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Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$30.90
-0.01 (-0.03%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator Defined Wealth Shield ETF (BATS:BALT)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$373.31M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$178.78M
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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
11/4/2024Sigma Planning Corp146,755$4.52M0.1%+39.0%0.675%
11/1/2024 Rovin Capital UT ADV70,514$2.17M0.8%-2.2%0.324%
11/1/2024 Comprehensive Financial Consultants Institutional Inc.68,519$2.11M0.8%+13.8%0.315%
10/28/2024 Gladstone Institutional Advisory LLC7,600$234K0.0%N/A0.035%
10/28/2024 Focus Financial Network Inc.24,125$744K0.0%+53.0%0.111%
10/25/2024 Capstone Triton Financial Group LLC82,879$2.56M1.6%-0.7%0.381%
10/25/2024 Mutual Advisors LLC244,434$7.57M0.2%-29.5%1.124%
10/25/2024 Strategic Blueprint LLC21,165$653K0.0%+31.6%0.097%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors22,473$693K0.1%+9.5%0.103%
10/24/2024 Arkadios Wealth Advisors50,436$1.56M0.1%+37.2%0.232%
10/23/2024 Allworth Financial LP12,142$374K0.0%+5.6%0.056%
10/23/2024 Silver Oak Securities Incorporated65,377$2.02M0.2%+18.1%0.301%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV206,948$6.38M1.4%+3,346.3%0.951%
10/23/2024 RiverTree Advisors LLC60,349$1.86M1.3%-3.7%0.277%
10/22/2024 Chris Bulman Inc70,608$2.18M1.5%+7.1%0.325%
10/21/2024 Foundations Investment Advisors LLC219,094$6.76M0.1%+136.4%1.007%
10/19/2024 ACT Advisors LLC.13,388$413K0.2%N/A0.062%
10/19/2024Financial Designs Corp180,328$5.56M3.6%-2.2%0.829%
10/18/2024Commonwealth Equity Services LLC1,061,399$32.72M0.0%+75.9%4.880%
10/18/2024Raymond James & Associates138,372$4.27M0.0%+10.3%0.636%
10/18/2024Continuum Wealth Advisors LLC6,503$200K0.1%N/A0.030%
10/18/2024Blue Trust Inc.9,975$300K0.0%-3.6%0.046%
10/17/2024Claro Advisors LLC3,948$122K0.0%-62.5%0.018%
10/17/2024BCS Wealth Management42,130$1.30M0.6%+4.0%0.194%
10/11/2024 Creative Planning13,267$409K0.0%N/A0.061%
10/10/2024 Concourse Financial Group Securities Inc.7,962$245K0.0%+43.6%0.037%
10/10/2024 CRA Financial Services LLC236,092$7.28M1.3%+9.3%1.085%
10/10/2024 Ritholtz Wealth Management37,123$1.15M0.0%-53.9%0.171%
10/9/2024 Fermata Advisors LLC12,526$386K0.1%+85.7%0.058%
10/8/2024 CWM LLC135,172$4.17M0.0%+26,096.1%0.621%
10/8/2024 O Connor Financial Group LLC18,074$557K0.3%+5.4%0.083%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors535,121$16.50M1.4%-12.3%2.460%
10/8/2024 Brookstone Capital Management623,561$19.22M0.3%-2.1%2.867%
10/4/2024 HBW Advisory Services LLC13,841$427K0.1%N/A0.064%
10/3/2024 Dominguez Wealth Management Solutions Inc.202,226$6.24M4.5%-3.7%0.930%
9/23/2024Centaurus Financial Inc.325,993$9.79M0.7%-18.5%1.499%
8/28/2024Souders Financial Advisors7,243$218K0.0%N/A0.033%
8/26/2024Wealthquest Corp1,368,881$41.11M5.3%-2.6%6.294%
8/22/2024Cetera Investment Advisers564,777$16.96M0.0%-15.3%2.597%
8/16/2024Regal Investment Advisors LLC30,645$920K0.1%+12.5%0.141%
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8/16/2024Sunbelt Securities Inc.381,928$11.47M1.2%+1.3%1.756%
8/16/2024NewEdge Advisors LLC32,493$976K0.0%+109.4%0.149%
8/16/2024Core Wealth Advisors Inc.82,770$2.49M0.9%+516.5%0.381%
8/15/2024Oliver Lagore Vanvalin Investment Group75,947$2.28M0.7%-42.3%0.349%
8/15/2024Delta Investment Management LLC16,521$496K0.1%-84.1%0.076%
8/13/2024 Capstone Triton Financial Group LLC83,432$2.51M1.8%-16.6%0.384%
8/13/2024Benjamin F. Edwards & Company Inc.5,238$157K0.0%-21.9%0.024%
8/10/2024 Madison Wealth Partners Inc33,841$1.02M0.3%+211.3%0.156%
8/8/2024Envestnet Asset Management Inc.1,689,443$50.73M0.0%-11.4%7.768%
8/8/2024CoreCap Advisors LLC41,280$1.24M0.1%N/A0.190%
8/7/2024 MGO One Seven LLC56,981$1.71M0.1%-54.4%0.262%
8/7/2024Ashton Thomas Private Wealth LLC1,077$32K0.0%N/A0.005%
8/6/2024 Ausdal Financial Partners Inc.11,975$360K0.0%N/A0.055%
8/6/2024 Chris Bulman Inc65,910$1.98M1.4%N/A0.303%
8/2/2024 Foundations Investment Advisors LLC92,660$2.78M0.1%+66.5%0.426%
8/1/2024 Ritholtz Wealth Management80,503$2.42M0.1%+3.3%0.370%
8/1/2024Claro Advisors LLC10,540$317K0.0%N/A0.048%
7/31/2024Commonwealth Equity Services LLC603,436$18.12M0.0%+47.3%2.774%
7/30/2024Integral Investment Advisors Inc.57,665$1.73M0.6%-64.2%0.265%
7/29/2024 Arkadios Wealth Advisors36,755$1.10M0.1%+1.2%0.169%
7/27/2024 Strategic Blueprint LLC16,080$483K0.0%+27.5%0.074%
7/26/2024Crown Wealth Group LLC275,310$8.27M4.1%-40.0%1.266%
7/26/2024Harbour Investments Inc.117,712$3.54M0.1%+82.6%0.541%
7/26/2024 Cambridge Investment Research Advisors Inc.177,981$5.35M0.0%+14.2%0.818%
7/26/2024Signature Estate & Investment Advisors LLC40,974$1.23M0.0%N/A0.188%
7/25/2024First Heartland Consultants Inc.9,889$297K0.0%N/A0.045%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,519$616K0.1%+14.0%0.094%
7/23/2024 Concourse Financial Group Securities Inc.5,546$167K0.0%+61.9%0.025%
7/22/2024Atria Wealth Solutions Inc.157,629$4.73M0.1%+45.1%0.725%
7/22/2024 Focus Financial Network Inc.15,770$477K0.0%N/A0.073%
7/20/2024 Milestone Asset Management LLC87,780$2.64M0.7%-79.5%0.404%
7/19/2024Raymond James & Associates125,426$3.77M0.0%+23.5%0.577%
7/18/2024 Brookstone Capital Management637,016$19.27M0.3%-4.2%2.929%
7/18/2024 Rovin Capital UT ADV72,091$2.17M0.9%-3.8%0.331%
7/18/2024 Miracle Mile Advisors LLC45,369$1.36M0.0%-56.6%0.209%
7/18/2024 Triad Wealth Partners LLC2,160$65K0.0%N/A0.010%
7/17/2024 Comprehensive Financial Consultants Institutional Inc.60,208$1.81M0.7%+172.8%0.277%
7/16/2024 Wealth Enhancement Advisory Services LLC21,596$649K0.0%+16.1%0.099%
7/16/2024 Maia Wealth LLC10,357$314K0.1%N/A0.048%
7/16/2024Financial Designs Corp184,419$5.54M3.8%-4.4%0.848%
7/15/2024RFG Advisory LLC69,059$2.07M0.1%+9.1%0.318%
7/12/2024 Diversify Advisory Services LLC34,650$1.05M0.1%-10.6%0.159%
7/12/2024 CRA Financial Services LLC215,927$6.48M1.3%+3.5%0.993%
7/11/2024 U.S. Capital Wealth Advisors LLC24,791$744K0.0%-8.8%0.114%
7/10/2024 Dominguez Wealth Management Solutions Inc.210,010$6.31M4.7%+6.5%0.966%
7/2/2024 Waller Financial Planning Group Inc.8,000$240K0.1%N/A0.037%
5/24/2024Cetera Advisors LLC217,075$6.35M0.1%+458.5%0.998%
5/24/2024Cetera Investment Advisers666,953$19.52M0.0%+140.3%3.066%
5/10/2024Osaic Holdings Inc.726,371$21.25M0.0%+0.1%3.340%
5/9/2024Kingsview Wealth Management LLC222,788$6.52M0.2%-82.9%1.024%
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5/9/2024Wealthquest Corp1,405,898$41.14M4.4%+345.6%6.464%
5/9/2024Delta Investment Management LLC103,779$3.04M0.7%+80.9%0.477%
5/9/2024 Koshinski Asset Management Inc.7,641$224K0.0%-33.6%0.035%
5/7/2024Sfmg LLC65,234$1.91M0.2%-1.4%0.300%
5/6/2024 Envestnet Portfolio Solutions Inc.9,448$276K0.0%N/A0.043%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors400,719$11.73M1.4%+14.0%1.842%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.22,071$646K0.3%+45.7%0.101%
5/2/2024 Lincoln National Corp348,296$10.19M0.2%+41.1%1.666%
5/2/2024Crown Wealth Group LLC459,024$13.43M6.9%+11.2%2.196%
5/1/2024 Concourse Financial Group Securities Inc.3,425$100K0.0%+325.5%0.016%
(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, 121 institutional investors and hedge funds held shares of Innovator Defined Wealth Shield ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($50.73M), Wealthquest Corp ($41.11M), Commonwealth Equity Services LLC ($32.72M), Osaic Holdings Inc. ($21.25M), Advisor Group Holdings Inc. ($19.43M), Brookstone Capital Management ($19.22M), and Cetera Investment Advisers ($16.96M).Learn more on BALT's institutional investors.

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

Of the 107 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: Foundations Investment Advisors LLC ($3.04M), Milestone Asset Management LLC ($2.91M), Envestnet Asset Management Inc. ($1.78M), Wealthquest Corp ($1.40M), Kingsview Wealth Management LLC ($1.22M), Commonwealth Equity Services LLC ($800.63K), and Miracle Mile Advisors LLC ($410.15K).

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

Institutional investors have bought a total of 19,445,508 shares in the last 24 months. This purchase volume represents approximately $550.06M in transactions.

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

Of the 62 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 ($1.09M), Miracle Mile Advisors LLC ($364.78K), Compass Advisory Group LLC ($344.41K), Commonwealth Equity Services LLC ($338.58K), Envestnet Asset Management Inc. ($261.70K), and Crown Wealth Group LLC ($214.75K).

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

Institutional investors have sold a total of 7,801,651 shares in the last 24 months. This volume of shares sold represents approximately $225.95M in transactions.


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This page (BATS:BALT) was last updated on 11/4/2024 by MarketBeat.com Staff
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