Purchases and Sales Made in Q4 2025 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q4 2025. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
145K+ 18.79% |
$4.74M - $4.79M
|
917K
$30.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
53.3K+ 7.07% |
$1.74M - $1.76M
|
807K
$26.6M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
44.6K+ 7.95% |
$1.46M - $1.48M
|
606K
$20M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39.4KNew |
$1.29M - $1.3M
|
39.4K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
39.4K+ 45.64% |
$1.29M - $1.3M
|
126K
$4.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
37.5K+ 9.62% |
$1.22M - $1.24M
|
427K
$14.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30.6K+ 16.92% |
$1M - $1.01M
|
212K
$6.99M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
30.1K+ 28.43% |
$986K - $997K
|
136K
$4.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
29.8K+ 120.38% |
$976K - $987K
|
54.6K
$1.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
22.6K+ 6.66% |
$738K - $746K
|
361K
$11.9M
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
21.5K+ 35.46% |
$702K - $710K
|
82K
$2.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
19.7KNew |
$643K - $650K
|
19.7K
$648K
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
18.4K+ 62.58% |
$602K - $609K
|
47.9K
$1.58M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
17.9K+ 30.48% |
$584K - $591K
|
76.5K
$2.52M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17.6K+ 28.57% |
$575K - $581K
|
79.1K
$2.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.3K+ 4.76% |
$500K - $506K
|
337K
$11.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.1K+ 12.8% |
$493K - $499K
|
133K
$4.38M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.5K+ 48.81% |
$476K - $481K
|
44.3K
$1.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
14.4K+ 61.94% |
$472K - $478K
|
37.8K
$1.25M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.4K+ 20.11% |
$406K - $410K
|
74.1K
$2.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
12.2K+ 5.02% |
$400K - $404K
|
256K
$8.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12.1KNew |
$397K - $401K
|
12.1K
$400K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
11.5KNew |
$377K - $382K
|
11.5K
$381K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9K+ 37.71% |
$357K - $361K
|
39.9K
$1.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.33K+ 30.69% |
$305K - $308K
|
39.7K
$1.31M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
9.29K+ 5.97% |
$304K - $307K
|
165K
$5.44M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.91K+ 4.79% |
$259K - $262K
|
173K
$5.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.8KNew |
$255K - $258K
|
7.8K
$257K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.46K+ 1.52% |
$244K - $247K
|
499K
$16.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
6.9K+ 2.89% |
$226K - $228K
|
246K
$8.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
6.17K+ 69.98% |
$202K - $204K
|
15K
$495K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.13KNew |
$200K - $203K
|
6.13K
$202K
|
|
|
Jan 20, 2026
Q4 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
6.09K+ 51.5% |
$199K - $201K
|
17.9K
$591K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.44K+ 13.44% |
$178K - $180K
|
46K
$1.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.06K+ 4.7% |
$165K - $167K
|
113K
$3.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.09K+ 3.53% |
$134K - $135K
|
120K
$3.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.74K+ 1.19% |
$122K - $124K
|
319K
$10.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.32K+ 26.87% |
$75.9K - $76.7K
|
11K
$361K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.35K+ 17.64% |
$44K - $44.5K
|
8.98K
$296K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
865+ 1.71% |
$28.3K - $28.6K
|
51.5K
$1.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
457+ 2.03% |
$14.9K - $15.1K
|
23K
$759K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
42New |
$1.37K - $1.39K
|
42
$1.39K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-100- 1.3% |
$3.27K - $3.31K
|
7.6K
$251K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-200- 16.67% |
$6.54K - $6.61K
|
1K
$33K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.12K- 3.15% |
$36.8K - $37.2K
|
34.6K
$1.14M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.45K- 10.36% |
$47.3K - $47.8K
|
12.5K
$412K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.48K- 2.69% |
$48.5K - $49K
|
53.6K
$1.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.22K- 11.56% |
$72.6K - $73.4K
|
17K
$560K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.24K- 0.87% |
$73.3K - $74.2K
|
255K
$8.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.5K- 40.18% |
$147K - $149K
|
6.7K
$221K
|
|