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Innovator Defined Wealth Shield ETF (BALT) Institutional Ownership

Innovator Defined Wealth Shield ETF logo
$32.66 +1.75 (+5.64%)
Closing price 09/9/2025 03:56 PM Eastern
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$32.66 0.00 (0.00%)
As of 09/9/2025 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)
189
Total
Institutional Inflows
(last 12 months)
$708.38M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$108.14M
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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
9/4/2025Osaic Holdings Inc.2,306,222$73.98M0.1%+29.8%4.965%
8/29/2025Centaurus Financial Inc.460,547$14.77M0.9%+9.9%0.991%
8/27/2025Orion Porfolio Solutions LLC841,791$27.01M0.2%+42.0%1.812%
8/19/2025Advisory Services Network LLC20,156$651K0.0%N/A0.043%
8/15/2025Nikulski Financial Inc.7,700$247K0.1%+10.3%0.017%
8/15/2025Visionary Wealth Advisors165,193$5.30M0.3%+13.2%0.356%
8/15/2025Orion Porfolio Solutions LLC841,791$27.01M0.2%+42.0%1.812%
8/15/2025MML Investors Services LLC190,595$6.11M0.0%-9.4%0.410%
8/15/2025Modern Wealth Management LLC9,224$296K0.0%+42.1%0.020%
8/15/2025Gallagher Fiduciary Advisors LLC49,966$1.60M0.0%+9.0%0.108%
8/15/2025Benjamin Edwards Inc.33,617$1.08M0.0%N/A0.072%
8/14/2025Ausdal Financial Partners Inc.34,396$1.10M0.1%+18.1%0.074%
8/14/2025Raymond James Financial Inc.1,690,579$54.23M0.0%-8.2%3.640%
8/14/2025NewEdge Advisors LLC97,208$3.12M0.0%+105.2%0.209%
8/14/2025Balance Wealth LLC25,601$821K0.5%+19.7%0.055%
8/13/2025Trek Financial LLC135,559$4.35M0.3%+5.6%0.292%
8/13/2025JT Stratford LLC33,145$1.06M0.2%N/A0.071%
8/13/2025Beacon Pointe Advisors LLC54,794$1.76M0.0%+4.5%0.118%
8/13/2025Holos Integrated Wealth LLC146,428$4.75M2.9%+12.8%0.315%
8/13/2025Smith Moore & CO.18,278$586K0.0%+6.1%0.039%
8/13/2025Wealthquest Corp3,153,269$101.16M8.0%-8.4%6.789%
8/13/2025Virtue Capital Management LLC16,021$514K0.1%N/A0.034%
8/13/2025Maia Wealth LLC14,455$464K0.1%+4.7%0.031%
8/12/2025Steward Partners Investment Advisory LLC111,563$3.58M0.0%+120.1%0.240%
8/12/2025CreativeOne Wealth LLC26,031$835K0.0%N/A0.056%
8/12/2025Reliant Wealth Planning36,443$1.17M0.5%N/A0.078%
8/11/2025Brown Wealth Management LLC133,494$4.28M1.3%-0.3%0.287%
8/11/2025Sykon Capital LLC10,129$325K0.1%+40.2%0.022%
8/11/2025Rothschild Investment LLC48,800$1.57M0.1%N/A0.105%
8/11/2025Cannon Advisors Inc.71,001$2.28M1.8%+4.9%0.153%
8/8/2025Kingsview Wealth Management LLC533,353$17.11M0.3%+51.8%1.148%
8/8/2025Cetera Investment Advisers1,072,378$34.40M0.1%+50.7%2.309%
8/8/2025Foundations Investment Advisors LLC268,323$8.61M0.1%+28.9%0.578%
8/8/2025CFO4Life Group LLC10,856$348K0.1%-68.7%0.023%
8/8/2025Comprehensive Financial Planning Inc. PA58,795$1.89M1.5%+2.3%0.127%
8/8/2025Advyzon Investment Management LLC16,246$521K0.1%N/A0.035%
8/7/2025Allworth Financial LP33,851$1.09M0.0%+31.7%0.073%
8/7/2025PFG Advisors39,854$1.28M0.0%N/A0.086%
8/6/2025AE Wealth Management LLC494,367$15.86M0.1%+175.5%1.064%
8/6/2025Legacy Wealth Managment LLC ID2,485$80K0.0%-97.5%0.005%
8/6/2025Wedbush Securities Inc.11,450$367K0.0%N/A0.025%
8/6/2025Rovin Capital UT ADV86,736$2.78M0.8%+5.4%0.187%
8/6/2025Vestmark Advisory Solutions Inc.8,345$268K0.0%+14.4%0.018%
8/5/2025Claro Advisors LLC29,795$956K0.2%+8.0%0.064%
8/5/2025Milestone Asset Management LLC110,095$3.53M0.7%-1.3%0.237%
8/5/2025Code Waechter LLC93,416$3.00M2.1%+10.2%0.201%
8/5/2025Sigma Planning Corp303,152$9.73M0.3%+56.4%0.653%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors821,790$26.36M2.5%+3.6%1.769%
8/4/2025NBZ Investment Advisors LLC417,280$13.39M7.6%+2.3%0.898%
8/4/20254J Wealth Management LLC154,128$4.94M3.3%+135.0%0.332%
8/4/2025Integrity Alliance LLC.40,506$1.30M0.1%+3.1%0.087%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,364$429K0.1%-32.8%0.029%
8/4/2025Prairie Wealth Advisors Inc.209,419$6.72M2.9%-5.1%0.451%
8/4/2025Grant Street Asset Management Inc.11,330$363K0.1%+26.6%0.024%
8/4/2025Arkadios Wealth Advisors29,622$950K0.0%-32.1%0.064%
8/4/2025World Investment Advisors114,831$3.68M0.1%+9.0%0.247%
8/1/2025GWN Securities Inc.25,343$813K0.2%+24.0%0.055%
8/1/2025Brookwood Investment Group LLC35,983$1.15M0.2%+16.8%0.077%
8/1/2025Ashton Thomas Private Wealth LLC39,961$1.28M0.0%-3.6%0.086%
8/1/2025Envestnet Asset Management Inc.1,717,555$55.02M0.0%-6.4%3.698%
7/31/2025Whipplewood Advisors LLC137,053$4.40M2.4%+91,268.7%0.295%
7/31/2025Stegent Equity Advisors Inc.16,721$536K0.5%+26.6%0.036%
7/31/2025Insight Wealth Partners LLC19,207$616K0.2%+55.2%0.041%
7/30/2025Strategic Blueprint LLC241,517$7.75M0.4%+7.3%0.520%
7/30/2025Freedom Investment Management Inc.9,577$307K0.0%-5.8%0.021%
7/30/2025Brookstone Capital Management640,059$20.53M0.3%+5.0%1.378%
7/30/2025Triton Financial Group Inc81,782$2.62M1.9%N/A0.176%
7/29/2025Alaska Permanent Capital Management LLC5,198$167K0.0%N/A0.011%
7/29/2025Stephens Inc. AR16,338$524K0.0%N/A0.035%
7/29/2025Madison Wealth Partners Inc32,038$1.03M0.2%-22.8%0.069%
7/29/2025Signature Estate & Investment Advisors LLC61,398$1.97M0.0%+12.0%0.132%
7/29/2025Woodard & Co. Asset Management Group Inc. ADV289,195$9.28M1.7%+1,278.3%0.623%
7/29/2025Stratos Wealth Advisors LLC293,951$9.43M0.5%-16.0%0.633%
7/29/2025Stratos Investment Management LLC234,673$7.53M0.3%+37.9%0.505%
7/28/2025Compass Advisory Group LLC694,363$22.28M7.0%-0.8%1.495%
7/28/2025Mutual Advisors LLC258,748$8.37M0.2%+4.1%0.557%
7/28/2025Ritholtz Wealth Management21,655$695K0.0%-38.6%0.047%
7/28/2025Harbour Investments Inc.491,944$15.78M0.4%+8.2%1.059%
7/28/2025Sagespring Wealth Partners LLC24,782$795K0.0%-2.3%0.053%
7/28/2025RFG Advisory LLC110,055$3.53M0.1%-22.8%0.237%
7/25/2025Atria Wealth Solutions Inc.177,994$5.71M0.1%-29.3%0.383%
7/25/2025Hazlett Burt & Watson Inc.1,287$42K0.0%+69.3%0.003%
7/25/2025CWM LLC672,379$21.57M0.1%+45.1%1.448%
7/25/2025Concurrent Investment Advisors LLC11,270$362K0.0%N/A0.024%
7/24/2025Blue Trust Inc.35,680$1.15M0.0%-1.1%0.077%
7/24/2025Vantage Point Financial LLC10,663$342K0.2%N/A0.023%
7/24/2025IFP Advisors Inc7,710$247K0.0%+137.4%0.017%
7/23/2025Clear Creek Financial Management LLC588,185$18.87M1.8%+5,521.0%1.266%
7/23/2025RiverTree Advisors LLC30,886$991K0.7%-3.1%0.066%
7/23/2025NBT Bank N A NY6,279$201K0.0%N/A0.014%
7/22/2025D.B. Root & Company LLC8,160$262K0.1%+17.8%0.018%
7/22/2025Comprehensive Financial Consultants Institutional Inc.88,028$2.82M0.9%+0.7%0.190%
7/22/2025DAVENPORT & Co LLC88,343$2.83M0.0%N/A0.190%
7/22/2025Merit Financial Group LLC120,260$3.86M0.0%+414.4%0.259%
7/22/2025Wealthcare Advisory Partners LLC467,315$14.99M0.3%-0.7%1.006%
7/21/2025Ameriflex Group Inc.8,536$274K0.1%+2,034.0%0.018%
7/21/2025Keystone Financial Group Inc.14,486$467K0.3%-42.3%0.031%
7/21/2025Ameritas Advisory Services LLC4,951$159K0.0%-57.8%0.011%
7/21/2025Triad Wealth Partners LLC35,032$1.12M0.2%+80.4%0.075%
7/18/2025Consolidated Planning Corp367,244$11.78M1.5%N/A0.791%
(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, 224 institutional investors and hedge funds held shares of Innovator Defined Wealth Shield ETF. The most heavily invested institutionals were Wealthquest Corp ($101.16M), Osaic Holdings Inc. ($73.98M), Envestnet Asset Management Inc. ($55.02M), Raymond James Financial Inc. ($54.23M), Cetera Investment Advisers ($34.40M), Commonwealth Equity Services LLC ($33.25M), and Orion Porfolio Solutions LLC ($27.01M).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 217 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: Wealthquest Corp ($3.40M), Foundations Investment Advisors LLC ($3.11M), Kingsview Wealth Management LLC ($3.02M), Milestone Asset Management LLC ($2.92M), Raymond James Financial Inc. ($2.64M), Cetera Investment Advisers ($919.22K), and Commonwealth Equity Services LLC ($843.77K).

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

Institutional investors have bought a total of 22,504,484 shares in the last 24 months. This purchase volume represents approximately $708.38M in transactions.

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

Of the 64 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: Kingsview Wealth Management LLC ($1.48M), Wealthquest Corp ($289.58K), Envestnet Asset Management Inc. ($250.14K), Woodard & Co. Asset Management Group Inc. ADV ($191.69K), Raymond James Financial Inc. ($150.19K), Mutual Advisors LLC ($102.44K), and Legacy Wealth Managment LLC ID ($96.63K).

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

Institutional investors have sold a total of 3,428,648 shares in the last 24 months. This volume of shares sold represents approximately $108.14M in transactions.


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This page (BATS:BALT) was last updated on 9/10/2025 by MarketBeat.com Staff
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