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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
53,566
shares
|
$1.77 Million
0.13% of portfolio
|
Q4 2025
Reduced 2.69%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
51,506
shares
|
$1.7 Million
0.76% of portfolio
|
Q4 2025
Added 1.71%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
51,467
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
51,313
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 14, 2026 Q4 2025 |
47,864
shares
|
$1.58 Million
1.32% of portfolio
|
Q4 2025
Added 62.58%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
47,790
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
47,000
shares
|
$1.55 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
45,955
shares
|
$1.52 Million
0.13% of portfolio
|
Q4 2025
Added 13.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
45,211
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
44,343
shares
|
$1.46 Million
0.13% of portfolio
|
Q4 2025
Added 48.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
43,521
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
42,617
shares
|
$1.41 Million
0.18% of portfolio
|
Q3 2025
Added 18.44%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
42,110
shares
|
$1.39 Million
0.85% of portfolio
|
Q3 2025
Added 19.25%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 21, 2026 Q4 2025 |
41,588
shares
|
$1.37 Million
0.35% of portfolio
|
Q4 2025
Reduced 34.7%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
41,232
shares
|
$1.36 Million
0.34% of portfolio
|
Q4 2024
Added 73.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
41,112
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
41,095
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
39,859
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2025
Added 37.71%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
39,853
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
39,720
shares
|
$1.31 Million
0.31% of portfolio
|
Q4 2025
Added 30.69%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
39,356
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
38,916
shares
|
$1.28 Million
0.33% of portfolio
|
Q3 2025
Added 15.61%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
38,017
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jan 14, 2026 Q4 2025 |
37,777
shares
|
$1.25 Million
1.23% of portfolio
|
Q4 2025
Added 61.94%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
37,058
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 9.47%
|
|