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 |
|---|---|---|---|---|---|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 15, 2024 Q2 2024 |
45,843
shares
|
$1.42 Million
0.97% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
45,659
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
45,369
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 56.56%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
42,130
shares
|
$1.3 Million
0.55% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
41,296
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2024
Reduced 50.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
41,280
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2024
Reduced 28.48%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
40,974
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
37,123
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 53.89%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
34,978
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2024
Added 137.83%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
34,650
shares
|
$1.07 Million
0.06% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
34,311
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
34,177
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2023
Added 3.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
32,493
shares
|
$1 Million
0.01% of portfolio
|
Q2 2024
Added 109.44%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
30,645
shares
|
$946,317
0.06% of portfolio
|
Q2 2024
Added 12.54%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
24,894
shares
|
$768,726
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
24,125
shares
|
$744,980
0.03% of portfolio
|
Q3 2024
Added 52.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
24,000
shares
|
$741,120
0.01% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
23,887
shares
|
$737,630
0.03% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
23,743
shares
|
$733,183
0.02% of portfolio
|
Q3 2024
Added 48.84%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
22,473
shares
|
$693,966
0.11% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 13, 2024 Q2 2024 |
22,068
shares
|
$681,459
0.18% of portfolio
|
Q3 2023
Added 51.25%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 09, 2024 Q2 2024 |
22,055
shares
|
$681,058
0.39% of portfolio
|
Q1 2024
Added 9.47%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
21,165
shares
|
$653,575
0.04% of portfolio
|
Q3 2024
Added 31.62%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
19,683
shares
|
$607,811
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
19,490
shares
|
$601,851
0.03% of portfolio
|
Q3 2024
Added 1.06%
|