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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
37,141
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 402.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
35,515
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
35,491
shares
|
$1.13 Million
0.32% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
35,277
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
35,184
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 42290.36%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
34,650
shares
|
$1.1 Million
0.06% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
32,405
shares
|
$1.03 Million
0.71% of portfolio
|
Q4 2024
Reduced 46.3%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
29,966
shares
|
$952,619
0.03% of portfolio
|
Q4 2024
Added 25.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
29,693
shares
|
$943,940
0.01% of portfolio
|
Q4 2024
Added 197.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
28,849
shares
|
$917,109
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
28,675
shares
|
$911,578
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
28,498
shares
|
$905,951
0.25% of portfolio
|
Q4 2024
Added 24.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
26,569
shares
|
$844,628
0.0% of portfolio
|
Q4 2024
Reduced 26.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
25,700
shares
|
$817,003
0.01% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
25,674
shares
|
$816,176
0.0% of portfolio
|
Q4 2024
Added 111.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
25,015
shares
|
$795,226
0.03% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
24,861
shares
|
$790,331
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
23,801
shares
|
$756,633
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
22,083
shares
|
$702,018
0.07% of portfolio
|
Q4 2024
Added 36.62%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
21,388
shares
|
$679,924
0.06% of portfolio
|
Q4 2024
Added 25.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
20,955
shares
|
$666,159
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
19,128
shares
|
$608,079
0.25% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
18,618
shares
|
$591,866
0.16% of portfolio
|
Q4 2024
Added 27.95%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
18,288
shares
|
$581,375
0.3% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
17,886
shares
|
$568,595
0.06% of portfolio
|
Q4 2024
New holding
|