Go Pro
→ Get my No. 1 gold stock now (From Stansberry Research) (Ad)tc pixel Free BALT Stock Alerts

Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$34.73 -0.01 (-0.03%)
As of 08/17/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
216
Total
Institutional Inflows
(last 12 months)
$681.35M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$103.74M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Financial Designs Corp124,615$4.27M2.3%+4.7%0.268%
7/10/2026 FC Advisory LLC6,187$212K0.1%-22.4%0.013%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,871$338K0.0%-30.6%0.021%
7/9/2026 Kraft Davis & Associates LLC121,444$4.16M0.9%-4.5%0.261%
7/9/2026 Focus Financial Network Inc.88,416$3.03M0.1%+16.0%0.190%
7/9/2026 Worth Asset Management LLC16,336$560K0.2%+2.3%0.035%
7/8/2026 First Heartland Consultants Inc.106,050$3.63M0.2%+140.7%0.228%
7/8/2026 Sonoma Allocations LLC28,986$994K0.4%+62.8%0.062%
7/7/2026 Integral Investment Advisors Inc.86,900$2.98M0.7%+65.8%0.187%
7/7/2026 Dynamic Advisor Solutions LLC39,541$1.36M0.0%+30.8%0.085%
7/7/2026 CGN Advisors LLC82,886$2.84M0.2%+3.8%0.178%
7/7/2026 CoreCap Advisors LLC48,384$1.66M0.0%-88.6%0.104%
7/7/2026 City Center Advisors LLC16,080$551K0.4%+11.3%0.035%
7/6/2026 Somerset Trust Co26,043$892K0.3%N/A0.056%
7/1/2026 Noble Wealth Management PBC2,250$77K0.0%+18.4%0.005%
6/23/2026 MTM Financial Group LLC787,608$26.36M12.4%+1.2%1.696%
6/3/2026 Wealthquest Corp3,233,718$108.22M7.7%+36.9%6.962%
6/3/2026 NewEdge Advisors LLC501,834$16.79M0.1%-16.4%1.080%
5/19/2026 GTS Financial LLC24,831$779K0.6%N/A0.053%
5/19/2026 Winnow Wealth LLC136,196$4.56M3.5%-8.6%0.293%
5/19/2026Centaurus Financial Inc.483,247$16.17M0.8%-5.0%1.040%
5/19/2026 Arkadios Wealth Advisors31,970$1.07M0.0%+12.5%0.069%
5/18/2026Sunbelt Securities Inc.467,920$15.66M1.0%+2.2%1.007%
5/18/2026 EverSource Wealth Advisors LLC4,900$164K0.0%-45.7%0.011%
5/18/2026 Core Wealth Advisors Inc.22,626$757K0.2%+15.8%0.049%
5/18/2026 Reliant Wealth Planning1,005,348$33.64M10.2%+2.9%2.164%
5/16/2026 Glen Eagle Advisors LLC410,674$13.74M1.9%+9.2%0.884%
5/15/2026 Vawter Financial Ltd.7,408$248K0.1%N/A0.016%
5/15/2026 Waverly Advisors LLC2,046$68K0.0%N/A0.004%
5/14/2026 Modern Wealth Management LLC9,224$309K0.0%-9.0%0.020%
5/13/2026 Cetera Investment Advisers1,592,364$53.29M0.1%+4.1%3.428%
5/13/2026 NewEdge Wealth LLC19,903$666K0.0%N/A0.043%
5/7/2026 Legacy Wealth Managment LLC ID8,460$283K0.1%+180.3%0.018%
5/6/2026 Fiscal Wisdom Wealth Management LLC51,996$1.74M1.7%-11.0%0.112%
5/6/2026 Independent Financial Group LLC170,318$5.70M0.2%N/A0.367%
5/5/2026 Collaborative Wealth Managment Inc.6,103$204K0.1%-15.8%0.013%
5/5/2026 Sanctuary Advisors LLC12,620$422K0.0%-17.0%0.027%
5/5/2026 Sigma Planning Corp232,629$7.79M0.2%-12.3%0.501%
5/5/2026 Wealthgarden F.S. LLC7,339$246K0.2%N/A0.016%
5/4/2026 NBZ Investment Advisors LLC490,322$16.41M7.2%+0.4%1.056%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
5/4/2026 Archer Investment Corp308,540$10.33M2.2%+34.9%0.664%
5/4/2026 HBW Advisory Services LLC80,769$2.70M0.3%+9.0%0.174%
5/4/2026 NWF Advisory Services Inc.10,358$347K0.0%+29.3%0.022%
5/4/2026 Vantage Point Financial LLC30,058$1.01M0.4%+6.0%0.065%
5/2/2026 Diversify Wealth Management LLC77,251$2.62M0.0%N/A0.166%
5/1/2026 Sovran Advisors LLC278,555$9.47M0.7%+9.4%0.600%
4/30/2026 Range Financial Group LLC15,660$524K0.2%+4.4%0.034%
4/30/2026ATX Financial Planning LLC309,856$10.37M7.9%+14.2%0.667%
4/30/2026 Kestra Advisory Services LLC324,247$10.85M0.0%+2.8%0.698%
4/30/2026 Money Concepts Capital Corp13,216$442K0.0%+53.4%0.028%
4/30/2026 Personal CFO Solutions LLC550,278$18.42M2.6%N/A1.185%
4/29/2026 Axxcess Wealth Management LLC448,298$15.00M0.5%+157.8%0.965%
4/28/2026 Integral Investment Advisors Inc.52,425$1.75M0.4%-15.4%0.113%
4/28/2026 Tanglewood Legacy Advisors LLC16,660$558K0.2%+114.7%0.036%
4/27/2026 World Investment Advisors348,631$11.67M0.2%+4.1%0.751%
4/27/2026 Private Advisor Group LLC51,973$1.74M0.0%+121.6%0.112%
4/27/2026 Elevation Point Wealth Partners LLC157,443$5.27M0.1%N/A0.339%
4/27/2026 Sound Income Strategies LLC829$28K0.0%N/A0.002%
4/27/2026 Prasad Wealth Partners LLC44,122$1.48M0.4%+13.3%0.095%
4/24/2026 Stegent Equity Advisors Inc.18,075$605K0.5%-52.2%0.039%
4/24/2026 Columbia Advisory Partners LLC45,586$1.53M1.0%+98.3%0.098%
4/23/2026 Vicus Capital86,074$2.88M0.2%+3.3%0.185%
4/22/2026 Patriot Financial Group Insurance Agency LLC24,738$828K0.0%+236.3%0.053%
4/22/2026 Janney Montgomery Scott LLC31,224$1.05M0.0%+59.2%0.067%
4/21/2026 Laurel Oak Wealth Management LLC221,398$7.41M1.2%+120.9%0.477%
4/21/2026 Crown Wealth Group LLC936,959$31.36M9.2%-1.2%2.017%
4/21/2026 Compass Advisory Group LLC859,423$28.76M7.7%+6.5%1.850%
4/21/2026 Long Island Wealth Management Inc.241,412$8.08M3.7%-1.7%0.520%
4/21/2026 Balance Wealth LLC10,286$344K0.1%-55.3%0.022%
4/21/2026 KFG Wealth Management LLC149,099$4.99M0.6%+9.5%0.321%
4/21/2026 Silver Oak Securities Incorporated38,893$1.30M0.1%-27.4%0.084%
4/20/2026 Kestra Private Wealth Services LLC140,014$4.69M0.1%-16.8%0.301%
4/20/2026 Blue Trust Inc.31,574$1.06M0.0%-8.6%0.068%
4/20/2026 RFG Advisory LLC104,996$3.51M0.1%-6.2%0.226%
4/18/2026 BCS Wealth Management31,123$1.04M0.2%-51.3%0.067%
4/17/2026 Wealth Management Partners LLC13,025$436K0.1%+12.8%0.028%
4/17/2026 Signal Advisors Wealth LLC9,245$309K0.0%+32.4%0.020%
4/17/2026 Worth Asset Management LLC15,970$534K0.2%+77.9%0.034%
4/17/2026 Sovereign Financial Group Inc.14,219$476K0.1%+17.2%0.031%
4/17/2026 Summit Wealth Partners LLC15,226$510K0.1%N/A0.033%
4/17/2026 Kure Advisory LLC711,047$23.80M13.0%+3.3%1.531%
4/17/2026 Brookstone Capital Management915,556$30.64M0.4%-0.1%1.971%
4/16/2026 Lee Johnson Capital Management LLC1,402,959$46.95M16.8%+70.7%3.020%
4/16/2026 Cambridge Advisors Inc.10,004$335K0.1%+4.7%0.022%
4/16/2026 Ballast Rock Private Wealth LLC131,547$4.40M2.4%+50.5%0.283%
4/16/2026 Triad Wealth Partners LLC142,586$4.77M0.4%+45.9%0.307%
4/16/2026 Financial Designs Corp118,990$3.98M2.2%-9.8%0.256%
3/17/2026 Rockefeller Capital Management L.P.75,100$2.52M0.0%+4,189.0%0.162%
3/13/2026 World Investment Advisors334,786$11.22M0.2%+194.9%0.721%
3/3/2026 NWF Advisory Services Inc.8,013$269K0.0%+31.0%0.017%
Nvidia's CEO says this small device is critical for AI growth (Ad)

A tiny glass device smaller than a fingertip could redefine AI hardware. Nvidia CEO Jensen Huang calls it essential for AI to scale, while Sequoia Capital labels it a holy grail. Stocks tied to this technology have already surged 133 percent, 217 percent, and 320 percent in recent months, according to Brownstone Research analyst Jason Bodner, who identified Nvidia at 4.50.tc pixel

Click now to discover Bodner's top AI stock pick before others catch on
2/23/2026 Sonoma Allocations LLC17,805$601K0.2%-15.4%0.038%
2/20/2026Sunbelt Securities Inc.457,687$15.34M1.0%+6.9%0.985%
2/19/2026 BFI Wealth Solutions LLC22,515$754K0.7%N/A0.048%
2/19/2026ATX Financial Planning LLC271,401$9.10M7.0%N/A0.584%
2/19/2026 Axxcess Wealth Management LLC173,873$5.83M0.1%N/A0.374%
2/18/2026 Virtue Capital Management LLC7,798$262K0.0%+186.8%0.017%
2/18/2026Beacon Pointe Advisors LLC63,216$2.12M0.0%+5.6%0.136%
2/18/2026 CacheTech Inc.19,915$667K0.1%N/A0.043%
2/18/2026 NewEdge Advisors LLC599,928$20.10M0.1%+45.5%1.292%
2/18/2026 Maia Wealth LLC17,634$593K0.1%-2.7%0.038%


BALT Institutional Ownership - Frequently Asked Questions

During the previous two years, 291 institutional investors and hedge funds held shares of Innovator Defined Wealth Shield ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($134.91M), Wealthquest Corp ($108.22M), Osaic Holdings Inc. ($81.80M), Raymond James Financial Inc. ($69.07M), Envestnet Asset Management Inc. ($59.90M), Cetera Investment Advisers ($53.29M), and Lee Johnson Capital Management LLC ($46.95M).Learn more on Innovator Defined Wealth Shield ETF's institutional investors.

Of the 281 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: JPMorgan Chase & Co. ($4.03M), Raymond James Financial Inc. ($3.05M), Wealthquest Corp ($2.95M), Kingsview Wealth Management LLC ($2.27M), Lee Johnson Capital Management LLC ($1.43M), Foundations Investment Advisors LLC ($1.15M), and Reliant Wealth Planning ($1.01M).

Institutional investors have bought a total of 20,493,332 shares in the last 24 months. This purchase volume represents approximately $681.35M in transactions.

Of the 80 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: Wealthquest Corp ($790.69K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($700.89K), CoreCap Advisors LLC ($375.41K), 4J Wealth Management LLC ($147.09K), NewEdge Advisors LLC ($98.09K), Sigma Planning Corp ($70.61K), and Financial Designs Corp ($68.63K).

Institutional investors have sold a total of 3,104,975 shares in the last 24 months. This volume of shares sold represents approximately $103.74M in transactions.


Related Companies

Institutional ownership data for BATS:BALT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon's Terrifying Warning: America Is "1,000% Going Bankrupt"
The national debt just crossed $39 trillion, and Elon Musk - former head of the Department of Government Effic...
American Hartford Gold | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran War: What Happened at 1:11 P.M. Outside D.C.?
A source with ties to Saudi Arabia, the UAE, and the U.S. State Department revealed details of a potential 7 t...
Banyan Hill Publishing | Sponsoredtc pixel
A Dark Day Is Coming to America
Keith Kaplan, CEO of TradeSmith, has spent more than $17 million studying AI since 2022. He says a major shift...
TradeSmith | Sponsoredtc pixel
American retirees will miss THIS. Big Banks just moved in.
Central banks spent nearly $130 billion on physical gold last year, on top of $145 billion the year before. Q1...
Cedar Gold Group | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Anthropic could turn SpaceX regret into round two
Riot Platforms just struck a 20-year, 191-megawatt data-center agreement tied to Anthropic, reportedly worth 9...
The Oxford Club | Sponsoredtc pixel