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 124 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,689,443
shares
|
$52.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
1,368,881
shares
|
$42.3 Million
6.47% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,173,845
shares
|
$36.2 Million
0.09% of portfolio
|
Q2 2024
Added 61.6%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,061,399
shares
|
$32.8 Million
0.05% of portfolio
|
Q3 2024
Added 75.89%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
623,561
shares
|
$19.3 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
564,777
shares
|
$17.4 Million
0.04% of portfolio
|
Q2 2024
Reduced 15.32%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
535,121
shares
|
$16.5 Million
1.4% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
491,966
shares
|
$15.2 Million
0.02% of portfolio
|
Q3 2024
Added 143.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
381,928
shares
|
$11.8 Million
1.28% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
325,993
shares
|
$10.1 Million
0.7% of portfolio
|
Q2 2024
Reduced 18.55%
|
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
303,808
shares
|
$9.38 Million
1.43% of portfolio
|
Q2 2024
Added 4.8%
|
|
|
Crown Wealth Group, LLC
|
Jul 26, 2024 Q2 2024 |
275,310
shares
|
$8.5 Million
4.31% of portfolio
|
Q2 2024
Reduced 40.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
256,247
shares
|
$7.91 Million
0.24% of portfolio
|
Q2 2024
Added 4.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
244,434
shares
|
$7.55 Million
0.22% of portfolio
|
Q3 2024
Reduced 29.53%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
236,239
shares
|
$7.3 Million
0.04% of portfolio
|
Q2 2024
Added 80.73%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
236,092
shares
|
$7.29 Million
1.4% of portfolio
|
Q3 2024
Added 9.34%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
219,094
shares
|
$6.77 Million
0.15% of portfolio
|
Q3 2024
Added 136.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
214,809
shares
|
$6.63 Million
0.16% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
206,948
shares
|
$6.39 Million
1.54% of portfolio
|
Q3 2024
Added 3346.26%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
202,226
shares
|
$6.24 Million
4.51% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Financial Designs Corp
Claremont, CA |
Oct 18, 2024 Q3 2024 |
180,328
shares
|
$5.57 Million
3.59% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
157,629
shares
|
$4.87 Million
0.05% of portfolio
|
Q2 2024
Added 45.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,372
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
135,172
shares
|
$4.17 Million
0.02% of portfolio
|
Q3 2024
Added 26096.12%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
122,783
shares
|
$3.79 Million
0.31% of portfolio
|
Q2 2024
Reduced 4.26%
|