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 124 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
117,712
shares
|
$3.63 Million
0.13% of portfolio
|
Q2 2024
Added 82.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
105,617
shares
|
$3.26 Million
0.1% of portfolio
|
Q2 2024
Reduced 21.13%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
103,572
shares
|
$3.2 Million
0.72% of portfolio
|
Q3 2024
Added 17.99%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
102,842
shares
|
$3.18 Million
0.21% of portfolio
|
Q2 2024
Added 24.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
95,885
shares
|
$2.96 Million
0.19% of portfolio
|
Q2 2024
Added 6.93%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
82,879
shares
|
$2.56 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 15, 2024 Q2 2024 |
82,770
shares
|
$2.56 Million
0.85% of portfolio
|
Q2 2024
Added 516.54%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
75,947
shares
|
$2.35 Million
0.68% of portfolio
|
Q2 2024
Reduced 42.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
72,873
shares
|
$2.25 Million
0.07% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
70,608
shares
|
$2.18 Million
1.48% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
70,514
shares
|
$2.18 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
68,519
shares
|
$2.12 Million
0.81% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
66,685
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 62.53%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
65,377
shares
|
$2.02 Million
0.22% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
65,275
shares
|
$2.02 Million
0.17% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
62,275
shares
|
$1.92 Million
0.14% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
60,349
shares
|
$1.86 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
59,306
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2024
Reduced 37.23%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
58,978
shares
|
$1.82 Million
0.72% of portfolio
|
Q1 2024
Added 16.85%
|
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
57,665
shares
|
$1.78 Million
0.65% of portfolio
|
Q2 2024
Reduced 64.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
56,613
shares
|
$1.75 Million
0.08% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
50,436
shares
|
$1.56 Million
0.09% of portfolio
|
Q3 2024
Added 37.22%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
48,380
shares
|
$1.49 Million
0.13% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
48,001
shares
|
$1.48 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
46,465
shares
|
$1.43 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.1%
|