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 236 institutions that hold shares in the stock, with a total of 38.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
21,043
shares
|
$694,208
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
21,011
shares
|
$693,152
0.27% of portfolio
|
Q3 2025
Added 97.05%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20,750
shares
|
$684,542
0.04% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
20,633
shares
|
$680,682
0.28% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
20,096
shares
|
$662,967
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
19,393
shares
|
$639,775
0.18% of portfolio
|
Q3 2025
Reduced 88.08%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
19,207
shares
|
$633,638
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
18,126
shares
|
$597,976
0.1% of portfolio
|
Q3 2025
Added 25.4%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
17,987
shares
|
$593,391
0.1% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,106
shares
|
$564,326
0.13% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
17,074
shares
|
$563,271
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
16,893
shares
|
$557,300
0.01% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
16,252
shares
|
$536,153
0.07% of portfolio
|
Q3 2025
Added 21.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
15,110
shares
|
$498,478
0.01% of portfolio
|
Q3 2025
Added 34.07%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
15,090
shares
|
$497,819
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
14,603
shares
|
$481,752
0.47% of portfolio
|
Q3 2025
Reduced 21.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,513
shares
|
$478,783
0.0% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
14,088
shares
|
$464,763
0.15% of portfolio
|
Q3 2025
Added 39.09%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
13,945
shares
|
$460,045
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
13,920
shares
|
$459,220
0.26% of portfolio
|
Q3 2025
Added 72.75%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
13,500
shares
|
$445,365
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
13,388
shares
|
$441,670
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
12,650
shares
|
$417,323
0.16% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
11,827
shares
|
$390,172
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
11,510
shares
|
$379,714
0.21% of portfolio
|
Q3 2025
Reduced 20.54%
|
|