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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
12,142
shares
|
$384,051
0.0% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
11,800
shares
|
$373,234
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
10,638
shares
|
$336,479
0.07% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
10,582
shares
|
$334,708
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
10,465
shares
|
$331,007
0.13% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
10,055
shares
|
$318,039
0.08% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
9,975
shares
|
$315,509
0.0% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
9,128
shares
|
$288,718
0.02% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,179
shares
|
$258,701
0.03% of portfolio
|
Q3 2024
Added 57.47%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
8,058
shares
|
$254,874
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
8,047
shares
|
$254,526
0.0% of portfolio
|
Q3 2024
Reduced 17.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7,962
shares
|
$251,838
0.01% of portfolio
|
Q3 2024
Added 43.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,847
shares
|
$248,200
0.0% of portfolio
|
Q3 2024
Added 50.07%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,695
shares
|
$243,392
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
7,600
shares
|
$240,388
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
7,480
shares
|
$236,592
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,387
shares
|
$233,650
0.0% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
7,361
shares
|
$232,828
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
7,243
shares
|
$229,096
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
6,503
shares
|
$205,689
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,953
shares
|
$188,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,238
shares
|
$165,677
0.0% of portfolio
|
Q2 2024
Reduced 21.91%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
2,666
shares
|
$84,325
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
2,666
shares
|
$84,325
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
2,618
shares
|
$82,807
0.01% of portfolio
|
Q3 2024
New holding
|