Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$32.60 +1.69 (+5.45%)
Closing price 03:59 PM Eastern
Extended Trading
$32.60 0.00 (0.00%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Innovator Defined Wealth Shield ETF (BATS:BALT)

Number of
Institutional Buyers
(last 12 months)
189
Total
Institutional Inflows
(last 12 months)
$690.05M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$108.14M
Get BALT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator Defined Wealth Shield ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BALT Institutional Buying and Selling by Quarter

Innovator Defined Wealth Shield ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC841,791$27.01M0.2%+42.0%1.812%
8/19/2025 Advisory Services Network LLC20,156$651K0.0%N/A0.043%
8/15/2025 Nikulski Financial Inc.7,700$247K0.1%+10.3%0.017%
8/15/2025 Visionary Wealth Advisors165,193$5.30M0.3%+13.2%0.356%
8/15/2025 Orion Porfolio Solutions LLC841,791$27.01M0.2%+42.0%1.812%
8/15/2025 MML Investors Services LLC190,595$6.11M0.0%-9.4%0.410%
8/15/2025 Modern Wealth Management LLC9,224$296K0.0%+42.1%0.020%
8/15/2025 Gallagher Fiduciary Advisors LLC49,966$1.60M0.0%+9.0%0.108%
8/15/2025 Benjamin Edwards Inc.33,617$1.08M0.0%N/A0.072%
8/14/2025 Ausdal Financial Partners Inc.34,396$1.10M0.1%+18.1%0.074%
8/14/2025 Raymond James Financial Inc.1,690,579$54.23M0.0%-8.2%3.640%
8/14/2025 NewEdge Advisors LLC97,208$3.12M0.0%+105.2%0.209%
8/14/2025 Balance Wealth LLC25,601$821K0.5%+19.7%0.055%
8/13/2025 Trek Financial LLC135,559$4.35M0.3%+5.6%0.292%
8/13/2025 JT Stratford LLC33,145$1.06M0.2%N/A0.071%
8/13/2025 Beacon Pointe Advisors LLC54,794$1.76M0.0%+4.5%0.118%
8/13/2025 Holos Integrated Wealth LLC146,428$4.75M2.9%+12.8%0.315%
8/13/2025 Smith Moore & CO.18,278$586K0.0%+6.1%0.039%
8/13/2025 Wealthquest Corp3,153,269$101.16M8.0%-8.4%6.789%
8/13/2025 Virtue Capital Management LLC16,021$514K0.1%N/A0.034%
8/13/2025 Maia Wealth LLC14,455$464K0.1%+4.7%0.031%
8/12/2025 Steward Partners Investment Advisory LLC111,563$3.58M0.0%+120.1%0.240%
8/12/2025 CreativeOne Wealth LLC26,031$835K0.0%N/A0.056%
8/12/2025 Reliant Wealth Planning36,443$1.17M0.5%N/A0.078%
8/11/2025 Brown Wealth Management LLC133,494$4.28M1.3%-0.3%0.287%
8/11/2025 Sykon Capital LLC10,129$325K0.1%+40.2%0.022%
8/11/2025 Rothschild Investment LLC48,800$1.57M0.1%N/A0.105%
8/11/2025 Cannon Advisors Inc.71,001$2.28M1.8%+4.9%0.153%
8/8/2025 Kingsview Wealth Management LLC533,353$17.11M0.3%+51.8%1.148%
8/8/2025 Cetera Investment Advisers1,072,378$34.40M0.1%+50.7%2.309%
8/8/2025 Foundations Investment Advisors LLC268,323$8.61M0.1%+28.9%0.578%
8/8/2025 CFO4Life Group LLC10,856$348K0.1%-68.7%0.023%
8/8/2025 Comprehensive Financial Planning Inc. PA58,795$1.89M1.5%+2.3%0.127%
8/8/2025 Advyzon Investment Management LLC16,246$521K0.1%N/A0.035%
8/7/2025 Allworth Financial LP33,851$1.09M0.0%+31.7%0.073%
8/7/2025 PFG Advisors39,854$1.28M0.0%N/A0.086%
8/6/2025 AE Wealth Management LLC494,367$15.86M0.1%+175.5%1.064%
8/6/2025 Legacy Wealth Managment LLC ID2,485$80K0.0%-97.5%0.005%
8/6/2025 Wedbush Securities Inc.11,450$367K0.0%N/A0.025%
8/6/2025 Rovin Capital UT ADV86,736$2.78M0.8%+5.4%0.187%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.tc pixel

Click here to get the details on this virtual monopoly.
8/6/2025 Vestmark Advisory Solutions Inc.8,345$268K0.0%+14.4%0.018%
8/5/2025 Claro Advisors LLC29,795$956K0.2%+8.0%0.064%
8/5/2025 Milestone Asset Management LLC110,095$3.53M0.7%-1.3%0.237%
8/5/2025 Code Waechter LLC93,416$3.00M2.1%+10.2%0.201%
8/5/2025 Sigma Planning Corp303,152$9.73M0.3%+56.4%0.653%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors821,790$26.36M2.5%+3.6%1.769%
8/4/2025 NBZ Investment Advisors LLC417,280$13.39M7.6%+2.3%0.898%
8/4/2025 4J Wealth Management LLC154,128$4.94M3.3%+135.0%0.332%
8/4/2025 Integrity Alliance LLC.40,506$1.30M0.1%+3.1%0.087%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,364$429K0.1%-32.8%0.029%
8/4/2025 Prairie Wealth Advisors Inc.209,419$6.72M2.9%-5.1%0.451%
8/4/2025 Grant Street Asset Management Inc.11,330$363K0.1%+26.6%0.024%
8/4/2025 Arkadios Wealth Advisors29,622$950K0.0%-32.1%0.064%
8/4/2025 World Investment Advisors114,831$3.68M0.1%+9.0%0.247%
8/1/2025 GWN Securities Inc.25,343$813K0.2%+24.0%0.055%
8/1/2025 Brookwood Investment Group LLC35,983$1.15M0.2%+16.8%0.077%
8/1/2025 Ashton Thomas Private Wealth LLC39,961$1.28M0.0%-3.6%0.086%
8/1/2025 Envestnet Asset Management Inc.1,717,555$55.02M0.0%-6.4%3.698%
7/31/2025 Whipplewood Advisors LLC137,053$4.40M2.4%+91,268.7%0.295%
7/31/2025 Stegent Equity Advisors Inc.16,721$536K0.5%+26.6%0.036%
7/31/2025 Insight Wealth Partners LLC19,207$616K0.2%+55.2%0.041%
7/30/2025 Strategic Blueprint LLC241,517$7.75M0.4%+7.3%0.520%
7/30/2025 Freedom Investment Management Inc.9,577$307K0.0%-5.8%0.021%
7/30/2025 Brookstone Capital Management640,059$20.53M0.3%+5.0%1.378%
7/30/2025 Triton Financial Group Inc81,782$2.62M1.9%N/A0.176%
7/29/2025 Alaska Permanent Capital Management LLC5,198$167K0.0%N/A0.011%
7/29/2025 Stephens Inc. AR16,338$524K0.0%N/A0.035%
7/29/2025 Madison Wealth Partners Inc32,038$1.03M0.2%-22.8%0.069%
7/29/2025 Signature Estate & Investment Advisors LLC61,398$1.97M0.0%+12.0%0.132%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV289,195$9.28M1.7%+1,278.3%0.623%
7/29/2025 Stratos Wealth Advisors LLC293,951$9.43M0.5%-16.0%0.633%
7/29/2025 Stratos Investment Management LLC234,673$7.53M0.3%+37.9%0.505%
7/28/2025 Compass Advisory Group LLC694,363$22.28M7.0%-0.8%1.495%
7/28/2025 Mutual Advisors LLC258,748$8.37M0.2%+4.1%0.557%
7/28/2025 Ritholtz Wealth Management21,655$695K0.0%-38.6%0.047%
7/28/2025 Harbour Investments Inc.491,944$15.78M0.4%+8.2%1.059%
7/28/2025 Sagespring Wealth Partners LLC24,782$795K0.0%-2.3%0.053%
7/28/2025 RFG Advisory LLC110,055$3.53M0.1%-22.8%0.237%
7/25/2025 Atria Wealth Solutions Inc.177,994$5.71M0.1%-29.3%0.383%
7/25/2025 Hazlett Burt & Watson Inc.1,287$42K0.0%+69.3%0.003%
7/25/2025 CWM LLC672,379$21.57M0.1%+45.1%1.448%
7/25/2025 Concurrent Investment Advisors LLC11,270$362K0.0%N/A0.024%
7/24/2025 Blue Trust Inc.35,680$1.15M0.0%-1.1%0.077%
7/24/2025 Vantage Point Financial LLC10,663$342K0.2%N/A0.023%
7/24/2025 IFP Advisors Inc7,710$247K0.0%+137.4%0.017%
7/23/2025 Clear Creek Financial Management LLC588,185$18.87M1.8%+5,521.0%1.266%
7/23/2025 RiverTree Advisors LLC30,886$991K0.7%-3.1%0.066%
7/23/2025 NBT Bank N A NY6,279$201K0.0%N/A0.014%
7/22/2025 D.B. Root & Company LLC8,160$262K0.1%+17.8%0.018%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.88,028$2.82M0.9%+0.7%0.190%
Capital Gains Tax Strategies for Seniors (Ad)

Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure. SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation.tc pixel

Click here to see the three strategies and get matched with a financial advisor today.
7/22/2025 DAVENPORT & Co LLC88,343$2.83M0.0%N/A0.190%
7/22/2025 Merit Financial Group LLC120,260$3.86M0.0%+414.4%0.259%
7/22/2025 Wealthcare Advisory Partners LLC467,315$14.99M0.3%-0.7%1.006%
7/21/2025 Ameriflex Group Inc.8,536$274K0.1%+2,034.0%0.018%
7/21/2025 Keystone Financial Group Inc.14,486$467K0.3%-42.3%0.031%
7/21/2025 Ameritas Advisory Services LLC4,951$159K0.0%-57.8%0.011%
7/21/2025 Triad Wealth Partners LLC35,032$1.12M0.2%+80.4%0.075%
7/18/2025 Consolidated Planning Corp367,244$11.78M1.5%N/A0.791%
7/18/2025 New Wave Wealth Advisors LLC47,840$1.54M0.7%N/A0.103%
7/18/2025 Truist Financial Corp155,324$4.98M0.0%+147.3%0.334%
(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, 224 institutional investors and hedge funds held shares of Innovator Defined Wealth Shield ETF. The most heavily invested institutionals were Wealthquest Corp ($101.16M), Envestnet Asset Management Inc. ($55.02M), Raymond James Financial Inc. ($54.23M), Cetera Investment Advisers ($34.40M), Commonwealth Equity Services LLC ($33.25M), Orion Porfolio Solutions LLC ($27.01M), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($26.36M).Learn more on Innovator Defined Wealth Shield ETF's institutional investors.

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

Of the 217 institutional investors that purchased Innovator Defined Wealth Shield ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthquest Corp ($3.40M), Foundations Investment Advisors LLC ($3.11M), Kingsview Wealth Management LLC ($3.02M), Milestone Asset Management LLC ($2.92M), Raymond James Financial Inc. ($2.64M), Cetera Investment Advisers ($919.22K), and Commonwealth Equity Services LLC ($843.77K).

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

Institutional investors have bought a total of 21,933,191 shares in the last 24 months. This purchase volume represents approximately $690.05M in transactions.

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

Of the 64 institutional investors that sold Innovator Defined Wealth Shield ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kingsview Wealth Management LLC ($1.48M), Wealthquest Corp ($289.58K), Envestnet Asset Management Inc. ($250.14K), Woodard & Co. Asset Management Group Inc. ADV ($191.69K), Raymond James Financial Inc. ($150.19K), Mutual Advisors LLC ($102.44K), and Legacy Wealth Managment LLC ID ($96.63K).

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

Institutional investors have sold a total of 3,428,648 shares in the last 24 months. This volume of shares sold represents approximately $108.14M in transactions.


Related Companies

This page (BATS:BALT) was last updated on 8/28/2025 by MarketBeat.com Staff
From Our Partners
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsoredtc pixel
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsoredtc pixel
Small Washington, DC Group Could Crash US Stocks
New Amazon Crisis Could Tank U.S. Stock Market A new panic is halting AI projects at Amazon and could split...
Altimetry | Sponsoredtc pixel
This strange black card is showing up across America
"THIS is the Biggest Economic Story of 2025" While most Americans are focused on tariffs and inflation, the...
Stansberry Research | Sponsoredtc pixel
A New Way to Double Your Retirement Income?
Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...
Investors Alley | Sponsoredtc pixel