Go Pro
→ Do NOT Buy SpaceX – Do This Instead (From Stansberry Research) (Ad)tc pixel Free BALT Stock Alerts

Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$34.90 -0.03 (-0.07%)
As of 12:12 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
220
Total
Institutional Inflows
(last 12 months)
$674.61M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$104.45M
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
9/23/2026Envestnet Asset Management Inc.1,939,719$66.47M0.0%-0.2%4.176%
9/9/2026Capital Analysts LLC48,331$1.66M0.0%+11.4%0.104%
9/9/2026Integrated Wealth Concepts LLC8,353$286K0.0%N/A0.018%
9/9/2026RFG Advisory LLC96,848$3.32M0.1%-7.8%0.208%
9/9/2026NewEdge Advisors LLC716,670$24.56M0.1%+42.8%1.543%
9/9/2026IFP Advisors Inc10,734$368K0.0%-6.6%0.023%
9/8/2026Allworth Financial LP31,407$1.08M0.0%+1.3%0.068%
8/23/2026Ameritas Advisory Services LLC17,423$597K0.0%N/A0.038%
8/23/2026Guardian Wealth Advisors LLC NC98,390$3.37M0.2%+185.7%0.212%
8/22/2026Comprehensive Financial Planning Inc. PA59,570$2.04M1.1%-4.0%0.128%
8/22/2026Concurrent Investment Advisors LLC33,417$1.15M0.0%+26.6%0.072%
8/21/2026KFG Wealth Management LLC160,987$5.52M0.6%+8.0%0.347%
8/21/2026Kraft Davis & Associates LLC121,444$4.16M0.9%-4.5%0.261%
8/21/2026Carter Financial Group INC.241,453$8.28M4.4%N/A0.520%
8/21/2026WorthPointe LLC11,672$400K0.1%+53.6%0.025%
8/21/2026Continuum Advisory LLC5,229$179K0.0%N/A0.011%
8/21/2026Triumph Capital Management65,919$2.26M0.4%+19.2%0.142%
7/10/2026Financial Designs Corp124,615$4.27M2.3%+4.7%0.268%
7/10/2026FC Advisory LLC6,187$212K0.1%-22.4%0.013%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,871$338K0.0%-30.6%0.021%
7/9/2026Kraft Davis & Associates LLC121,444$4.16M0.9%-4.5%0.261%
7/9/2026Focus Financial Network Inc.88,416$3.03M0.1%+16.0%0.190%
7/9/2026Worth Asset Management LLC16,336$560K0.2%+2.3%0.035%
7/8/2026First Heartland Consultants Inc.106,050$3.63M0.2%+140.7%0.228%
7/8/2026Sonoma Allocations LLC28,986$994K0.4%+62.8%0.062%
7/7/2026Integral Investment Advisors Inc.86,900$2.98M0.7%+65.8%0.187%
7/7/2026Dynamic Advisor Solutions LLC39,541$1.36M0.0%+30.8%0.085%
7/7/2026CGN Advisors LLC82,886$2.84M0.2%+3.8%0.178%
7/7/2026CoreCap Advisors LLC48,384$1.66M0.0%-88.6%0.104%
7/7/2026City Center Advisors LLC16,080$551K0.4%+11.3%0.035%
7/6/2026Somerset Trust Co26,043$892K0.3%N/A0.056%
7/1/2026Noble Wealth Management PBC2,250$77K0.0%+18.4%0.005%
6/23/2026MTM Financial Group LLC787,608$26.36M12.4%+1.2%1.696%
6/3/2026Wealthquest Corp3,233,718$108.22M7.7%+36.9%6.962%
6/3/2026NewEdge Advisors LLC501,834$16.79M0.1%-16.4%1.080%
5/19/2026GTS Financial LLC24,831$779K0.6%N/A0.053%
5/19/2026Winnow Wealth LLC136,196$4.56M3.5%-8.6%0.293%
5/19/2026Centaurus Financial Inc.483,247$16.17M0.8%-5.0%1.040%
5/19/2026Arkadios Wealth Advisors31,970$1.07M0.0%+12.5%0.069%
5/18/2026Sunbelt Securities Inc.467,920$15.66M1.0%+2.2%1.007%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
5/18/2026EverSource Wealth Advisors LLC4,900$164K0.0%-45.7%0.011%
5/18/2026Core Wealth Advisors Inc.22,626$757K0.2%+15.8%0.049%
5/18/2026Reliant Wealth Planning1,005,348$33.64M10.2%+2.9%2.164%
5/16/2026Glen Eagle Advisors LLC410,674$13.74M1.9%+9.2%0.884%
5/15/2026Vawter Financial Ltd.7,408$248K0.1%N/A0.016%
5/15/2026Waverly Advisors LLC2,046$68K0.0%N/A0.004%
5/14/2026Modern Wealth Management LLC9,224$309K0.0%-9.0%0.020%
5/13/2026Cetera Investment Advisers1,592,364$53.29M0.1%+4.1%3.428%
5/13/2026NewEdge Wealth LLC19,903$666K0.0%N/A0.043%
5/7/2026Legacy Wealth Managment LLC ID8,460$283K0.1%+180.3%0.018%
5/6/2026Fiscal Wisdom Wealth Management LLC51,996$1.74M1.7%-11.0%0.112%
5/6/2026Independent Financial Group LLC170,318$5.70M0.2%N/A0.367%
5/5/2026Collaborative Wealth Managment Inc.6,103$204K0.1%-15.8%0.013%
5/5/2026Sanctuary Advisors LLC12,620$422K0.0%-17.0%0.027%
5/5/2026Sigma Planning Corp232,629$7.79M0.2%-12.3%0.501%
5/5/2026Wealthgarden F.S. LLC7,339$246K0.2%N/A0.016%
5/4/2026NBZ Investment Advisors LLC490,322$16.41M7.2%+0.4%1.056%
5/4/2026Archer Investment Corp308,540$10.33M2.2%+34.9%0.664%
5/4/2026HBW Advisory Services LLC80,769$2.70M0.3%+9.0%0.174%
5/4/2026NWF Advisory Services Inc.10,358$347K0.0%+29.3%0.022%
5/4/2026Vantage Point Financial LLC30,058$1.01M0.4%+6.0%0.065%
5/2/2026Diversify Wealth Management LLC77,251$2.62M0.0%N/A0.166%
5/1/2026Sovran Advisors LLC278,555$9.47M0.7%+9.4%0.600%
4/30/2026Range Financial Group LLC15,660$524K0.2%+4.4%0.034%
4/30/2026ATX Financial Planning LLC309,856$10.37M7.9%+14.2%0.667%
4/30/2026Kestra Advisory Services LLC324,247$10.85M0.0%+2.8%0.698%
4/30/2026Money Concepts Capital Corp13,216$442K0.0%+53.4%0.028%
4/30/2026Personal CFO Solutions LLC550,278$18.42M2.6%N/A1.185%
4/29/2026Axxcess Wealth Management LLC448,298$15.00M0.5%+157.8%0.965%
4/28/2026Integral Investment Advisors Inc.52,425$1.75M0.4%-15.4%0.113%
4/28/2026Tanglewood Legacy Advisors LLC16,660$558K0.2%+114.7%0.036%
4/27/2026World Investment Advisors348,631$11.67M0.2%+4.1%0.751%
4/27/2026Private Advisor Group LLC51,973$1.74M0.0%+121.6%0.112%
4/27/2026Elevation Point Wealth Partners LLC157,443$5.27M0.1%N/A0.339%
4/27/2026Sound Income Strategies LLC829$28K0.0%N/A0.002%
4/27/2026Prasad Wealth Partners LLC44,122$1.48M0.4%+13.3%0.095%
4/24/2026Stegent Equity Advisors Inc.18,075$605K0.5%-52.2%0.039%
4/24/2026Columbia Advisory Partners LLC45,586$1.53M1.0%+98.3%0.098%
4/23/2026Vicus Capital86,074$2.88M0.2%+3.3%0.185%
4/22/2026Patriot Financial Group Insurance Agency LLC24,738$828K0.0%+236.3%0.053%
4/22/2026Janney Montgomery Scott LLC31,224$1.05M0.0%+59.2%0.067%
4/21/2026Laurel Oak Wealth Management LLC221,398$7.41M1.2%+120.9%0.477%
4/21/2026Crown Wealth Group LLC936,959$31.36M9.2%-1.2%2.017%
4/21/2026Compass Advisory Group LLC859,423$28.76M7.7%+6.5%1.850%
4/21/2026Long Island Wealth Management Inc.241,412$8.08M3.7%-1.7%0.520%
4/21/2026Balance Wealth LLC10,286$344K0.1%-55.3%0.022%
4/21/2026KFG Wealth Management LLC149,099$4.99M0.6%+9.5%0.321%
4/21/2026Silver Oak Securities Incorporated38,893$1.30M0.1%-27.4%0.084%
4/20/2026Kestra Private Wealth Services LLC140,014$4.69M0.1%-16.8%0.301%
4/20/2026Blue Trust Inc.31,574$1.06M0.0%-8.6%0.068%
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
4/20/2026RFG Advisory LLC104,996$3.51M0.1%-6.2%0.226%
4/18/2026BCS Wealth Management31,123$1.04M0.2%-51.3%0.067%
4/17/2026Wealth Management Partners LLC13,025$436K0.1%+12.8%0.028%
4/17/2026Signal Advisors Wealth LLC9,245$309K0.0%+32.4%0.020%
4/17/2026Worth Asset Management LLC15,970$534K0.2%+77.9%0.034%
4/17/2026Sovereign Financial Group Inc.14,219$476K0.1%+17.2%0.031%
4/17/2026Summit Wealth Partners LLC15,226$510K0.1%N/A0.033%
4/17/2026Kure Advisory LLC711,047$23.80M13.0%+3.3%1.531%
4/17/2026Brookstone Capital Management915,556$30.64M0.4%-0.1%1.971%
4/16/2026Lee Johnson Capital Management LLC1,402,959$46.95M16.8%+70.7%3.020%


BALT Institutional Ownership - Frequently Asked Questions

During the previous two years, 292 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. ($66.47M), 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 283 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 20,243,245 shares in the last 24 months. This purchase volume represents approximately $674.61M in transactions.

Of the 82 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 3,125,491 shares in the last 24 months. This volume of shares sold represents approximately $104.45M 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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
On May 3rd, 2025, Warren Buffett looked at his shareholders for the last time and said: "The dollar is going t...
Decentralized Masters | Sponsoredtc pixel