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 |
|---|---|---|---|---|---|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
20,982
shares
|
$678,138
0.14% of portfolio
|
Q1 2025
Added 37.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,797
shares
|
$672,159
0.0% of portfolio
|
Q1 2025
Added 3180.28%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
20,437
shares
|
$660,523
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
20,110
shares
|
$649,955
0.29% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
20,085
shares
|
$649,147
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
19,883
shares
|
$642,618
0.1% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
18,625
shares
|
$601,960
0.16% of portfolio
|
Q2 2025
Reduced 44.35%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
18,540
shares
|
$599,212
0.51% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
18,520
shares
|
$598,566
0.66% of portfolio
|
Q1 2025
Added 35.46%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
17,228
shares
|
$556,808
0.05% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
16,947
shares
|
$547,727
0.21% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
16,504
shares
|
$533,409
0.07% of portfolio
|
Q1 2025
Added 101.79%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
14,915
shares
|
$482,052
0.02% of portfolio
|
Q1 2025
Added 72.95%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
14,486
shares
|
$468,187
0.3% of portfolio
|
Q2 2025
Reduced 42.28%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
13,811
shares
|
$446,371
0.1% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
13,388
shares
|
$432,700
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
13,207
shares
|
$426,850
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
12,916
shares
|
$417,445
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
12,800
shares
|
$413,696
0.22% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
12,665
shares
|
$409,332
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,624
shares
|
$408,007
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
12,372
shares
|
$399,863
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
12,094
shares
|
$390,878
0.17% of portfolio
|
Q1 2025
Added 50.65%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,427
shares
|
$369,320
0.0% of portfolio
|
Q1 2025
Reduced 69.23%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
11,200
shares
|
$361,984
0.16% of portfolio
|
Q1 2025
New holding
|