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Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$34.15 +0.01 (+0.03%)
As of 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)
230
Total
Institutional Inflows
(last 12 months)
$796.77M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$119.49M
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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
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%
5/19/2026 Centaurus 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%
5/18/2026 Sunbelt 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%
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%
4/30/2026 ATX 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%
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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%
2/23/2026 Sonoma Allocations LLC17,805$601K0.2%-15.4%0.038%
2/20/2026 Sunbelt Securities Inc.457,687$15.34M1.0%+6.9%0.985%
2/19/2026 BFI Wealth Solutions LLC22,515$754K0.7%N/A0.048%
2/19/2026 ATX 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%
2/18/2026 Beacon 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%
2/18/2026 IHT Wealth Management LLC31,932$1.08M0.0%-37.8%0.069%
2/18/2026 Claro Advisors Inc.38,299$1.28M0.2%+16.9%0.082%
2/17/2026 Cetera Investment Advisers1,528,969$51.24M0.1%+22.7%3.292%
2/17/2026 Equitable Holdings Inc.105,359$3.53M0.0%N/A0.227%
2/17/2026 Osaic Holdings Inc.2,441,139$81.80M0.1%+4.8%5.255%
2/17/2026 Advisory Services Network LLC29,457$987K0.0%+46.6%0.063%
2/17/2026 Guardian Wealth Advisors LLC NC8,150$273K0.0%N/A0.018%
2/17/2026 Captrust Financial Advisors51,772$1.74M0.0%+14.5%0.111%
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2/16/2026 MML Investors Services LLC308,486$10.34M0.0%+13.2%0.664%
2/16/2026Motiv8 Investments LLC1,300$44K0.0%N/A0.003%
2/16/2026 Financial Network Wealth Advisors LLC10,661$357K0.4%+10.3%0.023%
2/16/2026 Glen Eagle Advisors LLC376,167$12.61M1.7%+11.0%0.810%
2/16/2026 Arax Advisory Partners8,746$293K0.0%N/A0.019%
2/16/2026 Aptus Capital Advisors LLC232,706$7.80M0.1%N/A0.501%
2/13/2026 Arete Wealth Advisors LLC21,083$706K0.0%+1.6%0.045%
2/13/2026 CreativeOne Wealth LLC83,846$2.81M0.1%+218.8%0.181%
2/13/2026 Kestra Advisory Services LLC315,391$10.57M0.0%+8.9%0.679%
2/13/2026 Visionary Wealth Advisors372,679$12.49M0.6%+17.2%0.802%


BALT Institutional Ownership - Frequently Asked Questions

During the previous two years, 290 institutional investors and hedge funds held shares of Innovator Defined Wealth Shield ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($134.91M), Osaic Holdings Inc. ($81.80M), Wealthquest Corp ($79.17M), 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), Kingsview Wealth Management LLC ($2.27M), Wealthquest Corp ($2.07M), Lee Johnson Capital Management LLC ($1.43M), Foundations Investment Advisors LLC ($1.19M), and Reliant Wealth Planning ($1.01M).

Institutional investors have bought a total of 24,138,823 shares in the last 24 months. This purchase volume represents approximately $796.77M in transactions.

Of the 92 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 ($1.08M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($700.89K), Raymond James Financial Inc. ($150.19K), 4J Wealth Management LLC ($147.09K), Envestnet Asset Management Inc. ($117.07K), Legacy Wealth Managment LLC ID ($98.03K), and Atria Wealth Solutions Inc. ($73.63K).

Institutional investors have sold a total of 3,626,196 shares in the last 24 months. This volume of shares sold represents approximately $119.49M in transactions.


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This page (BATS:BALT) was last updated on 5/29/2026 by MarketBeat.com Staff.
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