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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
120,260
shares
|
$3.89 Million
0.05% of portfolio
|
Q2 2025
Added 414.39%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
119,440
shares
|
$3.86 Million
0.3% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
111,530
shares
|
$3.6 Million
0.74% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
109,725
shares
|
$3.55 Million
0.39% of portfolio
|
Q2 2025
Added 46.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
109,277
shares
|
$3.53 Million
0.33% of portfolio
|
Q1 2025
Added 107.14%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
109,187
shares
|
$3.53 Million
1.33% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
105,302
shares
|
$3.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
99,113
shares
|
$3.2 Million
2.56% of portfolio
|
Q1 2025
Added 3617.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
90,709
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
88,343
shares
|
$2.86 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
88,028
shares
|
$2.85 Million
1.02% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
84,746
shares
|
$2.74 Million
2.19% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
83,722
shares
|
$2.71 Million
0.08% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
82,301
shares
|
$2.66 Million
0.21% of portfolio
|
Q4 2024
Added 26.08%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
82,289
shares
|
$2.66 Million
0.83% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
77,395
shares
|
$2.5 Million
1.54% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
72,929
shares
|
$2.36 Million
0.05% of portfolio
|
Q2 2025
Added 47.77%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
67,660
shares
|
$2.19 Million
1.96% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
66,969
shares
|
$2.16 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
66,189
shares
|
$2.14 Million
0.08% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
65,597
shares
|
$2.12 Million
2.02% of portfolio
|
Q1 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
64,214
shares
|
$2.08 Million
0.29% of portfolio
|
Q2 2025
Added 16.53%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
62,275
shares
|
$2.01 Million
0.14% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
58,937
shares
|
$1.9 Million
0.44% of portfolio
|
Q2 2025
Added 34.01%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
57,472
shares
|
$1.86 Million
1.75% of portfolio
|
Q1 2025
Reduced 0.96%
|