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 206 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
26,768
shares
|
$874,242
0.31% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
26,375
shares
|
$861,407
0.08% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
26,031
shares
|
$850,172
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
25,601
shares
|
$836,128
0.48% of portfolio
|
Q2 2025
Added 19.65%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
25,343
shares
|
$827,702
0.15% of portfolio
|
Q2 2025
Added 24.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
24,782
shares
|
$809,380
0.02% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
23,213
shares
|
$758,136
0.01% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,128
shares
|
$755,360
0.0% of portfolio
|
Q2 2025
Added 39.23%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
23,080
shares
|
$753,792
0.05% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
22,857
shares
|
$746,509
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
21,655
shares
|
$707,252
0.02% of portfolio
|
Q2 2025
Reduced 38.61%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
21,648
shares
|
$707,023
0.07% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,797
shares
|
$679,230
0.0% of portfolio
|
Q1 2025
Added 3180.28%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
20,156
shares
|
$658,294
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
20,110
shares
|
$656,792
0.29% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
19,207
shares
|
$627,300
0.1% of portfolio
|
Q2 2025
Added 55.25%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
18,625
shares
|
$608,292
0.16% of portfolio
|
Q2 2025
Reduced 44.35%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
18,540
shares
|
$605,516
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
|
$604,863
0.66% of portfolio
|
Q1 2025
Added 35.46%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
18,278
shares
|
$596,959
0.05% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
16,721
shares
|
$546,107
0.55% of portfolio
|
Q2 2025
Added 26.61%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
16,338
shares
|
$533,599
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
16,246
shares
|
$530,594
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
16,021
shares
|
$523,245
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
14,960
shares
|
$488,593
0.0% of portfolio
|
Q2 2025
Reduced 35.25%
|