Who owns INNOVATOR ETFS TR?
- Ticker: BALT
- CUSIP Number: 45783y855
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Analyze quarterly positions in Innovator Etfs Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Innovator Etfs Tr stock
Who bought or sold INNOVATOR ETFS TR this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Wealthquest | 3.1M | $97M | 50% | Dec 2024 |
|
| Envestnet Asset Management | 1.6M | $50M | -8% | Dec 2024 |
|
| Advisor Group Holdings | 1.2M | $38M | -9% | Dec 2024 |
|
| Commonwealth Equity Services | 1.1M | $35M | 5% | Dec 2024 |
|
| Raymond James Financial | 795k | $25M | 100% | Dec 2024 |
|
| Cetera Investment Advisers | 767k | $24M | 28% | Dec 2024 |
|
| Compass Advisory Group | 655k | $21M | 1309% | Dec 2024 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 643k | $20M | 20% | Dec 2024 |
|
| Crown Wealth Group | 637k | $20M | 3% | Dec 2024 |
|
| Brookstone Capital Management | 597k | $19M | -4% | Dec 2024 |
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| Kure Advisory | 584k | $18M | 100% | Mar 2025 |
|
| Gradient Investments | 559k | $18M | 2% | Mar 2025 |
|
| Wealthcare Advisory Partners | 471k | $15M | 9% | Mar 2025 |
|
| Sunbelt Securities | 422k | $13M | 10% | Dec 2024 |
|
| Centaurus Financial | 408k | $13M | 11% | Dec 2024 |
|
| Kestra Advisory Services | 319k | $10M | 15% | Dec 2024 |
|
| Central Valley Advisors | 311k | $9.8M | 7% | Mar 2025 |
|
| CRA Financial Services | 274k | $8.6M | 7% | Mar 2025 |
|
| Mutual Advisors | 245k | $7.7M | 0% | Dec 2024 |
|
| Atria Wealth Solutions | 228k | $7.2M | 37% | Dec 2024 |
|
| CWM | 219k | $6.9M | 62% | Dec 2024 |
|
| Sovran Advisors | 219k | $6.9M | 100% | Dec 2024 |
|
| Strategic Blueprint | 216k | $6.8M | 919% | Dec 2024 |
|
| Dominguez Wealth Management Solutions | 203k | $6.4M | 1% | Dec 2024 |
|
| Foundations Investment Advisors | 199k | $6.3M | -9% | Dec 2024 |
|
| Glen Eagle Advisors | 194k | $6.1M | 98% | Dec 2024 |
|
| Sigma Planning | 188k | $5.9M | 28% | Dec 2024 |
|
| Financial Designs Corp | 183k | $5.7M | 3% | Mar 2025 |
|
| Kingsview Wealth Management | 177k | $5.6M | -89% | Dec 2024 |
|
| Townsquare Capital | 166k | $5.2M | 60% | Dec 2024 |
|
| Harbour Investments | 166k | $5.2M | 24% | Dec 2024 |
|
| Long Island Wealth Management | 155k | $4.9M | 238% | Dec 2024 |
|
| RFG Advisory | 143k | $4.5M | 70% | Mar 2025 |
|
| Brown Wealth Management | 138k | $4.3M | 33% | Dec 2024 |
|
| BCJ Capital Management | 131k | $4.1M | 4% | Dec 2024 |
|
| Visionary Wealth Advisors | 116k | $3.6M | 3% | Dec 2024 |
|
| Milestone Asset Management | 112k | $3.5M | 0% | Mar 2025 |
|
| Core Wealth Advisors | 110k | $3.5M | 19% | Dec 2024 |
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| Pensionmark Financial Group | 109k | $3.4M | -3% | Dec 2024 |
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| LPL Financial | 104k | $3.3M | 289% | Dec 2024 |
|
| Mml Investors Services | 96k | $3.0M | 94% | Dec 2024 |
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| Prairie Wealth Advisors | 95k | $3.0M | 100% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 85k | $2.7M | 27% | Dec 2024 |
|
| SFMG Wealth Advisors | 82k | $2.6M | 26% | Dec 2024 |
|
| Capstone Triton Financial Group | 77k | $2.4M | -7% | Dec 2024 |
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| Comprehensive Financial Consultants Institutional | 76k | $2.4M | 11% | Dec 2024 |
|
| Beacon Financial | 75k | $2.3M | 318% | Mar 2025 |
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| Silver Oak Securities | 75k | $2.3M | 14% | Dec 2024 |
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| Financial Advisory Corp | 72k | $2.2M | 1% | Dec 2024 |
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| Cannon Advisors | 68k | $2.1M | 9% | Dec 2024 |
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| Chris Bulman | 65k | $2.1M | -2% | Mar 2025 |
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| Focus Financial Network | 60k | $1.9M | 140% | Mar 2025 |
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| Orion Portfolio Solutions | 60k | $1.9M | 322% | Dec 2024 |
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| Comprehensive Financial Planning | 58k | $1.8M | 100% | Dec 2024 |
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| Talon Private Wealth | 56k | $1.8M | 100% | Dec 2024 |
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| Triumph Capital Management | 56k | $1.8M | 104% | Dec 2024 |
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| Integral Investment Advisors | 56k | $1.7M | 0% | Mar 2025 |
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| Capital Investment Advisory Services | 53k | $1.7M | 51% | Dec 2024 |
|
| Branch Banking & Trust Company | 53k | $1.6M | 3% | Dec 2024 |
|
| Beacon Pointe Advisors | 52k | $1.6M | 11% | Dec 2024 |
|
| Capital Analysts | 52k | $1.6M | -8% | Dec 2024 |
|
| Signature Estate and Investment Advisors | 50k | $1.6M | -8% | Dec 2024 |
|
| Farther Finance Advisors | 49k | $1.5M | 100% | Mar 2025 |
|
| Main Street Financial Solutions | 48k | $1.5M | 0% | Dec 2024 |
|
| We Are One Seven | 46k | $1.4M | -4% | Dec 2024 |
|
| BCS Wealth Management | 46k | $1.4M | 5% | Mar 2025 |
|
| Miracle Mile Advisors | 44k | $1.4M | 0% | Mar 2025 |
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| Kfg Wealth Management | 44k | $1.4M | 100% | Mar 2025 |
|
| Arkadios Wealth Advisors | 44k | $1.4M | -13% | Dec 2024 |
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| Stratos Wealth Advisors | 42k | $1.3M | 118% | Dec 2024 |
|
| Lakeview Capital Partners | 41k | $1.3M | 73% | Dec 2024 |
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| Goss Wealth Management | 40k | $1.3M | 55% | Dec 2024 |
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| CoreCap Advisors | 40k | $1.3M | -1% | Dec 2024 |
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| Gallagher Fiduciary Advisors | 39k | $1.2M | 191% | Dec 2024 |
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| H D Vest Advisory Services | 37k | $1.2M | 403% | Dec 2024 |
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| HighTower Advisors | 36k | $1.1M | 4% | Dec 2024 |
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| Madison Wealth Partners | 36k | $1.1M | 3% | Dec 2024 |
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| Comprehensive Portfolio Management | 35k | $1.1M | -5% | Dec 2024 |
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| O'shaughnessy Asset Management | 35k | $1.1M | 0% | Dec 2024 |
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| Diversify Advisory Services | 35k | $1.1M | 0% | Dec 2024 |
|
| RiverTree Advisors | 32k | $1.0M | -46% | Dec 2024 |
|
| U.S. Capital Wealth Advisors | 30k | $942k | 25% | Dec 2024 |
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| Ronald Blue Trust | 30k | $933k | 198% | Dec 2024 |
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| Susquehanna International | 29k | $906k | 100% | Dec 2024 |
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| Vantage Financial Partners | 29k | $895k | 24% | Dec 2024 |
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| Mariner Wealth Advisors | 27k | $835k | -26% | Dec 2024 |
|
| Resources Investment Advisors | 26k | $808k | 3% | Dec 2024 |
|
| Hanson McClain Advisors | 26k | $813k | 111% | Dec 2024 |
|
| SWMG | 25k | $788k | 0% | Dec 2024 |
|
| Merit Financial Group | 23k | $734k | -2% | Mar 2025 |
|
| First Heartland Consultants | 22k | $694k | 37% | Dec 2024 |
|
| HBW Advisory Services | 22k | $679k | 44% | Mar 2025 |
|
| Ausdal Financial Partners | 21k | $672k | 26% | Dec 2024 |
|
| Ameritas Advisory Services | 21k | $658k | 100% | Dec 2024 |
|
| O'Connor Financial Group | 20k | $616k | 7% | Mar 2025 |
|
| Capasso Planning Partners | 19k | $601k | 8% | Dec 2024 |
|
| Garrett Investment Advisors | 19k | $600k | 100% | Mar 2025 |
|
| Fermata Advisors | 19k | $586k | 76% | Mar 2025 |
|
| Wealth Advisory Solutions | 19k | $585k | 28% | Dec 2024 |
|
| Noble Wealth Management PBC | 19k | $582k | 18% | Mar 2025 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18k | $560k | -21% | Dec 2024 |
|
| Pine Harbor Wealth Management | 17k | $541k | -1% | Dec 2024 |
|
| Claro Advisors | 17k | $535k | 61% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 17k | $521k | 100% | Mar 2025 |
|
| Smith, Moore & Co. | 16k | $512k | 27% | Dec 2024 |
|
| Woodard & Co Asset Management Group | 15k | $479k | -93% | Dec 2024 |
|
| Encompass More Asset Management | 15k | $478k | 34% | Dec 2024 |
|
| AE Wealth Management | 15k | $478k | 100% | Dec 2024 |
|
| IFG Advisory | 15k | $15k | 100% | Dec 2024 |
|
| Integrated Advisors Network | 15k | $468k | 73% | Mar 2025 |
|
| Pachira Investments | 15k | $460k | 100% | Dec 2024 |
|
| Steward Partners Investment Advisory | 14k | $442k | 79% | Dec 2024 |
|
| Maia Wealth | 14k | $436k | 37% | Dec 2024 |
|
| ACT Advisors | 13k | $420k | 0% | Mar 2025 |
|
| Arete Wealth Advisors | 12k | $382k | 0% | Dec 2024 |
|
| PCA Investment Advisory Services | 12k | $371k | 100% | Dec 2024 |
|
| Vista Investment Management | 11k | $329k | 0% | Dec 2024 |
|
| Applied Capital | 10k | $316k | 100% | Dec 2024 |
|
| Triad Wealth Partners | 10k | $315k | 100% | Dec 2024 |
|
| Proequities | 9.5k | $301M | 19% | Dec 2024 |
|
| Sanctuary Advisors | 9.0k | $285k | 100% | Dec 2024 |
|
| Signal Advisors Wealth | 8.8k | $275k | 17% | Mar 2025 |
|
| Eqis Capital Management | 8.4k | $265k | -8% | Dec 2024 |
|
| Continuum Advisory | 8.2k | $257k | 0% | Dec 2024 |
|
| Vestia Personal Wealth Advisors | 8.1k | $253k | 0% | Dec 2024 |
|
| WorthPointe | 8.0k | $252k | -42% | Dec 2024 |
|
| Gladstone Institutional Advisory | 7.6k | $239k | 0% | Dec 2024 |
|
| SRS Capital Advisors | 7.5k | $236k | 100% | Dec 2024 |
|
| Nbc Securities | 7.5k | $234k | 100% | Mar 2025 |
|
| D.B. Root & Company | 7.4k | $231k | 100% | Dec 2024 |
|
| Palumbo Wealth Management | 7.1k | $224k | 100% | Dec 2024 |
|
| Royal Bank of Canada | 6.9k | $216k | 100% | Dec 2024 |
|
| Creative Planning | 6.6k | $208k | -50% | Dec 2024 |
|
| Continuum Wealth Advisors | 6.5k | $204k | 0% | Dec 2024 |
|
| Bank of America Corporation | 6.0k | $187k | 0% | Dec 2024 |
|
| Legacy Investment Solutions | 2.7k | $85k | 0% | Dec 2024 |
|
| Legacy Wealth Managment | 2.7k | $85k | 0% | Dec 2024 |
|
| GHP Investment Advisors | 2.5k | $79k | 0% | Dec 2024 |
|
| Emerald Investment Partners | 2.1k | $66k | -20% | Dec 2024 |
|
| Caitlin John | 1.5k | $46k | 100% | Dec 2024 |
|
| William Blair $ Company | 1.2k | $38k | 100% | Dec 2024 |
|
| Principal Securities | 954.00 | $30k | 0% | Dec 2024 |
|
| Wells Fargo & Company | 818.00 | $26k | 100% | Dec 2024 |
|
| Bellwether Advisors | 775.00 | $24k | 100% | Dec 2024 |
|
| Jones Financial Companies, L.L | 645.00 | $20k | 100% | Dec 2024 |
|
| Jpmorgan Chase & Co | 634.00 | $20k | 19% | Dec 2024 |
|
| Global Retirement Partners | 385.00 | $12k | 0% | Dec 2024 |
|
| Morgan Stanley | 345.00 | $11k | -61% | Dec 2024 |
|
| MAI Wealth Advisors | 286.00 | $9.0k | 100% | Dec 2024 |
|
| Assetmark | 215.00 | $6.8k | 54% | Dec 2024 |
|
Who sold out of Innovator Etfs Tr?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Personal Cfo Solutions | Sep 2024 | 310k | $9.6M |
| Advisory Services Network | Sep 2024 | 17k | $519k |
| Paladin Wealth | Dec 2024 | 9.2k | $288k |
| Envestnet Portfolio Solutions | Sep 2024 | 8.0k | $248k |
| Prospera Financial Services | Sep 2024 | 7.7k | $237k |
| Souders Financial Advisors | Sep 2024 | 7.2k | $223k |
| Clear Point Advisors | Sep 2024 | 1.0k | $31k |
| Huntington National Bank | Sep 2024 | 424.00 | $13k |