Who owns INNOVATOR ETFS TR?
- Ticker: BALT
- CUSIP Number: 45783y855
Tip: Access positions for across all investors
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 | 2.6M | $87M | -16% | Sep 2025 |
|
| Advisor Group Holdings | 2.3M | $77M | 1% | Sep 2025 |
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| Raymond James Financial | 2.1M | $69M | 24% | Sep 2025 |
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| Envestnet Asset Management | 1.8M | $60M | 6% | Sep 2025 |
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| Cetera Investment Advisers | 1.2M | $41M | 16% | Sep 2025 |
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| Commonwealth Equity Services | 1.0M | $33M | -6% | Sep 2025 |
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| CLS Investments | 966k | $32M | 15% | Sep 2025 |
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| Reliant Wealth Planning | 957k | $31M | 2527% | Sep 2025 |
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| Crown Wealth Group | 880k | $29M | 15% | Sep 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 859k | $28M | 4% | Sep 2025 |
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| Kingsview Wealth Management | 846k | $28M | 59% | Sep 2025 |
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| Lee Johnson Capital Management | 844k | $28M | 100% | Sep 2025 |
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| Brookstone Capital Management | 772k | $25M | 21% | Sep 2025 |
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| Compass Advisory Group | 754k | $25M | 9% | Sep 2025 |
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| Kure Advisory | 734k | $24M | 4% | Sep 2025 |
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| CWM | 682k | $22M | 1% | Sep 2025 |
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| Clear Creek Financial Management | 561k | $18M | -5% | Sep 2025 |
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| AE Wealth Management | 541k | $18M | 9% | Sep 2025 |
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| Foundations Investment Advisors | 535k | $18M | 99% | Sep 2025 |
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| Harbour Investments | 514k | $17M | 5% | Sep 2025 |
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| Centaurus Financial | 495k | $16M | 8% | Sep 2025 |
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| Wealthcare Advisory Partners | 492k | $16M | 5% | Sep 2025 |
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| NBZ Investment Advisors | 440k | $14M | 5% | Sep 2025 |
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| Sunbelt Securities | 428k | $14M | 2% | Sep 2025 |
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| Goss Wealth Management | 412k | $14M | 324% | Sep 2025 |
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| LPL Financial | 399k | $13M | 99% | Sep 2025 |
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| CRA Financial Services | 389k | $13M | 21% | Sep 2025 |
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| Consolidated Planning Corp | 377k | $12M | 3% | Sep 2025 |
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| Ptm Wealth Management | 339k | $11M | 5% | Sep 2025 |
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| Glen Eagle Advisors | 339k | $11M | 17% | Sep 2025 |
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| Stratos Wealth Advisors | 322k | $11M | 9% | Sep 2025 |
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| Visionary Wealth Advisors | 318k | $10M | 92% | Sep 2025 |
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| Central Valley Advisors | 315k | $10M | 0% | Sep 2025 |
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| Kestra Advisory Services | 290k | $9.5M | -5% | Sep 2025 |
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| Woodard & Co Asset Management Group | 287k | $9.4M | -1% | Sep 2025 |
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| Mml Investors Services | 273k | $8.9M | 43% | Sep 2025 |
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| Sigma Planning | 265k | $8.7M | -12% | Sep 2025 |
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| Sovran Advisors | 257k | $8.5M | 4% | Sep 2025 |
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| Strategic Blueprint | 251k | $8.2M | 4% | Sep 2025 |
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| Mutual Advisors | 245k | $8.1M | -5% | Sep 2025 |
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| Dominguez Wealth Management Solutions | 243k | $8.0M | 9% | Sep 2025 |
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| Long Island Wealth Management | 239k | $7.8M | 12% | Sep 2025 |
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| Prairie Wealth Advisors | 199k | $6.5M | -5% | Sep 2025 |
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| Fundamentun | 193k | $6.3M | -18% | Sep 2025 |
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| Financial Designs Corp | 188k | $6.2M | 1% | Sep 2025 |
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| Farther Finance Advisors | 181k | $5.9M | 148% | Sep 2025 |
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| Cambridge Investment Research Advisors | 179k | $5.9M | 35% | Sep 2025 |
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| Atria Wealth Solutions | 178k | $5.7M | -29% | Jun 2025 |
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| Belpointe Asset Management | 172k | $5.7M | 100% | Sep 2025 |
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| Capital Investment Advisory Services | 165k | $5.4M | 13% | Sep 2025 |
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| Kestra Private Wealth Services | 162k | $5.3M | 16% | Sep 2025 |
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| Winnow Wealth | 158k | $5.2M | 13% | Sep 2025 |
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| Holos Integrated Wealth | 146k | $4.7M | 100% | Jun 2025 |
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| 4J Wealth Management | 146k | $4.8M | -6% | Sep 2025 |
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| Brown Wealth Management | 144k | $4.7M | 8% | Sep 2025 |
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| Whipplewood Advisors | 143k | $4.7M | 4% | Sep 2025 |
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| Archer Investment Corp | 142k | $4.7M | 100% | Sep 2025 |
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| BCJ Capital Management | 132k | $4.3M | -2% | Sep 2025 |
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| Code Waechter | 131k | $4.3M | 41% | Sep 2025 |
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| Branch Banking & Trust Company | 127k | $4.2M | -18% | Sep 2025 |
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| CoreCap Advisors | 118k | $3.9M | 211% | Sep 2025 |
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| Beacon Financial | 118k | $3.9M | 7% | Sep 2025 |
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| Archford Capital Strategies | 116k | $3.8M | 81% | Sep 2025 |
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| Steward Partners Investment Advisory | 116k | $3.8M | 4% | Sep 2025 |
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| Pensionmark Financial Group | 114k | $3.7M | -1% | Sep 2025 |
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| Merit Financial Group | 112k | $3.7M | -7% | Sep 2025 |
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| Oliver Lagore Vanvalin Investment Group | 109k | $3.4M | 100% | Jun 2025 |
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| Milestone Asset Management | 109k | $3.6M | -1% | Sep 2025 |
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| Davenport & Co | 108k | $3.5M | 22% | Sep 2025 |
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| RFG Advisory | 106k | $3.5M | -4% | Sep 2025 |
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| Kfg Wealth Management | 106k | $3.5M | 80% | Sep 2025 |
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| Mach-1 Financial Group | 104k | $3.4M | 100% | Sep 2025 |
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| Comprehensive Financial Consultants Institutional | 92k | $3.0M | 4% | Sep 2025 |
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| Resources Investment Advisors | 90k | $2.9M | 50% | Sep 2025 |
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| Financial Advisory Corp | 87k | $2.8M | 0% | Sep 2025 |
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| SFMG Wealth Advisors | 87k | $2.8M | 5% | Sep 2025 |
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| U.S. Capital Wealth Advisors | 86k | $2.8M | 3% | Sep 2025 |
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| Triad Wealth Partners | 82k | $2.7M | 134% | Sep 2025 |
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| Focus Financial Network | 81k | $2.7M | 22% | Sep 2025 |
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| Capstone Triton Financial Group | 81k | $2.7M | -1% | Sep 2025 |
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| PFG Financial Advisors | 81k | $2.6M | 100% | Sep 2025 |
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| Cannon Advisors | 80k | $2.6M | 13% | Sep 2025 |
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| Signature Estate and Investment Advisors | 66k | $2.2M | 8% | Sep 2025 |
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| Atria Investments | 66k | $2.2M | 100% | Sep 2025 |
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| Palumbo Wealth Management | 64k | $1.2M | 50% | Sep 2025 |
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| HBW Advisory Services | 62k | $2.0M | 28% | Sep 2025 |
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| Diversify Advisory Services | 62k | $2.0M | 78% | Sep 2025 |
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| New Wave Wealth Advisors | 48k | $1.5M | 0% | Sep 2025 |
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| Comprehensive Financial Planning | 60k | $2.0M | 2% | Sep 2025 |
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| Beacon Pointe Advisors | 60k | $2.0M | 9% | Sep 2025 |
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| Applied Capital | 59k | $1.9M | 61% | Sep 2025 |
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| Fiscal Wisdom Wealth Management | 58k | $1.9M | 100% | Sep 2025 |
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| Triumph Capital Management | 58k | $1.9M | 44% | Sep 2025 |
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| Ausdal Financial Partners | 57k | $1.9M | 67% | Sep 2025 |
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| Integral Investment Advisors | 56k | $1.8M | 0% | Sep 2025 |
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| Silver Oak Securities | 55k | $1.8M | -18% | Sep 2025 |
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| Main Street Financial Solutions | 54k | $1.8M | 1% | Sep 2025 |
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| Capital Analysts | 52k | $1.7M | -1% | Sep 2025 |
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| IHT Wealth Management | 51k | $1.7M | 100% | Sep 2025 |
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| Chris Bulman | 51k | $1.7M | -10% | Sep 2025 |
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| Gallagher Fiduciary Advisors | 48k | $1.6M | -4% | Sep 2025 |
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| Rothschild Investment | 47k | $1.5M | -4% | Sep 2025 |
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| Captrust Financial Advisors | 45k | $1.5M | 100% | Sep 2025 |
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| We Are One Seven | 44k | $1.4M | -1% | Sep 2025 |
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| Brookwood Investment Group | 43k | $1.4M | 18% | Sep 2025 |
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| Pachira Investments | 42k | $1.4M | 19% | Sep 2025 |
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| HighTower Advisors | 41k | $1.3M | 3% | Sep 2025 |
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| Integrity Alliance | 41k | $1.3M | 1% | Sep 2025 |
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| First Heartland Consultants | 41k | $1.3M | 54% | Sep 2025 |
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| Miracle Mile Advisors | 40k | $1.3M | 0% | Sep 2025 |
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| Vantage Financial Partners | 39k | $1.3M | 16% | Sep 2025 |
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| PFG Advisors | 38k | $1.2M | -5% | Sep 2025 |
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| Hanson McClain Advisors | 37k | $1.2M | 9% | Sep 2025 |
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| Prasad Wealth Partners | 37k | $1.2M | 7% | Sep 2025 |
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| BCS Wealth Management | 36k | $1.2M | 0% | Sep 2025 |
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| JT Stratford | 36k | $1.2M | 8% | Sep 2025 |
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| Ronald Blue Trust | 36k | $1.2M | 0% | Sep 2025 |
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| Encompass More Asset Management | 36k | $1.2M | 13% | Sep 2025 |
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| Continuum Advisory | 35k | $1.2M | 3% | Sep 2025 |
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| Benjamin Edwards | 34k | $1.1M | 1% | Sep 2025 |
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| Madison Wealth Partners | 34k | $1.1M | 5% | Sep 2025 |
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| Claro Advisors | 33k | $1.1M | 10% | Sep 2025 |
|
| Arkadios Wealth Advisors | 31k | $1.0M | 5% | Sep 2025 |
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| Wealth Advisory Solutions | 30k | $998k | 9% | Sep 2025 |
|
| WPWealth | 30k | $995k | 100% | Sep 2025 |
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| Garrett Investment Advisors | 30k | $978k | 38% | Sep 2025 |
|
| RiverTree Advisors | 29k | $966k | -5% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 29k | $949k | 25% | Sep 2025 |
|
| Gwn Securities | 29k | $938k | 13% | Sep 2025 |
|
| Soltis Investment Advisors | 28k | $910k | 100% | Sep 2025 |
|
| SWMG | 27k | $881k | 0% | Sep 2025 |
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| Change Path | 26k | $863k | 1% | Sep 2025 |
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| Sequent Planning | 26k | $847k | 100% | Sep 2025 |
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| Virtue Capital Management | 25k | $831k | 58% | Sep 2025 |
|
| Ashton Thomas Private Wealth | 25k | $827k | -37% | Sep 2025 |
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| Sagespring Wealth Partners | 25k | $813k | 0% | Sep 2025 |
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| Insight Wealth Partners | 25k | $809k | 28% | Sep 2025 |
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| Stegent Equity Advisors | 23k | $766k | 40% | Sep 2025 |
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| CFO4Life | 23k | $760k | 113% | Sep 2025 |
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| O'shaughnessy Asset Management | 23k | $755k | -1% | Sep 2025 |
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| Balance Wealth | 23k | $740k | -12% | Sep 2025 |
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| Smith, Moore & Co. | 22k | $712k | 19% | Sep 2025 |
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| Comprehensive Portfolio Management | 22k | $711k | 0% | Sep 2025 |
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| Wick Capital Partners | 22k | $706k | -76% | Sep 2025 |
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| Sonoma Allocations | 21k | $689k | 100% | Sep 2025 |
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| Vantage Point Financial | 21k | $690k | 97% | Sep 2025 |
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| Arete Wealth Advisors | 21k | $681k | -10% | Sep 2025 |
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| O'Connor Financial Group | 21k | $677k | 3% | Sep 2025 |
|
| Core Wealth Advisors | 19k | $637k | -88% | Sep 2025 |
|
| Jpmorgan Chase & Co | 8.7k | $287k | -58% | Sep 2025 |
|
Who sold out of Innovator Etfs Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Arq Wealth Advisors | Jun 2025 | 241k | $7.6M |
| Armis Advisers | Jun 2025 | 119k | $3.8M |
| Susquehanna International | Jun 2025 | 23k | $733k |