Who Owns INNOVATOR ETFS TRUST (BALT)? -- Institutional Holders (2026-03-31)

298 institutions reported holding $1.49B of INNOVATOR ETFS TRUST (BALT) in SEC 13F filings for 2026-03-31. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($85.1M), OSAIC HOLDINGS, INC. ($82.4M), Wealthquest Corp ($79.2M), ENVESTNET ASSET MANAGEMENT INC ($65.0M), Cetera Investment Advisers ($53.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RAYMOND JAMES FINANCIAL INC$85.1M2.5MAdded
2OSAIC HOLDINGS, INC.$82.4M2.5MAdded
3Wealthquest Corp$79.2M2.4MHold
4ENVESTNET ASSET MANAGEMENT INC$65.0M1.9MAdded
5Cetera Investment Advisers$53.3M1.6MAdded
6LEE JOHNSON CAPITAL MANAGEMENT, LLC$47.0M1.4MAdded
7Foundations Investment Advisors, LLC$46.8M1.4MAdded
8Kingsview Wealth Management, LLC$38.7M1.2MAdded
9Reliant Wealth Planning$33.6M1.0MAdded
10COMMONWEALTH EQUITY SERVICES, LLC$31.6M945,077Trimmed
11Crown Wealth Group, LLC$31.4M936,959Trimmed
12Brookstone Capital Management$30.6M915,556Trimmed
13Compass Advisory Group LLC$28.8M859,423Added
14LPL Financial LLC$27.4M817,663Added
15PTM WEALTH MANAGEMENT, LLC$26.4M787,160Added
16CWM, LLC$25.0M745,815Trimmed
17Kure Advisory, LLC$23.8M711,047Added
18Clear Creek Financial Management, LLC$20.5M613,106Added
19AE Wealth Management LLC$19.9M594,174Trimmed
20PERSONAL CFO SOLUTIONS, LLC$18.4M550,278New
21Visionary Wealth Advisors$17.0M508,624Added
22NBZ Investment Advisors LLC$16.4M490,322Added
23CENTAURUS FINANCIAL, INC.$16.2M483,247Trimmed
24Sunbelt Securities, Inc.$15.7M467,920Added
25CRA Financial Services, LLC$15.2M453,312Added

Source: SEC Form 13F filings · as of 2026-03-31