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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
8,160
shares
|
$266,505
0.08% of portfolio
|
Q2 2025
Added 17.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
8,071
shares
|
$263,598
0.01% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
8,058
shares
|
$263,174
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
7,710
shares
|
$251,808
0.01% of portfolio
|
Q2 2025
Added 137.45%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
7,700
shares
|
$251,481
0.07% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
7,600
shares
|
$248,215
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,582
shares
|
$247,628
0.0% of portfolio
|
Q2 2025
Reduced 33.65%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,459
shares
|
$243,610
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,768
shares
|
$221,042
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
6,764
shares
|
$220,912
0.26% of portfolio
|
Q2 2025
Added 1203.28%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
6,503
shares
|
$212,387
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
6,370
shares
|
$208,044
0.02% of portfolio
|
Q2 2025
Reduced 27.37%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
6,279
shares
|
$205,072
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,238
shares
|
$171,073
0.0% of portfolio
|
Q2 2024
Reduced 21.91%
|
|
|
Alaska Permanent Capital Management
|
Jul 29, 2025 Q2 2025 |
5,198
shares
|
$169,766
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,951
shares
|
$161,699
0.01% of portfolio
|
Q2 2025
Reduced 57.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,457
shares
|
$145,565
0.0% of portfolio
|
Q2 2025
Added 367.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,340
shares
|
$141,744
0.0% of portfolio
|
Q1 2025
Reduced 36.83%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,324
shares
|
$141,221
0.0% of portfolio
|
Q2 2025
Added 27.82%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
2,508
shares
|
$81,911
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
2,485
shares
|
$81,160
0.07% of portfolio
|
Q2 2025
Reduced 97.49%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
2,485
shares
|
$81,160
0.07% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,092
shares
|
$68,324
0.01% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,287
shares
|
$42,033
0.02% of portfolio
|
Q2 2025
Added 69.34%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,004
shares
|
$32,790
0.0% of portfolio
|
Q2 2025
Reduced 47.63%
|