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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7,962
shares
|
$245,866
0.01% of portfolio
|
Q3 2024
Added 43.56%
|
|
|
Encompass More Asset Management
Danville, CA |
Jul 26, 2024 Q2 2024 |
7,838
shares
|
$242,037
0.17% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
7,695
shares
|
$237,621
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
7,600
shares
|
$234,688
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
7,480
shares
|
$230,982
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
7,398
shares
|
$228,450
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
7,352
shares
|
$227,029
0.0% of portfolio
|
Q2 2024
Reduced 37.09%
|
|
|
Souders Financial Advisors
|
Aug 28, 2024 Q2 2024 |
7,243
shares
|
$223,663
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
6,503
shares
|
$200,812
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,238
shares
|
$161,749
0.0% of portfolio
|
Q2 2024
Reduced 21.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
5,229
shares
|
$161,471
0.0% of portfolio
|
Q2 2024
Added 54.61%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
5,194
shares
|
$160,390
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Oct 17, 2024 Q3 2024 |
3,948
shares
|
$121,914
0.01% of portfolio
|
Q3 2024
Reduced 62.54%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
2,508
shares
|
$77,447
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
1,479
shares
|
$45,671
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,077
shares
|
$33,257
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
1,000
shares
|
$30,880
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
954
shares
|
$29,459
0.0% of portfolio
|
Q2 2024
Added 26.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
696
shares
|
$21,492
0.0% of portfolio
|
Q2 2024
Reduced 29.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
385
shares
|
$11,888
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
325
shares
|
$10,036
0.0% of portfolio
|
Q2 2024
Added 32.11%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
140
shares
|
$4,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
100
shares
|
$3,088
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
83
shares
|
$2,563
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
40
shares
|
$1,235
0.0% of portfolio
|
Q3 2023
New holding
|