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 135 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $623 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
23,887
shares
|
$755,545
0.03% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
23,801
shares
|
$752,825
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
23,768
shares
|
$751,781
0.13% of portfolio
|
Q3 2024
Added 34.12%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
22,914
shares
|
$724,769
0.18% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
22,473
shares
|
$710,820
0.11% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
21,165
shares
|
$669,448
0.04% of portfolio
|
Q3 2024
Added 31.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
20,955
shares
|
$662,806
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
19,490
shares
|
$616,468
0.03% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
18,288
shares
|
$578,449
0.3% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
17,742
shares
|
$561,179
0.17% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
17,467
shares
|
$552,481
0.27% of portfolio
|
Q3 2024
Reduced 20.8%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
17,268
shares
|
$546,186
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
17,042
shares
|
$539,038
0.06% of portfolio
|
Q3 2024
Added 42.31%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
17,035
shares
|
$538,817
0.08% of portfolio
|
Q4 2024
Added 61.47%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
16,164
shares
|
$511,267
0.05% of portfolio
|
Q3 2024
Added 63.45%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
15,224
shares
|
$481,535
0.16% of portfolio
|
Q4 2024
Added 34.5%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
15,033
shares
|
$475,493
0.07% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
14,551
shares
|
$460,248
0.12% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
14,114
shares
|
$446,425
0.0% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
13,736
shares
|
$434,469
0.18% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
13,388
shares
|
$423,462
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
13,297
shares
|
$420,584
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
13,267
shares
|
$419,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
12,810
shares
|
$405,180
0.04% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
12,150
shares
|
$384,304
0.03% of portfolio
|
Q2 2024
Added 19.7%
|