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 |
|---|---|---|---|---|---|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
18,074
shares
|
$558,125
0.29% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
17,722
shares
|
$547,255
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
17,268
shares
|
$533,235
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
17,042
shares
|
$526,256
0.06% of portfolio
|
Q3 2024
Added 42.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
17,013
shares
|
$525,361
0.0% of portfolio
|
Q2 2024
Added 24.29%
|
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
16,521
shares
|
$510,168
0.12% of portfolio
|
Q2 2024
Reduced 84.08%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
14,551
shares
|
$449,334
0.12% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
13,841
shares
|
$427,410
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
13,388
shares
|
$413,421
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
13,267
shares
|
$409,684
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
13,096
shares
|
$404,404
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
12,603
shares
|
$389,180
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
12,526
shares
|
$386,802
0.08% of portfolio
|
Q3 2024
Added 85.68%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
12,150
shares
|
$375,192
0.03% of portfolio
|
Q2 2024
Added 19.7%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
12,142
shares
|
$374,944
0.0% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
11,878
shares
|
$366,792
0.04% of portfolio
|
Q2 2024
Added 41.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
10,732
shares
|
$331,404
0.0% of portfolio
|
Q2 2024
Reduced 24.34%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
10,595
shares
|
$327,173
0.13% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
10,582
shares
|
$326,772
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
10,055
shares
|
$310,498
0.08% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
9,975
shares
|
$308,028
0.0% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
9,889
shares
|
$305,372
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
9,523
shares
|
$294,070
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
8,989
shares
|
$277,580
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
8,047
shares
|
$248,491
0.0% of portfolio
|
Q3 2024
Reduced 17.11%
|