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 38.4 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 |
|---|---|---|---|---|---|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
103,714
shares
|
$3.42 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
91,524
shares
|
$3.02 Million
1.03% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
89,689
shares
|
$2.96 Million
0.03% of portfolio
|
Q3 2025
Added 49.73%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
87,831
shares
|
$2.9 Million
0.8% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
86,646
shares
|
$2.86 Million
0.2% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
82,013
shares
|
$2.71 Million
0.35% of portfolio
|
Q3 2025
Added 134.11%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 21, 2026 Q4 2025 |
81,994
shares
|
$2.7 Million
1.01% of portfolio
|
Q4 2025
Added 35.46%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
80,815
shares
|
$2.67 Million
1.8% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
80,519
shares
|
$2.66 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
79,060
shares
|
$2.61 Million
0.08% of portfolio
|
Q4 2025
Added 28.57%
|
|
|
Applied Capital LLC
|
Jan 16, 2026 Q4 2025 |
76,460
shares
|
$2.52 Million
1.05% of portfolio
|
Q4 2025
Added 30.48%
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
74,125
shares
|
$2.45 Million
0.3% of portfolio
|
Q4 2025
Added 20.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
74,071
shares
|
$2.44 Million
0.09% of portfolio
|
Q4 2025
Reduced 8.44%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
69,847
shares
|
$2.3 Million
1.66% of portfolio
|
Q4 2025
Reduced 12.76%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
66,258
shares
|
$2.19 Million
0.05% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
65,948
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
62,275
shares
|
$2.05 Million
0.14% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
59,939
shares
|
$1.98 Million
1.35% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
59,881
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
58,073
shares
|
$1.92 Million
1.81% of portfolio
|
Q3 2025
New holding
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
57,879
shares
|
$1.91 Million
0.58% of portfolio
|
Q2 2025
Reduced 30.69%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
57,401
shares
|
$1.89 Million
0.1% of portfolio
|
Q3 2025
Added 66.88%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
55,471
shares
|
$1.83 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
54,615
shares
|
$1.8 Million
0.03% of portfolio
|
Q4 2025
Added 120.38%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
53,854
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2025
Added 0.95%
|
|