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Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$31.10 -0.34 (-1.08%)
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Institutional Ownership Changes (13F Filings) for Innovator Defined Wealth Shield ETF (BATS:BALT)

Number of
Institutional Buyers
(last 12 months)
130
Total
Institutional Inflows
(last 12 months)
$443.10M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$215.53M
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BALT Institutional Buying and Selling by Quarter

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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
4/16/2025CRA Financial Services LLC273,747$8.59M1.5%+7.2%0.645%
4/16/2025Wealth Enhancement Advisory Services LLC16,611$521K0.0%N/A0.039%
4/15/2025 Noble Wealth Management PBC18,540$582K0.4%+17.8%0.044%
4/15/2025 Chris Bulman Inc65,382$2.05M1.3%-2.3%0.154%
4/15/2025 Focus Financial Network Inc.59,914$1.88M0.1%+139.5%0.141%
4/15/2025 Integrated Advisors Network LLC14,915$468K0.0%+72.9%0.035%
4/15/2025 Central Valley Advisors LLC311,337$9.77M3.7%+6.8%0.734%
4/15/2025 Wealthcare Advisory Partners LLC470,620$14.77M0.4%+8.8%1.109%
4/14/2025 Farther Finance Advisors LLC49,352$1.55M0.0%N/A0.116%
4/14/2025 Financial Designs Corp182,581$5.73M4.0%+2.7%0.430%
4/14/2025 BCS Wealth Management45,526$1.43M0.4%+5.3%0.107%
4/11/2025 KFG Wealth Management LLC43,981$1.38M0.3%N/A0.104%
4/11/2025 Signal Advisors Wealth LLC8,770$275K0.0%+17.2%0.021%
4/10/2025 Fermata Advisors LLC18,685$586K0.1%+75.6%0.044%
4/10/2025 Beacon Financial Group74,843$2.35M0.3%+318.4%0.176%
4/10/2025 CGN Advisors LLC19,113$600K0.1%N/A0.045%
4/10/2025 Kure Advisory LLC583,580$18.31M13.8%N/A1.375%
4/9/2025 RFG Advisory LLC142,603$4.48M0.1%+70.4%0.336%
4/9/2025 HBW Advisory Services LLC21,643$679K0.1%+44.0%0.051%
4/9/2025 Merit Financial Group LLC23,379$734K0.0%-1.8%0.055%
4/9/2025 Gradient Investments LLC559,401$17.55M0.4%+2.1%1.318%
4/9/2025 NBC Securities Inc.7,459$234K0.0%N/A0.018%
4/7/2025 O Connor Financial Group LLC19,632$616K0.3%+7.3%0.046%
3/12/2025Centaurus Financial Inc.407,857$12.82M0.8%+10.9%1.075%
3/10/2025Capstone Triton Financial Group LLC77,395$2.43M1.5%-6.6%0.204%
2/25/2025 Integrated Advisors Network LLC8,624$271K0.0%N/A0.040%
2/18/2025Sunbelt Securities Inc.421,744$13.25M1.2%+10.3%1.939%
2/18/2025First Heartland Consultants Inc.22,083$694K0.1%+36.6%0.102%
2/18/2025Glen Eagle Advisors LLC194,310$6.11M1.0%+98.1%0.893%
2/17/2025Visionary Wealth Advisors116,014$3.65M0.2%+3.1%0.533%
2/17/2025CoreCap Advisors LLC39,852$1.25M0.1%-1.0%0.183%
2/17/2025Cetera Investment Advisers767,323$24.11M0.1%+28.2%3.528%
2/17/2025Brown Wealth Management LLC138,183$4.34M1.5%+33.1%0.635%
2/14/2025Gallagher Fiduciary Advisors LLC38,631$1.21M0.2%+190.5%0.178%
2/14/2025Bison Wealth LLC41,232$1.30M0.3%+73.5%0.190%
2/14/2025Triumph Capital Management56,163$1.77M0.6%+104.4%0.258%
2/14/2025Long Island Wealth Management Inc.154,821$4.86M3.0%+238.2%0.712%
2/14/2025Beacon Pointe Advisors LLC52,268$1.64M0.0%+10.6%0.240%
2/14/2025Capital Analysts LLC52,250$1.64M0.1%-7.5%0.240%
2/14/2025Core Wealth Advisors Inc.109,980$3.46M1.1%+19.1%0.506%
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2/14/2025MGO One Seven LLC46,121$1.45M0.1%-3.9%0.212%
2/14/2025OneDigital Investment Advisors LLC25,700$807K0.0%+2.8%0.118%
2/14/2025MML Investors Services LLC95,530$3.00M0.0%+94.3%0.439%
2/14/2025Freedom Investment Management Inc.8,430$265K0.0%-7.6%0.039%
2/14/2025Concourse Financial Group Securities Inc.9,489$301K0.0%+19.2%0.044%
2/13/2025NewEdge Advisors LLC40,445$1.27M0.0%+55.0%0.186%
2/13/2025Mariner LLC26,569$835K0.0%-26.3%0.122%
2/13/2025Townsquare Capital LLC166,064$5.22M0.1%+60.0%0.764%
2/13/2025Raymond James Financial Inc.794,745$24.97M0.0%N/A3.654%
2/13/2025Trek Financial LLC131,141$4.12M0.3%+3.6%0.603%
2/13/2025Envestnet Asset Management Inc.1,590,590$49.98M0.0%-7.7%7.313%
2/13/2025Wells Fargo & Company MN818$26K0.0%N/A0.004%
2/13/2025Smith Moore & CO.16,278$511K0.0%+27.1%0.075%
2/12/2025World Investment Advisors109,000$3.43M0.1%-2.7%0.501%
2/12/2025Cannon Advisors Inc.68,042$2.14M1.8%+9.3%0.313%
2/12/2025NBZ Investment Advisors LLC395,268$12.42M6.9%N/A1.817%
2/12/2025Orion Portfolio Solutions LLC59,601$1.87M0.0%+322.3%0.274%
2/12/2025Blair William & Co. IL1,200$38K0.0%N/A0.006%
2/12/2025Ausdal Financial Partners Inc.21,388$672K0.1%+25.5%0.098%
2/11/2025Signature Estate & Investment Advisors LLC50,266$1.58M0.0%-7.8%0.231%
2/11/2025WorthPointe LLC8,028$252K0.1%-41.6%0.037%
2/11/2025LPL Financial LLC104,017$3.27M0.0%+289.0%0.478%
2/11/2025Sfmg LLC82,301$2.59M0.2%+26.1%0.378%
2/10/2025Harbour Investments Inc.166,060$5.22M0.1%+24.4%0.763%
2/10/2025Commonwealth Equity Services LLC1,110,130$34.88M0.1%+4.6%5.104%
2/10/2025Madison Wealth Partners Inc35,491$1.12M0.3%+3.4%0.163%
2/10/2025Avantax Advisory Services Inc.37,141$1.17M0.0%+402.8%0.171%
2/10/2025Capasso Planning Partners LLC19,128$601K0.2%+7.8%0.088%
2/7/2025HighTower Advisors LLC35,515$1.12M0.0%+3.9%0.163%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors17,817$560K0.1%-20.7%0.082%
2/6/2025Raymond James Financial Inc.794,745$24.97M0.0%N/A3.654%
2/6/2025Vantage Financial Partners LLC28,498$895K0.2%+24.4%0.131%
2/6/2025Triad Wealth Partners LLC10,030$315K0.1%N/A0.046%
2/6/2025Wealth Advisory Solutions LLC18,618$585K0.2%+27.9%0.086%
2/6/2025Steward Partners Investment Advisory LLC14,081$442K0.0%+79.4%0.065%
2/5/2025SRS Capital Advisors Inc.7,512$236K0.0%N/A0.035%
2/5/2025Maia Wealth LLC13,781$436K0.1%+37.1%0.063%
2/5/2025 Noble Wealth Management PBC15,740$495K0.3%N/A0.072%
2/5/2025Crown Wealth Group LLC636,953$20.01M8.1%+2.8%2.929%
2/5/2025 Whipplewood Advisors LLC68,538$2.15M1.2%N/A0.315%
2/4/2025Prasad Wealth Partners LLC28,675$901K0.3%N/A0.132%
2/4/2025WealthShield Partners LLC2,092$66K0.0%-20.1%0.010%
2/4/2025Partners 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%
2/3/2025Sigma Planning Corp188,301$5.92M0.2%+28.3%0.866%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors642,751$20.20M0.7%+20.1%2.955%
1/31/2025CRA Financial Services LLC255,467$8.03M1.4%+8.2%1.175%
1/31/2025Atria Wealth Solutions Inc.227,684$7.15M0.1%+37.0%1.047%
1/31/2025Truist Financial Corp52,487$1.65M0.0%+2.6%0.241%
1/31/2025Woodard & Co. Asset Management Group Inc. ADV15,255$479K0.1%-92.6%0.070%
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Click here to access this emergency briefing BEFORE the next tariff announcement...
1/31/2025Sanctuary Advisors LLC8,969$285K0.0%N/A0.041%
1/30/2025Allworth Financial LP25,674$813K0.0%+111.4%0.118%
1/30/2025Palumbo Wealth Management LLC7,123$224K0.1%N/A0.033%
1/30/2025Blue Trust Inc.29,693$933K0.0%+197.7%0.137%
1/29/2025 Beacon Financial Group17,886$562K0.1%N/A0.082%
1/29/2025Sovran Advisors LLC218,454$6.87M1.0%N/A1.004%
1/29/2025 Focus Financial Network Inc.25,015$786K0.0%+3.7%0.115%
1/29/2025Pachira Investments Inc.14,627$460K0.3%N/A0.067%
1/29/2025 Paladin Wealth LLC9,154$288K0.2%N/A0.042%
1/29/2025Comprehensive Financial Planning Inc. PA58,031$1.82M1.5%N/A0.267%
(Data available from 1/1/2016 forward)

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BALT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BALT shares?

During the previous two years, 171 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 155 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 26,262,123 shares in the last 24 months. This purchase volume represents approximately $778.89M in transactions.

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

Of the 69 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 9,344,105 shares in the last 24 months. This volume of shares sold represents approximately $276.30M in transactions.


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This page (BATS:BALT) was last updated on 4/16/2025 by MarketBeat.com Staff
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