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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
199,068
shares
|
$6.33 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
194,310
shares
|
$6.18 Million
1.01% of portfolio
|
Q4 2024
Added 98.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
188,301
shares
|
$5.99 Million
0.19% of portfolio
|
Q4 2024
Added 28.31%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
177,816
shares
|
$5.65 Million
3.68% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
176,790
shares
|
$5.62 Million
0.12% of portfolio
|
Q4 2024
Reduced 89.31%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
166,064
shares
|
$5.28 Million
0.06% of portfolio
|
Q4 2024
Added 59.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
166,060
shares
|
$5.28 Million
0.16% of portfolio
|
Q4 2024
Added 24.44%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
154,821
shares
|
$4.92 Million
3.04% of portfolio
|
Q4 2024
Added 238.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,372
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
138,183
shares
|
$4.39 Million
1.54% of portfolio
|
Q4 2024
Added 33.1%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
131,141
shares
|
$4.17 Million
0.33% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
116,014
shares
|
$3.69 Million
0.23% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
111,398
shares
|
$3.54 Million
0.77% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
109,980
shares
|
$3.5 Million
1.15% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
109,000
shares
|
$3.47 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
104,017
shares
|
$3.31 Million
0.0% of portfolio
|
Q4 2024
Added 288.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
95,530
shares
|
$3.04 Million
0.01% of portfolio
|
Q4 2024
Added 94.32%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
95,325
shares
|
$3.03 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
92,427
shares
|
$2.94 Million
0.79% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
84,774
shares
|
$2.69 Million
0.01% of portfolio
|
Q4 2024
Added 27.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
83,682
shares
|
$2.66 Million
0.08% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
82,879
shares
|
$2.63 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
82,301
shares
|
$2.62 Million
0.21% of portfolio
|
Q4 2024
Added 26.08%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
75,998
shares
|
$2.42 Million
0.94% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
74,663
shares
|
$2.37 Million
0.23% of portfolio
|
Q4 2024
Added 14.2%
|