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 144 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $621 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
176,790
shares
|
$5.61 Million
0.12% of portfolio
|
Q4 2024
Reduced 89.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
146,755
shares
|
$4.66 Million
0.14% of portfolio
|
Q3 2024
Added 38.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,372
shares
|
$4.39 Million
0.0% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
135,172
shares
|
$4.29 Million
0.02% of portfolio
|
Q3 2024
Added 26096.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
133,448
shares
|
$4.24 Million
0.13% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
126,589
shares
|
$4.02 Million
0.31% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
112,480
shares
|
$3.57 Million
0.22% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
112,075
shares
|
$3.56 Million
0.11% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
111,398
shares
|
$3.54 Million
0.77% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
103,822
shares
|
$3.3 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
103,822
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
98,090
shares
|
$3.11 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
95,325
shares
|
$3.03 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
92,427
shares
|
$2.93 Million
0.79% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
92,348
shares
|
$2.93 Million
0.92% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
83,682
shares
|
$2.66 Million
0.08% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
82,879
shares
|
$2.63 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
75,998
shares
|
$2.41 Million
0.94% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
74,663
shares
|
$2.37 Million
0.23% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
71,565
shares
|
$2.27 Million
0.81% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
70,608
shares
|
$2.24 Million
1.48% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
66,685
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 62.53%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
65,275
shares
|
$2.07 Million
0.17% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
62,275
shares
|
$1.98 Million
0.14% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
62,233
shares
|
$1.98 Million
1.57% of portfolio
|
Q3 2024
New holding
|