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Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$32.26 +1.34 (+4.33%)
Closing price 03:59 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)
167
Total
Institutional Inflows
(last 12 months)
$586.98M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$114.17M
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Skip Chart & View Institutional Buying and Selling Data

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
7/18/2025Consolidated Planning Corp367,244$11.78M1.5%N/A0.791%
7/18/2025New Wave Wealth Advisors LLC47,840$1.54M0.7%N/A0.103%
7/18/2025Truist 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%
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%
5/22/2025Mattson Financial Services LLC5,598$176K0.1%N/A0.012%
5/20/2025Belpointe Asset Management LLC44,734$1.40M0.1%N/A0.099%
5/20/2025Integrity Alliance LLC.39,282$1.23M0.0%N/A0.087%
5/19/2025Jane Street Group LLC33,000$1.04M0.0%N/A0.073%
5/16/2025Arete Wealth Advisors LLC27,873$875K0.1%+129.4%0.061%
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5/16/2025Signature Estate & Investment Advisors LLC54,797$1.72M0.0%+9.0%0.121%
5/16/2025Ashton Thomas Private Wealth LLC41,432$1.30M0.0%N/A0.091%
5/16/2025Legacy Wealth Managment LLC ID99,113$3.11M2.2%+3,617.7%0.219%
5/16/2025NewEdge Advisors LLC47,367$1.49M0.0%+17.1%0.104%
5/16/2025AQR Capital Management LLC11,070$347K0.0%N/A0.024%
5/15/2025Core Wealth Advisors Inc.135,839$4.26M1.4%+23.5%0.300%
5/15/2025Insight Wealth Partners LLC12,372$388K0.1%N/A0.027%
5/14/2025Triad Wealth Partners LLC19,416$609K0.2%+93.6%0.043%
5/14/2025Freedom Investment Management Inc.10,171$319K0.0%+20.7%0.023%
5/14/2025Northwestern Mutual Wealth Management Co.1,347$42K0.0%N/A0.003%
5/14/2025Kestra Advisory Services LLC348,852$10.95M0.1%+9.3%0.802%
5/14/2025D.B. Root & Company LLC6,929$217K0.1%-5.9%0.016%
5/14/2025Capital Analysts LLC51,650$1.62M0.1%-1.1%0.119%
5/14/2025Tradition Wealth Management LLC12,665$397K0.0%N/A0.029%
5/13/2025Raymond James Financial Inc.1,840,764$57.76M0.0%+131.6%4.234%
5/13/2025Compass Advisory Group LLC699,626$21.95M7.6%+6.8%1.609%
5/13/2025Long Island Wealth Management Inc.213,755$6.71M4.1%+38.1%0.492%
5/13/2025Vestmark Advisory Solutions Inc.7,295$229K0.0%N/A0.017%
5/13/2025HighTower Advisors LLC40,417$1.27M0.0%+13.8%0.093%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors793,566$24.91M2.0%+23.5%1.825%
5/12/2025Townsquare Capital LLC165,428$5.19M0.1%-0.4%0.380%
5/9/2025Atlantic Private Wealth LLC12,916$405K0.3%N/A0.030%
5/9/2025Comprehensive Financial Planning Inc. PA57,472$1.80M1.8%-1.0%0.132%
5/9/2025Atria Wealth Solutions Inc.251,623$7.90M0.1%+10.5%0.579%
5/9/2025Encompass More Asset Management23,657$742K0.2%+55.4%0.054%
5/9/2025NBZ Investment Advisors LLC407,931$12.80M7.4%+3.2%0.938%
5/9/2025Commonwealth Equity Services LLC1,059,425$33.25M0.0%-4.6%2.437%
5/9/2025Novus Advisors LLC6,878$216K0.2%N/A0.016%
5/8/2025Wealthquest Corp3,442,846$108.04M4.8%+11.8%7.918%
5/8/2025Harbour 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%
5/7/2025Foundations Investment Advisors LLC208,238$6.54M0.1%+4.6%0.479%
5/7/2025Woodard & Co. Asset Management Group Inc. ADV20,982$658K0.1%+37.5%0.048%
5/7/2025Vantage Financial Partners LLC37,212$1.17M0.3%+30.6%0.086%
5/7/2025LPL Financial LLC121,498$3.81M0.0%+16.8%0.279%
5/7/2025Brown Wealth Management LLC133,947$4.20M1.4%-3.1%0.308%
5/7/2025First Heartland Consultants Inc.23,116$725K0.1%+4.7%0.053%
5/7/2025Keystone Financial Group Inc.25,099$791K0.6%N/A0.058%
5/6/2025Cetera Investment Advisers711,538$22.33M0.0%-7.3%1.636%
5/6/2025Avantax Advisory Services Inc.11,427$359K0.0%-69.2%0.026%
5/6/2025Brookwood Investment Group LLC30,812$967K0.2%N/A0.071%
5/6/2025 Arlington Capital Management Inc.473,139$14.85M11.3%N/A1.088%
5/6/2025AE 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%
5/6/2025WorthPointe 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%
5/5/2025 Pachira Investments Inc.34,846$1.09M0.8%+138.2%0.080%
5/5/2025ARQ Wealth Advisors LLC240,997$7.56M2.8%N/A0.554%
5/2/2025Kingsview Wealth Management LLC351,453$11.03M0.2%+98.8%0.808%
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5/2/2025Grant Street Asset Management Inc.8,948$281K0.1%N/A0.021%
5/2/2025Larson Financial Group LLC1,917$60K0.0%N/A0.004%
5/2/2025Sigma Planning Corp193,778$6.08M0.2%+2.9%0.446%
5/1/2025CWM LLC463,447$14.54M0.1%+111.8%1.066%
5/1/2025Nikulski Financial Inc.6,980$219K0.1%N/A0.016%
5/1/2025Stegent Equity Advisors Inc.13,207$414K0.4%N/A0.030%
4/30/2025Code Waechter LLC84,746$2.66M2.2%N/A0.195%
4/30/2025CFO4Life Group LLC34,692$1.09M0.2%N/A0.080%
4/30/2025 Wealth Advisory Solutions LLC28,691$900K0.2%+54.1%0.066%
4/30/2025Trek Financial LLC128,425$4.03M0.3%-2.1%0.295%
(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, 203 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 ($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 192 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 18,767,821 shares in the last 24 months. This purchase volume represents approximately $586.98M in transactions.

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

Of the 54 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. ($349.38K), Milestone Asset Management LLC ($339.46K), Woodard & Co. Asset Management Group Inc. ADV ($191.69K), Crown Wealth Group LLC ($183.71K), Cetera Investment Advisers ($157.96K), and Integral Investment Advisors Inc. ($104.84K).

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

Institutional investors have sold a total of 3,694,278 shares in the last 24 months. This volume of shares sold represents approximately $114.17M in transactions.


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This page (BATS:BALT) was last updated on 7/18/2025 by MarketBeat.com Staff
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