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Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$34.35 +0.01 (+0.03%)
As of 07/28/2026 04:10 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)
229
Total
Institutional Inflows
(last 12 months)
$750.98M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$127.26M
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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
7/10/2026 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%
6/3/2026NewEdge Advisors LLC501,834$16.79M0.1%-16.4%1.080%
5/19/2026GTS 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%
5/19/2026Arkadios Wealth Advisors31,970$1.07M0.0%+12.5%0.069%
5/18/2026Sunbelt Securities Inc.467,920$15.66M1.0%+2.2%1.007%
5/18/2026 EverSource 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%
5/15/2026 Vawter 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%
5/6/2026 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%
5/5/2026Collaborative 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%
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5/4/2026Archer 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%
5/4/2026NWF 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%
4/30/2026 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%
4/30/2026Kestra 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%
4/28/2026 Integral 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%
4/27/2026 Private 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%
4/27/2026 Sound 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%
4/24/2026 Columbia Advisory Partners LLC45,586$1.53M1.0%+98.3%0.098%
4/23/2026Vicus Capital86,074$2.88M0.2%+3.3%0.185%
4/22/2026 Patriot 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%
4/21/2026 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%
4/21/2026Compass 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%
4/21/2026 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%
4/21/2026Silver 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%
4/20/2026 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%
4/17/2026Signal 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%
4/17/2026Summit Wealth Partners LLC15,226$510K0.1%N/A0.033%
4/17/2026Kure Advisory LLC711,047$23.80M13.0%+3.3%1.531%
4/17/2026 Brookstone 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%
4/16/2026 Cambridge Advisors Inc.10,004$335K0.1%+4.7%0.022%
4/16/2026Ballast Rock Private Wealth LLC131,547$4.40M2.4%+50.5%0.283%
4/16/2026Triad 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%
3/17/2026Rockefeller Capital Management L.P.75,100$2.52M0.0%+4,189.0%0.162%
3/13/2026World Investment Advisors334,786$11.22M0.2%+194.9%0.721%
3/3/2026NWF Advisory Services Inc.8,013$269K0.0%+31.0%0.017%
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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%
2/19/2026BFI Wealth Solutions LLC22,515$754K0.7%N/A0.048%
2/19/2026ATX Financial Planning LLC271,401$9.10M7.0%N/A0.584%
2/19/2026Axxcess Wealth Management LLC173,873$5.83M0.1%N/A0.374%
2/18/2026Virtue Capital Management LLC7,798$262K0.0%+186.8%0.017%
2/18/2026Beacon Pointe Advisors LLC63,216$2.12M0.0%+5.6%0.136%
2/18/2026CacheTech Inc.19,915$667K0.1%N/A0.043%
2/18/2026NewEdge Advisors LLC599,928$20.10M0.1%+45.5%1.292%
2/18/2026Maia Wealth LLC17,634$593K0.1%-2.7%0.038%


BALT Institutional Ownership - Frequently Asked Questions

During the previous two years, 294 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 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 ($1.19M), and Reliant Wealth Planning ($1.01M).

Institutional investors have bought a total of 23,023,858 shares in the last 24 months. This purchase volume represents approximately $762.57M in transactions.

Of the 87 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), CoreCap Advisors LLC ($375.41K), Raymond James Financial Inc. ($150.19K), 4J Wealth Management LLC ($147.09K), Envestnet Asset Management Inc. ($117.07K), and NewEdge Advisors LLC ($98.09K).

Institutional investors have sold a total of 3,902,861 shares in the last 24 months. This volume of shares sold represents approximately $129.35M in transactions.


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This page (BATS:BALT) was last updated on 7/29/2026 by MarketBeat.com Staff.
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