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 |
|---|---|---|---|---|---|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
7,661
shares
|
$252,736
0.1% of portfolio
|
Q3 2025
Reduced 35.75%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,657
shares
|
$252,604
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
7,600
shares
|
$250,724
0.06% of portfolio
|
Q4 2025
Reduced 1.3%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,582
shares
|
$250,130
0.0% of portfolio
|
Q2 2025
Reduced 33.65%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
7,459
shares
|
$246,072
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
7,036
shares
|
$232,117
0.19% of portfolio
|
Q4 2025
Reduced 95.17%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
6,980
shares
|
$230,270
0.02% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
6,909
shares
|
$227,927
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
6,903
shares
|
$227,729
0.01% of portfolio
|
Q3 2025
Reduced 29.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,780
shares
|
$223,672
0.02% of portfolio
|
Q3 2025
Added 36.94%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
6,700
shares
|
$221,033
0.08% of portfolio
|
Q4 2025
Reduced 40.18%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
6,648
shares
|
$219,317
0.12% of portfolio
|
Q4 2025
Reduced 42.24%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6,600
shares
|
$217,734
0.01% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
6,574
shares
|
$216,876
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
6,503
shares
|
$214,533
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,309
shares
|
$208,133
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
6,309
shares
|
$208,133
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
6,130
shares
|
$202,228
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
6,115
shares
|
$201,733
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,827
shares
|
$192,232
0.0% of portfolio
|
Q3 2025
Added 30.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,238
shares
|
$172,801
0.0% of portfolio
|
Q2 2024
Reduced 21.91%
|
|
|
Alaska Permanent Capital Management
|
Oct 31, 2025 Q3 2025 |
5,198
shares
|
$171,482
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,680
shares
|
$154,393
0.0% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
4,421
shares
|
$145,848
0.1% of portfolio
|
Q3 2025
Added 77.91%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,754
shares
|
$90,854
0.0% of portfolio
|
Q3 2025
New holding
|
|