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
Download as csv
Download as Excel
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 | 3.4M | $108M | 12% | Mar 2025 |
|
| Envestnet Asset Management | 1.8M | $58M | 15% | Mar 2025 |
|
| Advisor Group Holdings | 1.8M | $56M | 46% | Mar 2025 |
|
| Commonwealth Equity Services | 1.1M | $35M | 5% | Dec 2024 |
|
| Raymond James Financial | 795k | $25M | 100% | Dec 2024 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 794k | $25M | 23% | Mar 2025 |
|
| Cetera Investment Advisers | 767k | $24M | 28% | Dec 2024 |
|
| Crown Wealth Group | 712k | $22M | 12% | Mar 2025 |
|
| Compass Advisory Group | 655k | $21M | 1309% | Dec 2024 |
|
| Brookstone Capital Management | 610k | $19M | 2% | Mar 2025 |
|
| Kure Advisory | 584k | $18M | 100% | Mar 2025 |
|
| Gradient Investments | 559k | $18M | 2% | Mar 2025 |
|
| Wealthcare Advisory Partners | 471k | $15M | 9% | Mar 2025 |
|
| CWM | 463k | $15M | 112% | Mar 2025 |
|
| Harbour Investments | 455k | $14M | 174% | Mar 2025 |
|
| Sunbelt Securities | 416k | $13M | -1% | Mar 2025 |
|
| Centaurus Financial | 408k | $13M | 11% | Dec 2024 |
|
| Kingsview Wealth Management | 352k | $11M | 99% | Mar 2025 |
|
| Stratos Wealth Advisors | 350k | $11M | 724% | Mar 2025 |
|
| Kestra Advisory Services | 319k | $10M | 15% | Dec 2024 |
|
| Central Valley Advisors | 311k | $9.8M | 7% | Mar 2025 |
|
| Ptm Wealth Management | 290k | $8.8M | 100% | Mar 2025 |
|
| CRA Financial Services | 274k | $8.6M | 7% | Mar 2025 |
|
| Mutual Advisors | 249k | $7.8M | 2% | Mar 2025 |
|
| Arq Wealth Advisors | 241k | $7.6M | 100% | Mar 2025 |
|
| Sovran Advisors | 233k | $7.2M | 7% | Mar 2025 |
|
| Atria Wealth Solutions | 228k | $7.2M | 37% | Dec 2024 |
|
| Strategic Blueprint | 225k | $7.1M | 4% | Mar 2025 |
|
| Prairie Wealth Advisors | 221k | $6.9M | 131% | Mar 2025 |
|
| Dominguez Wealth Management Solutions | 210k | $6.6M | 3% | Mar 2025 |
|
| Foundations Investment Advisors | 208k | $6.5M | 5% | Mar 2025 |
|
| Glen Eagle Advisors | 194k | $6.1M | 98% | Dec 2024 |
|
| Sigma Planning | 194k | $6.1M | 3% | Mar 2025 |
|
| Financial Designs Corp | 183k | $5.7M | 3% | Mar 2025 |
|
| Fundamentun | 170k | $5.3M | 100% | Mar 2025 |
|
| Townsquare Capital | 165k | $5.2M | 0% | Mar 2025 |
|
| Long Island Wealth Management | 155k | $4.9M | 238% | Dec 2024 |
|
| RFG Advisory | 143k | $4.5M | 70% | Mar 2025 |
|
| Brown Wealth Management | 134k | $4.2M | -3% | Mar 2025 |
|
| BCJ Capital Management | 128k | $4.0M | -2% | Mar 2025 |
|
| LPL Financial | 122k | $3.8M | 17% | Mar 2025 |
|
| Visionary Wealth Advisors | 116k | $3.6M | 3% | Dec 2024 |
|
| Milestone Asset Management | 112k | $3.5M | 0% | Mar 2025 |
|
| Armis Advisers | 111k | $3.5M | 100% | Mar 2025 |
|
| Core Wealth Advisors | 110k | $3.5M | 19% | Dec 2024 |
|
| Capital Investment Advisory Services | 109k | $3.4M | 107% | Mar 2025 |
|
| Pensionmark Financial Group | 105k | $3.3M | -3% | Mar 2025 |
|
| Oliver Lagore Vanvalin Investment Group | 100k | $3.1M | 8% | Dec 2024 |
|
| Mml Investors Services | 96k | $3.0M | 94% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 91k | $2.8M | 7% | Mar 2025 |
|
| Code Waechter | 85k | $2.7M | 100% | Mar 2025 |
|
| SFMG Wealth Advisors | 82k | $2.6M | 26% | Dec 2024 |
|
| Financial Advisory Corp | 82k | $2.6M | 15% | Mar 2025 |
|
| U.S. Capital Wealth Advisors | 81k | $2.5M | 170% | Mar 2025 |
|
| Capstone Triton Financial Group | 77k | $2.4M | -7% | Dec 2024 |
|
| Silver Oak Securities | 76k | $2.4M | 2% | Mar 2025 |
|
| Comprehensive Financial Consultants Institutional | 76k | $2.4M | 11% | Dec 2024 |
|
| Beacon Financial | 75k | $2.3M | 318% | Mar 2025 |
|
| Cannon Advisors | 68k | $2.1M | -1% | Mar 2025 |
|
| 4J Wealth Management | 66k | $2.1M | 100% | Mar 2025 |
|
| Chris Bulman | 65k | $2.1M | -2% | Mar 2025 |
|
| Branch Banking & Trust Company | 63k | $2.0M | 20% | Mar 2025 |
|
| Focus Financial Network | 60k | $1.9M | 140% | Mar 2025 |
|
| Orion Portfolio Solutions | 60k | $1.9M | 322% | Dec 2024 |
|
| Comprehensive Financial Planning | 58k | $1.8M | -1% | Mar 2025 |
|
| Talon Private Wealth | 56k | $1.8M | 100% | Dec 2024 |
|
| Integral Investment Advisors | 56k | $1.7M | 0% | Mar 2025 |
|
| Archford Capital Strategies | 55k | $1.7M | 100% | Mar 2025 |
|
| Triumph Capital Management | 55k | $1.7M | -2% | Mar 2025 |
|
| Main Street Financial Solutions | 53k | $1.7M | 10% | Mar 2025 |
|
| 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 |
|
| BCS Wealth Management | 46k | $1.4M | 5% | Mar 2025 |
|
| We Are One Seven | 44k | $1.4M | -4% | Mar 2025 |
|
| Miracle Mile Advisors | 44k | $1.4M | 0% | Mar 2025 |
|
| Kfg Wealth Management | 44k | $1.4M | 100% | Mar 2025 |
|
| Arkadios Wealth Advisors | 44k | $1.4M | 0% | Mar 2025 |
|
| Madison Wealth Partners | 42k | $1.3M | 17% | Mar 2025 |
|
| Lakeview Capital Partners | 41k | $1.3M | 73% | Dec 2024 |
|
| Goss Wealth Management | 40k | $1.3M | 55% | Dec 2024 |
|
| Gallagher Fiduciary Advisors | 39k | $1.2M | 191% | Dec 2024 |
|
| Vantage Financial Partners | 37k | $1.2M | 31% | Mar 2025 |
|
| H D Vest Advisory Services | 37k | $1.2M | 403% | Dec 2024 |
|
| Ronald Blue Trust | 36k | $1.1M | 21% | Mar 2025 |
|
| HighTower Advisors | 36k | $1.1M | 4% | Dec 2024 |
|
| Comprehensive Portfolio Management | 35k | $1.1M | 0% | Mar 2025 |
|
| O'shaughnessy Asset Management | 35k | $1.1M | 0% | Dec 2024 |
|
| Pachira Investments | 35k | $1.1M | 138% | Mar 2025 |
|
| CFO4Life | 35k | $1.1M | 100% | Mar 2025 |
|
| Diversify Advisory Services | 35k | $1.1M | 0% | Mar 2025 |
|
| Prasad Wealth Partners | 34k | $1.1M | 100% | Mar 2025 |
|
| Keystone Wealth Services | 34k | $1.1M | 100% | Mar 2025 |
|
| RiverTree Advisors | 32k | $1000k | -2% | Mar 2025 |
|
| Palumbo Wealth Management | 29k | $923k | 313% | Mar 2025 |
|
| Susquehanna International | 29k | $906k | 100% | Dec 2024 |
|
| Resources Investment Advisors | 29k | $904k | 12% | Mar 2025 |
|
| Wealth Advisory Solutions | 29k | $900k | 54% | Mar 2025 |
|
| Claro Advisors | 28k | $866k | 62% | Mar 2025 |
|
| SWMG | 27k | $840k | 8% | Mar 2025 |
|
| Mariner Wealth Advisors | 27k | $835k | -26% | Dec 2024 |
|
| Hanson McClain Advisors | 26k | $805k | 0% | Mar 2025 |
|
| Keystone Financial Group | 25k | $791k | 100% | Mar 2025 |
|
| Capasso Planning Partners | 24k | $759k | 26% | Mar 2025 |
|
| Merit Financial Group | 23k | $734k | -2% | Mar 2025 |
|
| First Heartland Consultants | 23k | $725k | 5% | Mar 2025 |
|
| HBW Advisory Services | 22k | $679k | 44% | Mar 2025 |
|
| Balance Wealth | 21k | $671k | 100% | Mar 2025 |
|
| Ausdal Financial Partners | 21k | $672k | 26% | Dec 2024 |
|
| Applied Capital | 21k | $661k | 109% | Mar 2025 |
|
| Woodard & Co Asset Management Group | 21k | $658k | 38% | Mar 2025 |
|
| Jpmorgan Chase & Co | 21k | $653k | 3180% | Mar 2025 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20k | $624k | 12% | Mar 2025 |
|
| O'Connor Financial Group | 20k | $616k | 7% | Mar 2025 |
|
| Garrett Investment Advisors | 19k | $600k | 100% | Mar 2025 |
|
| Fermata Advisors | 19k | $586k | 76% | Mar 2025 |
|
| Noble Wealth Management PBC | 19k | $582k | 18% | Mar 2025 |
|
| Partners Wealth Management | 19k | $581k | 100% | Mar 2025 |
|
| Pine Harbor Wealth Management | 17k | $541k | -1% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 17k | $521k | 100% | Mar 2025 |
|
| Continuum Advisory | 17k | $518k | 102% | Mar 2025 |
|
| Smith, Moore & Co. | 16k | $512k | 27% | Dec 2024 |
|
| Encompass More Asset Management | 15k | $478k | 34% | Dec 2024 |
|
| AE Wealth Management | 15k | $478k | 100% | Dec 2024 |
|
| Integrated Advisors Network | 15k | $468k | 73% | Mar 2025 |
|
| Steward Partners Investment Advisory | 14k | $442k | 79% | Dec 2024 |
|
| Maia Wealth | 14k | $430k | 0% | Mar 2025 |
|
| ACT Advisors | 13k | $420k | 0% | Mar 2025 |
|
| Stegent Equity Advisors | 13k | $414k | 100% | Mar 2025 |
|
| Atlantic Private Wealth | 13k | $405k | 100% | Mar 2025 |
|
| PCA Investment Advisory Services | 13k | $402k | 8% | Mar 2025 |
|
| Arete Wealth Advisors | 12k | $382k | 0% | Dec 2024 |
|
| WorthPointe | 12k | $380k | 51% | Mar 2025 |
|
| Ameritas Advisory Services | 12k | $368k | -44% | Mar 2025 |
|
| Elmwood Wealth Management | 11k | $352k | 100% | Mar 2025 |
|
| Vista Investment Management | 11k | $329k | 0% | Dec 2024 |
|
| Clear Creek Financial Management | 11k | $328k | 100% | Mar 2025 |
|
| Triad Wealth Partners | 10k | $315k | 100% | Dec 2024 |
|
| Cambridge Advisors | 9.6k | $300k | 100% | Mar 2025 |
|
| Proequities | 9.5k | $301M | 19% | Dec 2024 |
|
| Sanctuary Advisors | 9.0k | $285k | 100% | Dec 2024 |
|
| Grant Street Asset Management | 8.9k | $281k | 100% | Mar 2025 |
|
| Signal Advisors Wealth | 8.8k | $275k | 17% | Mar 2025 |
|
| Eqis Capital Management | 8.4k | $265k | -8% | Dec 2024 |
|
| Vestia Personal Wealth Advisors | 8.1k | $253k | 0% | Mar 2025 |
|
| 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 |
|
| Creative Planning | 6.6k | $208k | -50% | Dec 2024 |
|
Who sold out of Innovator Etfs Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CoreCap Advisors | Dec 2024 | 40k | $1.3M |
| Advisory Services Network | Sep 2024 | 17k | $519k |
| IFG Advisory | Dec 2024 | 15k | $15k |
| Paladin Wealth | Dec 2024 | 9.2k | $288k |
| Prospera Financial Services | Sep 2024 | 7.7k | $237k |