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Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

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+0.10 (+0.34%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator Defined Wealth Shield ETF (BATS:BALT)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$334.96M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$122.47M
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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
4/25/2024Triumph Capital Management24,894$728K0.3%N/A0.119%
4/25/2024 Cambridge Investment Research Advisors Inc.155,827$4.56M0.0%+12.2%0.746%
4/24/2024 Capasso Planning Partners LLC58,978$1.73M0.7%+16.8%0.282%
4/23/2024 Milestone Asset Management LLC427,235$12.50M3.6%-85.3%2.044%
4/23/2024 Wealth Advisory Solutions LLC14,691$430K0.1%N/A0.070%
4/23/2024 Strategic Blueprint LLC12,615$369K0.0%N/A0.060%
4/23/2024 Raymond James Financial Services Advisors Inc.103,914$3.04M0.0%+50.5%0.497%
4/22/2024 Rovin Capital UT ADV74,948$2.19M0.9%+10.5%0.359%
4/18/2024 Dominguez Wealth Management Solutions Inc.197,121$5.77M4.5%+2.0%0.943%
4/18/2024 Miracle Mile Advisors LLC104,436$3.06M0.1%-5.2%0.500%
4/17/2024 CRA Financial Services LLC208,570$6.10M1.3%-5.5%0.998%
4/16/2024 RiverTree Advisors LLC64,710$1.89M1.3%-3.2%0.439%
4/16/2024 Wealth Enhancement Advisory Services LLC18,599$544K0.0%N/A0.126%
4/15/2024 Wealthcare Advisory Partners LLC245,291$7.18M0.2%-0.3%1.663%
4/15/2024 Brookstone Capital Management664,860$19.45M0.3%-9.3%4.508%
4/15/2024 Sunbelt Securities Inc.376,924$11.03M1.2%+17.0%2.555%
4/12/2024 Financial Designs Corp192,976$5.65M3.7%+2.1%1.308%
4/12/2024 Fermata Advisors LLC6,925$203K0.0%-15.3%0.047%
4/11/2024 RFG Advisory LLC63,271$1.85M0.1%-73.5%0.429%
4/10/2024 BCS Wealth Management40,466$1.18M0.4%-3.6%0.274%
3/12/2024 Rovin Capital UT ADV67,797$1.94M0.9%-5.7%0.460%
2/26/2024Centaurus Financial Inc.374,213$10.69M0.8%+7.8%2.537%
2/17/2024Madison Wealth Partners Inc9,651$276K0.1%N/A0.065%
2/16/2024Wealthquest Corp315,494$9.01M1.0%+276.2%2.139%
2/14/2024Vista Investment Management10,760$307K0.1%-59.4%0.073%
2/14/2024MGO One Seven LLC124,100$3.55M0.2%+1.9%0.841%
2/14/2024Visionary Wealth Advisors44,318$1.27M0.1%-2.5%0.300%
2/14/2024Core Wealth Advisors Inc.5,230$149K0.1%N/A0.035%
2/14/2024Personal CFO Solutions LLC287,644$8.22M1.4%-0.9%1.950%
2/13/2024Cetera Advisor Networks LLC388,295$11.09M0.1%+551.8%2.633%
2/9/2024 Cambridge Investment Research Advisors Inc.138,830$3.97M0.0%+85.8%0.941%
2/8/2024Kingsview Wealth Management LLC1,302,512$37.21M1.1%+43.2%8.831%
2/8/2024Beacon Pointe Advisors LLC31,960$913K0.0%-13.7%0.217%
2/8/2024Foundations Investment Advisors LLC2,872,894$82.77M2.2%N/A19.477%
2/6/2024Lincoln National Corp246,895$7.05M0.1%+40.7%1.674%
2/6/2024 Wealthcare Advisory Partners LLC246,001$7.03M0.3%-1.9%1.668%
2/6/2024U.S. Capital Wealth Advisors LLC29,445$841K0.0%+11.6%0.200%
2/6/2024Benjamin F. Edwards & Company Inc.6,708$192K0.0%-80.6%0.045%
2/5/2024Kestra Private Wealth Services LLC49,316$1.41M0.0%+28.4%0.334%
2/5/2024Silver Oak Securities Incorporated24,702$706K0.1%-4.5%0.167%
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2/2/2024Delta Investment Management LLC57,357$1.64M0.4%+63.7%0.389%
2/2/2024Atria Wealth Solutions Inc.78,405$2.24M0.0%+12.8%0.532%
2/1/2024Sigma Planning Corp119,305$3.41M0.3%-61.1%0.809%
2/1/2024 CRA Financial Services LLC220,627$6.30M1.5%+17.1%1.496%
1/30/2024Sfmg LLC66,144$1.89M0.2%-0.9%0.448%
1/30/2024Capital Analysts LLC61,413$1.75M0.1%-28.2%0.416%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,932$341K0.1%N/A0.081%
1/29/2024Koshinski Asset Management Inc.11,516$329K0.1%+50.7%0.078%
1/29/2024Compass Advisory Group LLC54,151$1.55M0.7%-14.2%0.367%
1/26/2024 Capasso Planning Partners LLC50,475$1.44M0.7%-73.3%0.342%
1/25/2024 RFG Advisory LLC238,466$6.81M0.3%-2.2%1.617%
1/25/2024 RiverTree Advisors LLC66,818$1.91M1.3%+2.6%0.453%
1/24/2024 Stratos Wealth Advisors LLC16,540$473K0.0%+20.0%0.112%
1/24/2024Comprehensive Financial Consultants Institutional Inc.15,147$433K0.2%N/A0.103%
1/23/2024Crown Wealth Group LLC412,966$11.80M7.1%+11.6%2.800%
1/23/2024 Milestone Asset Management LLC2,914,291$83.26M27.4%N/A19.758%
1/22/2024 Pallas Capital Advisors LLC7,325$209K0.0%-66.2%0.050%
1/22/2024 Miracle Mile Advisors LLC110,108$3.15M0.1%-43.2%0.746%
1/19/2024 Financial Designs Corp189,014$5.40M4.4%N/A1.281%
1/19/2024 Fermata Advisors LLC8,172$233K0.1%N/A0.055%
1/16/2024 Raymond James Financial Services Advisors Inc.69,059$1.97M0.0%+84.4%0.468%
1/16/2024 Raymond James & Associates50,586$1.45M0.0%N/A0.343%
1/16/2024CoreCap Advisors LLC29,234$835K0.1%N/A0.198%
1/12/2024 Independent Wealth Network Inc.9,439$270K0.1%N/A0.064%
1/11/2024 Brookstone Capital Management733,243$20.95M0.4%+10.5%4.971%
1/11/2024 BCS Wealth Management41,958$1.20M0.4%-9.0%0.284%
1/9/2024 Capstone Triton Financial Group LLC102,112$2.92M2.1%-22.8%0.692%
1/9/2024 Dominguez Wealth Management Solutions Inc.193,295$5.52M4.6%-1.4%1.310%
1/5/2024WealthPLAN Partners LLC15,198$434K0.0%-5.3%0.103%
12/11/2023 Sunbelt Securities Inc.299,633$8.33M1.2%+5.1%2.031%
11/16/2023Harbour Investments Inc.33,140$921K0.0%+10.4%0.225%
11/15/2023WealthPlan Investment Management LLC16,047$446K0.1%N/A0.109%
11/13/2023Personal CFO Solutions LLC290,223$8.07M1.6%+2.0%1.968%
11/13/2023Mariner LLC174,664$4.86M0.0%+190.9%1.184%
11/13/2023Visionary Wealth Advisors45,438$1.26M0.1%+15.8%0.308%
11/13/2023Envestnet Asset Management Inc.1,873,215$52.08M0.0%+6.5%12.700%
11/13/2023Kestra Advisory Services LLC69,369$1.93M0.0%-18.3%0.470%
11/8/2023HighTower Advisors LLC32,930$915K0.0%+23.2%0.223%
11/8/2023Janney Montgomery Scott LLC50,750$1.41M0.0%+24.4%0.344%
11/8/2023Atria Wealth Solutions Inc.69,505$1.93M0.0%+6.1%0.471%
11/8/2023Kestra Private Wealth Services LLC38,401$1.07M0.0%+5.5%0.260%
11/7/2023Kingsview Wealth Management LLC909,332$25.28M0.9%+1,068.5%6.165%
11/6/2023Sigma Planning Corp306,591$8.52M0.3%+5.5%2.079%
11/6/2023Sfmg LLC66,712$1.86M0.2%-12.3%0.452%
11/6/2023Lincoln National Corp175,469$4.88M0.1%+32.5%1.190%
11/4/2023 D.B. Root & Company LLC21,126$587K0.2%+55.8%0.143%
11/3/2023MGO One Seven LLC121,740$3.38M0.3%N/A0.825%
11/3/2023 Main Street Financial Solutions LLC48,210$1.34M0.2%+11.8%0.327%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors248,992$6.92M0.9%+390.0%1.688%
11/2/2023Vantage Financial Partners LLC22,068$613K0.2%+51.3%0.150%
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11/2/2023WealthPlan Investment Management LLC16,047$446K0.1%N/A0.109%
10/31/2023Triumph Capital Management39,341$1.09M0.5%N/A0.267%
10/26/2023 Capasso Planning Partners LLC188,924$5.25M2.8%N/A1.281%
10/25/2023Crown Wealth Group LLC369,943$10.28M7.7%+10.0%2.508%
10/25/2023 Rovin Capital UT ADV71,920$2.00M0.9%-1.3%0.488%
10/25/2023 Miracle Mile Advisors LLC193,794$5.39M0.2%+1.8%1.314%
10/24/2023Compass Advisory Group LLC63,134$1.76M0.9%-1.7%0.428%
10/24/2023 Stratos Wealth Advisors LLC13,789$383K0.0%-3.6%0.093%
10/24/2023 Raymond James Financial Services Advisors Inc.37,449$1.04M0.0%+154.0%0.254%
10/24/2023 Cambridge Investment Research Advisors Inc.74,731$2.08M0.0%-63.7%0.507%
(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, 92 institutional investors and hedge funds held shares of Innovator Defined Wealth Shield ETF. The most heavily invested institutionals were Foundations Investment Advisors LLC ($82.77M), Envestnet Asset Management Inc. ($52.08M), Kingsview Wealth Management LLC ($37.21M), Osaic Holdings Inc. ($31.30M), Brookstone Capital Management ($19.45M), Advisor Group Holdings Inc. ($19.43M), and Pillar Wealth Advisors LLC ($13.43M).Learn more on BALT's institutional investors.

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

Of the 80 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: Milestone Asset Management LLC ($2.91M), Foundations Investment Advisors LLC ($2.87M), Envestnet Asset Management Inc. ($1.78M), Kingsview Wealth Management LLC ($1.22M), Miracle Mile Advisors LLC ($410.15K), Advisor Group Holdings Inc. ($386.03K), and Compass Advisory Group LLC ($355.86K).

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

Institutional investors have bought a total of 15,391,956 shares in the last 24 months. This purchase volume represents approximately $429.09M in transactions.

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

Of the 50 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 ($2.49M), Compass Advisory Group LLC ($344.41K), Commonwealth Equity Services LLC ($338.58K), Miracle Mile Advisors LLC ($305.71K), Sigma Planning Corp ($189.77K), Pillar Wealth Advisors LLC ($189.30K), and RFG Advisory LLC ($180.50K).

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

Institutional investors have sold a total of 5,069,288 shares in the last 24 months. This volume of shares sold represents approximately $144.53M in transactions.


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This page (BATS:BALT) was last updated on 4/28/2024 by MarketBeat.com Staff

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