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Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$31.52 +0.61 (+1.96%)
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Institutional Ownership Changes (13F Filings) for Innovator Defined Wealth Shield ETF (BATS:BALT)

Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$502.08M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$142.74M
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BALT Institutional Buying and Selling by Quarter

Innovator Defined Wealth Shield ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2025AE Wealth Management LLC179,472$5.63M0.0%+1,079.3%0.413%
5/6/2025Triumph Capital Management54,886$1.72M0.6%-2.3%0.126%
5/6/2025WorthPointe LLC12,094$380K0.2%+50.6%0.028%
5/5/2025PCA Investment Advisory Services Inc.12,800$402K0.2%+8.5%0.029%
5/5/2025IFP Advisors Inc3,247$102K0.0%N/A0.007%
5/5/2025Pachira Investments Inc.34,846$1.09M0.8%+138.2%0.080%
5/5/2025ARQ Wealth Advisors LLC240,997$7.56M2.8%N/A0.554%
5/2/2025 Kingsview Wealth Management LLC351,453$11.03M0.2%+98.8%0.808%
5/2/2025 Grant Street Asset Management Inc.8,948$281K0.1%N/A0.021%
5/2/2025 Larson Financial Group LLC1,917$60K0.0%N/A0.004%
5/2/2025 Sigma Planning Corp193,778$6.08M0.2%+2.9%0.446%
5/1/2025 CWM LLC463,447$14.54M0.1%+111.8%1.066%
5/1/2025 Nikulski Financial Inc.6,980$219K0.1%N/A0.016%
5/1/2025 Stegent Equity Advisors Inc.13,207$414K0.4%N/A0.030%
4/30/2025 Code Waechter LLC84,746$2.66M2.2%N/A0.195%
4/30/2025 CFO4Life Group LLC34,692$1.09M0.2%N/A0.080%
4/30/2025 Wealth Advisory Solutions LLC28,691$900K0.2%+54.1%0.066%
4/30/2025 Trek Financial LLC128,425$4.03M0.3%-2.1%0.295%
4/30/2025 Stratos Wealth Advisors LLC349,766$10.98M0.6%+724.2%0.804%
4/30/2025 Stratos Investment Management LLC170,122$5.34M0.3%N/A0.391%
4/29/2025 U.S. Capital Wealth Advisors LLC80,826$2.54M0.1%+169.7%0.186%
4/29/2025 Envestnet Asset Management Inc.1,834,621$57.57M0.0%+15.3%4.219%
4/29/2025 World Investment Advisors105,302$3.30M0.1%-3.4%0.242%
4/29/2025 Capital Investment Advisory Services LLC109,277$3.43M0.3%+107.1%0.251%
4/29/2025 Strategic Blueprint LLC225,077$7.06M0.4%+4.4%0.518%
4/29/2025 Brookstone Capital Management609,619$19.13M0.3%+2.1%1.402%
4/29/2025 OneDigital Investment Advisors LLC28,800$904K0.0%+12.1%0.066%
4/29/2025 4J Wealth Management LLC65,597$2.06M1.6%N/A0.151%
4/29/2025 Silver Oak Securities Incorporated76,306$2.39M0.2%+2.2%0.175%
4/28/2025 Mutual Advisors LLC248,451$7.80M0.2%+1.6%0.571%
4/28/2025 Cannon Advisors Inc.67,660$2.12M2.0%-0.6%0.156%
4/28/2025 Elmwood Wealth Management Inc.11,200$351K0.1%N/A0.026%
4/28/2025 Swmg LLC26,768$840K0.3%+7.7%0.062%
4/28/2025 Clear Creek Financial Management LLC10,464$328K0.0%N/A0.024%
4/28/2025 Rovin Capital UT ADV82,289$2.58M0.8%+15.0%0.189%
4/25/2025 Ameritas Advisory Services LLC11,731$368K0.0%-44.0%0.027%
4/25/2025 Crown Wealth Group LLC712,329$22.35M11.6%+11.8%1.638%
4/25/2025 Sovran Advisors LLC232,792$7.21M0.9%+6.6%0.535%
4/24/2025 Cambridge Advisors Inc.9,554$300K0.1%N/A0.022%
4/24/2025 Capasso Planning Partners LLC24,191$759K0.3%+26.5%0.056%
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4/23/2025 Balance Wealth LLC21,396$671K0.4%N/A0.049%
4/23/2025 Archford Capital Strategies LLC55,107$1.73M0.3%N/A0.127%
4/23/2025 Continuum Advisory LLC16,504$518K0.1%+101.8%0.038%
4/22/2025 Palumbo Wealth Management LLC29,421$923K0.3%+313.0%0.068%
4/22/2025 Prairie Wealth Advisors Inc.220,581$6.92M3.4%+131.4%0.507%
4/22/2025 Cambridge Investment Research Advisors Inc.90,709$2.85M0.0%+7.0%0.209%
4/22/2025 Madison Wealth Partners Inc41,501$1.30M0.3%+16.9%0.095%
4/22/2025 Applied Capital LLC21,059$661K0.3%+109.2%0.048%
4/21/2025 Blue Trust Inc.36,060$1.13M0.0%+21.4%0.085%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,883$624K0.1%+11.6%0.047%
4/17/2025 Sagespring Wealth Partners LLC25,362$796K0.0%N/A0.060%
4/17/2025 RiverTree Advisors LLC31,866$1M0.7%-1.7%0.075%
4/17/2025 Keystone Wealth Services LLC33,469$1.05M0.3%N/A0.079%
4/17/2025 Partners Wealth Management LLC18,520$581K0.7%+35.5%0.044%
4/16/2025 CRA Financial Services LLC273,747$8.59M1.5%+7.2%0.645%
4/16/2025 Wealth Enhancement Advisory Services LLC16,611$521K0.0%N/A0.039%
4/15/2025 Noble Wealth Management PBC18,540$582K0.4%+17.8%0.044%
4/15/2025 Chris Bulman Inc65,382$2.05M1.3%-2.3%0.154%
4/15/2025 Focus Financial Network Inc.59,914$1.88M0.1%+139.5%0.141%
4/15/2025 Integrated Advisors Network LLC14,915$468K0.0%+72.9%0.035%
4/15/2025 Central Valley Advisors LLC311,337$9.77M3.7%+6.8%0.734%
4/15/2025 Wealthcare Advisory Partners LLC470,620$14.77M0.4%+8.8%1.109%
4/14/2025 Farther Finance Advisors LLC49,352$1.55M0.0%N/A0.116%
4/14/2025 Financial Designs Corp182,581$5.73M4.0%+2.7%0.430%
4/14/2025 BCS Wealth Management45,526$1.43M0.4%+5.3%0.107%
4/11/2025 KFG Wealth Management LLC43,981$1.38M0.3%N/A0.104%
4/11/2025 Signal Advisors Wealth LLC8,770$275K0.0%+17.2%0.021%
4/10/2025 Fermata Advisors LLC18,685$586K0.1%+75.6%0.044%
4/10/2025 Beacon Financial Group74,843$2.35M0.3%+318.4%0.176%
4/10/2025 CGN Advisors LLC19,113$600K0.1%N/A0.045%
4/10/2025 Kure Advisory LLC583,580$18.31M13.8%N/A1.375%
4/9/2025 RFG Advisory LLC142,603$4.48M0.1%+70.4%0.336%
4/9/2025 HBW Advisory Services LLC21,643$679K0.1%+44.0%0.051%
4/9/2025 Merit Financial Group LLC23,379$734K0.0%-1.8%0.055%
4/9/2025 Gradient Investments LLC559,401$17.55M0.4%+2.1%1.318%
4/9/2025 NBC Securities Inc.7,459$234K0.0%N/A0.018%
4/7/2025 O Connor Financial Group LLC19,632$616K0.3%+7.3%0.046%
3/12/2025Centaurus Financial Inc.407,857$12.82M0.8%+10.9%1.075%
3/10/2025Capstone Triton Financial Group LLC77,395$2.43M1.5%-6.6%0.204%
2/25/2025 Integrated Advisors Network LLC8,624$271K0.0%N/A0.040%
2/18/2025 Sunbelt Securities Inc.421,744$13.25M1.2%+10.3%1.939%
2/18/2025First Heartland Consultants Inc.22,083$694K0.1%+36.6%0.102%
2/18/2025Glen Eagle Advisors LLC194,310$6.11M1.0%+98.1%0.893%
2/17/2025Visionary Wealth Advisors116,014$3.65M0.2%+3.1%0.533%
2/17/2025CoreCap Advisors LLC39,852$1.25M0.1%-1.0%0.183%
2/17/2025Cetera Investment Advisers767,323$24.11M0.1%+28.2%3.528%
2/17/2025Brown Wealth Management LLC138,183$4.34M1.5%+33.1%0.635%
2/14/2025Gallagher Fiduciary Advisors LLC38,631$1.21M0.2%+190.5%0.178%
2/14/2025Bison Wealth LLC41,232$1.30M0.3%+73.5%0.190%
2/14/2025Triumph Capital Management56,163$1.77M0.6%+104.4%0.258%
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2/14/2025Long Island Wealth Management Inc.154,821$4.86M3.0%+238.2%0.712%
2/14/2025Beacon Pointe Advisors LLC52,268$1.64M0.0%+10.6%0.240%
2/14/2025Capital Analysts LLC52,250$1.64M0.1%-7.5%0.240%
2/14/2025Core Wealth Advisors Inc.109,980$3.46M1.1%+19.1%0.506%
2/14/2025MGO One Seven LLC46,121$1.45M0.1%-3.9%0.212%
2/14/2025 OneDigital Investment Advisors LLC25,700$807K0.0%+2.8%0.118%
2/14/2025MML Investors Services LLC95,530$3.00M0.0%+94.3%0.439%
2/14/2025Freedom Investment Management Inc.8,430$265K0.0%-7.6%0.039%
2/14/2025Concourse Financial Group Securities Inc.9,489$301K0.0%+19.2%0.044%
2/13/2025NewEdge Advisors LLC40,445$1.27M0.0%+55.0%0.186%
(Data available from 1/1/2016 forward)

BALT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BALT shares?

During the previous two years, 184 institutional investors and hedge funds held shares of Innovator Defined Wealth Shield ETF. The most heavily invested institutionals were Wealthquest Corp ($96.77M), Envestnet Asset Management Inc. ($57.57M), Commonwealth Equity Services LLC ($34.88M), Raymond James Financial Inc. ($24.97M), Cetera Investment Advisers ($24.11M), Crown Wealth Group LLC ($22.35M), and Osaic Holdings Inc. ($21.25M).Learn more on BALT's institutional investors.

Which institutional investors have been buying Innovator Defined Wealth Shield ETF stock?

Of the 170 institutional investors that purchased Innovator Defined Wealth Shield ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Foundations Investment Advisors LLC ($3.04M), Wealthquest Corp ($3.03M), Milestone Asset Management LLC ($2.92M), Kingsview Wealth Management LLC ($2.84M), Raymond James Financial Inc. ($1.59M), Commonwealth Equity Services LLC ($849.36K), and Envestnet Asset Management Inc. ($756.97K).

How much institutional buying is happening at Innovator Defined Wealth Shield ETF?

Institutional investors have bought a total of 28,021,983 shares in the last 24 months. This purchase volume represents approximately $836.80M in transactions.

Which Innovator Defined Wealth Shield ETF major shareholders have been selling company stock?

Of the 71 institutional investors that sold Innovator Defined Wealth Shield ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Milestone Asset Management LLC ($2.83M), Kingsview Wealth Management LLC ($2.56M), Envestnet Asset Management Inc. ($394.77K), Miracle Mile Advisors LLC ($337.76K), Commonwealth Equity Services LLC ($281.76K), Woodard & Co. Asset Management Group Inc. ADV ($191.69K), and Sigma Planning Corp ($189.77K).

How much institutional selling is happening at Innovator Defined Wealth Shield ETF?

Institutional investors have sold a total of 8,932,505 shares in the last 24 months. This volume of shares sold represents approximately $265.16M in transactions.


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This page (BATS:BALT) was last updated on 5/6/2025 by MarketBeat.com Staff
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