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 |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
2,646,856
shares
|
$87.3 Million
7.84% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,329,795
shares
|
$76.9 Million
0.11% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,104,517
shares
|
$69.4 Million
0.02% of portfolio
|
Q3 2025
Added 24.48%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,825,207
shares
|
$60.2 Million
0.02% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,246,256
shares
|
$41.1 Million
0.05% of portfolio
|
Q3 2025
Added 16.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,018,085
shares
|
$33.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
965,795
shares
|
$31.9 Million
0.28% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
957,346
shares
|
$31.6 Million
11.81% of portfolio
|
Q3 2025
Added 2526.97%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
916,528
shares
|
$30.2 Million
0.4% of portfolio
|
Q4 2025
Added 18.79%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
880,090
shares
|
$29 Million
9.84% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
845,829
shares
|
$27.9 Million
0.48% of portfolio
|
Q3 2025
Added 58.59%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
821,980
shares
|
$27.1 Million
10.49% of portfolio
|
Q4 2025
Reduced 2.66%
|
|
|
Compass Advisory Group LLC
|
Jan 21, 2026 Q4 2025 |
806,808
shares
|
$26.6 Million
8.37% of portfolio
|
Q4 2025
Added 7.07%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
688,012
shares
|
$22.7 Million
12.89% of portfolio
|
Q4 2025
Reduced 6.27%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
682,438
shares
|
$22.5 Million
0.07% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
605,866
shares
|
$20 Million
1.83% of portfolio
|
Q4 2025
Added 7.95%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
592,982
shares
|
$19.6 Million
0.2% of portfolio
|
Q1 2025
Added 894.92%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
540,794
shares
|
$17.8 Million
0.13% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
535,146
shares
|
$17.7 Million
0.28% of portfolio
|
Q3 2025
Added 99.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
514,280
shares
|
$17 Million
0.42% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
499,408
shares
|
$16.5 Million
0.34% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
495,245
shares
|
$16.3 Million
0.92% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
491,966
shares
|
$16.2 Million
0.02% of portfolio
|
Q3 2024
Added 143.86%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
440,153
shares
|
$14.5 Million
7.53% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
428,335
shares
|
$14.1 Million
1.1% of portfolio
|
Q3 2025
Added 1.56%
|
|