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 |
|---|---|---|---|---|---|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
36,571
shares
|
$1.21 Million
0.33% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
35,780
shares
|
$1.18 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
35,696
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
35,519
shares
|
$1.17 Million
0.28% of portfolio
|
Q3 2025
Added 13.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
35,376
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
34,556
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2025
Reduced 3.15%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
33,865
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
33,538
shares
|
$1.11 Million
0.25% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
32,759
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
31,126
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
30,318
shares
|
$1 Million
0.16% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
28,569
shares
|
$942,491
0.22% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
27,727
shares
|
$914,713
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
26,768
shares
|
$883,076
0.29% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
26,301
shares
|
$867,669
0.02% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
25,793
shares
|
$850,911
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
25,311
shares
|
$835,009
0.13% of portfolio
|
Q3 2025
Added 57.99%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
25,183
shares
|
$830,787
0.02% of portfolio
|
Q3 2025
Reduced 36.98%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
24,662
shares
|
$813,599
0.12% of portfolio
|
Q3 2025
Added 28.4%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
23,161
shares
|
$764,081
0.12% of portfolio
|
Q3 2025
Added 113.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
23,008
shares
|
$759,033
0.0% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Jan 21, 2026 Q4 2025 |
23,001
shares
|
$758,802
0.25% of portfolio
|
Q4 2025
Added 2.03%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
21,706
shares
|
$716,080
0.06% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
21,655
shares
|
$714,398
0.01% of portfolio
|
Q2 2025
Reduced 38.61%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
21,508
shares
|
$709,548
0.18% of portfolio
|
Q3 2025
Reduced 76.31%
|
|