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 | 2.4M | $79M | 0% | Mar 2026 |
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| Advisor Group Holdings | 2.4M | $82M | 5% | Dec 2025 |
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| Raymond James Financial | 2.0M | $67M | -5% | Dec 2025 |
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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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| Lee Johnson Capital Management | 1.4M | $47M | 71% | Mar 2026 |
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| Foundations Investment Advisors | 1.4M | $47M | 14% | Mar 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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| Commonwealth Equity Services | 945k | $32M | -15% | 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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| Compass Advisory Group | 859k | $29M | 7% | Mar 2026 |
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| LPL Financial | 818k | $27M | 98% | Mar 2026 |
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| CWM | 787k | $26M | 15% | Dec 2025 |
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| Ptm Wealth Management | 787k | $26M | 118% | Mar 2026 |
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| Kure Advisory | 711k | $24M | 3% | Mar 2026 |
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| Clear Creek Financial Management | 613k | $21M | 1% | Mar 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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| 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 | 453k | $15M | 6% | Mar 2026 |
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| Axxcess Wealth Management | 448k | $15M | 158% | Mar 2026 |
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| Harbour Investments | 430k | $14M | -7% | Mar 2026 |
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| CoreCap Advisors | 424k | $14M | 219% | Mar 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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| Kestra Advisory Services | 324k | $11M | 3% | Mar 2026 |
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| Central Valley Advisors | 316k | $11M | -1% | Mar 2026 |
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| Wealthcare Advisory Partners | 316k | $11M | -37% | Mar 2026 |
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| ATX Financial Planning | 310k | $10M | 14% | Mar 2026 |
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| Archer Investment Corp | 309k | $10M | 35% | Mar 2026 |
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| Woodard & Co Asset Management Group | 285k | $9.5M | -1% | Mar 2026 |
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| Sovran Advisors | 279k | $9.5M | 9% | Mar 2026 |
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| Dominguez Wealth Management Solutions | 274k | $9.2M | 7% | Mar 2026 |
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| Mml Investors Services | 266k | $8.9M | -14% | Mar 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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| Long Island Wealth Management | 241k | $8.1M | -2% | Mar 2026 |
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| Soltis Investment Advisors | 238k | $8.0M | 599% | Mar 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 | 215k | $7.2M | 2% | Mar 2026 |
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| Belpointe Asset Management | 204k | $6.8M | 20% | Mar 2026 |
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| Capstone Triton Financial Group | 197k | $6.6M | 121% | Mar 2026 |
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| Cambridge Investment Research Advisors | 187k | $6.2M | -6% | Mar 2026 |
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| Independent Financial Group | 182k | $6.1M | -9% | Mar 2026 |
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| Reyes Financial Architecture | 181k | $6.1M | 100% | Mar 2026 |
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| Capital Investment Advisory Services | 169k | $5.7M | -2% | Mar 2026 |
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| Holos Integrated Wealth | 168k | $5.7M | 2% | Mar 2026 |
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| Branch Banking & Trust Company | 159k | $5.3M | -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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| Change Path | 153k | $5.1M | 83% | Mar 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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| Whipplewood Advisors | 143k | $4.8M | 0% | Mar 2026 |
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| BCJ Capital Management | 142k | $4.8M | 0% | Mar 2026 |
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| Kestra Private Wealth Services | 140k | $4.7M | -17% | Mar 2026 |
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| Code Waechter | 139k | $4.7M | 8% | Mar 2026 |
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| Winnow Wealth | 136k | $4.6M | -9% | Mar 2026 |
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| Beacon Financial | 135k | $4.5M | 0% | 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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| Kraft, Davis & Associates | 127k | $4.3M | 100% | Mar 2026 |
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| New Wave Wealth Advisors | 124k | $4.2M | 52% | Mar 2026 |
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| Financial Designs Corp | 119k | $4.0M | -10% | Mar 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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| Davenport & Co | 110k | $3.7M | -2% | Mar 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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| Pachira Investments | 107k | $3.6M | 9% | Mar 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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| SFMG Wealth Advisors | 91k | $3.1M | -2% | Mar 2026 |
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| Fundamentun | 89k | $3.0M | -52% | Mar 2026 |
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| Financial Advisory Corp | 89k | $3.0M | 3% | Dec 2025 |
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| Journey Retirement Planning & Investment Management | 89k | $3.0M | 100% | Dec 2025 |
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| Family Office Research | 89k | $3.0M | 99% | Mar 2026 |
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| NewCorp Financial Services | 88k | $2.9M | 100% | Mar 2026 |
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| Integrity Advisory Solutions | 87k | $2.9M | -20% | Mar 2026 |
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| PFG Financial Advisors | 86k | $2.9M | 3% | Mar 2026 |
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| Applied Capital | 83k | $2.8M | 9% | Mar 2026 |
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| HBW Advisory Services | 81k | $2.7M | 9% | Mar 2026 |
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| Garrett Investment Advisors | 80k | $2.7M | 80% | Mar 2026 |
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| Diversify Wealth Management | 77k | $2.6M | 100% | Mar 2026 |
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| Signature Estate and Investment Advisors | 77k | $2.6M | 7% | Mar 2026 |
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| Focus Financial Network | 76k | $2.6M | 3% | Mar 2026 |
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| Merit Financial Group | 72k | $2.4M | 4% | Mar 2026 |
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| Cannon Advisors | 69k | $2.3M | -1% | Mar 2026 |
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| Beacon Pointe Advisors | 63k | $2.1M | 6% | Dec 2025 |
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| Jacobi Capital Management | 62k | $2.1M | 100% | Mar 2026 |
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| Comprehensive Financial Planning | 62k | $2.1M | 10% | Mar 2026 |
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| Atria Investments | 62k | $2.1M | -13% | Mar 2026 |
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| Vantage Financial Partners | 60k | $2.0M | 53% | Dec 2025 |
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| Signature | 56k | $1.9M | 41% | 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% | Dec 2025 |
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| Brookwood Investment Group | 54k | $1.8M | 27% | Mar 2026 |
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| Integral Investment Advisors | 52k | $1.8M | -15% | 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 | 15% | Dec 2025 |
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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 | 3% | Mar 2026 |
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| JT Stratford | 49k | $1.6M | 37% | Dec 2025 |
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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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| HighTower Advisors | 47k | $1.6M | 18% | Mar 2026 |
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| Columbia Advisory Partners | 46k | $1.5M | 98% | Mar 2026 |
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| Encompass More Asset Management | 46k | $1.5M | 7% | Mar 2026 |
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| Prasad Wealth Partners | 44k | $1.5M | 13% | Mar 2026 |
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| First Heartland Consultants | 44k | $1.5M | -4% | Mar 2026 |
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| Capital Analysts | 43k | $1.5M | -15% | Mar 2026 |
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| Integrity Alliance | 43k | $1.4M | -10% | Mar 2026 |
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| Dogwood Wealth Management | 42k | $1.4M | 100% | Mar 2026 |
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| Red Reef Advisors | 40k | $1.4M | -8% | Mar 2026 |
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| We Are One Seven | 40k | $1.4M | -7% | Dec 2025 |
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| Miracle Mile Advisors | 40k | $1.3M | -1% | Mar 2026 |
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| Wealth Advisory Solutions | 39k | $1.3M | -1% | Mar 2026 |
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| Silver Oak Securities | 39k | $1.3M | -27% | Mar 2026 |
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| WPWealth | 38k | $1.3M | 11% | Mar 2026 |
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| Claro Advisors | 37k | $1.2M | -3% | Mar 2026 |
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| Goldman Sachs Group | 37k | $1.2M | 100% | Mar 2026 |
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| Gwn Securities | 36k | $1.2M | 26% | Dec 2025 |
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| Benjamin Edwards | 33k | $1.1M | 1% | Mar 2026 |
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| TradeWell Securities | 32k | $1.1M | 100% | Mar 2026 |
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| Arkadios Wealth Advisors | 32k | $1.1M | 12% | Mar 2026 |
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| IHT Wealth Management | 32k | $1.1M | -38% | Dec 2025 |
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| Ronald Blue Trust | 32k | $1.1M | -9% | Mar 2026 |
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| Janney Montgomery Scott | 31k | $1.0M | 59% | Mar 2026 |
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| BCS Wealth Management | 31k | $1.0M | -51% | Mar 2026 |
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| Hanson McClain Advisors | 31k | $1.0M | -16% | Dec 2025 |
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| Dynamic Advisors Solutions | 30k | $1.0M | 288% | Mar 2026 |
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| Vantage Point Financial | 30k | $1.0M | 6% | Mar 2026 |
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| Palumbo Wealth Management | 24k | $786k | -44% | Mar 2026 |
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| CFO4Life | 20k | $673k | -38% | Mar 2026 |
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| Stegent Equity Advisors | 18k | $605k | -52% | Mar 2026 |
|
Who sold out of Innovator Etfs Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Consolidated Planning Corp | Dec 2025 | 385k | $13M |
| Jane Street | Dec 2025 | 256k | $8.6M |
| Archford Capital Strategies | Dec 2025 | 120k | $4.0M |
| Diversify Advisory Services | Dec 2025 | 79k | $2.7M |
| Wealth Enhancement Advisory Services | Dec 2025 | 40k | $1.3M |