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 |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
56,170
shares
|
$1.82 Million
1.03% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
55,471
shares
|
$1.79 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
54,797
shares
|
$1.77 Million
0.05% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
53,348
shares
|
$1.72 Million
0.15% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
52,446
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
51,650
shares
|
$1.67 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
50,697
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Added 260.04%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
48,355
shares
|
$1.56 Million
0.21% of portfolio
|
Q2 2025
Added 123.42%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
47,840
shares
|
$1.55 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
47,367
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
45,844
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
44,121
shares
|
$1.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
43,634
shares
|
$1.41 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
42,462
shares
|
$1.37 Million
0.44% of portfolio
|
Q2 2025
Added 44.33%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
41,501
shares
|
$1.34 Million
0.36% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
41,432
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
41,232
shares
|
$1.33 Million
0.34% of portfolio
|
Q4 2024
Added 73.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
40,417
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
40,118
shares
|
$1.3 Million
0.43% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
39,853
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
39,282
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
37,620
shares
|
$1.22 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
37,212
shares
|
$1.2 Million
0.33% of portfolio
|
Q1 2025
Added 30.58%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
36,299
shares
|
$1.17 Million
0.54% of portfolio
|
Q2 2025
Added 72.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
36,060
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Added 21.44%
|