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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
71,565
shares
|
$2.28 Million
0.81% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
68,538
shares
|
$2.18 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
68,042
shares
|
$2.16 Million
1.82% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
66,946
shares
|
$2.13 Million
1.34% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
62,275
shares
|
$1.98 Million
0.14% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
59,601
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2024
Added 322.28%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
58,031
shares
|
$1.84 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
56,163
shares
|
$1.79 Million
0.65% of portfolio
|
Q4 2024
Added 104.39%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
56,163
shares
|
$1.79 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
55,471
shares
|
$1.76 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
52,756
shares
|
$1.68 Million
0.17% of portfolio
|
Q4 2024
Added 50.83%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
52,487
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
52,268
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
52,250
shares
|
$1.66 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
50,266
shares
|
$1.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
48,380
shares
|
$1.54 Million
0.15% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
46,121
shares
|
$1.47 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
43,992
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
43,634
shares
|
$1.39 Million
0.08% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
43,233
shares
|
$1.37 Million
0.34% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
42,437
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2024
Added 117.74%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
41,232
shares
|
$1.31 Million
0.34% of portfolio
|
Q4 2024
Added 73.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
40,445
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Added 55.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
39,852
shares
|
$1.27 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
38,631
shares
|
$1.23 Million
0.25% of portfolio
|
Q4 2024
Added 190.52%
|