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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,340
shares
|
$142,048
0.0% of portfolio
|
Q1 2025
Reduced 36.83%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,324
shares
|
$141,524
0.0% of portfolio
|
Q2 2025
Added 27.82%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,754
shares
|
$90,138
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
2,508
shares
|
$82,086
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
2,485
shares
|
$81,334
0.07% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
2,485
shares
|
$81,334
0.07% of portfolio
|
Q2 2025
Reduced 97.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,092
shares
|
$68,471
0.01% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,287
shares
|
$42,123
0.02% of portfolio
|
Q2 2025
Added 69.34%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,004
shares
|
$32,860
0.0% of portfolio
|
Q2 2025
Reduced 47.63%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
775
shares
|
$25,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
385
shares
|
$12,601
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
286
shares
|
$9,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
58
shares
|
$1,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
40
shares
|
$1,309
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|