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 241 institutions that hold shares in the stock, with a total of 38.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
426,872
shares
|
$14.1 Million
2.03% of portfolio
|
Q4 2025
Added 9.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
412,363
shares
|
$13.6 Million
0.07% of portfolio
|
Q3 2025
Added 324.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
398,592
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2025
Added 99.43%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
377,142
shares
|
$12.4 Million
1.46% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jan 09, 2026 Q4 2025 |
361,461
shares
|
$11.9 Million
6.84% of portfolio
|
Q4 2025
Added 6.66%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
338,871
shares
|
$11.2 Million
1.55% of portfolio
|
Q3 2025
Added 17.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
336,838
shares
|
$11.1 Million
0.58% of portfolio
|
Q4 2025
Added 4.76%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
318,575
shares
|
$10.5 Million
3.19% of portfolio
|
Q4 2025
Added 1.19%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
317,882
shares
|
$10.5 Million
0.53% of portfolio
|
Q3 2025
Added 92.43%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
289,734
shares
|
$9.56 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
286,956
shares
|
$9.47 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
272,565
shares
|
$8.99 Million
0.03% of portfolio
|
Q3 2025
Added 43.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
265,315
shares
|
$8.75 Million
0.26% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2026 Q4 2025 |
255,554
shares
|
$8.43 Million
5.24% of portfolio
|
Q4 2025
Added 5.02%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
254,534
shares
|
$8.4 Million
0.73% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
250,579
shares
|
$8.27 Million
0.41% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Jan 20, 2026 Q4 2025 |
245,563
shares
|
$8.1 Million
3.89% of portfolio
|
Q4 2025
Added 2.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
244,552
shares
|
$8.07 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
211,740
shares
|
$6.99 Million
0.08% of portfolio
|
Q4 2025
Added 16.92%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
198,855
shares
|
$6.56 Million
2.68% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
184,314
shares
|
$6.08 Million
0.27% of portfolio
|
Q4 2025
Reduced 4.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
178,464
shares
|
$5.89 Million
0.02% of portfolio
|
Q3 2025
Added 35.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
177,994
shares
|
$5.87 Million
0.14% of portfolio
|
Q2 2025
Reduced 29.26%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
173,188
shares
|
$5.71 Million
0.44% of portfolio
|
Q4 2025
Added 4.79%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
172,407
shares
|
$5.69 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|