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 |
|---|---|---|---|---|---|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
164,765
shares
|
$5.44 Million
3.08% of portfolio
|
Q4 2025
Added 5.97%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
161,810
shares
|
$5.34 Million
0.07% of portfolio
|
Q3 2025
Added 16.14%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
158,327
shares
|
$5.22 Million
4.09% of portfolio
|
Q3 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
157,626
shares
|
$5.2 Million
0.32% of portfolio
|
Q4 2025
Reduced 81.64%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
144,239
shares
|
$4.76 Million
1.33% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
142,669
shares
|
$4.71 Million
3.08% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
142,189
shares
|
$4.69 Million
1.05% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,372
shares
|
$4.56 Million
0.0% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
136,187
shares
|
$4.49 Million
0.99% of portfolio
|
Q4 2025
Added 28.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
132,873
shares
|
$4.38 Million
0.16% of portfolio
|
Q4 2025
Added 12.8%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
132,392
shares
|
$4.37 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 22, 2026 Q4 2025 |
131,897
shares
|
$4.35 Million
2.5% of portfolio
|
Q4 2025
Reduced 29.7%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
131,413
shares
|
$4.34 Million
2.82% of portfolio
|
Q3 2025
Added 40.68%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
127,408
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
125,562
shares
|
$4.14 Million
0.12% of portfolio
|
Q4 2025
Added 45.64%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
120,031
shares
|
$3.96 Million
0.52% of portfolio
|
Q4 2025
Added 3.53%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
117,694
shares
|
$3.88 Million
0.41% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
115,576
shares
|
$3.81 Million
0.02% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
113,539
shares
|
$3.75 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
112,690
shares
|
$3.72 Million
0.02% of portfolio
|
Q4 2025
Added 4.7%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
111,482
shares
|
$3.68 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
109,187
shares
|
$3.6 Million
1.33% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
108,652
shares
|
$3.58 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
106,180
shares
|
$3.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
103,714
shares
|
$3.42 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|