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Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$31.92 +1.00 (+3.22%)
As of 09:44 AM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Defined Wealth Shield ETF (BATS:BALT)

Number of
Institutional Buyers
(last 12 months)
163
Total
Institutional Inflows
(last 12 months)
$555.07M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$115.36M
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BALT Institutional Buying and Selling by Quarter

Innovator Defined Wealth Shield ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/2/2025 Modern Wealth Management LLC6,492$204K0.0%N/A0.014%
5/22/2025 Mattson Financial Services LLC5,598$176K0.1%N/A0.012%
5/20/2025 Belpointe Asset Management LLC44,734$1.40M0.1%N/A0.099%
5/20/2025 Integrity Alliance LLC.39,282$1.23M0.0%N/A0.087%
5/19/2025 Jane Street Group LLC33,000$1.04M0.0%N/A0.073%
5/16/2025 Arete Wealth Advisors LLC27,873$875K0.1%+129.4%0.061%
5/16/2025 Signature Estate & Investment Advisors LLC54,797$1.72M0.0%+9.0%0.121%
5/16/2025 Ashton Thomas Private Wealth LLC41,432$1.30M0.0%N/A0.091%
5/16/2025 Legacy Wealth Managment LLC ID99,113$3.11M2.2%+3,617.7%0.219%
5/16/2025 NewEdge Advisors LLC47,367$1.49M0.0%+17.1%0.104%
5/16/2025 AQR Capital Management LLC11,070$347K0.0%N/A0.024%
5/15/2025 Core Wealth Advisors Inc.135,839$4.26M1.4%+23.5%0.300%
5/15/2025 Insight Wealth Partners LLC12,372$388K0.1%N/A0.027%
5/14/2025 Triad Wealth Partners LLC19,416$609K0.2%+93.6%0.043%
5/14/2025 Freedom Investment Management Inc.10,171$319K0.0%+20.7%0.023%
5/14/2025 Northwestern Mutual Wealth Management Co.1,347$42K0.0%N/A0.003%
5/14/2025 Kestra Advisory Services LLC348,852$10.95M0.1%+9.3%0.802%
5/14/2025 D.B. Root & Company LLC6,929$217K0.1%-5.9%0.016%
5/14/2025 Capital Analysts LLC51,650$1.62M0.1%-1.1%0.119%
5/14/2025 Tradition Wealth Management LLC12,665$397K0.0%N/A0.029%
5/13/2025 Raymond James Financial Inc.1,840,764$57.76M0.0%+131.6%4.234%
5/13/2025 Compass Advisory Group LLC699,626$21.95M7.6%+6.8%1.609%
5/13/2025 Long Island Wealth Management Inc.213,755$6.71M4.1%+38.1%0.492%
5/13/2025 Vestmark Advisory Solutions Inc.7,295$229K0.0%N/A0.017%
5/13/2025 HighTower Advisors LLC40,417$1.27M0.0%+13.8%0.093%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors793,566$24.91M2.0%+23.5%1.825%
5/12/2025 Townsquare Capital LLC165,428$5.19M0.1%-0.4%0.380%
5/9/2025 Atlantic Private Wealth LLC12,916$405K0.3%N/A0.030%
5/9/2025 Comprehensive Financial Planning Inc. PA57,472$1.80M1.8%-1.0%0.132%
5/9/2025 Atria Wealth Solutions Inc.251,623$7.90M0.1%+10.5%0.579%
5/9/2025 Encompass More Asset Management23,657$742K0.2%+55.4%0.054%
5/9/2025 NBZ Investment Advisors LLC407,931$12.80M7.4%+3.2%0.938%
5/9/2025 Commonwealth Equity Services LLC1,059,425$33.25M0.0%-4.6%2.437%
5/9/2025 Novus Advisors LLC6,878$216K0.2%N/A0.016%
5/8/2025 Wealthquest Corp3,442,846$108.04M4.8%+11.8%7.918%
5/8/2025 Harbour Investments Inc.454,517$14.26M0.4%+173.7%1.045%
5/7/2025 PTM Wealth Management LLC289,663$8.79M8.5%N/A0.666%
5/7/2025 Foundations Investment Advisors LLC208,238$6.54M0.1%+4.6%0.479%
5/7/2025 Woodard & Co. Asset Management Group Inc. ADV20,982$658K0.1%+37.5%0.048%
5/7/2025 Vantage Financial Partners LLC37,212$1.17M0.3%+30.6%0.086%
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5/7/2025 LPL Financial LLC121,498$3.81M0.0%+16.8%0.279%
5/7/2025 Brown Wealth Management LLC133,947$4.20M1.4%-3.1%0.308%
5/7/2025 First Heartland Consultants Inc.23,116$725K0.1%+4.7%0.053%
5/7/2025 Keystone Financial Group Inc.25,099$791K0.6%N/A0.058%
5/6/2025 Cetera Investment Advisers711,538$22.33M0.0%-7.3%1.636%
5/6/2025 Avantax Advisory Services Inc.11,427$359K0.0%-69.2%0.026%
5/6/2025 Brookwood Investment Group LLC30,812$967K0.2%N/A0.071%
5/6/2025 Arlington Capital Management Inc.473,139$14.85M11.3%N/A1.088%
5/6/2025 AE Wealth Management LLC179,472$5.63M0.0%+1,079.3%0.413%
5/6/2025 Triumph Capital Management54,886$1.72M0.6%-2.3%0.126%
5/6/2025 WorthPointe LLC12,094$380K0.2%+50.6%0.028%
5/5/2025 PCA Investment Advisory Services Inc.12,800$402K0.2%+8.5%0.029%
5/5/2025 IFP Advisors Inc3,247$102K0.0%N/A0.007%
5/5/2025 Pachira Investments Inc.34,846$1.09M0.8%+138.2%0.080%
5/5/2025 ARQ 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%
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%
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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%
(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, 200 institutional investors and hedge funds held shares of Innovator Defined Wealth Shield ETF. The most heavily invested institutionals were Wealthquest Corp ($108.04M), Raymond James Financial Inc. ($57.76M), Envestnet Asset Management Inc. ($57.57M), Commonwealth Equity Services LLC ($33.25M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($24.91M), Crown Wealth Group LLC ($22.35M), and Cetera Investment Advisers ($22.33M).Learn more on BALT's institutional investors.

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

Of the 189 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: Wealthquest Corp ($3.40M), Foundations Investment Advisors LLC ($3.05M), Milestone Asset Management LLC ($2.92M), Kingsview Wealth Management LLC ($2.84M), Raymond James Financial Inc. ($2.64M), Commonwealth Equity Services LLC ($849.36K), and Compass Advisory Group LLC ($653.16K).

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

Institutional investors have bought a total of 30,428,195 shares in the last 24 months. This purchase volume represents approximately $915.95M in transactions.

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

Of the 75 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), Cetera Investment Advisers ($200.71K), Woodard & Co. Asset Management Group Inc. ADV ($191.69K), and Sigma Planning Corp ($187.29K).

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

Institutional investors have sold a total of 8,759,982 shares in the last 24 months. This volume of shares sold represents approximately $261.04M in transactions.



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