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 |
|---|---|---|---|---|---|
|
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%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
412,363
shares
|
$13.6 Million
0.07% of portfolio
|
Q3 2025
Added 324.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
398,592
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2025
Added 99.43%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
389,414
shares
|
$12.8 Million
1.9% of portfolio
|
Q3 2025
Added 21.08%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
377,142
shares
|
$12.4 Million
1.46% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
338,888
shares
|
$11.2 Million
6.64% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
338,871
shares
|
$11.2 Million
1.55% of portfolio
|
Q3 2025
Added 17.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
321,541
shares
|
$10.6 Million
0.53% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
317,882
shares
|
$10.5 Million
0.53% of portfolio
|
Q3 2025
Added 92.43%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
314,840
shares
|
$10.4 Million
3.2% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
289,734
shares
|
$9.56 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
286,956
shares
|
$9.47 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
272,565
shares
|
$8.99 Million
0.03% of portfolio
|
Q3 2025
Added 43.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
265,315
shares
|
$8.75 Million
0.26% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
256,777
shares
|
$8.47 Million
0.75% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
250,579
shares
|
$8.27 Million
0.41% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
244,552
shares
|
$8.07 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
243,336
shares
|
$8.03 Million
5.06% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
238,666
shares
|
$7.87 Million
3.81% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
198,855
shares
|
$6.56 Million
2.68% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
193,165
shares
|
$6.37 Million
0.29% of portfolio
|
Q3 2025
Reduced 17.69%
|
|
|
Financial Designs Corp
Claremont, CA |
Nov 07, 2025 Q3 2025 |
187,621
shares
|
$6.19 Million
3.59% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
181,096
shares
|
$5.97 Million
0.09% of portfolio
|
Q3 2025
Added 148.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
178,464
shares
|
$5.89 Million
0.02% of portfolio
|
Q3 2025
Added 35.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
177,994
shares
|
$5.87 Million
0.14% of portfolio
|
Q2 2025
Reduced 29.26%
|
|