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 |
|---|---|---|---|---|---|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
21,043
shares
|
$694,208
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
21,011
shares
|
$693,152
0.27% of portfolio
|
Q3 2025
Added 97.05%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20,750
shares
|
$684,542
0.04% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
20,633
shares
|
$680,682
0.28% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
20,096
shares
|
$662,967
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 23, 2026 Q4 2025 |
19,657
shares
|
$648,484
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
19,393
shares
|
$639,775
0.18% of portfolio
|
Q3 2025
Reduced 88.08%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
18,126
shares
|
$597,976
0.1% of portfolio
|
Q3 2025
Added 25.4%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
17,987
shares
|
$593,391
0.1% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Jan 20, 2026 Q4 2025 |
17,918
shares
|
$591,114
0.18% of portfolio
|
Q4 2025
Added 51.5%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,106
shares
|
$564,326
0.13% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
17,074
shares
|
$563,271
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
16,986
shares
|
$560,368
0.16% of portfolio
|
Q4 2025
Reduced 11.56%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
16,893
shares
|
$557,300
0.01% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
16,252
shares
|
$536,153
0.07% of portfolio
|
Q3 2025
Added 21.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
15,110
shares
|
$498,478
0.01% of portfolio
|
Q3 2025
Added 34.07%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
15,090
shares
|
$497,819
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Range Financial Group LLC
|
Jan 15, 2026 Q4 2025 |
14,996
shares
|
$494,718
0.2% of portfolio
|
Q4 2025
Added 69.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,513
shares
|
$478,783
0.0% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
14,088
shares
|
$464,763
0.15% of portfolio
|
Q3 2025
Added 39.09%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
13,920
shares
|
$459,220
0.26% of portfolio
|
Q3 2025
Added 72.75%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 20, 2026 Q4 2025 |
13,500
shares
|
$445,365
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Act Advisors, Llc.
|
Jan 14, 2026 Q4 2025 |
13,388
shares
|
$441,670
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
12,650
shares
|
$417,323
0.16% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
12,500
shares
|
$412,375
0.04% of portfolio
|
Q4 2025
Reduced 10.36%
|
|