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 156 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $685 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
385
shares
|
$12,239
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
345
shares
|
$10,967
0.0% of portfolio
|
Q4 2024
Reduced 60.84%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
286
shares
|
$9,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
215
shares
|
$6,834
0.0% of portfolio
|
Q4 2024
Added 53.57%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
79
shares
|
$2,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
40
shares
|
$1,271
0.0% of portfolio
|
Q3 2023
New holding
|