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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
33,865
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
33,538
shares
|
$1.11 Million
0.25% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
32,759
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
31,126
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
30,393
shares
|
$1 Million
0.24% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
30,318
shares
|
$1 Million
0.16% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
29,799
shares
|
$983,069
0.09% of portfolio
|
Q3 2025
Added 37.65%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
29,441
shares
|
$971,258
0.8% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
28,944
shares
|
$954,862
0.0% of portfolio
|
Q3 2025
Added 25.15%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
28,569
shares
|
$942,491
0.22% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
27,727
shares
|
$914,713
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
26,768
shares
|
$883,076
0.29% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
26,301
shares
|
$867,669
0.02% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
25,793
shares
|
$850,911
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
25,311
shares
|
$835,009
0.13% of portfolio
|
Q3 2025
Added 57.99%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
25,183
shares
|
$830,787
0.02% of portfolio
|
Q3 2025
Reduced 36.98%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
24,782
shares
|
$817,558
0.02% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
24,662
shares
|
$813,599
0.12% of portfolio
|
Q3 2025
Added 28.4%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
23,328
shares
|
$769,590
0.75% of portfolio
|
Q3 2025
Added 39.51%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
23,161
shares
|
$764,081
0.12% of portfolio
|
Q3 2025
Added 113.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
23,008
shares
|
$759,033
0.0% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
22,544
shares
|
$743,726
0.18% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
21,706
shares
|
$716,080
0.06% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
21,655
shares
|
$714,398
0.01% of portfolio
|
Q2 2025
Reduced 38.61%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
21,508
shares
|
$709,548
0.18% of portfolio
|
Q3 2025
Reduced 76.31%
|
|