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 |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
17,817
shares
|
$566,402
0.09% of portfolio
|
Q4 2024
Reduced 20.72%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
17,217
shares
|
$547,328
0.22% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
17,035
shares
|
$541,542
0.08% of portfolio
|
Q4 2024
Added 61.47%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
16,278
shares
|
$517,477
0.05% of portfolio
|
Q4 2024
Added 27.07%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
15,740
shares
|
$500,374
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
15,255
shares
|
$484,956
0.11% of portfolio
|
Q4 2024
Reduced 92.63%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
15,224
shares
|
$483,970
0.16% of portfolio
|
Q4 2024
Added 34.5%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
15,219
shares
|
$483,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
15,033
shares
|
$477,899
0.07% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$476,850
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
14,627
shares
|
$464,992
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
14,081
shares
|
$447,634
0.0% of portfolio
|
Q4 2024
Added 79.44%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,781
shares
|
$438,097
0.09% of portfolio
|
Q4 2024
Added 37.06%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
13,672
shares
|
$434,632
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
13,388
shares
|
$425,604
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,150
shares
|
$386,248
0.03% of portfolio
|
Q2 2024
Added 19.7%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
11,800
shares
|
$375,122
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
10,638
shares
|
$338,182
0.07% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
10,582
shares
|
$336,401
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
10,465
shares
|
$332,682
0.13% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
10,066
shares
|
$319,998
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
10,030
shares
|
$318,853
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
9,489
shares
|
$301,655
0.02% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
9,154
shares
|
$291,005
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,969
shares
|
$285,124
0.0% of portfolio
|
Q4 2024
New holding
|