Free Trial
→ $2 Trillion Disappears Because of Fed's Secretive New Move (From Stansberry Research) (Ad) Free BALT Stock Alerts

Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$31.48 +0.05 (+0.16%)
As of 11:30 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$412.43M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$222.64M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/25/2025 Integrated Advisors Network LLC8,624$271K0.0%N/A0.040%
2/18/2025 Sunbelt Securities Inc.421,744$13.25M1.2%+10.3%1.939%
2/18/2025 First Heartland Consultants Inc.22,083$694K0.1%+36.6%0.102%
2/18/2025 Glen Eagle Advisors LLC194,310$6.11M1.0%+98.1%0.893%
2/17/2025 Visionary Wealth Advisors116,014$3.65M0.2%+3.1%0.533%
2/17/2025 CoreCap Advisors LLC39,852$1.25M0.1%-1.0%0.183%
2/17/2025 Cetera Investment Advisers767,323$24.11M0.1%+28.2%3.528%
2/17/2025 Brown Wealth Management LLC138,183$4.34M1.5%+33.1%0.635%
2/14/2025 Gallagher Fiduciary Advisors LLC38,631$1.21M0.2%+190.5%0.178%
2/14/2025 Bison Wealth LLC41,232$1.30M0.3%+73.5%0.190%
2/14/2025 Triumph Capital Management56,163$1.77M0.6%+104.4%0.258%
2/14/2025 Long Island Wealth Management Inc.154,821$4.86M3.0%+238.2%0.712%
2/14/2025 Beacon Pointe Advisors LLC52,268$1.64M0.0%+10.6%0.240%
2/14/2025 Capital Analysts LLC52,250$1.64M0.1%-7.5%0.240%
2/14/2025 Core Wealth Advisors Inc.109,980$3.46M1.1%+19.1%0.506%
2/14/2025 MGO One Seven LLC46,121$1.45M0.1%-3.9%0.212%
2/14/2025 OneDigital Investment Advisors LLC25,700$807K0.0%+2.8%0.118%
2/14/2025 MML Investors Services LLC95,530$3.00M0.0%+94.3%0.439%
2/14/2025 Freedom Investment Management Inc.8,430$265K0.0%-7.6%0.039%
2/14/2025 Concourse Financial Group Securities Inc.9,489$301K0.0%+19.2%0.044%
2/13/2025 NewEdge Advisors LLC40,445$1.27M0.0%+55.0%0.186%
2/13/2025 Mariner LLC26,569$835K0.0%-26.3%0.122%
2/13/2025 Townsquare Capital LLC166,064$5.22M0.1%+60.0%0.764%
2/13/2025 Raymond James Financial Inc.794,745$24.97M0.0%N/A3.654%
2/13/2025 Trek Financial LLC131,141$4.12M0.3%+3.6%0.603%
2/13/2025 Envestnet Asset Management Inc.1,590,590$49.98M0.0%-7.7%7.313%
2/13/2025 Wells Fargo & Company MN818$26K0.0%N/A0.004%
2/13/2025 Smith Moore & CO.16,278$511K0.0%+27.1%0.075%
2/12/2025 World Investment Advisors109,000$3.43M0.1%-2.7%0.501%
2/12/2025 Cannon Advisors Inc.68,042$2.14M1.8%+9.3%0.313%
2/12/2025 NBZ Investment Advisors LLC395,268$12.42M6.9%N/A1.817%
2/12/2025 Orion Portfolio Solutions LLC59,601$1.87M0.0%+322.3%0.274%
2/12/2025 Blair William & Co. IL1,200$38K0.0%N/A0.006%
2/12/2025 Ausdal Financial Partners Inc.21,388$672K0.1%+25.5%0.098%
2/11/2025 Signature Estate & Investment Advisors LLC50,266$1.58M0.0%-7.8%0.231%
2/11/2025 WorthPointe LLC8,028$252K0.1%-41.6%0.037%
2/11/2025 LPL Financial LLC104,017$3.27M0.0%+289.0%0.478%
2/11/2025 Sfmg LLC82,301$2.59M0.2%+26.1%0.378%
2/10/2025 Harbour Investments Inc.166,060$5.22M0.1%+24.4%0.763%
2/10/2025 Commonwealth Equity Services LLC1,110,130$34.88M0.1%+4.6%5.104%
Three new patents reveal Elon and Trump’s secret “Project America” (Ad)

Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR! He says these 5 stocks are trading for less than $2 right now… But they could soon SOAR in Trump’s first 100 days.

Get the names and tickers now for $1
2/10/2025 Madison Wealth Partners Inc35,491$1.12M0.3%+3.4%0.163%
2/10/2025 Avantax Advisory Services Inc.37,141$1.17M0.0%+402.8%0.171%
2/10/2025 Capasso Planning Partners LLC19,128$601K0.2%+7.8%0.088%
2/7/2025 HighTower Advisors LLC35,515$1.12M0.0%+3.9%0.163%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors17,817$560K0.1%-20.7%0.082%
2/6/2025 Raymond James Financial Inc.794,745$24.97M0.0%N/A3.654%
2/6/2025 Vantage Financial Partners LLC28,498$895K0.2%+24.4%0.131%
2/6/2025 Triad Wealth Partners LLC10,030$315K0.1%N/A0.046%
2/6/2025 Wealth Advisory Solutions LLC18,618$585K0.2%+27.9%0.086%
2/6/2025 Steward Partners Investment Advisory LLC14,081$442K0.0%+79.4%0.065%
2/5/2025 SRS Capital Advisors Inc.7,512$236K0.0%N/A0.035%
2/5/2025 Maia Wealth LLC13,781$436K0.1%+37.1%0.063%
2/5/2025 Noble Wealth Management PBC15,740$495K0.3%N/A0.072%
2/5/2025 Crown Wealth Group LLC636,953$20.01M8.1%+2.8%2.929%
2/5/2025 Whipplewood Advisors LLC68,538$2.15M1.2%N/A0.315%
2/4/2025 Prasad Wealth Partners LLC28,675$901K0.3%N/A0.132%
2/4/2025 WealthShield Partners LLC2,092$66K0.0%-20.1%0.010%
2/4/2025 Partners Wealth Management LLC13,672$430K0.5%N/A0.063%
2/4/2025 Integral Investment Advisors Inc.55,471$1.74M0.6%-2.1%0.255%
2/3/2025 Sigma Planning Corp188,301$5.92M0.2%+28.3%0.866%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors642,751$20.20M0.7%+20.1%2.955%
1/31/2025 CRA Financial Services LLC255,467$8.03M1.4%+8.2%1.175%
1/31/2025 Atria Wealth Solutions Inc.227,684$7.15M0.1%+37.0%1.047%
1/31/2025 Truist Financial Corp52,487$1.65M0.0%+2.6%0.241%
1/31/2025 Woodard & Co. Asset Management Group Inc. ADV15,255$479K0.1%-92.6%0.070%
1/31/2025 Sanctuary Advisors LLC8,969$285K0.0%N/A0.041%
1/30/2025 Allworth Financial LP25,674$813K0.0%+111.4%0.118%
1/30/2025 Palumbo Wealth Management LLC7,123$224K0.1%N/A0.033%
1/30/2025 Blue Trust Inc.29,693$933K0.0%+197.7%0.137%
1/29/2025 Beacon Financial Group17,886$562K0.1%N/A0.082%
1/29/2025 Sovran Advisors LLC218,454$6.87M1.0%N/A1.004%
1/29/2025 Focus Financial Network Inc.25,015$786K0.0%+3.7%0.115%
1/29/2025 Pachira Investments Inc.14,627$460K0.3%N/A0.067%
1/29/2025 Paladin Wealth LLC9,154$288K0.2%N/A0.042%
1/29/2025 Comprehensive Financial Planning Inc. PA58,031$1.82M1.5%N/A0.267%
1/28/2025 Kingsview Wealth Management LLC176,790$5.56M0.1%-89.3%0.813%
1/28/2025 Prairie Wealth Advisors Inc.95,325$3.00M1.4%N/A0.438%
1/27/2025 Silver Oak Securities Incorporated74,663$2.35M0.2%+14.2%0.343%
1/27/2025 Stratos Wealth Advisors LLC42,437$1.33M0.1%+117.7%0.195%
1/24/2025 U.S. Capital Wealth Advisors LLC29,966$942K0.0%+25.4%0.138%
1/24/2025 Compass Advisory Group LLC654,883$20.58M7.4%+1,309.4%3.011%
1/24/2025 Comprehensive Financial Consultants Institutional Inc.75,998$2.39M0.9%+10.9%0.349%
1/23/2025 Capital Investment Advisory Services LLC52,756$1.66M0.2%+50.8%0.243%
1/23/2025 Milestone Asset Management LLC111,398$3.50M0.8%+7.6%0.512%
1/23/2025 Applied Capital LLC10,066$316K0.2%N/A0.046%
1/23/2025 Strategic Blueprint LLC215,593$6.77M0.4%+918.6%0.991%
1/22/2025 Foundations Investment Advisors LLC199,068$6.26M0.1%-9.1%0.915%
1/21/2025 Gradient Investments LLC548,162$17.22M0.3%N/A2.520%
1/21/2025 Encompass More Asset Management15,224$478K0.2%+34.5%0.070%
1/21/2025 RFG Advisory LLC83,682$2.63M0.1%+14.8%0.385%
Three new patents reveal Elon and Trump’s secret “Project America” (Ad)

Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR! He says these 5 stocks are trading for less than $2 right now… But they could soon SOAR in Trump’s first 100 days.

Get the names and tickers now for $1
1/21/2025 Financial Designs Corp177,816$5.59M3.7%-1.4%0.818%
1/17/2025 D.B. Root & Company LLC7,361$231K0.1%N/A0.034%
1/16/2025 Wealthquest Corp3,079,887$96.77M7.9%+49.6%14.160%
1/16/2025 RiverTree Advisors LLC32,405$1.02M0.7%-46.3%0.149%
1/15/2025 Ameritas Advisory Services LLC20,955$658K0.0%N/A0.096%
1/15/2025 Arkadios Wealth Advisors43,634$1.37M0.1%-13.5%0.201%
1/15/2025 Dominguez Wealth Management Solutions Inc.203,314$6.39M4.7%+0.5%0.935%
1/15/2025 Wealthcare Advisory Partners LLC432,418$13.59M0.4%+6.5%1.988%
1/15/2025 Central Valley Advisors LLC291,413$9.16M4.2%N/A1.340%
1/15/2025 Fermata Advisors LLC10,638$334K0.1%-15.1%0.049%
(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, 165 institutional investors and hedge funds held shares of Innovator Defined Wealth Shield ETF. The most heavily invested institutionals were Wealthquest Corp ($96.77M), Envestnet Asset Management Inc. ($49.98M), Commonwealth Equity Services LLC ($34.88M), Raymond James Financial Inc. ($24.97M), Cetera Investment Advisers ($24.11M), Osaic Holdings Inc. ($21.25M), and Compass Advisory Group LLC ($20.58M).Learn more on BALT's institutional investors.

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

Of the 150 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: Wealthquest Corp ($3.06M), Foundations Investment Advisors LLC ($3.04M), Milestone Asset Management LLC ($2.92M), Kingsview Wealth Management LLC ($2.66M), Raymond James Financial Inc. ($1.59M), Commonwealth Equity Services LLC ($849.36K), and Compass Advisory Group LLC ($608.42K).

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

Institutional investors have bought a total of 25,315,916 shares in the last 24 months. This purchase volume represents approximately $748.83M in transactions.

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

Of the 67 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 ($2.83M), Kingsview Wealth Management LLC ($2.56M), Envestnet Asset Management Inc. ($394.77K), Miracle Mile Advisors LLC ($366.15K), Compass Advisory Group LLC ($344.41K), Commonwealth Equity Services LLC ($281.76K), and Woodard & Co. Asset Management Group Inc. ADV ($191.69K).

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

Institutional investors have sold a total of 9,352,364 shares in the last 24 months. This volume of shares sold represents approximately $276.49M in transactions.


Related Companies

This page (BATS:BALT) was last updated on 3/4/2025 by MarketBeat.com Staff
From Our Partners
77 Hedge Funds Are Betting On This Off-Radar Mineral
With surging prices... supply shortages... and growing demand, hedge funds are betting big on potash. In fa...
The Tomorrow Investor | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Leaked Trump video exposes his secret stocks
Ten investments secretly owned by Trump’s biggest backers. Ten investments intrinsically tied to the polici...
Porter & Company | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Three new patents reveal Elon and Trump’s secret “Project America”
Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR!...
Timothy Sykes | Sponsored
Trump’s Victory Could Spark Major Gains for Gold – Don’t Miss Out
This "Patriot's Tax Shield" lets you defend your wealth with real, solid gold. Our exclusive, free wealth pr...
American Alternative | Sponsored