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 |
|---|---|---|---|---|---|
| Raymond James Financial | 2.5M | $85M | 27% | Mar 2026 |
|
| Wealthquest | 2.5M | $87M | 8% | Jun 2026 |
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| Advisor Group Holdings | 2.5M | $82M | 1% | Mar 2026 |
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| Envestnet Asset Management | 1.9M | $65M | 74% | Mar 2026 |
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| Cetera Investment Advisers | 1.6M | $53M | 4% | Mar 2026 |
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| Foundations Investment Advisors | 1.4M | $47M | 14% | Mar 2026 |
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| Commonwealth Equity Services | 1.2M | $42M | 31% | Jun 2026 |
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| Kingsview Wealth Management | 1.2M | $39M | 15% | Mar 2026 |
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| Reliant Wealth Planning | 1.0M | $34M | 3% | Mar 2026 |
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| Crown Wealth Group | 937k | $31M | -1% | Mar 2026 |
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| Brookstone Capital Management | 916k | $31M | 0% | Mar 2026 |
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| Lee Johnson Capital Management | 898k | $31M | -36% | Jun 2026 |
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| Compass Advisory Group | 859k | $29M | 7% | Mar 2026 |
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| Ptm Wealth Management | 853k | $29M | 8% | Jun 2026 |
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| LPL Financial | 818k | $27M | 98% | Mar 2026 |
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| Mtm Financial Group | 789k | $27M | 0% | Jun 2026 |
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| CWM | 746k | $25M | -5% | Mar 2026 |
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| Kure Advisory | 741k | $25M | 4% | Jun 2026 |
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| Clear Creek Financial Management | 669k | $23M | 9% | Jun 2026 |
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| Axxcess Wealth Management | 652k | $22M | 45% | Jun 2026 |
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| AE Wealth Management | 594k | $20M | -14% | Mar 2026 |
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| Personal Cfo Solutions | 550k | $18M | 100% | Mar 2026 |
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| Wealthcare Advisory Partners | 526k | $18M | 67% | Jun 2026 |
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| Visionary Wealth Advisors | 509k | $17M | 36% | Mar 2026 |
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| Goss Wealth Management | 502k | $17M | -16% | Mar 2026 |
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| NBZ Investment Advisors | 490k | $16M | 0% | Mar 2026 |
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| Centaurus Financial | 483k | $16M | -5% | Mar 2026 |
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| Sunbelt Securities | 468k | $16M | 2% | Mar 2026 |
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| CRA Financial Services | 456k | $16M | 1% | Jun 2026 |
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| Harbour Investments | 430k | $14M | -7% | Mar 2026 |
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| Bellars Harris Wealth Management | 426k | $15M | 100% | Jun 2026 |
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| Glen Eagle Advisors | 411k | $14M | 9% | Mar 2026 |
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| Strategic Blueprint | 361k | $12M | 4% | Mar 2026 |
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| CLS Investments | 353k | $12M | -65% | Mar 2026 |
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| Pensionmark Financial Group | 349k | $12M | 4% | Mar 2026 |
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| Stratos Wealth Advisors | 349k | $12M | 3% | Mar 2026 |
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| Prasad Wealth Partners | 348k | $12M | 689% | Jun 2026 |
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| Archer Investment Corp | 329k | $11M | 7% | Jun 2026 |
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| Kestra Advisory Services | 325k | $11M | 0% | Jun 2026 |
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| Central Valley Advisors | 316k | $11M | -1% | Mar 2026 |
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| ATX Financial Planning | 310k | $10M | 14% | Mar 2026 |
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| Woodard & Co Asset Management Group | 276k | $9.5M | -3% | Jun 2026 |
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| Dominguez Wealth Management Solutions | 273k | $9.3M | 0% | Jun 2026 |
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| Resources Investment Advisors | 262k | $8.8M | 12% | Mar 2026 |
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| Mutual Advisors | 250k | $8.4M | -12% | Mar 2026 |
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| Ausdal Financial Partners | 246k | $8.2M | 82% | Mar 2026 |
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| Carter Financial Group | 242k | $8.3M | 100% | Jun 2026 |
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| Long Island Wealth Management | 241k | $8.1M | -2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 241k | $8.3M | 29% | Jun 2026 |
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| Sigma Planning | 233k | $7.8M | -12% | Mar 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 223k | $7.5M | 42% | Mar 2026 |
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| Laurel Oak Wealth Management | 221k | $7.4M | 100% | Mar 2026 |
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| Farther Finance Advisors | 219k | $7.5M | 2% | Jun 2026 |
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| Belpointe Asset Management | 205k | $7.0M | 0% | Jun 2026 |
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| Jacobi Capital Management | 205k | $7.0M | 229% | Jun 2026 |
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| Sovran Advisors | 204k | $7.0M | -27% | Jun 2026 |
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| Arq Wealth Advisors | 199k | $6.9M | 100% | Jun 2026 |
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| Capstone Triton Financial Group | 197k | $6.6M | 121% | Mar 2026 |
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| Mml Investors Services | 189k | $6.5M | -29% | Jun 2026 |
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| Branch Banking & Trust Company | 184k | $6.3M | 15% | Jun 2026 |
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| Independent Financial Group | 182k | $6.1M | 100% | Mar 2026 |
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| Capital Investment Advisory Services | 180k | $6.2M | 7% | Jun 2026 |
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| Holos Integrated Wealth | 168k | $5.7M | 2% | Mar 2026 |
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| Mount Yale Investment Advisors | 157k | $5.3M | 100% | Mar 2026 |
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| Vestmark Advisory Solutions | 157k | $5.2M | 100% | Mar 2026 |
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| Rhl Group | 154k | $5.2M | 100% | Jun 2026 |
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| Change Path | 153k | $5.1M | 83% | Mar 2026 |
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| Code Waechter | 153k | $5.2M | 10% | Jun 2026 |
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| Rockefeller Capital Management | 150k | $5.0M | 99% | Mar 2026 |
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| Kfg Wealth Management | 149k | $5.0M | 9% | Mar 2026 |
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| Brown Wealth Management | 147k | $4.9M | 2% | Mar 2026 |
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| Triad Wealth Partners | 143k | $4.8M | 46% | Mar 2026 |
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| BCJ Capital Management | 142k | $4.8M | 0% | Mar 2026 |
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| Beacon Financial | 137k | $4.7M | 1% | Jun 2026 |
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| Winnow Wealth | 136k | $4.6M | -9% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 132k | $4.4M | 5% | Mar 2026 |
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| Ballast Rock Private Wealth | 132k | $4.4M | 51% | Mar 2026 |
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| Kestra Private Wealth Services | 130k | $4.4M | -7% | Jun 2026 |
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| Financial Designs Corp | 125k | $4.3M | 5% | Jun 2026 |
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| New Wave Wealth Advisors | 124k | $4.2M | 52% | Mar 2026 |
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| Kraft, Davis & Associates | 121k | $4.2M | -4% | Jun 2026 |
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| Steward Partners Investment Advisory | 118k | $4.0M | -3% | Mar 2026 |
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| Aptus Capital Advisors | 118k | $4.0M | -49% | Mar 2026 |
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| Beacon Pointe Advisors | 114k | $3.8M | 80% | Mar 2026 |
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| Pachira Investments | 113k | $3.9M | 5% | Jun 2026 |
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| Davenport & Co | 110k | $3.7M | -2% | Mar 2026 |
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| Signature | 108k | $3.7M | 94% | Jun 2026 |
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| Comprehensive Financial Consultants Institutional | 107k | $3.6M | 14% | Mar 2026 |
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| Milestone Asset Management | 107k | $3.6M | -1% | Mar 2026 |
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| First Heartland Consultants | 106k | $3.6M | 141% | Jun 2026 |
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| RFG Advisory | 105k | $3.5M | -6% | Mar 2026 |
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| Equitable Holdings | 104k | $3.5M | -1% | Mar 2026 |
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| Merit Financial Group | 102k | $3.5M | 41% | Jun 2026 |
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| Integrity Advisory Solutions | 99k | $3.4M | 13% | Jun 2026 |
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| HighTower Advisors | 99k | $3.4M | 111% | Jun 2026 |
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| Whipplewood Advisors | 98k | $3.4M | -31% | Jun 2026 |
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| Gladstone Institutional Advisory | 96k | $3.3M | 100% | Jun 2026 |
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| Susquehanna International | 96k | $3.2M | 799% | Mar 2026 |
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| SFMG Wealth Advisors | 91k | $3.1M | -2% | Mar 2026 |
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| Fundamentun | 89k | $3.0M | -52% | Mar 2026 |
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| Family Office Research | 89k | $3.0M | 99% | Mar 2026 |
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| Focus Financial Network | 88k | $3.0M | 16% | Jun 2026 |
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| NewCorp Financial Services | 88k | $2.9M | 100% | Mar 2026 |
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| PFG Financial Advisors | 87k | $3.0M | 1% | Jun 2026 |
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| Integral Investment Advisors | 87k | $3.0M | 66% | Jun 2026 |
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| Applied Capital | 83k | $2.8M | 9% | Mar 2026 |
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| Garrett Investment Advisors | 83k | $2.8M | 4% | Jun 2026 |
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| HBW Advisory Services | 80k | $2.7M | -1% | Jun 2026 |
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| Signature Estate and Investment Advisors | 77k | $2.6M | 7% | Mar 2026 |
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| BIP Wealth | 73k | $2.5M | 100% | Jun 2026 |
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| Cannon Advisors | 69k | $2.3M | -1% | Mar 2026 |
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| Gwn Securities | 65k | $2.2M | 14% | Jun 2026 |
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| Comprehensive Financial Planning | 62k | $2.1M | 10% | Mar 2026 |
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| Brookwood Investment Group | 62k | $2.1M | 15% | Jun 2026 |
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| Atria Investments | 62k | $2.1M | 0% | Jun 2026 |
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| Tradition Wealth Management | 58k | $1.9M | 536% | Mar 2026 |
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| Triumph Capital Management | 55k | $1.9M | 18% | Mar 2026 |
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| Sagespring Wealth Partners | 55k | $1.8M | 0% | Mar 2026 |
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| Main Street Financial Solutions | 54k | $1.8M | 0% | Jun 2026 |
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| JT Stratford | 52k | $1.7M | 7% | Mar 2026 |
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| Fiscal Wisdom Wealth Management | 52k | $1.7M | -11% | Mar 2026 |
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| Private Advisor | 52k | $1.7M | 122% | Mar 2026 |
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| Captrust Financial Advisors | 52k | $1.7M | 0% | Mar 2026 |
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| Gallagher Fiduciary Advisors | 51k | $1.7M | 8% | Mar 2026 |
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| Chris Bulman | 50k | $1.7M | -2% | Mar 2026 |
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| Rothschild Investment | 50k | $1.7M | 0% | Jun 2026 |
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| CoreCap Advisors | 48k | $1.7M | -89% | Jun 2026 |
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| Capital Analysts | 48k | $1.7M | 11% | Jun 2026 |
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| Prospera Financial Services | 48k | $1.6M | 238% | Mar 2026 |
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| RiverTree Advisors | 48k | $1.6M | -1% | Mar 2026 |
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| Columbia Advisory Partners | 46k | $1.6M | 0% | Jun 2026 |
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| Encompass More Asset Management | 46k | $1.5M | 7% | Mar 2026 |
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| Soltis Investment Advisors | 43k | $1.5M | -82% | Jun 2026 |
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| Wealth Advisory Solutions | 42k | $1.4M | 6% | Jun 2026 |
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| TradeWell Securities | 40k | $1.4M | 24% | Jun 2026 |
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| Miracle Mile Advisors | 40k | $1.3M | -1% | Mar 2026 |
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| Dynamic Advisors Solutions | 40k | $1.4M | 31% | Jun 2026 |
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| Silver Oak Securities | 39k | $1.3M | -27% | Mar 2026 |
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| Principal Securities | 39k | $1.3M | 197% | Jun 2026 |
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| WPWealth | 38k | $1.3M | 11% | Mar 2026 |
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| Diversify Wealth Management | 38k | $1.3M | -51% | Jun 2026 |
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| Snowden Capital Advisors | 37k | $1.2M | 50% | Mar 2026 |
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| Goldman Sachs Group | 37k | $1.2M | 100% | Mar 2026 |
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| Global Retirement Partners | 35k | $1.2M | 9042% | Jun 2026 |
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| Vima | 35k | $1.2M | 100% | Jun 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 34k | $1.2M | 323% | Mar 2026 |
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| We Are One Seven | 33k | $1.1M | -8% | Jun 2026 |
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| Arkadios Wealth Advisors | 32k | $1.1M | 12% | Mar 2026 |
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| Journey Retirement Planning & Investment Management | 32k | $1.1M | 4% | Jun 2026 |
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| Ronald Blue Trust | 32k | $1.1M | -9% | Mar 2026 |
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| Janney Montgomery Scott | 32k | $1.1M | 1% | Jun 2026 |
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| Benjamin Edwards | 31k | $1.1M | -5% | Jun 2026 |
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| IHT Wealth Management | 31k | $1.0M | -4% | Mar 2026 |
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| Red Reef Advisors | 29k | $984k | -29% | Jun 2026 |
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| Claro Advisors | 28k | $954k | -25% | Jun 2026 |
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| Integrity Alliance | 28k | $952k | -35% | Jun 2026 |
|
| Palumbo Wealth Management | 24k | $786k | -44% | Mar 2026 |
|
| CFO4Life | 20k | $673k | -38% | Mar 2026 |
|
Who sold out of Innovator Etfs Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Dec 2025 | 256k | $8.6M |
| Reyes Financial Architecture | Mar 2026 | 181k | $6.1M |
| Diversify Advisory Services | Dec 2025 | 79k | $2.7M |
| Dogwood Wealth Management | Mar 2026 | 42k | $1.4M |
| Wealth Enhancement Advisory Services | Dec 2025 | 40k | $1.3M |