
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,238
shares
|
$167,249
0.0% of portfolio
|
Q2 2024
Reduced 21.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,340
shares
|
$138,576
0.0% of portfolio
|
Q1 2025
Reduced 36.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,383
shares
|
$108,019
0.0% of portfolio
|
Q1 2025
Added 880.58%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,247
shares
|
$103,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
2,666
shares
|
$85,125
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
2,508
shares
|
$80,080
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
2,092
shares
|
$66,797
0.01% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,917
shares
|
$61,209
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,347
shares
|
$43,009
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,200
shares
|
$38,316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
954
shares
|
$30,461
0.0% of portfolio
|
Q2 2024
Added 26.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
818
shares
|
$26,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
775
shares
|
$24,745
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
760
shares
|
$24,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
519
shares
|
$16,571
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
400
shares
|
$12,772
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
385
shares
|
$12,293
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
286
shares
|
$9,131
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
150
shares
|
$4,789
1.8% of portfolio
|
Q1 2025
Reduced 99.78%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
140
shares
|
$4,470
0.0% of portfolio
|
Q1 2025
Reduced 34.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
58
shares
|
$1,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
40
shares
|
$1,277
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|