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 201 institutions that hold shares in the stock, with a total of 29.4 Million shares, which have been reported (via 13F filing form) to have a value of $949 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,442,846
shares
|
$111 Million
11.51% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,840,764
shares
|
$59.4 Million
0.02% of portfolio
|
Q1 2025
Added 131.62%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,834,621
shares
|
$59.2 Million
0.02% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,776,440
shares
|
$57.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 25.02%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,059,425
shares
|
$34.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
793,566
shares
|
$25.6 Million
1.97% of portfolio
|
Q1 2025
Added 23.46%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
764,336
shares
|
$24.7 Million
9.59% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
711,538
shares
|
$23 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
699,626
shares
|
$22.6 Million
10.44% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
609,619
shares
|
$19.7 Million
0.32% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
592,982
shares
|
$19.1 Million
0.2% of portfolio
|
Q1 2025
Added 894.92%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
583,580
shares
|
$18.8 Million
13.83% of portfolio
|
Q2 2025
Added 20.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
491,966
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2024
Added 143.86%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
467,315
shares
|
$15.1 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
463,447
shares
|
$15 Million
0.06% of portfolio
|
Q1 2025
Added 111.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
454,517
shares
|
$14.7 Million
0.44% of portfolio
|
Q1 2025
Added 173.71%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
419,036
shares
|
$13.5 Million
0.92% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
415,671
shares
|
$13.4 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
407,931
shares
|
$13.2 Million
7.37% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
367,244
shares
|
$11.9 Million
1.66% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
351,453
shares
|
$11.3 Million
0.23% of portfolio
|
Q1 2025
Added 98.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
349,766
shares
|
$11.3 Million
0.63% of portfolio
|
Q1 2025
Added 724.2%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
348,852
shares
|
$11.3 Million
0.06% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
322,027
shares
|
$10.4 Million
6.86% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
321,612
shares
|
$10.4 Million
1.7% of portfolio
|
Q2 2025
Added 17.49%
|