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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
58,031
shares
|
$1.84 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
56,675
shares
|
$1.8 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
56,496
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
54,504
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Added 33.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
52,756
shares
|
$1.67 Million
0.17% of portfolio
|
Q4 2024
Added 50.83%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
52,487
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
49,161
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Added 19.05%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
48,380
shares
|
$1.54 Million
0.13% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
48,001
shares
|
$1.52 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
47,247
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
45,774
shares
|
$1.45 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
43,992
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
43,634
shares
|
$1.38 Million
0.08% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
43,233
shares
|
$1.37 Million
0.34% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
42,437
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2024
Added 117.74%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
40,244
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,052
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 39.21%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
35,277
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
35,184
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 42290.36%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
34,650
shares
|
$1.1 Million
0.06% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
34,311
shares
|
$1.09 Million
0.32% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,177
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2023
Added 3.79%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
32,405
shares
|
$1.03 Million
0.71% of portfolio
|
Q4 2024
Reduced 46.3%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
29,966
shares
|
$951,120
0.03% of portfolio
|
Q4 2024
Added 25.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
29,693
shares
|
$942,455
0.01% of portfolio
|
Q4 2024
Added 197.67%
|