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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
35,932
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
35,887
shares
|
$1.16 Million
0.25% of portfolio
|
Q2 2025
Reduced 21.17%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
35,313
shares
|
$1.14 Million
0.96% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
35,277
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
35,032
shares
|
$1.13 Million
0.23% of portfolio
|
Q2 2025
Added 80.43%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
34,692
shares
|
$1.12 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
34,650
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
34,035
shares
|
$1.1 Million
0.32% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
31,866
shares
|
$1.03 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
30,812
shares
|
$995,843
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
29,122
shares
|
$941,223
0.07% of portfolio
|
Q1 2025
Added 36.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
28,800
shares
|
$930,816
0.01% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
27,905
shares
|
$901,889
0.23% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
27,873
shares
|
$900,855
0.07% of portfolio
|
Q1 2025
Added 129.41%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
27,600
shares
|
$892,032
0.13% of portfolio
|
Q1 2025
Added 62.02%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
26,768
shares
|
$865,141
0.34% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
25,705
shares
|
$830,785
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
25,362
shares
|
$819,699
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
24,191
shares
|
$781,853
0.34% of portfolio
|
Q1 2025
Added 26.47%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
23,657
shares
|
$764,594
0.22% of portfolio
|
Q1 2025
Added 55.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,128
shares
|
$747,496
0.0% of portfolio
|
Q2 2025
Added 39.23%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
23,116
shares
|
$747,109
0.08% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
23,103
shares
|
$746,688
0.0% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
21,648
shares
|
$699,663
0.07% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
21,396
shares
|
$691,518
0.44% of portfolio
|
Q1 2025
New holding
|