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Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$32.38 +1.46 (+4.71%)
Closing price 08/7/2025 03:59 PM Eastern
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$32.38 +0.01 (+0.03%)
As of 08/7/2025 04:10 PM 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)
180
Total
Institutional Inflows
(last 12 months)
$645.23M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$101.63M
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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
8/7/2025Allworth Financial LP33,851$1.09M0.0%+31.7%0.073%
8/7/2025PFG 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%
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%
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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%
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%
7/17/2025 Janney Montgomery Scott LLC6,768$217K0.0%N/A0.015%
7/17/2025 Archford Capital Strategies LLC64,214$2.06M0.3%+16.5%0.138%
7/17/2025 Applied Capital LLC36,299$1.16M0.5%+72.4%0.078%
7/17/2025 Financial Designs Corp186,679$5.99M3.7%+2.2%0.402%
7/16/2025 Crown Wealth Group LLC764,336$24.52M9.2%+7.3%1.646%
7/15/2025 Palumbo Wealth Management LLC42,462$1.36M0.4%+44.3%0.091%
7/15/2025 BCS Wealth Management35,887$1.15M0.2%-21.2%0.077%
7/15/2025 Kure Advisory LLC705,499$22.63M14.8%+20.9%1.519%
7/15/2025 CGN Advisors LLC21,648$694K0.1%+13.3%0.047%
7/14/2025 Wealth Advisory Solutions LLC27,905$895K0.2%-2.7%0.060%
7/14/2025 CRA Financial Services LLC321,612$10.32M1.6%+17.5%0.692%
7/14/2025 Chris Bulman Inc56,170$1.80M1.0%-14.1%0.121%
7/14/2025 KFG Wealth Management LLC58,937$1.89M0.3%+34.0%0.127%
7/14/2025 U.S. Capital Wealth Advisors LLC83,722$2.69M0.1%+3.6%0.180%
7/11/2025 Farther Finance Advisors LLC72,929$2.34M0.0%+47.8%0.157%
7/11/2025 Silver Oak Securities Incorporated66,969$2.15M0.2%-12.2%0.144%
7/10/2025 Pachira Investments Inc.35,313$1.13M0.9%+1.3%0.076%
7/10/2025 Oliver Lagore Vanvalin Investment Group109,187$3.43M1.2%N/A0.235%
7/10/2025 Wealth Enhancement Advisory Services LLC23,128$744K0.0%+39.2%0.050%
7/10/2025 Signal Advisors Wealth LLC6,370$204K0.0%-27.4%0.014%
7/10/2025 Focus Financial Network Inc.66,189$2.12M0.1%+10.5%0.142%
7/10/2025 Sovran Advisors LLC246,517$7.93M0.8%+5.9%0.531%
7/9/2025 Central Valley Advisors LLC313,806$10.07M3.4%+0.8%0.676%
7/9/2025 Keystone Wealth Services LLC18,625$597K0.1%-44.4%0.040%
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7/9/2025 Triumph Capital Management40,118$1.29M0.4%-26.9%0.086%
7/9/2025 Beacon Financial Group109,725$3.52M0.4%+46.6%0.236%
7/8/2025 Range Financial Group LLC8,536$274K0.1%N/A0.018%
7/8/2025 PTM Wealth Management LLC322,027$10.36M6.9%+11.2%0.693%
7/7/2025 O Connor Financial Group LLC20,110$647K0.3%+2.4%0.043%
7/7/2025 Dominguez Wealth Management Solutions Inc.223,475$7.17M5.0%+6.3%0.481%
7/2/2025 HBW Advisory Services LLC48,355$1.55M0.2%+123.4%0.104%
6/2/2025Modern 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%
(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, 214 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. ($55.02M), Commonwealth Equity Services LLC ($33.25M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($26.36M), Crown Wealth Group LLC ($24.52M), and Kure Advisory LLC ($22.63M).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 206 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 ($3.05M), 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 Kure Advisory LLC ($705.50K).

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

Institutional investors have bought a total of 20,544,867 shares in the last 24 months. This purchase volume represents approximately $645.23M 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), Envestnet Asset Management Inc. ($250.14K), Woodard & Co. Asset Management Group Inc. ADV ($191.69K), Cetera Investment Advisers ($157.96K), Mutual Advisors LLC ($102.44K), Legacy Wealth Managment LLC ID ($96.63K), and Delta Investment Management LLC ($87.26K).

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

Institutional investors have sold a total of 3,245,043 shares in the last 24 months. This volume of shares sold represents approximately $101.63M in transactions.


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This page (BATS:BALT) was last updated on 8/8/2025 by MarketBeat.com Staff
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