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 223 institutions that hold shares in the stock, with a total of 35.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
29,799
shares
|
$975,321
0.09% of portfolio
|
Q3 2025
Added 37.65%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
29,795
shares
|
$975,190
0.17% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
28,944
shares
|
$947,337
0.0% of portfolio
|
Q3 2025
Added 25.15%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
28,569
shares
|
$935,063
0.22% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
27,219
shares
|
$890,877
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
26,768
shares
|
$876,116
0.29% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
26,375
shares
|
$863,253
0.08% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
26,031
shares
|
$851,994
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
25,311
shares
|
$828,429
0.13% of portfolio
|
Q3 2025
Added 57.99%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
24,782
shares
|
$811,114
0.02% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
23,328
shares
|
$763,525
0.75% of portfolio
|
Q3 2025
Added 39.51%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
23,213
shares
|
$759,761
0.01% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
23,080
shares
|
$755,408
0.05% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
22,857
shares
|
$748,109
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
22,544
shares
|
$737,865
0.18% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
21,655
shares
|
$708,768
0.01% of portfolio
|
Q2 2025
Reduced 38.61%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
21,043
shares
|
$688,737
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
21,011
shares
|
$687,690
0.27% of portfolio
|
Q3 2025
Added 97.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,797
shares
|
$680,685
0.0% of portfolio
|
Q1 2025
Added 3180.28%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
20,633
shares
|
$675,318
0.28% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
20,156
shares
|
$659,705
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
19,207
shares
|
$628,645
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
19,207
shares
|
$628,645
0.1% of portfolio
|
Q2 2025
Added 55.25%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
18,540
shares
|
$606,814
0.51% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
18,278
shares
|
$598,238
0.05% of portfolio
|
Q2 2025
Added 6.09%
|