BALT institutional holders

INNOVATOR ETFS TRUST · 13F, 2026Q2

Managers holding297
Shares held51,926,210
Reported value$1.8bn
Quarter flows43 new, 143 added, 79 trimmed, 24 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
RAYMOND JAMES FINANCIAL INC2,758,023$94.5m0.0%
OSAIC HOLDINGS, INC.2,713,137$93.0m0.1%
Wealthquest Corp2,542,279$87.1m5.5%
LPL Financial LLC2,392,686$82.0m0.0%
ENVESTNET ASSET MANAGEMENT INC1,939,719$66.5m0.0%
Cetera Investment Advisers1,770,275$60.7m0.1%
Kingsview Wealth Management, LLC1,385,648$47.5m0.6%
Foundations Investment Advisors, LLC1,382,990$47.4m0.5%
COMMONWEALTH EQUITY SERVICES, LLC1,236,763$42.4m0.1%
Reliant Wealth Planning1,037,015$35.5m9.8%
Brookstone Capital Management1,005,902$34.5m0.3%
Crown Wealth Group, LLC978,870$33.5m8.5%
Compass Advisory Group LLC910,105$31.2m7.4%
LEE JOHNSON CAPITAL MANAGEMENT, LLC897,952$30.8m9.6%
PTM WEALTH MANAGEMENT, LLC853,198$29.3m13.2%
MTM FINANCIAL GROUP, LLC788,610$27.0m11.6%
Kure Advisory, LLC741,316$25.4m12.0%
NewEdge Advisors, LLC716,670$24.6m0.1%
Clear Creek Financial Management, LLC669,133$22.9m1.5%
Archer Investment Corp657,754$22.5m2.2%
AXXCESS WEALTH MANAGEMENT, LLC651,904$22.3m0.4%
CENTAURUS FINANCIAL, INC.620,618$21.3m0.8%
PERSONAL CFO SOLUTIONS, LLC563,980$19.3m2.8%
Visionary Wealth Advisors552,027$18.9m0.7%
Wealthcare Advisory Partners LLC525,929$18.0m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BALT"). BALT price history · All 13F data

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