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 236 institutions that hold shares in the stock, with a total of 38.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.28 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%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
880,090
shares
|
$29 Million
9.84% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
858,514
shares
|
$28.3 Million
1.63% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
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
|
Oct 20, 2025 Q3 2025 |
844,417
shares
|
$27.9 Million
9.26% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
771,556
shares
|
$25.5 Million
0.35% of portfolio
|
Q3 2025
Added 20.54%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
753,513
shares
|
$24.9 Million
7.92% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2025 Q3 2025 |
734,071
shares
|
$24.2 Million
14.87% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
682,438
shares
|
$22.5 Million
0.07% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
592,982
shares
|
$19.6 Million
0.2% of portfolio
|
Q1 2025
Added 894.92%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
561,243
shares
|
$18.5 Million
1.75% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
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%
|
|
|
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%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
491,952
shares
|
$16.2 Million
0.35% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
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%
|
|