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 38.5 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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
12,132
shares
|
$400,234
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
11,544
shares
|
$380,836
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
11,225
shares
|
$370,312
0.11% of portfolio
|
Q3 2025
Added 37.56%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
11,070
shares
|
$365,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jan 23, 2026 Q4 2025 |
10,954
shares
|
$361,372
0.09% of portfolio
|
Q4 2025
Added 26.87%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
10,851
shares
|
$357,974
0.09% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,668
shares
|
$351,937
0.0% of portfolio
|
Q3 2025
Added 57.62%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
10,582
shares
|
$349,100
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
10,569
shares
|
$348,671
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,465
shares
|
$345,240
0.13% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
10,161
shares
|
$335,211
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
10,138
shares
|
$334,452
0.01% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
9,666
shares
|
$318,881
0.35% of portfolio
|
Q3 2025
Added 42.9%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
9,561
shares
|
$315,417
0.01% of portfolio
|
Q3 2025
Added 24.01%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
9,557
shares
|
$315,285
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
9,554
shares
|
$315,186
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
9,468
shares
|
$312,349
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
9,288
shares
|
$306,411
0.0% of portfolio
|
Q3 2025
Added 87.92%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
8,975
shares
|
$296,085
0.14% of portfolio
|
Q4 2025
Added 17.64%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
8,871
shares
|
$292,654
0.02% of portfolio
|
Q3 2025
Added 41.28%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
8,736
shares
|
$288,200
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
8,729
shares
|
$287,969
0.0% of portfolio
|
Q3 2025
Reduced 58.03%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,482
shares
|
$279,821
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
8,272
shares
|
$272,893
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
7,799
shares
|
$257,289
0.01% of portfolio
|
Q4 2025
New holding
|
|