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 134 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $605 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
3,079,887
shares
|
$97.4 Million
10.21% of portfolio
|
Q4 2024
Added 49.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,723,660
shares
|
$54.5 Million
0.02% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
1,653,091
shares
|
$52.3 Million
1.15% of portfolio
|
Q3 2024
Added 669.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,342,079
shares
|
$42.4 Million
0.1% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,061,399
shares
|
$33.6 Million
0.05% of portfolio
|
Q3 2024
Added 75.89%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
619,830
shares
|
$19.6 Million
9.05% of portfolio
|
Q3 2024
Added 125.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
598,319
shares
|
$18.9 Million
0.04% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
597,247
shares
|
$18.9 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
548,162
shares
|
$17.3 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
535,121
shares
|
$16.9 Million
1.4% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
491,966
shares
|
$15.6 Million
0.02% of portfolio
|
Q3 2024
Added 143.86%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
432,418
shares
|
$13.7 Million
0.39% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
382,485
shares
|
$12.1 Million
1.28% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
367,691
shares
|
$11.6 Million
0.79% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
309,914
shares
|
$9.8 Million
1.36% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
291,413
shares
|
$9.21 Million
4.16% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
278,256
shares
|
$8.8 Million
0.05% of portfolio
|
Q3 2024
Added 17.79%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
244,512
shares
|
$7.73 Million
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
236,092
shares
|
$7.47 Million
1.4% of portfolio
|
Q3 2024
Added 9.34%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
219,094
shares
|
$6.93 Million
0.15% of portfolio
|
Q3 2024
Added 136.45%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
206,948
shares
|
$6.54 Million
1.54% of portfolio
|
Q3 2024
Added 3346.26%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
203,314
shares
|
$6.43 Million
4.66% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
177,816
shares
|
$5.62 Million
3.68% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
166,237
shares
|
$5.26 Million
0.06% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
146,755
shares
|
$4.64 Million
0.14% of portfolio
|
Q3 2024
Added 38.95%
|