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 |
|---|---|---|---|---|---|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
14,486
shares
|
$473,112
0.3% of portfolio
|
Q2 2025
Reduced 42.28%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
14,455
shares
|
$472,100
0.09% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
13,388
shares
|
$437,252
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
13,364
shares
|
$436,468
0.06% of portfolio
|
Q2 2025
Reduced 32.79%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
12,650
shares
|
$413,148
0.18% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
11,924
shares
|
$389,437
0.16% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
11,450
shares
|
$373,956
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
11,330
shares
|
$370,037
0.1% of portfolio
|
Q2 2025
Added 26.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,270
shares
|
$368,078
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
11,200
shares
|
$365,791
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,070
shares
|
$361,546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
10,856
shares
|
$354,556
0.06% of portfolio
|
Q2 2025
Reduced 68.71%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
10,663
shares
|
$348,253
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
10,582
shares
|
$345,608
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
10,465
shares
|
$341,786
0.13% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
10,129
shares
|
$330,813
0.12% of portfolio
|
Q2 2025
Added 40.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
9,780
shares
|
$319,414
0.01% of portfolio
|
Q2 2025
Reduced 34.43%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
9,577
shares
|
$312,784
0.03% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
9,557
shares
|
$312,131
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
9,554
shares
|
$312,033
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
9,224
shares
|
$301,255
0.01% of portfolio
|
Q2 2025
Added 42.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,969
shares
|
$292,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
8,536
shares
|
$278,785
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
8,536
shares
|
$278,785
0.14% of portfolio
|
Q2 2025
Added 2034.0%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
8,345
shares
|
$272,547
0.0% of portfolio
|
Q2 2025
Added 14.39%
|