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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
172,407
shares
|
$5.69 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
165,278
shares
|
$5.45 Million
0.47% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
161,810
shares
|
$5.34 Million
0.07% of portfolio
|
Q3 2025
Added 16.14%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
158,327
shares
|
$5.22 Million
4.09% of portfolio
|
Q3 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
146,428
shares
|
$4.83 Million
2.86% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
145,643
shares
|
$4.8 Million
3.88% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
144,239
shares
|
$4.76 Million
1.33% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
142,669
shares
|
$4.71 Million
3.08% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
142,189
shares
|
$4.69 Million
1.05% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,372
shares
|
$4.56 Million
0.0% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
132,392
shares
|
$4.37 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
131,413
shares
|
$4.34 Million
2.82% of portfolio
|
Q3 2025
Added 40.68%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
127,408
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
117,794
shares
|
$3.89 Million
0.15% of portfolio
|
Q3 2025
Added 211.25%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
117,694
shares
|
$3.88 Million
0.41% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
115,939
shares
|
$3.82 Million
0.51% of portfolio
|
Q3 2025
Added 80.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
115,576
shares
|
$3.81 Million
0.02% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
113,539
shares
|
$3.75 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
111,482
shares
|
$3.68 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
109,187
shares
|
$3.6 Million
1.33% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
108,652
shares
|
$3.58 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
107,630
shares
|
$3.55 Million
0.02% of portfolio
|
Q3 2025
Added 21.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
106,180
shares
|
$3.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
106,040
shares
|
$3.5 Million
0.74% of portfolio
|
Q3 2025
Added 79.92%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
103,714
shares
|
$3.42 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|