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 169 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $638 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,834,621
shares
|
$57.6 Million
0.02% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,218,155
shares
|
$38.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,110,130
shares
|
$34.9 Million
0.05% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
794,745
shares
|
$25 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
767,323
shares
|
$24.1 Million
0.05% of portfolio
|
Q4 2024
Added 28.25%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
712,329
shares
|
$22.4 Million
12.04% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
654,883
shares
|
$20.6 Million
9.82% of portfolio
|
Q4 2024
Added 1309.41%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
642,751
shares
|
$20.2 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
609,619
shares
|
$19.1 Million
0.32% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Apr 09, 2025 Q1 2025 |
583,580
shares
|
$18.3 Million
13.83% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
559,401
shares
|
$17.6 Million
0.44% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
491,966
shares
|
$15.5 Million
0.02% of portfolio
|
Q3 2024
Added 143.86%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
470,620
shares
|
$14.8 Million
0.42% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
415,671
shares
|
$13.1 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
407,857
shares
|
$12.8 Million
0.88% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
395,268
shares
|
$12.4 Million
6.93% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
349,766
shares
|
$11 Million
0.63% of portfolio
|
Q1 2025
Added 724.2%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
319,282
shares
|
$10 Million
0.06% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
311,337
shares
|
$9.78 Million
3.7% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
273,747
shares
|
$8.6 Million
1.58% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
248,451
shares
|
$7.8 Million
0.23% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
232,792
shares
|
$7.31 Million
0.94% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
227,684
shares
|
$7.15 Million
0.08% of portfolio
|
Q4 2024
Added 36.96%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
225,077
shares
|
$7.07 Million
0.42% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
220,581
shares
|
$6.93 Million
3.4% of portfolio
|
Q1 2025
Added 131.4%
|