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Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$34.02 +0.01 (+0.03%)
As of 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)
238
Total
Institutional Inflows
(last 12 months)
$877.14M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$119.84M
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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
5/6/2026Fiscal 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%
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%
3/17/2026Rockefeller 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%
2/23/2026Sonoma 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%
2/19/2026 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%
2/18/2026Virtue 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%
2/18/2026IHT 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%
2/17/2026Cetera Investment Advisers1,528,969$51.24M0.1%+22.7%3.292%
2/17/2026Equitable Holdings Inc.105,359$3.53M0.0%N/A0.227%
2/17/2026Osaic Holdings Inc.2,441,139$81.80M0.1%+4.8%5.255%
2/17/2026Advisory Services Network LLC29,457$987K0.0%+46.6%0.063%
2/17/2026Guardian Wealth Advisors LLC NC8,150$273K0.0%N/A0.018%
2/17/2026Captrust Financial Advisors51,772$1.74M0.0%+14.5%0.111%
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%
2/16/2026Financial Network Wealth Advisors LLC10,661$357K0.4%+10.3%0.023%
2/16/2026Glen Eagle Advisors LLC376,167$12.61M1.7%+11.0%0.810%
2/16/2026Arax Advisory Partners8,746$293K0.0%N/A0.019%
2/16/2026Aptus Capital Advisors LLC232,706$7.80M0.1%N/A0.501%
2/13/2026Arete Wealth Advisors LLC21,083$706K0.0%+1.6%0.045%
2/13/2026CreativeOne 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%
2/13/2026Visionary Wealth Advisors372,679$12.49M0.6%+17.2%0.802%
2/13/2026WPWealth LLP34,410$1.15M0.2%+13.5%0.074%
2/13/2026Arkadios Wealth Advisors28,426$953K0.0%-8.7%0.061%
2/13/2026Ausdal Financial Partners Inc.135,447$4.54M0.2%+136.0%0.292%
2/12/2026 Laurel Oak Wealth Management LLC100,235$3.36M0.6%N/A0.216%
2/12/2026Reliant Wealth Planning977,177$32.75M10.2%+2.1%2.104%
2/12/2026Jane Street Group LLC256,318$8.59M0.0%N/A0.552%
2/12/2026Orion Porfolio Solutions LLC1,011,450$33.89M0.2%+4.7%2.178%
2/12/2026TopTier Wealth Management LLC29,216$979K0.7%N/A0.063%
2/12/2026Triumph Capital Management46,964$1.57M0.3%-18.9%0.101%
2/12/2026 Commonwealth Equity Services LLC1,106,838$37.09M0.0%+8.7%2.383%
2/12/2026Virtue Capital Management LLC44,692$1.50M0.0%+76.6%0.096%
2/12/2026JT Stratford LLC48,940$1.64M0.2%+37.1%0.105%
2/12/2026 Sykon Capital LLC18,910$634K0.2%+34.2%0.041%
2/12/2026Steward Partners Investment Advisory LLC121,505$4.07M0.0%+5.1%0.262%
2/12/2026Betterment LLC20,160$676K0.0%+219.5%0.043%


BALT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BALT shares?

During the previous two years, 289 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 ($51.24M), and Lee Johnson Capital Management LLC ($46.95M).Learn more on Innovator Defined Wealth Shield ETF's institutional investors.

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

Of the 280 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), Wealthquest Corp ($3.16M), Raymond James Financial Inc. ($3.05M), Kingsview Wealth Management LLC ($2.27M), Lee Johnson Capital Management LLC ($1.43M), Cetera Investment Advisers ($1.20M), and Foundations Investment Advisors LLC ($1.19M).

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

Institutional investors have bought a total of 26,713,781 shares in the last 24 months. This purchase volume represents approximately $877.14M in transactions.

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

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), Commonwealth Equity Services LLC ($116.68K), and Legacy Wealth Managment LLC ID ($98.03K).

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

Institutional investors have sold a total of 3,640,015 shares in the last 24 months. This volume of shares sold represents approximately $119.84M in transactions.


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This page (BATS:BALT) was last updated on 5/6/2026 by MarketBeat.com Staff.
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