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 156 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $686 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
|
$97.9 Million
10.21% of portfolio
|
Q4 2024
Added 49.63%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,590,590
shares
|
$50.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,218,155
shares
|
$38.7 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,110,130
shares
|
$35.3 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
|
$25.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
767,323
shares
|
$24.4 Million
0.05% of portfolio
|
Q4 2024
Added 28.25%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
654,883
shares
|
$20.8 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
|
$20.4 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
636,953
shares
|
$20.2 Million
9.04% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
597,247
shares
|
$19 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
548,162
shares
|
$17.4 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Feb 18, 2025 Q4 2024 |
421,744
shares
|
$13.4 Million
1.29% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
395,268
shares
|
$12.6 Million
6.93% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
367,691
shares
|
$11.7 Million
0.79% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
319,282
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
291,413
shares
|
$9.26 Million
4.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
255,467
shares
|
$8.12 Million
1.46% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
244,512
shares
|
$7.77 Million
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
227,684
shares
|
$7.24 Million
0.08% of portfolio
|
Q4 2024
Added 36.96%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
218,859
shares
|
$6.96 Million
0.03% of portfolio
|
Q4 2024
Added 61.91%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
218,454
shares
|
$6.94 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
215,593
shares
|
$6.85 Million
0.44% of portfolio
|
Q4 2024
Added 918.63%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
203,314
shares
|
$6.46 Million
4.66% of portfolio
|
Q4 2024
Added 0.54%
|